Datavault AI Inc. (DVLT) Earnings
Datavault AI Inc. is expected to report next earnings on August 13, 2026 (in NaN days), with a consensus EPS estimate of $-0.02. DVLT has beaten EPS estimates in 4 of its last 10 reported quarters (average surprise -251.3% over the last four).
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 15, 2026 | $-0.08 | $-0.05 | +37.5% | $3M | -82.9% |
| Mar 19, 2026 | $-0.09 | $-0.09 | +0.0% | $34M | +36.8% |
| Nov 14, 2025 | $-0.07 | $-0.33 | -371.4% | $3M | -51.6% |
| Aug 19, 2025 | $-0.07 | $-0.54 | -671.4% | $2M | -71.1% |
| May 14, 2025 | $-0.14 | $-0.18 | -28.6% | $629000 | +25.8% |
| Nov 15, 2024 | $-0.60 | $-1.39 | -131.7% | $1M | +80.3% |
| Aug 14, 2024 | $-0.90 | $-11.89 | -1228.9% | $345000 | -1.4% |
| May 20, 2024 | $-1.55 | $0.77 | +149.7% | $255000 | -57.5% |
| Nov 14, 2023 | $-117.75 | $-1.93 | +98.4% | $769000 | +39.8% |
| May 16, 2023 | $-353.50 | $-57.75 | +83.7% | $500000 | +0.0% |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q1 FY2026 · May 15, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
### Financial Position - Q1 2026 closed with $140 million in working capital after a $60 million institutional private placement completed in early May 2026, following funding for the API Media acquisition. - A binding term sheet for $120 million in non-dilutive financing was secured to accelerate the nationwide rollout of the Sanctum cybersecurity platform, bringing total available 2026 funding to over $250 million. ### Corporate Strategy Updates - A binding plan to spin out the entire Acoustic Science Division as a standalone public company (API Media, ticker ADIO) led by former API Media CEO David Reese was announced, with closing targeted around the turn of the year. The spin-out will let leadership focus on their respective core businesses. - The NIACS acquisition is on track to close in May 2026, and the CyberCatch cybersecurity acquisition is in process. The Acoustic division spin-out will not impact full-year 2026 consolidated revenue guidance. ### Core Platform Progress - The Data Vault AI platform addresses unmonetized corporate data silos using AI and blockchain, with a core focus on cybersecurity ahead of the expected future quantum computing shift. The platform delivers four core functions: cybersecurity, data indexing, data valuation, and data veracity scoring to enable trusted, monetizable data assets. - The company is building 100 quantum-ready, dispersed Sanctum mini data centers across 100 U.S. cities, forming a self-healing mesh infrastructure that addresses cybersecurity and reliability risks associated with large consolidated data centers. - Key strategic partnerships are in place to support platform development and compliance: Clear for KYC/verification, IBM as a platinum investing partner, Fiserv for global transaction settlement, NASDAQ via the NIACS acquisition for trusted trading infrastructure, and Houlihan Lokey for smart contract audits to ensure regulatory compliance. - Exchanges are on track to launch in July 2026, with genre-specific exchanges for information data, international elements, political data, and a sports NIL (name, image, likeness) exchange in partnership with Sports Illustrated.
Guidance
- Full-year 2026 revenue guidance is maintained at $200 million, with revenue weighted heavily to the second half of the year as previously communicated in March 2026. - The $90 million in fees tied to the $800 million in Q1 2026 signed tokenization contracts is expected to be recognized in 2026 as projects are funded and completed. - Exchange launch is targeted for July 2026, timed to coincide with the expected passage of the Clarity Act digital asset legislation. The company is prepared to launch exchanges simultaneously in the U.S., Europe, and Asia regardless of U.S. legislative timing. - The 100-city Sanctum rollout schedule remains on track, with integration of CyberCatch's quantum resistance capabilities not expected to delay the rollout. - No near-term additional share dilution is planned after the recently completed private placement, with existing capital sufficient to execute the current strategic plan.
Segment performance
Data Vault AI operates two primary segments ahead of the planned 2026 spin-out of the acoustic division: 1. **Data Science Segment**: The core Web 3.0 data monetization platform segment. In Q1 2026, the segment secured $800 million in signed tokenization contracts, which are tied to approximately $90 million in future fees to be recognized as projects are funded. This segment generates revenue from three core streams: technology licensing, tokenization services, and exchange transaction fees. As of Q1 end, the segment has 5 owned exchanges (after the upcoming NIACS acquisition) plus 4 licensed exchanges for a total of 9 planned exchanges. 2. **Acoustic Science Division**: The segment set to spin out later in 2026 (to operate as API Media, ticker ADIO). This segment includes Adio, WISA, Event Citadel, and the acquired API Media. It achieved record revenue in Q1 2026, with strong traction in WISA technology and growing client relationships (including on-site event technology delivery for the PGA Tour Championship). No overall company segment revenue contribution percentages were disclosed in the call.
Risks & headwinds
- Revenue recognition is dependent on external regulatory progress, specifically the passage of the U.S. Clarity Act enabling digital asset trading; delayed or failed passage could push full exchange revenue generation to later periods. - Tokenization revenue recognition is tied to project funding, leading to near-term lumpiness in quarterly revenue results. - The upcoming quantum computing shift (Q-Day) creates existential cybersecurity risk for non-quantum-resistant digital tokens and infrastructure, requiring heavy upfront investment in quantum-hardened systems. - The company holds patents covering core tokenization technology, and unlicensed competing platforms may face intellectual property infringement claims, though ongoing infringement could create market competition risks.
Analyst Q&A
Q: How does the NIACS acquisition support revenue generation from Q1's large tokenization contract backlog, and what is Sanctum's role in revenue? /
A: NIACS brings NASDAQ-grade financial trading infrastructure for digital asset exchanges, creating a major regulatory and operational advantage over unregulated competing platforms. Sanctum provides the quantum-resistant cybersecurity base required for minting immutable tokens and hosting secure digital twins, enabling revenue from token minting and hosting services. Licensing, tokenization fees, and exchange revenue are three sequential, compounding revenue streams that will activate once the Clarity Act passes.
Q: When will revenue start to pick up after a softer Q1, and what is the competitive position in tokenization? /
A: Q1 was actually the company's most productive quarter to date, with revenue weighted to the second half due to pending regulatory clarity. The $90 million in fee backlog from Q1 contracts will begin recognizing revenue in subsequent quarters this year. Data Vault AI claims it is the largest compliant player in the tokenization market, with strong patent protection, required regulatory compliance partnerships, and freedom to operate that attracts large enterprise and government clients, leaving significant blue sky for growth as the market expands.
Q: Will integrating CyberCatch's quantum resistance technology delay the 100-city Sanctum rollout? /
A: Integration of CyberCatch's capabilities will not delay the rollout, and actually accelerates it. CyberCatch brings an existing government contracting pipeline and pre-established customer education work that helps speed up sales closing. Its quantum hardening technology is a built-in addition to the existing Sanctum infrastructure, aligning with the company's goal of delivering fully quantum-ready data centers.
Q: Should investors expect additional acquisitions or future share dilution? /
A: The near-term focus is on executing and integrating the already announced NIACS and CyberCatch acquisitions. While no additional acquisitions are ruled out, management prioritizes existing share value and has already secured sufficient funding via the recent private placement and non-dilutive debt financing. Management states no near-term dilution is planned, and past share issuance was accretive to overall shareholder value by completing the required technology stack.