Virtuix Holdings Earnings Call Transcripts
Fiscal Year 2027
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Orders surged 150% year-over-year after the Omni One for Quest launch with Meta, driving gross margin up to 30%. Defense, enterprise, and healthcare segments gained momentum, but net loss widened due to public company costs and non-cash charges.
Fiscal Year 2026
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The meeting confirmed quorum, elected three Class I directors, and ratified EisnerAmper LLP as auditor. No shareholder questions were received, and final voting results will be filed with the SEC. Forward-looking statements were noted with standard disclaimers.
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Orders for Omni One systems have tripled since the Meta Quest launch, fueling strong consumer growth. Defense and enterprise sales are expanding, with a potential acquisition poised to significantly boost revenues. The company is focused on scaling, cost control, and reaching profitability.
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AI-driven simulation technology is fueling rapid growth across consumer, defense, and enterprise markets, with a major boost from the Meta partnership and expanding defense contracts. Gross margins and revenues are improving, and strategic M&A is targeted to accelerate momentum.
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AI-driven VR systems are scaling rapidly across consumer, defense, and enterprise markets, with strong growth fueled by a Meta partnership and expanding military contracts. Medical applications and M&A activity offer additional long-term opportunities, while financials show improving margins and revenue momentum.
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Revenue grew 18% to $4.3M, gross margin turned positive at 25%, and operating expenses fell 19%. Strategic milestones included a Nasdaq listing, Meta partnership, and defense contracts across all U.S. military branches. Cash position improved to $9.5M, with a focus on scaling, M&A, and profitability.
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The company showcased rapid growth, innovative VR treadmill technology, and strong momentum in both consumer and defense markets. Strategic partnerships, especially with Meta and the U.S. military, are expanding market reach, while AI-driven solutions and robust financials position the company for scalable growth.
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Stock volatility was driven by external trading activity, not company fundamentals. Strong growth continues, with major expansion in consumer, defense, and enterprise markets, and a focus on scaling production and pursuing strategic acquisitions.
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Revenue grew 41% year-over-year to $3M for the nine months ended Dec 2025, with gross margin turning positive and net loss reduced by 43%. Strategic milestones include a Nasdaq listing, Meta partnership, and European expansion, with strong momentum in defense and enterprise markets.