Datavault AI Inc. Q4 FY2025 earnings call

Good year for the company with significant sequential revenue growth and first ever profitable quarter on a GAAP basis. Adjusted EBITDA exceeded $8 million. Substantially eliminated debt and strengthened balance sheet with over $115 million in working capital. Completed acquisitions of CompuSystems Incorporated (CSI) and API Media in early 2026. Operating under project Event Citadel unifying businesses to create scalable ecosystem for tokenized data asset creation and recurring revenue. Believes in blockchain and Web3 ecosystems as large market opportunity. Has patented technology stack including Clear KYC system, partnership with IBM, NIAX licensing for NASDAQ financial framework, Fiserv partnership for fiat and token conversion, smart contract auditing by Houlihan Loki. Acoustic division combines WISA, API, and Event Citadel for ongoing revenue through sound-based technology. Focus on cybersecurity with Sanctum security layer. Licensing and tokenization in recurring revenue model. End-to-end approach for data from birth to monetization on exchanges.

Reiterating guidance provided in fall of 2025, expects top line revenue of $200 million for full year 2026 with sequential growth each quarter and majority of outlook weighted to second half. Team will be infused with talent of NIACS and their technology.

Q: Jack Vander Ardrey with Maxim Group asked about NIAX, licensing revenue stream, relationship with IBM, Sanctum Cities, verticals of tokenization strategy, and acquisitions.

A: Explained NIAX as talent, technology, brand affiliation and partnership for tokenizing real world assets. Talked about IBM partnership for cybersecurity and Sanctum. Mentioned verticals like biotech, marketing, elements, NIL exchanges licensed into. Discussed acquisitions like API Media (cultural and event-based) and CSI (infusion into WISA and Addio).

Q: Ed Wu with Ascendian Capital Markets asked about business focus on U.S. and international growth.

A: Stated international is a huge part with offices in Korea, Japan, Taiwan, UK, etc., and looking for cash accretive acquisitions to expand internationally.

Q: Alfred Blake, private investor asked about financial framework of NIACs merger.

A: Stated to refer to press release for financials, mentioned NIACs gives control over marketing platform and adds NASDAQ infrastructure to exchanges, and the transaction is highly accretive to owning token exchange technology in U.S.