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 +22 more
MC
Matthew Collard
PCB Advisory
1 question for DMRC
Recent press releases and 8-K filings for DMRC.
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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