Digimarc Corp. (DMRC)
NASDAQ:DMRC
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Earnings Data
Report Date
Aug 05, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.33Last Year’s EPS
-0.38Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mixed but constructive picture: material year-over-year declines in ARR and revenue (driven by two lost contracts and lumpy service work) are offset by strong sequential ARR growth, substantial margin expansion, meaningful operating cost reductions, early commercial traction for Secure Gift Cards (first commercial order and rollout plans with major retailers), multiple upsells across product lines, and strategic progress in Digital Trust & Integrity. Near-term timing risks (scanner firmware delays) and continued cash use temper the outlook, but execution metrics and improved non-GAAP profitability indicate momentum toward scaled commercial adoption.Company Guidance
Sequential ARR Growth
Ending ARR grew 9% sequentially to $15.0M, driven by new upsells and initial Secure Gift Card ARR despite prior-year contract losses.
Secure Gift Card Commercial Traction
Signed first commercial Secure Gift Card order representing over $500k of ARR; advancing rollout plans with 15 North American retailers including 8 of the top 20 by sales (meaningful increase since the prior call).
Subscription Gross Margin Expansion
Subscription gross margin expanded to 90%, up 400 basis points year-over-year, reflecting lower subscription platform costs (platform costs down ~$300k YoY).
Anti-counterfeiting and Digital Trust Upsells
Closed 3 upsells in Anti-counterfeiting across pharmaceuticals, food & beverage and consumer goods; secured a 6-figure upsell in Digital Trust & Integrity (Leak Detection for web content) with a global technology company.
Operating Cost Reduction and Non-GAAP Improvement
Operating expenses fell to $11.7M (down $6.5M or 36% YoY) and non-GAAP operating expenses fell to $8.1M (down $8.4M or 51% YoY). Non-GAAP net loss improved by $6.9M (81% improvement) to $1.6M.
Balance Sheet and Cash Position
Ended the quarter with $10.0M in cash and short-term investments and no debt; used just under $2.0M of free cash flow in the quarter.
Commercial & Strategic Momentum
Expanded industry engagement (gift card networks, retailers, brands), inclusion in potential SOFWERX Field Forward Technology Sprint, progress on recycling demos in Belgium and Germany, and added two experienced sales leaders to go-to-market.
DMRC Earnings History
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 |
|---|---|---|---|
May 12, 2026 | $8.91 | $10.56 | +18.52% |
Mar 11, 2026 | $5.62 | $6.64 | +18.15% |
Oct 30, 2025 | $9.34 | $9.73 | +4.18% |
Aug 14, 2025 | $11.03 | $8.81 | -20.13% |
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 Corp. (DMRC) report earnings?
Digimarc Corp. (DMRC) is schdueled to report earning on Aug 05, 2026, After Close (Confirmed).
What is Digimarc Corp. (DMRC) earnings time?
Digimarc Corp. (DMRC) earnings time is at Aug 05, 2026, 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 2026 (Q2) is -0.33.