Earnings summaries and quarterly performance for Digimarc.
Executive leadership at Digimarc.
Riley McCormack
Detailed
Chief Executive Officer & President
CEO
CQ
Carle Quinn
Detailed
Chief Operating Officer
CB
Charles Beck
Detailed
Executive Vice President, Chief Financial Officer and Treasurer
GK
George Karamanos
Detailed
Executive Vice President, Chief Legal Officer and Secretary
KS
Ken Sickles
Detailed
Executive Vice President, Chief Product Officer
TR
Tony Rodriguez
Detailed
Executive Vice President, Chief Technology Officer
Board of directors at Digimarc.
Research analysts who have asked questions during Digimarc earnings calls.
Jeff Van Rhee
Craig-Hallum Capital Group LLC
4 questions for DMRC
Also covers: AKAM, ALKT, ASUR +18 more
JR
Joshua Reilly
Needham & Company
3 questions for DMRC
Also covers: AEYE, ASUR, AUDC +15 more
JM
Jeffrey Milton Bernstein
TD Cowen
2 questions for DMRC
Also covers: GSIT, NVEC
JG
Janet Gianni
Old Height Capital
1 question for DMRC
JB
Jeffrey Bernstein
Barclays
1 question for DMRC
Also covers: BJRI, BLMN, BROS +23 more
MC
Matthew Collard
PCB Advisory
1 question for DMRC
Recent press releases and 8-K filings for DMRC.
Digimarc achieves positive non-GAAP net income and free cash flow in Q4 2025
DMRC
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Digimarc achieved positive non-GAAP net income of $1.0M and positive free cash flow of $0.7M in Q4 2025, milestones not seen in over 12 years.
- The company ended Q4 2025 with $12.9M in cash and investments and no debt.
- Annual Recurring Revenue (ARR) for Q4 2025 was $13.7M, a decrease from $20.0M in Q4 2024, primarily due to the loss of two large customer contracts totaling $6.6M.
- Despite these headwinds, Digimarc expects to deliver significant ARR growth in FY 2026, largely driven by increasing penetration of its gift card solution and accelerated traction in Digital Trust & Integrity.
- Key business advancements include securing the first Secure Gift Card commercial order and advancing rollouts with 8 North American retailers, along with signing IP licensing agreements with two major technology companies.
3 days ago
Digimarc Reports Q4 2025 Results, Achieves Key Financial Milestones
DMRC
Earnings
Revenue Acceleration/Inflection
New Projects/Investments
- Digimarc achieved positive non-GAAP net income and positive free cash flow of $700,000 in Q4 2025, marking the first time in over 12 years for both milestones.
- Ending Annual Recurring Revenue (ARR) for Q4 2025 was $13.7 million, a decrease from $20 million in Q4 2024, but the company anticipates significant ARR growth in 2026.
- The company secured its first commercial order for the Secure Gift Card solution, valued at over $500,000 in ARR, and is progressing initial rollout plans with 8 North American retailers, including 4 of the largest.
- Digimarc signed IP licensing agreements with two major technology companies, which contributed $1.4 million in license fees to Q4 revenue.
- A new corporate structure, to be detailed in an S-4 filing, is expected to yield substantial ongoing cash savings, reduce future dilution, and better align equity compensation with shareholder value creation.
4 days ago
Digimarc Reports Positive Q4 2025 Non-GAAP Net Income and Free Cash Flow
DMRC
Earnings
Guidance Update
New Projects/Investments
- Digimarc achieved positive non-GAAP net income of $1.0 million and positive free cash flow of $0.7 million in Q4 2025, marking a significant improvement compared to Q4 2024.
- The company ended Q4 2025 with $12.9 million of cash and investments and no debt, and expects to deliver significant ARR growth in FY 2026.
- Key business advancements include securing the first commercial order for Secure Gift Cards and advancing rollout plans with eight North American retailers, including four of the largest.
- Digimarc also signed IP licensing agreements with two of the world's largest technology companies and exceeded its conservative 2025 ARR assumptions for Digital Trust & Integrity solutions.
4 days ago
Digimarc Reports Q4 2025 Results and Strategic Progress
DMRC
Earnings
New Projects/Investments
Guidance Update
- Digimarc achieved positive non-GAAP net income and positive free cash flow in Q4 2025, marking the first time in over 12 years.
- Total revenue for Q4 2025 was $8.9 million, a 3% increase year-over-year, with subscription revenue growing 6% to $5.3 million, including $1.4 million from two IP licensing deals.
- Ending Annual Recurring Revenue (ARR) for Q4 2025 was $13.7 million, a decrease from $20 million in Q4 last year due to the lapse of two large customer contracts outside focus areas.
- The company secured its first commercial order for the Secure Gift Card solution, representing over $500,000 in ARR, and is advancing initial rollout plans with 8 North American retailers, including 4 of the largest.
- Digimarc anticipates significant ARR growth in 2026 and expects a free cash flow loss of $1 million-$2 million in Q1 2026, partly due to investments in growth and costs related to a new corporate structure designed for substantial ongoing cash savings.
4 days ago
Digimarc Reports Q4 2025 Financials with Positive Non-GAAP Net Income and Free Cash Flow
DMRC
Earnings
Guidance Update
New Projects/Investments
- Digimarc achieved positive non-GAAP net income and positive free cash flow of $700,000 in Q4 2025, marking the first time in over 12 years, and ended the year with $12.9 million in cash and investments with no debt.
- Ending Annual Recurring Revenue (ARR) for Q4 2025 was $13.7 million, a decrease from $20 million in Q4 2024 due to the loss of two large contracts, but the company expects to generate significant ARR growth in 2026, primarily from its Secure Gift Card solution.
- The company signed its first commercial order for the Secure Gift Card solution, representing over $500,000 in ARR, and is advancing initial rollout plans with eight North American retailers, including four of the largest.
- Digimarc also signed IP licensing agreements with two major technology companies, contributing $1.4 million in license fees to Q4 subscription revenue, and expanded its anti-counterfeiting and digital trust and integrity solutions.
4 days ago
Digimarc Reports Q4 and Fiscal Year 2025 Financial Results, Achieves Non-GAAP Net Income and Positive Free Cash Flow
DMRC
Earnings
Guidance Update
New Projects/Investments
- Digimarc (DMRC) reported total revenue of $8.9 million for Q4 2025 and $33.9 million for fiscal year 2025.
- The company achieved positive non-GAAP net income of $1.0 million ($0.05 per diluted share) and positive free cash flow of $0.7 million in Q4 2025, marking milestones not seen in over 12 years.
- Annual recurring revenue (ARR) was $13.7 million as of December 31, 2025, and the company expects significant ARR growth in 2026.
- Strategic progress includes signing the first commercial order for its Secure Gift Card solution and advancing initial rollout plans with eight North American retailers, as well as signing IP licensing agreements with two major technology companies.
4 days ago
Digimarc Reports Reduced Q3 2025 Losses and Anticipates Positive Q4 Free Cash Flow
DMRC
Earnings
Guidance Update
New Projects/Investments
- Digimarc significantly improved its financial performance in Q3 2025, reducing non-GAAP loss by 64% to ($2.2M) and free cash flow usage by 58% to ($3.1M) compared to Q3 2024, primarily due to a 26% decrease in operating expenses.
- The company remains on track to achieve both positive non-GAAP net income and positive free cash flow in Q4 2025.
- In Retail Loss Prevention, the first Digimarc-protected gift cards reached shelves in August, and the company expects multiple major retailers to begin selling these cards within the next two quarters.
- Digimarc expanded its Product Authentication solution to the 6th country for a global tobacco company and initiated a pilot with a major pharmaceutical company. The Digital Authentication segment is also being resourced for significant growth in 2026.
Oct 30, 2025, 9:00 PM
Digimarc Reports Q3 2025 Results and Provides Q4 2025 Outlook
DMRC
Earnings
Guidance Update
New Projects/Investments
- Digimarc reported Q3 2025 ending Annual Recurring Revenue (ARR) of $15.8 million, a decrease from $18.7 million in Q3 last year, primarily impacted by a $3.5 million lapsed DRS contract. Total revenue for the quarter was $7.6 million, a 19% decrease year-over-year.
- The company significantly reduced its net loss, reporting a net loss per share of $0.38 and a non-GAAP net loss per share of $0.10 for Q3 2025. Free cash flow usage decreased 58% year-over-year to $3.1 million, ending the quarter with $12.6 million in cash and short-term investments.
- Management anticipates achieving positive free cash flow and positive non-GAAP net income in Q4 2025. ARR is expected to trough in Q4 and re-accelerate into 2026, despite a $3.1 million reduction in Q4 ARR from a renegotiated retailer contract.
- Strategic progress includes widespread adoption efforts for its gift card solution , expansion in product authentication to a sixth country with a global tobacco company , and a growing pipeline for digital authentication, which is projected to be a significant contributor to 2026 growth.
Oct 30, 2025, 9:00 PM
Digimarc Reports Third Quarter 2025 Financial Results
DMRC
Earnings
Demand Weakening
New Projects/Investments
- Digimarc reported a decrease in total revenue to $7.6 million for the third quarter of 2025, down from $9.4 million in the third quarter of 2024, primarily due to lower subscription and service revenues.
- Annual recurring revenue (ARR) as of September 30, 2025, was $15.8 million, a decrease from $18.7 million as of September 30, 2024, largely reflecting the expiration of one commercial contract.
- The company's net loss significantly improved to $8.2 million (or ($0.38) per share) for Q3 2025, compared to a $10.8 million loss (or ($0.50) per share) for Q3 2024, driven by a decrease in operating expenses.
- Cash, cash equivalents, and marketable securities totaled $12.6 million at September 30, 2025, a decrease from $28.7 million at December 31, 2024, while free cash flow usage improved to $3.1 million for Q3 2025 from $7.3 million for Q3 2024.
- Digimarc made strategic progress, including expanding its product authentication solution to a 6th country with a global tobacco company and signing a pilot with a major pharmaceutical company for a novel application.
Oct 30, 2025, 8:05 PM
Digimarc Reports Q3 2025 Financial Results and Operational Progress
DMRC
Earnings
Guidance Update
Layoffs
- Digimarc's total revenue for the third quarter of 2025 decreased to $7.6 million compared to $9.4 million for the third quarter of 2024, resulting in a net loss of $8.2 million, or ($0.38) per share.
- Annual recurring revenue (ARR) as of September 30, 2025, was $15.8 million, a decrease from $18.7 million as of September 30, 2024, primarily due to the expiration of one commercial contract.
- Operating expenses for Q3 2025 decreased to $12.8 million from $17.3 million in Q3 2024, largely reflecting lower cash compensation costs due to reduced headcount following a corporate reorganization.
- The company is on track to deliver positive free cash flow and positive non-GAAP net income in Q4 2025, with expectations for ARR to trough in Q4 2025 and re-accelerate into 2026.
- Operational advancements include significant progress in the gift card solution, expansion of product authentication into a 6th country with a global tobacco company, and a new pilot with a major pharmaceutical company.
Oct 30, 2025, 8:04 PM
Quarterly earnings call transcripts for Digimarc.
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