Datavault AI (DVLT) 16th Annual LD Micro Invitational Conference summary

Financial performance and guidance

• Achieved nearly 1,400% year-over-year revenue growth in Q4 and reported the first profitable quarter.

• Working capital increased from $120 million to $140 million, with an additional $120 million investment from Sanctum, totaling $250 million in available funding.

• Reiterated 2026 revenue guidance of $200 million, with $100 million in fees expected to be recognized this year.

• Signed $750 million in tokenized contracts in Q1, generating $77 million, contributing to an $800 million pipeline.

• API Media and the audio business contribute recurring revenue, but the majority of growth is expected from licensing and tokenization fees.

Business structure and strategic changes

• Company operates two divisions: acoustic sciences and data sciences.

• Acquired API Media and CSI Media (now Event Citadel) in 2025, expanding the events business.

• Plans to spin out the events and ADIO technology division by late 2024 or early 2025, issuing a dividend to shareholders.

• Separation aims to allow focused growth in data sciences and blockchain exchanges.

• Not currently raising capital; focus is on market education and executing the strategic plan.

Technology, platform, and market opportunity

• Platform enables organizations to value, secure, and monetize data using blockchain and Web 3.0.

• Data monetization platform indexes, structures, tokenizes, and lists data on exchanges, positioning data as a tradable asset.

• Tokenization of real-world assets (commodities, real estate, etc.) is a core offering, with nine exchanges (five in-house) including NYIAX and the Sports Illustrated NIL exchange.

• NYIAX acquisition closing in May, providing 50% rights to Nasdaq trading platform patents.

• Market for tokenized assets expected to grow from $30 billion to trillions, with data market CAGR of 25%-26% through 2034.