How does the February 5, 2026, CEO letter's $200M FY2026 revenue target align with prior guidance?

Based on previous disclosures, Datavault AI Inc. (DVLT) had consistently provided a full-year 2026 revenue target in the range of $40 million to $50 million. This guidance was reiterated across multiple communications in 2025.

For instance, in an April 1, 2025, Exhibit 99.1 filing, Datavault AI "set a revenue goal of $40 million to $50 million for 2026".1 CEO Nathaniel T. Bradley explicitly stated, "These and other initiatives are driving our business and excite me to introduce our full-year 2026 revenue target of $40 million to $50 million".1 This target was reaffirmed in an August 20, 2025, filing, where the company mentioned "positioning the company for a $40–$50 million revenue target in 2026" and the CEO noted they were "on track to... deliver on our $40M-$50M revenue target in 2026".2 The May 20, 2025, announcement regarding the CompuSystems, Inc. (CSI) acquisition also projected that CSI would contribute "$15 million to $20 million to 2026 revenue target and growth opportunities," within the broader "$40 million to $50 million in total revenue next year".3 An accompanying investor presentation from May 20, 2025, also clearly showed a "2026 Revenue Target $40M to $50M".4

Therefore, the February 5, 2026, CEO letter's reported $200 million FY2026 revenue target represents a substantial increase from the previously communicated guidance of $40 million to $50 million. This new target is 300% to 400% higher than the prior range.