Q1 2026 Digimarc Corp Earnings Call Transcript

May 12, 2026 / 09:00 PM GMT

Release Date Price: €7.24 (-3.98%)

Transcript 10-Q8-K

Key Points

Positve

Digimarc Corp (DMRC) achieved a critical milestone by signing its first commercial order for its secure gift card solution, covering six closed-loop and open-loop brands.
The company is advancing rollout plans with 15 North American retailers, including eight of the 20 largest by sales, indicating significant market engagement.
Digimarc Corp (DMRC) secured upsells with three existing customers of its anti-counterfeiting solution, demonstrating continued growth in this area.
The company reported a 9% sequential growth in ending ARR and expanded its subscription gross margin by 400 basis points year-over-year.
Digimarc Corp (DMRC) ended the quarter with $10 million in cash and investments and no debt, providing a strong financial position.

Negative

Ending ARR for Q1 was $15 million, down from $20 million in Q1 last year, primarily due to the loss of two customer contracts in 2025.
Total revenue for Q1 decreased by $1.8 million from the previous year, with declines in both subscription and service revenue.
Service revenue decreased by $800,000, partly due to the end of the Holy Grail 2.0 recycling projects.
The rollout of the secure gift card solution with one retailer will be more limited than planned, with a full rollout now targeted for January 2027 due to scanner vendor delays.
Despite improvements, the company still reported a net loss per diluted share of $0.32, although this was an improvement from $0.55 in Q1 last year.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

DMRC.OQ - Digimarc Corp
Q1 2026 Digimarc Corp Earnings Call
May 12, 2026 / 09:00PM GMT

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Presentation
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Unidentified_1 [1]
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Greetings and welcome to the Digimar Corporation First Quarter 2026 Financial Results Conference Call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. If anyone should require operator assistance, please press *0 on your telephone keypad.

As a reminder, this conference is being recorded. It is now my pleasure to introduce Charles Beck.

Thank you. You may begin.

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Unidentified_2 [2]
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Welcome, everyone, to our Q1 earnings call. I'm Charles Beck, Digimark's DFO, and I'm joined

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