Digimarc Corp Stock Price, News & Analysis

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

Digimarc (DMRC), the pioneer in digital watermarking technologies, has scheduled its fourth quarter 2024 earnings conference call for Wednesday, February 26, 2025, at 5 p.m. Eastern time. CEO Riley McCormack, CFO Charles Beck, and CLO George Karamanos will host the call to discuss financial results, strategic priorities, and quarterly highlights.

The company will release its financial results and provide prepared remarks highlighting Q4 achievements before the call. A question-and-answer session will follow the presentation. Investors can join via telephone using the toll-free number 877-407-0832 (International: 201-689-8433) with Conference ID 13748469, or through the provided webcast link.

Picadeli and Digimarc (NASDAQ: DMRC) have announced a strategic partnership to combat retail shrink and food fraud in fresh foods. The collaboration integrates Digimarc's digital watermarking technology into Picadeli's packaging to enhance self-checkout security. This addresses the significant challenge of PLU fraud, as retail shrink rates for businesses using self-checkout are more than double the industry average at nearly 4%. The technology enables automated product verification and ensures pricing accuracy without compromising packaging design or operational efficiency.

Digimarc (NASDAQ: DMRC) has launched its most advanced anti-counterfeit solution, combining secure digital watermarks with mobile authentication technology. The Digital Security Solution aims to protect government programs, businesses, and citizens from counterfeit threats that cost economies over $500 billion annually. The solution provides real-time, field-level authentication through standard mobile phones, without requiring special lighting or capture devices.

The technology integrates into existing designs and workflows, offering cloud-based verification data through the Digimarc Illuminate platform. Building on the company's 30-year experience with central banks, this solution complements traditional security features like UV inks and holograms with a layer of covert digital protection.

Digimarc (DMRC) reported Q3 2024 financial results with total revenue increasing to $9.4 million from $9.0 million in Q3 2023. Annual recurring revenue decreased to $18.7 million from $19.6 million year-over-year, mainly due to a delayed commercial contract renewal. Subscription revenue grew to $5.3 million from $4.8 million. The company reported a net loss of $10.8 million ($0.50 per share) compared to $10.7 million ($0.53 per share) in Q3 2023. Cash position improved to $33.7 million from $27.2 million at 2023 year-end.

Digimarc (Nasdaq: DMRC), a leader in digital watermarking technologies, will attend the 15th Annual Craig-Hallum Alpha Select Conference in New York City on Tuesday, November 19, 2024. The event will be held at the Sheraton New York Times Square Hotel. Digimarc's president and CEO, Riley McCormack, and CFO, Charles Beck, will represent the company. The Craig-Hallum research team has handpicked the companies attending the conference. For more information or to schedule a one-on-one meeting with Digimarc management, please contact your Craig-Hallum representative.

Digimarc (NASDAQ: DMRC) has launched Digimarc Validate, a new mobile app designed to combat counterfeit products. Available on both Apple App Store and Google Play Store, the app enables field agents to instantly authenticate products using proprietary digital watermarks integrated into product packaging. The solution requires only a smartphone camera and provides real-time authentication reports through the Digimarc Illuminate platform.

The app offers a covert, scalable security layer that helps brands protect revenue, ensure product authenticity, and gain insights across global supply chains. When digital watermarks are detected, users receive immediate authenticity confirmation, with suspicious items being flagged and reported in real-time.