The earnings call presented a mixed outlook. While Digimarc achieved significant product development and strategic partnerships, including the launch of a new gift card solution and recognition in Gartner’s Hype Cycle, these were offset by declines in ARR and total revenue, as well as potential revenue loss from a major retailer contract renegotiation.

Company Guidance

During the Digimarc Corporation Q2 2025 earnings call, the company provided several key financial metrics and strategic updates. Ending Annual Recurring Revenue (ARR) for Q2 was reported at $15.9 million, down from $23.9 million the previous year, primarily due to the expiration of two significant contracts. Despite these headwinds, excluding the expired contracts, ARR grew by $1.3 million year-over-year. Total revenue for the quarter was $8 million, marking a 23% decrease from the prior year. The company highlighted its focus on three core areas: retail loss prevention, product authentication, and digital authentication, with a particular emphasis on the commercialization of its gift card solution. Operating expenses were reduced by 22% to $13.1 million, contributing to a net loss per share of $0.38. Non-GAAP operating expenses fell by 37% to $8.9 million, reflecting cost-saving measures. Digimarc expects to achieve positive free cash flow by Q4 2025, even considering the anticipated impact of a renegotiated contract with a large retailer, which may reduce annual revenue by up to $3 million. The company remains confident in its strategic direction, focusing on building a scalable and repeatable business model.

Gift Card Solution Launch

Significant progress was made towards launching Digimarc's gift card solution. The first Digimarc-protected gift cards are set to appear on shelves next week, involving multiple brands, including some of the largest companies in the world.

New ARR from European Packaging Customer

A multiyear committed contract with a large European packaging company was signed, expected to generate near 7 figures of ARR starting next year.

Corporate Reorganization Benefits

The company's reorganization resulted in a meaningful reduction in operating expenses and cash usage, with plans to deliver positive free cash flow by Q4 2025.

Recognition in Gartner’s Hype Cycle

Digimarc was recognized as a key vendor in the emerging TrustOps category alongside Microsoft and Google.

Next-Generation Audio Digital Watermark

The company delivered a next-generation audio digital watermark, signing a deal with SourceAudio to embed audio watermarks into production music for rights monitoring.

Digimarc (DMRC) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

DMRC Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	-0.23 / -	-0.5	―	―	―
Aug 14, 2025	2025 (Q2)	-0.32 / -0.38	-0.43	11.63% (+0.05)
May 05, 2025	2025 (Q1)	-0.47 / -0.55	-0.5	-10.00% (-0.05)	―
Feb 26, 2025	2024 (Q4)	-0.48 / -0.40	-0.52	23.08% (+0.12)	―
Nov 14, 2024	2024 (Q3)	-0.44 / -0.50	-0.53	5.66% (+0.03)	―
Aug 13, 2024	2024 (Q2)	-0.47 / -0.43	-0.53	18.87% (+0.10)	―
May 02, 2024	2024 (Q1)	-0.53 / -0.50	-0.7	28.57% (+0.20)	―
Feb 28, 2024	2023 (Q4)	-0.54 / -0.52	-0.62	16.13% (+0.10)	―
Nov 06, 2023	2023 (Q3)	-0.56 / -0.53	-0.76	30.26% (+0.23)	―
Aug 02, 2023	2023 (Q2)	-0.59 / -0.53	-0.75	29.33% (+0.22)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

DMRC Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 14, 2025	$11.03	$8.81	-20.13%
May 05, 2025	$13.74	$12.48	-9.17%
Feb 26, 2025	$27.04	$15.39	-43.08%
Nov 14, 2024	$30.12	$27.17	-9.79%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Digimarc (DMRC) report earnings?

Digimarc (DMRC) is schdueled to report earning on Oct 29, 2025, After Close (Confirmed).

What is Digimarc (DMRC) earnings time?

Digimarc (DMRC) earnings time is at Oct 29, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is DMRC EPS forecast?

DMRC EPS forecast for the fiscal quarter 2025 (Q3) is -0.23.

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