Oct. 25 at 1:49 AM
$VERI Looking ahead, analysts expect
$128.56mm (midpoint) to
$135.5mm (high estimate) in revenue for CY26.
This year Veritone will do +/- ~
$108MM.
The thing is, we have enough insight into VDR / PS to make an educated model.
Based on management’s own definition, the bookings are what they “confidently expect to close over the next 3-12 months.”
VDR revenue this year will likely be <
$10MM, but the bookings are upwards of
$40MM.
Assuming NO GROWTH elsewhere, Veritone will bring in
$135MM in sales next year just due to VDR. But, 1) VDR will continue to accelerate and 2) PS / MS will continue to accelerate.
The public sector pipeline is ~
$189MM (as of Q2). This jumped +
$79MM from Q1. The USAF contract we know is minimal (only ~
$3-5mm, so it’s not that).
PS will likely produce
$30-
$40MM next year.
—————
My belief is that Veritone does
$182MM (+/- 5%) in revenue in FY2026.
