Thandi Mbeki
Thandi covers small- and mid-cap artificial intelligence companies, from voice AI and computer vision to defense analytics and autonomous delivery.
Articles by Thandi Mbeki
SoundHound AI Notches Record $61.9 Million Quarter and Lifts Full-Year Outlook as Voice AI Lands Bigger Deals
The voice-AI company's 45% revenue growth, improving margins and a raft of seven-figure enterprise wins sent shares sharply higher in one of the strongest small-cap AI prints of the season.
BigBear.ai Beats on Revenue as Defense AI Contracts Stack Up, With a $410 Million Cash Pile Pointed at M&A
The defense-focused AI company posted 13% growth, a nearly eight-point margin expansion and more than 20 new contract wins — and told investors it is now hunting for acquisitions.
Innodata's Record $92 Million Quarter Comes With a Surprise: A New CEO and a Less Lopsided Customer List
The AI data-engineering firm grew revenue 58%, posted real net income and raised its cash pile — while announcing a leadership handoff and revealing that its second-largest customer has doubled in weight.
Serve Robotics Cuts 2026 Revenue Guidance by Roughly Two-Thirds as Uber Eats Volumes Fade
Revenue rose 404% year over year to $3.2 million, but the sidewalk delivery company slashed its full-year outlook to $9–$10 million and signaled its Uber agreement may not be renewed when it expires in early 2027.