Datavault AI Inc. (DVLT) Earnings Call Transcripts

Datavault AI Inc.'s Latest Earnings Call - Q1 FY2026

In the first quarter of fiscal year 2026, Datavault AI Inc. (DVLT:US) reported a revenue of $200 million, maintaining its guidance for the year despite a focus on the second half for revenue recognition. The company signed $800 million in tokenization contracts, which are expected to generate approximately $90 million in fees. Management emphasized a strong balance sheet with $250 million in available funding and highlighted the strategic spinout of its Acoustic division, which is anticipated to enhance focus on its core data monetization platform.

Reported metrics

Guidance from management

Management maintained its revenue guidance of $200 million for the fiscal year 2026, emphasizing that the revenue is more heavily weighted towards the second half of the year.

What management said

Thank you very much, Ed. Very excited to be here today. Good morning, and thank you for your interest in our company. First, before we get started and give you the full update, I'd like to turn the call over to our CFO, Mr. Brett Moyer, to give our financial results from quarter 1 and update us on the spinout of our Acoustic division. Brett?

What analysts pressed on

Analysts expressed concerns about the timing of revenue recognition from the signed tokenization contracts and the potential lumpiness in revenue as the company integrates new acquisitions and navigates regulatory changes. There is also apprehension regarding the competitive landscape in the tokenization market.

Main topics on the call

• Revenue Guidance Maintained — Datavault AI reiterated its full-year revenue guidance of $200 million, stating, "I am quite comfortable with our guidance." This reflects confidence despite a softer first quarter compared to the previous quarter.
• Tokenization Contracts Signed — The company signed $800 million in tokenization contracts during Q1, expected to yield $90 million in fees. CEO Nathaniel Bradley noted, "We have almost approaching $1 billion in the services side of the business where w...
• Spinout of Acoustic Division — Management announced the upcoming spinout of the Acoustic division, which is expected to allow both businesses to focus on their core competencies. CEO Bradley stated, "The split will permit leadership to better focus on...
• Strong Balance Sheet — The company reported a robust balance sheet with $250 million in available funding, including $60 million from a recent private placement. CFO Brett Moyer mentioned, "Our balance sheet is stronger than ever."

Read the full Datavault AI Inc. transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 23 Datavault AI Inc. earnings call transcripts on record, spanning March 25, 2020 to May 15, 2026. Based on this history, Datavault AI Inc. reports quarterly. The most recent call on file is dated May 15, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

DVLT

Exchange

NasdaqCM

Country

US

Sector

Information Technology

Industry

Semiconductors and Semiconductor Equipment

Calls on record

23

First call

March 25, 2020

Most recent

May 15, 2026

Reporting cadence

quarterly