Digimarc Corp Stock Price, News & Analysis

Digimarc and Unilever are partnering on one of the largest global implementations of GS1 Digital Link-enabled 2D barcodes in the consumer packaged goods industry. The rollout will cover 45,000 products across major brands like Dove, Vaseline, Hellmann's, and Knorr.

This initiative positions Unilever ahead of Sunrise 2027, when 2D barcodes become the global standard at point-of-sale. The advanced barcodes can store extensive data, connecting consumers to online information about nutrition, recipes, and usage instructions. The implementation also prepares Unilever for the European Union's Digital Product Passport regulation.

Through Digimarc Engage, built on the Illuminate platform, brands can create direct communication channels with consumers while supporting regulatory requirements. The technology aims to improve retail operations, enhance consumer experiences, and enable AI-driven decision-making.

Digimarc (DMRC), the pioneer in digital watermarking technologies, has scheduled its first quarter 2025 earnings conference call for Monday, May 5, 2025, at 5 p.m. Eastern time. The company will release its financial results for Q1 2025 (ended March 31) prior to the call.

The conference call will feature CEO Riley McCormack, CFO Charles Beck, and CLO George Karamanos, who will discuss strategic priorities, quarterly highlights, and financial results. The presentation will be followed by a Q&A session.

Investors can access the call via telephone using the toll-free number 877-407-0832 or international number 201-689-8433 (Conference ID: 13748470). A webcast option is also available.

Ocho Investments , owning 5.2% of Digimarc (DMRC), has published a letter urging shareholders to vote 'WITHHOLD' on CEO Riley McCormack and Chair Kathleen Kool, and 'VOTE NO' on say-on-pay at the upcoming Annual Meeting on May 7, 2025.

The investor's concerns include:

• CEO McCormack's four-year tenure showing 60% stock price decline, stagnant revenue per share, declining net ARR, and continued losses
• Controversial change in compensation metrics from total ARR to 'Gross New ARR Growth,' resulting in executives receiving 96% payout despite poor performance
• Chair Kool's leadership issues, including compensation committee oversight, unwillingness to meet shareholders privately, and choosing cash over stock compensation

Ocho Investments , holding a 5.2% stake in Digimarc (DMRC), has published a critical presentation to the company's independent Board Directors. The presentation highlights significant concerns about the company's performance and leadership.

The investment firm points out several key issues: poor operating and financial performance, misaligned executive compensation with shareholder interests, and allegations that the CEO has withheld important information from investors. Under the current CEO's tenure, Digimarc's stock has declined 60%, contrasting sharply with the Nasdaq's 21% increase during the same period.

Ocho is actively calling for leadership change, urging the Board to hire a new CEO to realize Digimarc's full potential. The firm has also extended offers of various forms of support to both the Board and Company.

Digimarc (NASDAQ: DMRC) has achieved a significant milestone in plastic recycling technology through the HolyGrail 2.0 Digital Watermarks Initiative. Industrial trials at the Hündgen Entsorgung material recovery facility in Germany have validated their digital watermarking technology for commercial-scale plastic sorting.

The system demonstrated impressive results over a 100-day trial period:

• 5.66 million detections across 5,949 unique SKUs
• Average of 56,000 items detected daily
• Detection accuracy consistently above 90%

The Alliance to End Plastic Waste confirmed the technology's readiness for full commercial deployment, highlighting its potential for accurate sorting of post-consumer rigid household packaging. The system's SKU-level precision provides a pathway to compliance with the Packaging and Packaging Waste Regulation (PPWR).

Ocho Investments , holding over 5% of Digimarc (Nasdaq: DMRC) stock, has issued a letter to the company's Board of Directors highlighting significant concerns about the company's performance. The letter addresses poor operating performance and alleged misleading public statements by the current CEO.

The investor points to substantial shareholder value destruction, noting that DMRC's stock price has declined 51% during the current CEO's tenure, while the Nasdaq has gained 28% in the same period. Ocho is demanding the Board initiate a CEO search process to be led by independent directors, including a new director appointed to represent stockholder interests.

TCM|Strategic has announced a significant update regarding its holdings in Digimarc (NASDAQ: DMRC). The fund has distributed 1,385,147 common shares of DMRC to certain Partners, reducing its ownership to 2,355,093 shares.

The distribution marks the conclusion of the original four-year fund life, which began in September 2020. According to Riley McCormack, Managing Member of TCM|Strategic, Partners representing approximately two-thirds of the Fund, including himself, have opted to extend the Fund's expiry date by multiple years to maintain full ownership and control of their pro rata interest.

Digimarc (NASDAQ: DMRC) reported Q4 and FY 2024 financial results, announcing plans to achieve positive non-GAAP net income by Q4 2025 and positive free cash flow in FY 2026. The company is prioritizing authentication Go-To-Market efforts.

Q4 2024 highlights:

• ARR decreased to $20.0M from $22.3M YoY
• Total revenue declined to $8.7M from $9.3M YoY
• Net loss improved to $8.6M ($0.40/share) from $10.6M ($0.52/share) YoY

FY 2024 performance:

• Total revenue increased to $38.4M from $34.9M YoY
• Gross profit margin improved to 63% from 58% YoY
• Net loss decreased to $39.0M ($1.83/share) from $46.0M ($2.26/share) YoY
• Cash position strengthened to $28.7M from $27.2M YoY