TLDR
- Veritone soars 45% after major VDR deals and bullish Q3 outlook.
- New VDR contracts fuel Veritone’s surge as AI data demand spikes.
- Veritone doubles VDR bookings to $40M, shares skyrocket post-close.
- Strong Q3 preview lifts Veritone amid hyperscaler AI partnerships.
- Veritone rises on VDR momentum, solidifying its AI data leadership.
Veritone, Inc. (NASDAQ: VERI) surged in after-hours trading, closing regular hours at $5.46 before jumping 44.69% to $7.90.
This sharp rise followed major contract wins for its Veritone Data Refinery (VDR) platform and a strong Q3 2025 outlook. The company signaled rapid expansion in its partnerships with top-tier hyperscalers and AI model developers.
Strategic VDR Contracts Propel Market Momentum
Veritone confirmed it secured new contracts to deploy its VDR solution with leading hyperscalers and emerging model developers. These agreements mark a major push toward transforming unstructured data into license-ready assets for generative AI. With demand surging for proprietary datasets, VDR plays a central role in meeting this growing need.
The company’s latest customer wins reflect strong traction across commercial and public sector clients. Its near-term VDR pipeline and bookings now total approximately $40 million, doubling since August 2025. These contracts confirm its position as a key enabler in the training data ecosystem.
As hyperscalers scale their AI ambitions, they increasingly seek unique, unstructured datasets to train and refine their models. Veritone’s VDR platform enables clients to unlock value from dormant archives, particularly in video and audio formats. This capability makes Veritone a strategic partner in the evolving AI data market.
Preliminary Q3 2025 Results Show Strong Revenue Growth
Veritone released its preliminary unaudited Q3 2025 financials, showing estimated revenue between $28.5 million and $28.7 million. This represents a year-over-year increase of over 30%, supported by strong product adoption and contract execution. The company also reported a narrower non-GAAP net loss, between $5.5 million and $6.0 million.
Management highlighted the company’s operational progress, pointing to improved topline performance and demand for its AI data solutions. While the net loss expanded compared to Q3 2024, cost control and higher revenue growth helped cushion the impact. Veritone will finalize results and file its 10-Q by the scheduled reporting date.
The company also announced an upcoming earnings call scheduled for November 6, 2025, at 5:00 p.m. Eastern Time. Leadership will provide business updates and address performance highlights for the third quarter. The call is expected to detail future growth strategies and additional VDR deployments.
Positioning as a Key Data Infrastructure Player in the AI Era
Veritone continues to solidify its role as a foundational provider in the AI infrastructure stack, alongside power and compute leaders. Its VDR platform answers the market’s growing need for structured, high-quality, and licensable datasets. As enterprises seek scale, demand for unique data assets continues rising.
Data has become a core input for HBM Memory Shortages Limit China Mobile’s AI AmbitionsAI systems, with video and audio archives holding significant untapped value. Veritone’s platform standardizes and enriches these datasets, positioning them for commercial use and AI model training. The company’s value proposition aligns with industry-wide trends toward monetizing previously underutilized data.
Veritone plans to secure formal partnerships with nearly every major hyperscaler by the end of 2025. With current momentum and growing market recognition, the company aims to lead the unstructured data transformation space. The stock’s after-hours performance reflects optimism in its expanding role within the AI ecosystem.
