Datavault AI Inc. Q4 FY2026 earnings call

Nate Bradley started by stating 2025 was a strong year with significant sequential revenue growth, first ever profitable quarter on a GAAP basis with adjusted EBITDA exceeding $8 million, strategic financing initiatives to eliminate debt and strengthen balance sheet with over $115 million in working capital. Completed acquisitions of CompuSystems Incorporated (CSI) and API Media in early 2026, operating under Event Citadel project. Discussed various aspects of the business including blockchain and Web3 ecosystems, real-world asset tokenization, different exchanges like Sports Illustrated Exchange, International Elements Exchange, American political exchange, partnership with IBM, Houlihan Loki as smart contract auditor, acoustic division combining WISA, API, and Event Citadel generating revenue through sound-based technology, cybersecurity importance with Sanctum, and licensing of NIAX giving access to NASDAQ financial framework.

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

Q: Jack Vander Argery asked about NIAX, licensing revenue stream, relationship with IBM, Sanctum Cities, tokenization verticals, and acquisitions.

A: Nate Bradley discussed NIAX as talent, people, technology, brand affiliation and partnership for tokenizing real world assets, relationship with IBM around cybersecurity and Sanctum, tokenization verticals being vertically centric and licensed into different areas, and acquisitions like API Media and CSI and international acquisition strategy.

Q: Ed Wu asked about business focus on U.S. and international growth.

A: Nate Bradley said international opportunity is rivaled by domestic, has offices in various international locations, acquisitions give American-made technology base and customer reach, looking for cash or creative acquisitions for international revenue.

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

A: Nate Bradley said to refer to press release for financials, NIACs gives control over marketing interface and platform, NIACS transaction is accretive to owning token exchange technology in U.S.