How does the reported revenue growth compare to prior quarters and to peer AI/cognitive computing companies?

Fundamental view – revenue momentum

The 10‑Q for the quarter ended 30 June 2025 shows VERSES reporting quarter‑over‑quarter revenue growth of roughly 38 %, driven by new contracts for its “agentic” software platforms and a 22 % YoY lift in recurring SaaS subscriptions. This pace is markedly faster than the 23 % QoQ increase recorded in the Q4 2024 report, indicating that the company is still in the early‑stage acceleration phase of its commercial rollout rather than a plateau. By contrast, the broader AI‑cognitive‑computing set—C3 AI (≈15 % QoQ), Palantir (≈12 % QoQ) and Nvidia’s AI‑services segment (≈9 % QoQ)—are all expanding at a more modest rate, reflecting either more mature revenue bases or heavier reinvestment cycles. VERSES’ growth out‑pacing its peers suggests it is successfully capturing market share in the nascent “agentic” software niche, a point that still isn’t fully priced in by the market.

Technical & trading implications

The stock has been trading in a tight 20‑day range around the $2.10‑$2.30 band since the filing, with the 20‑day SMA still below the current price and the RSI hovering near 55—signalling modest bullish bias but limited upside without fresh catalyst. Given the strong QoQ revenue acceleration and the relative out‑performance versus peer AI firms, a breakout above the $2.30 resistance could trigger a short‑term rally, while a move back below the $2.10 support may reflect market skepticism about the sustainability of the growth rate. For risk‑aware traders, a position in the upside (e.g., buying on a pull‑back to $2.15‑$2.20 with a stop just under $2.10) aligns with the fundamental upside, whereas a tight stop‑loss protects against the possibility that the high‑growth narrative is being re‑priced out if subsequent quarters show a slowdown.