Digimarc Corporation provides digital identity and authentication solutions in the United States and internationally. The company offers software subscriptions and software development ...
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Est. EPS $-0.37 · Revenue $6.23M · 2 analysts
Est. EPS $-0.36 · Revenue $6.48M · 2 analysts
Est. EPS $-1.58 · Revenue $27.68M · 2 analysts
Est. EPS $-0.34 · Revenue $7.06M · 1 analysts
EPS $-0.32 · Revenue $7.58M
EPS $-1.49 · Revenue $33.91M
EPS $-0.38 · Revenue $7.63M
EPS $-0.38 · Revenue $8.01M
EPS $-0.55 · Revenue $9.37M
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $33.9M | -11.7% | -2.5% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $-32.3M | +17.2% | -73.9% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +53.7% | -14.9% | -12.0% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | -98.3% | +8.6% | -78.0% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | -95.3% | +6.2% | -78.4% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $-12.3M | +53.9% | +57.3% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | -36.4% | +47.8% | +56.2% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 13.0% | +32.7% | +36.4% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 2.56x | -40.6% | -23.7% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $53.0M | -30.1% | -5.5% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | -1.49 vs -1.46 | -2.1% | -0.54 vs -0.33 | -63.6% |
| Revenue Surprise | $33.9M vs $33.2M | +2.1% | $7.4M vs $7.1M | +4.1% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| May 15, 2026 | Beck Charles | officer: EVP, Chief Financial Officer | Common Stock | A | 2,011 | $9.80 |
| May 15, 2026 | Beck Charles | officer: EVP, Chief Financial Officer | Common Stock | D | 967 | $9.80 |
| May 15, 2026 | Beck Charles | officer: EVP, Chief Financial Officer | Common Stock | A | 26,796 | $9.80 |
| May 15, 2026 | Beck Charles | officer: EVP, Chief Financial Officer | Common Stock | D | 1,848 | $9.80 |
| May 15, 2026 | Quinn Carle Ann | officer: EVP, Chief Operating Officer | Common Stock | A | 2,011 | $9.80 |
Operator: Greetings. Welcome to the Digimarc Q2 2026 Earnings Conference Call. [Operator Instructions] Please note, this conference is being recorded. I will now turn the conference over to Charles Beck, Chief Financial Officer. Thank you, Charles. You may begin. Charles Beck: Thank you, Max. Welcome, everyone, to our Q2 earnings call. I'm Charles Beck, Digimarc's CFO, and I'm joined today by Paul Carreiro, Digimarc's CEO. On the call today, Paul will share his plans for the next 90 days, and I will provide a business update and discuss our Q2 2026 financial results. This will be followed by a question-and-answer forum. Before we begin, let me remind everyone that today's discussion contains forward-looking statements that have risks and uncertainties. Please refer to our press release for more information on specific risk factors that could cause actual results to differ materially. Paul, I'll turn the call over to you now. Paul Carreiro: Great. Thank you, Charles. Hello, everyone. Before I walk through the plan, I want to spend a moment on why I took this role. Just the lens through which everything else I say today should be understood. When I looked at Digimarc, I saw a company trading well below the value of what had actually been built on, proprietary technology, a genuinely differentiated platform and real provable customer outcomes already in production, held back by commercial execution gap that is entirely fixable. That is rare and, frankly, an exciting setup. The hardest part, building durable technological differentiation, has already been done. What was missing was leadership focus, structure and accountability to convert that differentiation into revenue at the pace it deserves. I built my career around finding exactly this, kind of, situation, and I'm genuinely energized by how much upside sits on the other side of straightforward execution discipline. That conviction is the foundation for everything you'll hear from me on this call. 30 days into this seat, my conclusion is not that Digimarc lacks a differentiated technology position. The platform, the IP underlying our digital and physical watermarking capability and the depth of our Illuminate stack should not be in question. What has been a question is commercial execution, whether the organization could reliably convert genuine technological differentiation into a forecastable and repeatable revenue motion. That is the constraint we will address, and it is the lens through which I would ask you to evaluate everything else in this plan. The first concrete evidence of that shift are 2 early leadership hires. We have brought in a Chief Revenue Officer who now holds quota, pipeline and forecast accountability across every vertical, a single point of ownership that simply did not exist before. And that alone is one of the highest leverage changes we can make. Diffuse commercial accountability is one of the more common and, importantly, one of the more correctable causes of …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Riley Young McCormack | Chief Executive Officer, President & Director | USD 786,840 | Male | 1976 | Active |
Ken Sickles | Executive Vice President & Chief Product Officer | USD 573,387 | Male | 1971 | Active |
Charles Beck | Executive VP, CFO, Secretary & Treasurer | USD 554,909 | Male | 1978 | Active |
Carle Quinn | Executive Vice President & Chief Operating Officer | USD 540,619 | Female | 1976 | Active |
Tony Rodriguez | Executive Vice President & Chief Technology Officer | USD 470,600 | Male | 1969 | Active |
Paul Z. Carreiro | CEO & President | — | Male | 1961 | Active |
Hank Prokop | Vice President of Sales | — | Male | — | Active |
Digimarc NASDAQ: DMRC outlined a commercial restructuring centered on retail and consumer packaged goods, while reporting lower second-quarter revenue and annual recurring revenue following previously disclosed customer contract changes.
Digimarc Corporation (DMRC) Q2 2026 Earnings Call Transcript
BEAVERTON, Ore.--(BUSINESS WIRE)-- #digitalwatermarks--Digimarc will hold a conference call on August 13, 2026, at 5 p.m. Eastern time to discuss results for the second quarter ended June 30, 2026.
Digimarc Corporation (NASDAQ: DMRC - Get Free Report) shares passed above its two hundred day moving average during trading on Tuesday. The stock has a two hundred day moving average of $7.42 and traded as high as $7.60. Digimarc shares last traded at $7.41, with a volume of 111,218 shares traded. Wall Street Analyst Weigh
BEAVERTON, Ore.--(BUSINESS WIRE)--Digimarc Corporation (NASDAQ: DMRC), the company building the trust layer for the modern world, today announced the appointment of Ron Thomas as Chief Revenue Officer, effective August 3, 2026. Thomas will report directly to President and Chief Executive Officer Paul Carreiro and will lead Digimarc's global revenue organization, with responsibility for sales, customer success, revenue operations, solution advisory, partnerships, and the company's broader go-to-.
