Datavault AI Inc. Q3 FY2025 earnings call

• Q3 was an incredible period with performance loading for WiSA and Acoustic division, and surge in ADIO technology revenues.
• Aggressively increased guidance for 2026 from $50M to $200M, driven by Datavault, WiSA, ADIO technology, and Acoustic divisions.
• Received $150M strategic equity, which is a lifeblood of capital for global expansion.
• Expanded global footprint with presence in Zurich, London, Taiwan, Japan, Korea, Hong Kong.
• Key partnerships include IBM, NYIAX, Scilex, Burke Products.
• Focus on RWA tokenization, with various exchanges like Elements Exchange, biotech exchange, NIL Exchange.
• Development of quantum computing and high-performance computing capability in partnership with IBM.
• Acquisition of API Media for high-powered activations and big-time events.
• Emphasis on scalable licensing models and underlying intellectual property with patents.

The transcript does not provide specific absolute revenue numbers or revenue contribution percentages for each product segment. However, mentioned segments include WiSA, ADIO technology, Acoustic division, and the Datavault platform. The focus is on the performance and growth potential of these segments, particularly the Datavault platform's surge in Q4 and the scalability of WiSA and ADIO technology lines.

• Increased 2026 revenue guidance from $50M to a minimum of $200M.
• Guidance is predicated on strategic partnerships, launch of exchanges, and performance of Datavault, WiSA, ADIO technology, and Acoustic divisions.
• Fourth quarter is expected to be the steepest climb due to revenue recognition and technological resource demands, with expansion of the Georgia Development Center and Philadelphia facility to meet demand.

Forward-looking statements are subject to risks and uncertainties that could cause actual results to differ materially from projections. Risk factors are discussed in detail in periodic filings with the SEC, but no specific risks are elaborated on in the transcript beyond the general statement.

Q: Can you give us some detail on the scope of contracts you're talking about regarding the tokenization of real-world assets?

A: The strategy is driven by the quality of assets being tokenized, focusing on gold, diamonds, silver, copper, and other valuable assets. We're listening to customers and governments to find most valuable assets to tokenize. The geothermal deal announced is a priority.

Q: Help us understand what's sort of locked in that 2026 guidance versus how much is kind of are you working towards locking in?

A: The 200M guidance is aspirational, with internal aims higher. Fourth quarter is the steepest climb due to revenue recognition and technological demands. The Georgia Development Center and Philadelphia facility are being expanded to meet demand.

Q: What's the revenue contract backlog right now?

A: It's significant, but challenging internationally due to governance and legal complexities. The Philadelphia headquarters is addressing legal and governance issues. The exchanges have complex constructs, but we aim to be like iTunes in the space, with a governance-first model.