DV

Datavault AI Inc. stock research

Sep 30, 2025

FY2025 Q3

Datavault AI (DVLT) Gross Margin — Quarter Ended Sep 30, 2025

In the most recent quarter, revenue and gross profit both increased compared to the preceding quarter, while cost of revenue also rose. Gross margin improved sequentially but weakened substantially compared to the same quarter one year earlier.

Gross margin takeaway

Quarter ended Sep 30, 2025 · FY2025 Q3

In the most recent quarter, revenue and gross profit both increased compared to the preceding quarter, while cost of revenue also rose. Gross margin improved sequentially but weakened substantially compared to the same quarter one year earlier.

  • The strongest observable margin driver is the relationship between cost of revenue and revenue: cost of revenue increased at a faster rate than revenue when comparing the current quarter to the year-ago quarter, compressing gross margin.
  • Sequentially, gross margin improved, indicating a relative narrowing of cost of revenue versus revenue. Year-over-year, gross margin weakened significantly.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

3.3%

Gross profit

$95000

Revenue

$2.9M

Cost of revenue

$2.8M

Quarter-over-quarter change

+1.3 pts

Year-over-year change

-16.0 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Dec 31, 2024$902000$222000$68000024.6%
Mar 31, 2025$629000$69000$56000011.0%
Jun 30, 2025$1.7M$35000$1.7M2.0%
Sep 30, 2025$2.9M$95000$2.8M3.3%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

Jun 30, 2025

+1.3 pts

Year-over-year change

Sep 30, 2024

-16.0 pts

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

The strongest observable margin driver is the relationship between cost of revenue and revenue: cost of revenue increased at a faster rate than revenue when comparing the current quarter to the year-ago quarter, compressing gross margin.

Sequentially, gross margin improved, indicating a relative narrowing of cost of revenue versus revenue. Year-over-year, gross margin weakened significantly.

Monitor the financial impact of the acquisition of CSI completed in May 2025, as noted in the filing.