Datasea Inc. (NASDAQ:DTSS) announced a strategic collaboration with Nanjing Linghang Intelligent Aviation Technology Co., Ltd., a leading Chinese BCI company, to integrate Datasea’s acoustic enhancement technologies into Linghang’s non‑invasive brain‑computer interface and healthcare robotics platforms.
The partnership will focus on system‑integration validation, engineering testing, and application‑oriented exploration. Datasea’s acoustic coupling enhancement mechanisms and real‑time closed‑loop vibration modulation methods are expected to improve EEG signal acquisition quality, increase system stability, and enhance adaptability in complex environments.
Datasea’s financial performance has accelerated in recent periods. Fiscal year 2025 revenue reached $71.62 million, up 198.7% from $24.3 million in FY2024, driven by strong demand in its AI multimodal digitalization segment. For the first nine months of FY2025, revenue was $51.9 million, up 164.8% YoY, while gross margin improved to 2.9% from 0.7%. In Q1 FY2026, revenue fell 34.5% to $13.81 million as the company restructured toward higher‑margin services, but gross profit rose to $1.17 million and margin expanded to 8.46%.
The collaboration positions Datasea to enter the projected $15‑20 billion BCI market by 2030, particularly the non‑invasive segment that is expected to grow fastest. CEO Zhixin Liu said the partnership “represents an important technical direction with substantial long‑term growth potential.” The deal aligns with Datasea’s broader strategy of integrating acoustic technologies with AI and digital solutions for healthcare and intelligent applications.
Investors responded positively to the announcement, reflecting confidence in Datasea’s ability to leverage its acoustic platform in a high‑growth market. Analysts noted that the partnership could open a new, high‑margin revenue stream, while also highlighting the company’s continued focus on cost discipline and strategic investments.
Management remains optimistic about the company’s trajectory, citing improved gross margins and a growing pipeline of BCI‑related projects. While the company faces ongoing headwinds such as the need for significant R&D investment and competitive pressure in the BCI space, the partnership is expected to accelerate productization and commercialization of acoustic technologies in rehabilitation training and healthcare service scenarios.
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