Datavault AI Reports 3Q-25 Highlights and Corporate Update

Rhea-AI Summary

Datavault AI (Nasdaq: DVLT) reported strong commercial momentum and raised guidance on Nov. 17, 2025. Q3-2025 revenue rose 148% year‑over‑year to $2.9 million and was up 67% sequentially versus Q2‑25.

The company raised FY‑2025 revenue guidance to a low end of $30 million and raised 2026 guidance to exceed $200 million, citing licensing monetization. Strategic highlights include a $10 million worldwide licensing agreement with Scilex (Nasdaq: SCLX), MOUs with Korea Aerospace University and Burke Products, expanded global engagements across the U.S., Europe and Asia, and an accelerating pipeline of real‑world asset tokenization licensing deals.

Positive

• Revenue +148% YoY to $2.9M in Q3‑2025
• Sequential revenue +67% vs Q2‑25
• Raised FY‑2025 guidance lower end to $30M
• Raised 2026 guidance to exceed $200M
• $10M worldwide licensing agreement with Scilex
• Expanded global partnerships across U.S., Europe, Asia

Negative

• Q3‑2025 revenue remains a small absolute base at $2.9M
• Guidance relies heavily on licensing model monetization

Insights

Corporate Strategist

Strong commercial momentum, licensing-led scale and global partnerships position the company for rapid revenue expansion.

Datavault demonstrates a clear commercial pathway by converting intellectual property into recurring licensing contracts. The announced exclusive $10 million licensing deal and multiple MOUs show the firm is embedding its technology across specialized verticals such as genomics, aerospace and defense.

Dependencies and risks include successful contract closures, execution of global rollouts, and the cadence of converting negotiations into signed licenses. The stated addressable opportunity in tokenizing real‑world assets is large, but value realization depends on finalized agreements and operational scale.

Watch near term metrics: quarterly revenue progression, the conversion of “dozens” of RWA negotiations into signed contracts, and traction from the FY 2026 licensing model ramp over the next 12–18 months.

Financial Analyst

Revenue growth and sharply higher guidance materially change the financial outlook; execution will validate the upgrade.

Reported 148% YOY revenue growth to $2.9 million in Q3-2025 and sequential growth of 67% are strong top-line signals. Management raised FY 2025 lower-end guidance to $30M and set FY 2026 guidance above $200M, indicating a shift toward high-margin licensing revenue.

Key financial risks are concentration and timing: revenue appears tied to a few large licensing deals and the pace of converting pipeline negotiations. Monitor upcoming quarterly results, the financial details and timing of the $10 million Scilex agreement, and disclosure of recurring versus one-time revenue components over the next four fiscal quarters.

Company Posts Strong Revenue Momentum, Global Licensing Pipeline and Real‑World Asset Tokenization Leadership

• Q3-25 Revenue rose 148% YOY to $2.9M
• DVLT Discusses New Global Business Pipeline
• Raises FY 2025 Revenue Guidance to a low end of $30M, Raises 2026 Guidance to $200M
• Management Hosting a Live Webcast at 8:30 a.m. ET; Information Below

PHILADELPHIA, Nov. 17, 2025 (GLOBE NEWSWIRE) -- via IBN – Datavault AI Inc. (Nasdaq: DVLT), a leader in data monetization, credentialing, and digital engagement technologies, today provided a corporate update that includes substantial commercial advances, expanding global partnerships, and a deepening pipeline of licensing contracts across real‑world asset (RWA) tokenization.

Q3-2025 Financial Highlights

Revenue for the third quarter ended Sept. 30, 2025, rose 148% YOY to $2.9 million, and increased 67% sequentially vs. Q2-25, underscoring strong traction in the Company’s high‑growth verticals.

• Guidance for FY 2025 has raised the lower end to $30 million, driven primarily by scaling operations in the Acoustic Science and Data Science divisions.
• Raised guidance for 2026 to exceed $200 million, fueled by licensing model monetization.

Highlights of Recent Strategic Global Partnerships & Expansion

• Signed an exclusive $10 million worldwide licensing agreement with Scilex Holding Company (Nasdaq: SCLX) to monetize genomic, DNA and therapeutic data assets.
• Entered into MOUs and commercial partnerships with key enterprises including Korea Aerospace University, and a Tier‑1 defense OEM, Burke Products, to embed Datavault’s IP in aerospace, simulation and defense segments.
• Expanded global footprint with active engagements across the U.S., Europe (Zurich, London) and Asia (Japan, Korea, Taiwan, Hong Kong) to support scalable licensing and monetization.

Real‑World Asset (RWA) Tokenization Licensing Pipeline

• Currently in dozens of contract negotiations worldwide with RWA owners seeking to tokenize assets such as gold, diamonds, rare‑earth metals, carbon credits, sugar and cotton - representing a multi‑trillion‑dollar addressable market.
• New business development is accelerating. Supported by a growing number of recently signed strategic relationships and licensing agreements.

Commentary

Commenting on the third quarter’s rapid progress, and 2026 outlook, Datavault AI Chief Executive Officer and co-founder, Nathaniel Bradley, said, “Our solutions have captured the attention of corporations and governments worldwide that have come to realize the power, cost savings and revenue potential, of advanced data valuation and monetization.

“As we move into this critical execution phase, each signed contract represents not just revenue today, but a potential recurring licensing stream and strategic footprint in tokenizing trillions of real‑world assets. We are converting momentum into measurable results, laying the foundation with industry leading strategic partners and ensuring a strong balance sheet while we expand our market potential.”

Bradley added, “With our patented IP, global distribution strategy and scalable business model, Datavault is well positioned to become the central infrastructure partner in the transformation of real‑world assets into monetized digital value.”

Today’s Datavault AI Q3 2025 Webcast Conference Call

CEO Nathaniel Bradley and CFO Brett Moyer will host an investor conference call, webcast and Q&A at 8:30 a.m. ET today, November 17, to discuss the Company’s quarterly results and provide a business update.

• Link to live webcast
• Participant dial-in (US): 1-877-405-1216
• Participant dial-in (International): 1-201-689-8336
• Conference call replay: available through December 15 at: Datavault AI IR

About Datavault AI

Datavault AI^TM (Nasdaq: DVLT) is leading the way in AI driven data experiences, valuation and monetization of assets in the Web 3.0 environment. The Company’s cloud-based platform provides comprehensive solutions with a collaborative focus in its Acoustic Science and Data Science Divisions. Datavault AI's Acoustic Science Division features WiSA®, ADIO® and Sumerian® patented technologies and industry-first foundational spatial and multichannel wireless HD sound transmission technologies with IP covering audio timing, synchronization and multi-channel interference cancellation. The Data Science Division leverages the power of Web 3.0 and high-performance computing to provide solutions for experiential data perception, valuation and secure monetization. Datavault AI's cloud-based platform provides comprehensive solutions serving multiple industries, including HPC software licensing for sports & entertainment, events & venues, biotech, education, fintech, real estate, healthcare, energy and more. The Information Data Exchange® (IDE) enables Digital Twins, licensing of name, image and likeness (NIL) by securely attaching physical real-world objects to immutable metadata objects, fostering responsible AI with integrity. Datavault AI’s technology suite is completely customizable and offers AI and Machine Learning (ML) automation, third-party integration, detailed analytics and data, marketing automation and advertising monitoring. The Company is headquartered in Philadelphia, PA. Learn more about Datavault AI at www.dvlt.ai.

Forward-Looking Statements

This press release contains “forward-looking statements” (within the meaning of the Private Securities Litigation Reform Act of 1995, as amended, and other securities laws) about Datavault AI Inc. (the “Company,” “Datavault,” “us,” “our” or “we”) and our industry that involve substantial risks and uncertainties. In some cases, you can identify forward-looking statements because they contain words, such as “may,” “might,” “will,” “shall,” “should,” “expects,” “plans,” “anticipates,” “could,” “intends,” “target,” “projects,” “contemplates,” “believes,” “estimates,” “predicts,” “potential,” “goal,” “objective,” “seeks,” “likely” or “continue” or the negative of these words or other similar terms or expressions that concern our expectations, strategy, plans or intentions. The absence of these words does not mean that a statement is not forward-looking. Such forward-looking statements, including statements herein regarding our business opportunities and prospects, strategy and plans, future operations and revenue expectations, projected costs, future financial condition, objectives of management, licensing, co-development, collaboration and/or strategic partnership initiatives, recent funding and/or equity investments, M&A activities and expected market growth, are necessarily based upon estimates and assumptions that, while considered reasonable by us and our management, are inherently uncertain. Readers are cautioned not to place undue reliance on these and other forward-looking statements contained herein.

Actual results may differ materially from those indicated by these forward-looking statements as a result of various risks and uncertainties including, but not limited to, the following: the risk that the equity investment by Scilex Holding Company may not be completed; we rely on strategic partners for [milestone payments, royalties,]¹ material revenue, contract payments and other revenue projections and may not receive expected revenue; we and our strategic partners may not be able to timely or successfully advance any product(s) in our internal or partnered pipeline and there may not be a market for such product(s) even if successfully developed; we may not achieve our financial guidance for 2025; our ability to achieve implied estimated growth in our target asset classes; we may not be able to successfully integrate intellectual property we have acquired; we may not be able to utilize the assets we have acquired or agreements we have entered into to successfully grow our market share; we face competition with respect to our technology platforms, which may demonstrate greater market acceptance or superiority; risks related to our current liquidity position and the need to obtain additional financing to support ongoing operations; risks related to our ability to continue as a going concern; risks related to our ability to maintain the listing of our common stock on Nasdaq; risks related to our ability to manage costs and execute on our operational and budget plans; risks related to the timing of and degree to which our licensees implement technology licensed from us into their products, if at all; we and/or our strategic partners may not be able to protect intellectual property and patents covering certain products and technologies may be challenged or invalidated; cyber-attacks or other failures in telecommunications or information technology systems could result in information theft, data corruption and/or significant disruption to our or our strategic partners’ business operations; our strategic partners may terminate any of their agreements or the development or commercialization of any of their products; we may not be able to successfully implement our strategic growth plan and continue the development of our proprietary programs; changes in general economic conditions, including as a result of war, conflict, epidemic diseases, the imposition and/or announcement of tariffs and ongoing or future litigation could expose us to significant liabilities and have a material adverse effect on our business and operations; and other risks and uncertainties as more fully described in our filings with the U.S. Securities and Exchange Commission (the “SEC”), including our Annual Report on Form 10-K for the year ended December 31, 2024 and other filings that we make from time to time with the SEC, which are available on the SEC’s website at www.sec.gov, and could cause actual results to vary from expectations.

The forward-looking statements made in this presentation relate only to events as of the date on which the statements are made. We undertake no obligation to update any forward-looking statements made in this presentation to reflect events or circumstances after the date of this presentation or to reflect new information or the occurrence of unanticipated events, except as required by law. We may not actually achieve the plans, intentions or expectations disclosed in our forward-looking statements, and you should not place undue reliance on our forward-looking statements. Our forward-looking statements do not reflect the potential impact of any future acquisitions, mergers, dispositions, joint ventures or investments we may make.

Industry and Market Data
Within this presentation, we reference information and statistics regarding the market for our products. We have obtained some of this information and statistics from various independent third-party sources, including independent industry publications, reports by market research firms and other independent sources. Some data and other information contained in this presentation are also based on management’s estimates and calculations, which are derived from our review and interpretation of internal surveys and independent sources. Data regarding the industries in which we compete and our market position and market share within these industries are inherently imprecise and are subject to significant business, economic and competitive uncertainties beyond our control, but we believe they generally indicate size, position and market share within this industry. While we believe such information is reliable, we have not independently verified any third-party information. While we believe our internal company research and estimates are reliable, such research and estimates have not been verified by any independent source. In addition, assumptions and estimates of our and our industries’ future performance are necessarily subject to a high degree of uncertainty and risk due to a variety of factors. These and other factors could cause our future performance to differ materially from our assumptions and estimates. As a result, you should be aware that market, ranking and other similar industry data included in this presentation, and estimates and beliefs based on that data, may not be reliable.

Trademarks, Trade Names, Service Marks and Copyrights

We own or have rights to use various trademarks, tradenames, service marks and copyrights, which are protected under applicable intellectual property laws. This presentation also contains trademarks, tradenames, service marks and copyrights of other companies, which are, to our knowledge, the property of their respective owners. Solely for convenience, certain trademarks, tradenames, service marks and copyrights referred to in this presentation may appear without the ©, ®, and symbols, but such references are not intended to indicate, in any way, that we will not assert, to the fullest extent under applicable law, our rights or the rights of the applicable licensors to these trademarks, tradenames, service marks and copyrights. We do not intend our use or display of other parties’ trademarks, tradenames, service marks or copyrights to imply, and such use or display should not be construed to imply a relationship with, or endorsement or sponsorship of us by, these other parties.

Investor Contact

800.491.9665

Media Inquiries

marketing@dvlt.ai

Corporate Communications
IBN
Austin, Texas
www.InvestorBrandNetwork.com
512.354.7000 Office
Editor@InvestorBrandNetwork.com

FAQ

What were Datavault AI (DVLT) Q3‑2025 revenue and growth rates?

Datavault AI reported Q3‑2025 revenue of $2.9M, up 148% YoY and 67% sequentially versus Q2‑25.

How did Datavault AI (DVLT) update its FY‑2025 and 2026 guidance on Nov. 17, 2025?

The company raised FY‑2025 lower guidance to a $30M low end and raised 2026 guidance to exceed $200M.

What material licensing deal did Datavault AI (DVLT) announce on Nov. 17, 2025?

Datavault signed an exclusive worldwide licensing agreement valued at $10M with Scilex (Nasdaq: SCLX).

What markets and partners is Datavault AI (DVLT) pursuing for RWA tokenization?

The company cited engagements across the U.S., Europe (Zurich, London) and Asia (Japan, Korea, Taiwan, Hong Kong) and MOUs with Korea Aerospace University and Burke Products.

How significant is Datavault AI's (DVLT) real‑world asset tokenization pipeline?

Datavault said it is negotiating dozens of contracts worldwide to tokenize assets like gold, diamonds, rare‑earth metals, carbon credits, sugar and cotton.