Traders should monitor progress on African Telco and Japanese rollouts, as well as clarity on stablecoin legislation affecting WoW. The discounted pipeline of $12.4M provides a conservative baseline; any contract wins or product launches could provide upside.
Price Chart
Executive Summary
T Stamp Inc held a shareholder conference call on July 17, 2026, discussing its growing focus on Sovereign-AI, including the first delivery of a sovereign LLM generating over $550k in 2026 revenue at 93% gross margin. Management provided a pipeline of $42.4 million (discounted to $12.4 million) through end of 2027 from US and Africa engagements, and highlighted progress with SEIKO Systems in Japan, but noted the WoW stablecoin wallet rollout remains delayed pending US legislation. The filing is a routine business update with no current financial statements.
Key Facts
- First sovereign LLM delivered, yielding over $550k in 2026 revenue at approximately 93% gross margin.
- Pipeline from existing clients and actively engaged prospects in US and Africa combined is $42.4 million through end of 2027, discounted internally to $12.4 million.
- SEIKO Systems (Japan) successfully tested technology, planning 2026 rollout for multiple use cases.
- WoW stablecoin wallet rollout delayed due to legislative uncertainty on stablecoin rewards (Clarity legislation).
- Africa's largest Telco engagement estimated at minimum $2 million revenue by end of 2027.
- US S&P 500 bank partner expected to contribute ~$2.8M in 2026 and ~$3M in 2027.
Financial Impact
First sovereign LLM delivery yields >$550k in 2026 revenue at 93% gross margin. Pipeline of $42.4M (discounted to $12.4M) through 2027 but excludes Japan, WoW, and other nascent opportunities.
Risk Factors
- Execution risk on African and Japanese revenue conversions; MOUs may not convert to contracts.
- WoW wallet rollout remains uncertain due to US stablecoin legislative logjam.
- Sovereign AI market is nascent and competition may intensify.
- Forward-looking statements heavily discounted by management; actual revenues may fall short.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 10 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (IDAI) — Batch item 1 | 0001718939-26-000045 |
| Document: idai-20260717.htm | 0001718939-26-000045 |
| Document: 0001718939-26-000045-index-headers.html | 0001718939-26-000045 |
| Document: 0001718939-26-000045-index.html | 0001718939-26-000045 |
| Document: 0001718939-26-000045.txt | 0001718939-26-000045 |
| 8-K Filing (IDAI) — Batch item 6 | 0001718939-26-000045 |
| Document: idai-20260717.htm | 0001718939-26-000045 |
| Document: 0001718939-26-000045-index-headers.html | 0001718939-26-000045 |
| Document: 0001718939-26-000045-index.html | 0001718939-26-000045 |
| Document: 0001718939-26-000045.txt | 0001718939-26-000045 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 9, 2026 17d ago | 8-K | $3.02 $2.92 | ▲ +3.48% | ▲ +3.47% | $2.38 (+21.19%) |
Oct 9, 2026 17d ago | 424B5 | $3.02 $2.92 | ▲ +3.48% | ▲ +3.47% | $2.38 (+21.19%) |
Aug 13, 2026 10w ago | Press Release | $2.49 $2.44 | ▲ +2.01% | ▲ +1.81% | $2.38 (+4.42%) |
Jul 23, 2026 13w ago | 8-K | $2.07 $1.90 | ▼ −8.21% | ▼ −8.31% | $2.38 (+14.98%) |
May 14, 2026 23w ago | 8-K | $2.14 $2.07 | ▲ +3.27% | ▲ +3.21% | $2.38 (−11.21%) |
Mar 31, 2026 29w ago | 8-K | $2.57 $2.45 | ▲ +4.63% | ▲ +4.71% | $2.38 (+7.39%) |
Mar 10, 2026 32w ago | Press Release | $2.51 $2.50 | ▼ −0.40% | ▼ −0.29% | $2.38 (−5.18%) |
Mar 5, 2026 33w ago | 8-K | $2.66 $2.60 | ▼ −2.26% | ▼ −3.10% | $2.38 (−10.53%) |
US Market Status
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