Datavault AI Inc.

Good morning, and welcome to DataVault AI's third quarter conference call. With us today are Nathaniel Bradley, CEO, and Brett Moyer, CFO. This call will contain forward-looking statements which reflect management's current judgment, including certain of our expectations regarding fiscal year 2025 and 2026 financial performance. However, they are subject to risks and uncertainties that could cause actual results to differ materially. Risk factors that could cause actual results to differ materially. I do not have the rest of the scripture, I do apologize. It's now my pleasure to turn the call over to management. Please proceed.

Nate.

Yes, hi. Nathaniel Bradley here. Thank you very much, everyone, for joining the call today. We put together a brief presentation. There's obviously the safe harbor there. So look, we had an incredible Q3. Our results really speak for themselves. Again, this is kind of loading both the performance of WISA from a more scalable to a more scalable, more nimble business model around the WISA technologies in our acoustic division and really a surge in our audio technology revenues and also the beginning of what becomes in our fourth quarter an explosion around our flagship Data Vault, our kind of pride and joy. The Data Vault platform had incredible performance in our Q4, but Q3 was really a loading of that performance, and thanks to Jeff Jones and some of the key players on our team that were able to marshal the technological resources and the integrations necessary to scale our systems globally, we're now in position with the Data Vault platform here at Q4. So aggressive revenue guidance for 2026, really the highlight of this call is that based on the performance of Data Vault, and what we can see both in the WISA and the ADIO technology lines in our acoustic divisions that we're going to aggressively advance our guidance. We're going to increase from a $50 million guidance in 2026 to a full $200 million minimum for next year. And that's just... leading into that a process that's underway in terms of tokenizing real world assets all over the world and some of the progress that we've made with our acoustic division in the WISA technology where we really honed in that technology and see a very scalable future that includes robotics and includes using WISA in signage and in other areas to deliver data over sound. And so we have a very scalable model moving forward that we're very excited about and very pleased to announce that we've increased our guidance quite substantially to $200 million by the end of 2026. And that's a process underway. It's hard to gauge in the fourth quarter how we're going to Work through a lot of that growth and and recognition and all the issues around our revenues in q4 We do know that it's coming in in in droves and we're managing that as a team And so strategic investment, you know in the financial Flexibility really this is all triggered by the 150 million dollar strategic equity and that we received this this is a lifeblood of capital that unlocked our company inside the scale of our customers operations so we're expanding globally our footprint and we've got a presence now in Zurich in London Taiwan Japan Korea Hong Kong and and we really believe that that footprint will support a scalable growth on a global basis when you look at that forecast it's really It's really predicated on these strategic partnerships. We're very proud of Platinum Partners of IBM. Of course, our NIACS partners that have given us access to the NASDAQ financial framework, which is very special, and Silex, which will lead a biotech innovation using our technology that was kind of foundational to their investment in us, but also central to how we've marshaled some of our forces to meet their design and development needs. And beginning, in fact, today, a force is rising there in biotech between Silex and Data Vault, where we're developing an exchange that will be very special in biotech and scientific research. Um, so, uh, birth products also should be mentioned, um, you know, just giving us chops with the federal government and our ability to contract with the federal government. Uh, we have a sensor technology and an inaudible tone technology and a semiconductor product, um, that, that birth products is working with our team, uh, in particular Sonia Choi and others, uh, on our team, uh, to develop. We have, of course, the RWA tokenization and our ability to tokenize really begins with our ability to really understand the attribution of many types of elements and resources. We really specialized in understanding very deeply particular resources. We've just done an announcement in geothermal. but we'll be doing a great number of announcements in this area. And we've really specialized in tokenizing things that are very valuable all over the world. And so we're really excited about our RWA positioning. Our preeminent patent position in technology is really getting recognized on a global basis, and we're really excited about that. We have innovative technology, and our partnership with IBM can't be overstated, it's really special what we have there in terms of engineering and sales throughput. We also have global execution, you know, through our headquarters now in Philadelphia and the locations that I mentioned, we're able to expand. If you look at really the patented technology that we have that's quite special, it's enhanced with partnerships and scalability. multi-billion dollar corporations that have put a stack together on our behalf that really is second to none. We've talked a lot about Clear and IBM, but Fiserv now and Houlihan Loki coming to our aid in areas where we needed help around international attribution and around RWA, everything from sovereignty to governance to the underlying assets and how they're treated. We have developed an American political exchange that we intend to launch into the midterm elections in November this coming, 2026 November. And we have an international elements exchange that we've developed that's been central to our revenue. and interesting from a standpoint of capturing an international attention and very strong use cases here in the United States given the passage of the Genius Act and the passage of Clarity Act where we're able to see now the financial governance models that will allow us to have a New York-based exchange operation. We also have the information data exchange, which is our ability to exchange information at a level where we believe companies can turn data into cash. And we're going to have a specialized biotech exchange with Silex that will add to this cadre of exchanges, but these will be tokenomic exchanges that use a myriad of blockchain and AI tools for both yield management and product attribution. We, of course, can tokenize on any blockchain. We are agnostic to chain, but can select the proper chain for any initiative across these exchanges. And we're excited about that platform, of course. Just to give you kind of the use case around one of our exchanges, the Elemis Exchange, which has a bit of a hot hand in terms of answering the call on a global basis. The International Elements Exchange allows for farming, mining, banking, and manufacturing organizations to tokenize and realize a value. Again, our technology does really three things. It is a refinery that allows you to refine your data assets and identify them. to objectify them. We have a data vault where you can value your assets. And you can use our agents that we've developed that are AI agents that are designed to score and value your data assets. And then when you are able to score and value them, the last piece is to exchange them. And of course, we have our exchanges. This elements exchange is focused on the elements of Earth and all of the products of Earth that are under Earth in terms of being mined or that are forthcoming in crops or other manufacturing outputs, even geothermal, as we announced today, where you have an energy output of Earth. Our elements exchange will have a myriad of elements. It's a number of them. We have a focus around our elements exchange and how we make money on that exchange is our use of these elements to create objects that are traded on our exchange. We're focused on right now revenue drivers, including commodities, agricultural and soft commodities, that's sugar and cotton. Commodities include gold and rare earth, pharma and genomics and biotech, our partnership with Silex, our partnership with Brookhaven National Laboratories. We are focused around tokenizing, valuing, and refining these objects and producing a revenue around these objects that is received on every tick of the trade on these exchanges. We operate exactly like the New York Stock Exchange or the NASDAQ. We are able to uplist companies' assets in the form of token, and we can trade them in between buyers and sellers in a brokered exchange that is secure and using world-class infrastructure, as I discussed. So we have the ability to do this in real estate as well. We have large RWA products in real estate, corporate data, including data in situations of banking, insurance and accounting, tort law, a number of interesting data sets that are valuable and can be traded on our exchanges. We also have, of course, our NIL Exchange. And our international NIL Exchange will be making an enormous announcement about its rebranding. And we've targeted a corporation that has identified us, and we've identified them. And we're going to make a big step forward and a big announcement in the near future around our sports NIL Exchange. our focus around, of course, developing our quantum computing and high-performance computing capability. This is in combination, of course, with IBM, but it's also targeted around our London and New York and Hong Kong operations and also looking at using that technology infrastructure team and resource around our exchange resources, as well as our ability to use that technology to optimize the output and the performance of our own company. We are focused on, of course, VerifyU, our credentialing technology, DV Hollow, our ability to turn data into experience and to monetize experience on our exchanges. Our ability to use our NIL exchange with an enormous global brand recognized around the world across all professional sports and collegiate sports. And our ability to focus on our digital twin capability through our twin institute. Our acquisition of API media and our consolidation of CSI in the event space, our ability to have data from events to look at events around the world as creating data in their wage that is more valuable potentially than tickets themselves and the ability to optimize those events through data the sales of merchandise the development of connections to fans and the continuation of revenue streams for our customers that engage our acoustic division and which is data over sound, WISA, which is the ability to control sound in high definition and spatial environments, and to broadcast wirelessly a synchronization that will have extreme value in robotics and into the future. We have, of course, the Sumerian crypto anchors and our ability to map the real world and bring data from adamant objects from real things to know when a file in a physical world is opened, to know when a statue is moved. Our Sumerian anchors are breakthrough technologies. We have, of course, our pipeline that's driven us to increase our guidance from 50 million to 200 million next year. This is driven by gold, diamonds, tin, Windsor Ruby deal we have in Africa. We just announced this morning a geothermal deal worth $8 million in tokenization that we believe we can recognize in our fourth quarter. We will then engage in a 5% revenue stream around geothermal energy, which we're excited to be a part of, the battery of America. We also have, of course, The contract discussions and projects that are underway in aluminum, titanium, tungsten, silver, copper, oil, natural gas, boron, real estate. We have a number of opportunities around our X Club. which is an international Asian-focused club around XRP. And our move forward there is exciting around these elements. We have our acquisition of API Media that's going to bring us into some high-powered activations and big-time events. You know, the Kentucky Derby PGA Tour. These are all events that we're excited to be part of, and we're part of it because of API Media. We have new leadership. We have new corporate governance and quality in our management because of that acquisition, and we're so excited to have that team on board with us in Philadelphia and New Jersey. have a guidance and updated our strategic, you know, guidance is really around our launch of these exchanges. That's how we're going to drive revenue. That's how we're going to meet these expanded goals. It's difficult. It's not easy. But we didn't want a low bar for our team or for our management moving forward. We see this giant opportunity and we've increased guidance accordingly. There's a lot of wood to chop, a lot of work to do. We're doing it. Scalable licensing models is our focus. We've upgraded our financial outlook, as I discussed. RWA and tokenomics, a world leader in that space with patents to prove it, underlying intellectual property that continues to grow. Big shout out to that team, Josh Paul and now Jacob on that team that are developing patent resources for us on a daily basis, including the opportunity to license the WISA technologies on a scalable and global basis moving forward. with partners that are second to none. So that sums up really our presentation today or my prepared remarks. We really appreciate the time and interest in our company. We're excited about what the future has to offer. And happy holidays to everyone. And we give thanks to our shareholders and everybody involved in our company moving and driving this forward. Thank you very much. Thank you.