Datavault AI Inc. (DVLT) shares climbed Monday after the company delivered strong quarterly results and threw down some pretty bold revenue targets for the next two years. This is the kind of guidance that makes you wonder if management is being overly optimistic or just refreshingly ambitious.
The company raised its 2025 revenue outlook to a minimum of $30 million and lifted its 2026 guidance to more than $200 million, powered by recurring licensing revenue. That's a serious jump, and CEO Nathaniel Bradley knows it.
On the earnings call, Bradley laid out his thinking behind these aggressive numbers. "The concept here is to really, you know, under-promise and over-deliver. I don't look at that 200 number and feel intimidated," he said, addressing the updated fiscal 2026 revenue target head-on.
"I want my team to feel inspired and to be fired up about a mission that we jointly have together," Bradley added. It's the kind of CEO-speak that could sound hollow, but Bradley seemed genuinely focused on rallying his team rather than just impressing Wall Street.
He wasn't all sunshine and rainbows, though. Bradley was upfront about the work ahead, particularly in the near term. "The fourth quarter is likely the steepest climb... There's a lot of wood to chop, a lot of work to do. We're doing it. Scalable licensing models is our focus," the CEO explained.
One interesting detail: Datavault has brought its team together to work in-person at a new Philadelphia facility, complete with what Bradley called "a common coffee pot." He believes this collaborative setup could help the company not just hit these targets but potentially exceed them.
"I think when we bring our team together, these numbers start to be quite achievable. I hope to readjust guidance, because we don't want to have a situation where it's easy to achieve what we intend to achieve," he said. In other words, if they hit these numbers easily, expect Bradley to raise the bar again.
DVLT Price Action: Datavault AI shares were up 3% at $1.88 at the time of publication Monday, according to market data.