DV

Datavault AI Inc. stock research

Dec 31, 2025

FY2025 Q4

Datavault AI (DVLT) Gross Margin — Quarter Ended Dec 31, 2025

Revenue, gross profit, and gross margin all improved sharply compared to both the prior quarter and the same quarter last year. Cost of revenue increased but remained a much smaller share of revenue, driving the margin higher.

Gross margin takeaway

Quarter ended Dec 31, 2025 · FY2025 Q4

Revenue, gross profit, and gross margin all improved sharply compared to both the prior quarter and the same quarter last year. Cost of revenue increased but remained a much smaller share of revenue, driving the margin higher.

  • The strongest observable margin driver is the substantial increase in revenue relative to cost of revenue, which resulted in a significantly higher gross margin.
  • Compared to the prior quarter, revenue, gross profit, and gross margin all improved. Compared to the same quarter last year, all three metrics also improved.

Gross margin snapshot

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

Gross margin

89.3%

Gross profit

$30.2M

Revenue

$33.8M

Cost of revenue

$3.6M

Quarter-over-quarter change

+86.0 pts

Year-over-year change

+64.7 pts

Quarterly gross margin trend

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

PeriodRevenueGross profitCost of revenueGross margin
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%
Dec 31, 2025$33.8M$30.2M$3.6M89.3%

Quarterly comparisons

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

Previous-quarter change

Sep 30, 2025

+86.0 pts

Year-over-year change

Dec 31, 2024

+64.7 pts

What the margin says

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

The strongest observable margin driver is the substantial increase in revenue relative to cost of revenue, which resulted in a significantly higher gross margin.

Compared to the prior quarter, revenue, gross profit, and gross margin all improved. Compared to the same quarter last year, all three metrics also improved.

Monitor the trend in cost of revenue to see if it remains stable relative to revenue.