Matthew Collard's questions to Digimarc Corp (DMRC) leadership • Q3 2024
Question
Matthew Collard asked for clarification on how to interpret the 'transformational' nature of the delayed contract's upsell, particularly in the context of the 'flywheel effect' previously discussed by management.
Answer
CEO Riley McCormack affirmed that he does not use the term 'transformational' lightly and directed investors to the quarterly cash flow scenarios provided by the CFO as an indicator of the potential impact. He declined to provide further details while negotiations are ongoing but stated he looks forward to sharing more once the deal is finalized.