Veritone : Investor Presentation May 2026

Published: 2026-05-12 15:44:07 ET VERI

Published on 05/12/2026 at 03:44 pm EDT

Investor Presentation

May 2026

The enterprise AI company for the data economy.

Veritone is a leading enterprise AI software, applications and services provider transforming unstructured data into AI-ready assets.

Founded in

2014

NASDAQ:

VERI

Employees:

440+*

Software, products & services customers:

2,890+

*Employees and customer count as of March 31, 2026. 3

A decade+ of leading the way

2017

Initial Public Offering on NASDAQ

Veritone aiWARETM established

2019

Acquires Machine Box; company exceeds 300 full-time employees

aiWARE applications include IDentify, Redact and Attribute

Acquires Performance Bridge Media

Acquires Wazee Digital

First $1M quarter for aiWARE

Anaheim PD becomes first government agency to use aiWARE; launch first GovCloud (AWS) environment for U.S. government agency use

2021

Launches Veritone Voice; multi-lingual synthetic voice offering becomes available

2023

Launches GenAI

Veritone acquires Broadbean and forms Veritone Hire

2025

Awarded a sole-source contract from the

U.S. Air Force

Completes registered direct offering of common stock and pre-funded warrants, raising gross proceeds of $20.3 million

Announced $10 million equity offering including $1 million from CEO, Ryan Steelberg

Achieves AI milestone with 5 trillion tokens processed in 2Q25

Completes two equity capital raises totaling more than $100 million in September and October 2025

Announced agreement with certain debt holders to pay down term debt in full and

~50% convertible notes outstanding as of November 6, 2025

2014 -

2016

2014:Series B financing complete

2014: Acquires ROI Media

2015: ROI Media becomes Veritone Media

2018

aiWARE launched on Microsoft Azure GovCloud

aiWARE receives FedRAMP

authorization

2020

USPTO issued three patents to Veritone

2022

Veritone acquires PandoLogic

2024

Launches AI

Consulting & Services Group

Completes Divestiture of Veritone One

Launches Veritone iDEMS

Launches Veritone Data Refinery Offering ("VDR")

2026

Announced Strategic

Agreement with Oracle to Accelerate Enterprise AI and AI Data Economy

Launched Veritone Data Marketplace ("VDM") Offering

Launched Content Intelligent AI Agent

Announced Major Expansion of VDR Suppliers to Monetize Proprietary Data

The Data Problem

It all starts with data.

Every day, enterprises generate a massive volume of data-most of it unstructured.

Vast amounts of audio, video and text without pre-defined models or organization.

We're committed to advancing AI technology to help transform unstructured data into

insights, insights into action, and action into impact.

Missed revenue and growth opportunities due to limited data utilization

Unstructured data is growing faster than structured data

Time consuming to collect & impossible to organize real-time

Our Platform Solution

Veritone aiWARE

AI Platform: A proprietary AI operating system that supports and offers hundreds of cognitive and generative AI models to analyze, organize, and act on data in near real-time.

Intelligent Data Lake: A central repository and key source of powering ingestion and enriching vast volumes of structured and unstructured data, serving as the foundation for AI-driven analysis, discovery, and action.

Enterprise AI OS

Applications

Human & Agentic

API

GraphQL, REST APIs

Agentic Interface

MCP, Skills, LLM Gateway

Decision Layer

Interfaces

Multi-Engine Flexibility: aiWARE seamlessly integrates and manages hundreds of pre-trained generative and large language AI models-from transcription to object detection-so companies can switch models based on specific needs.

Unified Platform: Unlike competitors offering single AI tools, aiWARE delivers a comprehensive ecosystem to streamline multiple use cases (e.g., facial recognition, sentiment analysis).

Low-Code/No-Code Interface: Democratizes AI adoption by allowing customers to deploy cognitive models without deep technical expertise.

Interoperability: Works with existing enterprise workflows across sectors and allows organizations to switch between AI engines based on performance or use case-no vendor lock-in.

Scalability: AI that grows with businesses, whether for real-time analytics, compliance, or automation.

Business Model

Business Logic, Business Entities, Events, Automate Studio Flows

Process Management

Jobs, tasks, Agentic Workflows

Kernel

Intelligent Data Lake & Agent Memory

Raw Data, Media Store, DBs, On-Prem Data, Token Store, Data Warehouse

Processing

Cognitive engines, LLMs, Computation Engines, Controller

Adapters

Integration Layer

Orchestration Layer

Data Layer

Processing layer

Ingestion layer

An Operating system for AI

…compare to a computational OS

Veritone Application suite

Office 365 Suite

Industry Applications Industry Applications

API API

aiWARE

Windows

Empowering a robust partner & customer ecosystem.

Problems we solve

Organizations struggle to manage and leverage vast amounts of unstructured data-audio, video, and text - and how to activate it.

Legacy technology is not designed to efficiently integrate, process, and analyze large amounts of diverse data, overlooking optimization for third-party integration.

Regulators and the public expect AI to be deployed responsibly and with human oversight.

Legacy systems and manual processes cannot keep up with increasing demands for data-driven decision-making and compliance.

Commercial Enterprise

Our AI applications and custom-built AI solutions unlock tremendous value for commercial enterprise.

Veritone enables enterprises to leverage AI to transform workflows and unlock value across functions in many industries through both pre-built AI applications and tools as well as custom AI and data projects.

SELECT CUSTOMERS

Data insight

Gain value from video, audio, images, text, and data through metadata extraction, search, and visualization, enhancing customer support and system integrations

Data services

Our data offerings transform disorganized, fragmented data into a unified, accurate, and privacy-compliant ecosystem, empowering organizations

Licensing services

Our team of experts use proprietary AI technology to help find footage and navigate rights and clearances for content buyers and rights holders

Content management & monetization

Enhance your content strategy with AI-powered DAM and synthetic voice creation.

AI application dev / AI workflow

We turn your AI vision into a business advantage with tailored solutions, developed through a practical, business-focused approach

Hiring solutions

Increase the number of qualified applicants, decrease the time to find and hire the best candidates, while removing inefficient HR processes

SELECTED PARTNERS

Public Sector

AI-powered solutions to help government agencies and law enforcement to automate processes, enhance compliance, and improve operational efficiency.

Veritone's public sector offerings can greatly accelerate workflows for law enforcement, government, and public safety agencies. Our proprietary software suite, Intelligent Digital Evidence Management Systems, is one of the industry's first cloud-based digital evidence management solutions that integrates AI to help public safety and judicial agencies accelerate investigations.

SELECT CUSTOMERS

Data insight

Gain value from video, audio, images, text, and data through metadata extraction, search, and visualization, enhancing customer support and system integrations

Biometric identification

Authenticate users, identify callers and suspects by recognizing voices and faces in videos, images, and calls

Hiring solutions

Increase the number of qualified applicants, decrease the time to find and hire the best candidates, while removing inefficient HR processes

Redaction

Save time and costs while freeing up valuable resources by using Veritone AI to automate the redaction of sensitive information within audio, video and image-based evidence

Transcription & translation

Legal and contact center teams, automate manual work with near-real-time transcription and translation of any data source

Person-of-interest tracking

Track persons of interest across video files regardless of source without using personal identifiable information (PII)

SELECTED PARTNERS

Veritone Data Refinery

Transform data. Power Intelligence.

Meet Veritone Data Refinery (VDR). Designed to help enterprises transform vast amounts of unstructured data into high-quality, AI-ready assets.

Through aiWARE's advanced capabilities, VDR transforms disparate data silos into a centralized and secure repository for video, audio and text data. From this repository, enterprises can:

+ Extract immediate value and ROI out of Veritone's 20 award-winning applications*, serving both Public and Commercial sectors

+ Identify custom AI solution and development needs, including training and fine-tuning AI cognitive and large language models; or

+ Explore monetization opportunities through third-party data licensing.

*Several applications have received multiple awards since 2017.

Veritone Data Refinery

Significant revenue opportunities.

$17B Training Data Market1 Direct Veritone Revenue Opportunity2

$82M

$68M

2024

$2.6

$17.04

1Sources: https://www.fortunebusinessinsights.com/ai-training-dataset-market-109241 https://www.grandviewresearch.com/industry-analysis/ai-training-dataset-market

2Based on management's expectations

Veritone Data Refinery

The depth, breadth and experience to win.

For over ten years, Veritone has successfully transformed unstructured data, including licensing, monetization and management of IP rights, for over 2,890 customers in the commercial and public sectors.

Logos represent existing Veritone customers, some of which are already VDR customers.

Veritone's Growth Drivers

Unlock the potential of existing customers

Showcase expanding market applications of solutions across core verticals to existing customers

Upsell additional volume to current customers

Cross-sell expanding use cases

Convert trial customers, particularly in public sector, to long-term customers

Capitalize on data & integration capabilities

Deliver product ecosystem designed to drive operational efficiencies, accelerate decision making and increase profitability

Market ability to integrate and orchestrate disparate data and workflows

Ability to integrate the latest AI models to help ensure state-of-the-art accuracy

Scalable platform to grow with customers

Harness expanding market opportunity

Expand our offerings to meet the demands of increasing spend and use cases of AI within enterprises

LLMs are becoming increasingly commoditized, portable and more affordable, we're positioned to succeed in the application layer

Recent Business Highlights

Apr 21

Veritone and Cold Case Foundation Partner to Accelerate Unsolved Investigations with AI

Apr 15

Veritone Launches Next Generation Discovery Solution with Content Intelligence AI Agent

Veritone and The Washington Post Announce New Collaboration to Unlock Access to News Archives

Mar

Veritone and LeoSight to Provide Next-Generation of Real-Time, AI-Powered Public Safety

Mar 26

Veritone Announces Strategic Agreement with Oracle to Accelerate Enterprise AI and AI Data Economy

Feb 24

U.S. Soccer Extends Agreement with Veritone to Monetize Archive Footage Using AI-Powered Content Licensing

Mar 17

Veritone Data Refinery Helps Safeguard Personal Data with Veritone Redact

Veritone Announces Major Expansion of Veritone Data Refinery (VDR) Suppliers to Monetize Proprietary Data

Mar 10

Jan 29

Veritone Transforms the AI Supply Chain with the Launch of Veritone Data Marketplace, Delivering Ethical, At-Scale Access to Premium AI-Ready Data

Veritone aiWARE Platform Aims to Advance the Department of War's AI-First, Modular Open Architecture Strategy

Jan 14

Earnings Results

Financials

KPIs

Snapshot

1Q26

Total Revenue

1Q26

Software Products &

Services Revenue

Cash & Cash

Equivalents2

Key indicators in 1Q261

1Q26 Total Software Products & Services Customers2

1Q26 Annual Recurring Revenue3 (+9% YoY)

1Q26 Gross Revenue Retention2,3

Operating results, unless denoted otherwise exclude discontinued operations of media agency; for definitions and more information, see the Supplemental Financial Information and applicable reconciliations slides in the Appendix. 17

As of March 31, 2026.

See Appendix for definitions of Annual Recurring Revenue and Gross Revenue Retention.

Financial Update

1Q 2026 Financial Highlights

$ in Millions

QUARTERLY REVENUE

1Q25

2Q25

3Q25

4Q25

1Q26

$19.9

$20.3

$22.5

$23.2

$26.6

ANNUAL RECURRING REVENUE (ARR)

1Q25

2Q25

3Q25

4Q25

1Q26

$58.7

$64.2

$62.7

$61.9

$63.9

Gross Revenue Retention(1)

>90%

Total Software Products &

Services Customers(1)

2,897

Revenue CAGR (2017-2026E)(2)

+29%

As of March 31, 2026.

Revenue estimates represent the midpoint of Management's Guidance Range provided May 12, 2026.

Quarterly Key Performance Indicators

Three Months Ended

March 31, 2026

Three Months Ended

March 31, 2025

Percent Change

$ in Thousands

Revenue

$20,259

$22,463

(9.8)%

Operating Loss

$(19,423)

$(21,634)

10.2%

Net Loss

$(19,508)

$(19,875)

1.8%

Gross Profit

$12,429

$13,714

(9.4)%

Non-GAAP Gross Profit1

$13,709

$14,629

(6.3)%

Non-GAAP Net Loss1

$(11,888)

$(11,130)

(6.8)%

Total New Bookings2

$15,988

$15,835

1.0%

See Appendix for reconciliation of Non-GAAP Gross Profit to Loss from Operations and Non-GAAP Net Loss to Net Loss.

See Appendix for definition of "Total New Bookings"

Disclaimer

Veritone Inc. published this content on May 12, 2026, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on May 12, 2026 at 19:43 UTC.