Digimarc

Digimarc

Licenses digital watermarks for packaging.

Overview

Digimarc licenses digital watermarking technology that embeds imperceptible watermarks into packaging, labels, audio, and documents to enable automatic identification and data capture. The watermarks can be read by smartphones, scanners, or digital readers to streamline checkout, inventory management, authenticity verification, and brand protection across retail and packaging. It differentiates itself by offering watermarking across multiple media types, a licensing-based business model, and services such as SDKs and digital asset management, plus participation in industry initiatives like HolyGrail 2.0. The company aims to shorten and secure product identification across the supply chain, improve operational efficiency, safeguard brand assets, and support sustainable packaging practices.

About Digimarc

Simplify's Rating
Why Digimarc is rated
C+
Rated B on Competitive Edge
Rated B on Growth Potential
Rated D+ on Differentiation

Industries

Data & Analytics

Industrial & Manufacturing

Enterprise Software

Consumer Goods

Company Size

201-500

Company Stage

IPO

Headquarters

Beaverton, Oregon

Founded

1994

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Simplify's Take

What believers are saying

  • Q2 2026 revenue hit $7.4 million, while subscription gross margin rose to 89%.
  • Retail pipeline grew from one partner to 31, with two rollouts set August and October.
  • Paul Carreiro and Ron Thomas joined in July and August 2026 to fix execution.

What critics are saying

  • ARR fell to $11.6 million after October 2025 contract expiration and renewals slipped.
  • Ullom securities class action and Oregon derivative suits remain active in 2026.
  • Cash was $8.8 million on June 30, 2026; ATM dilution funds survival into 2027.

What makes Digimarc unique

  • June 2026 integrations reach LangChain, ServiceNow, Salesforce, Google, and Microsoft ecosystems.
  • Digimarc stamps provenance and verifies artifacts with cryptographic signatures and watermark detection.
  • Schnucks runs Digimarc Secure Gift Card across 115 stores, proving retail deployment.

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Funding

Total Funding

$105.1M

Above

Industry Average

Funded Over

5 Rounds

Post IPO Equity funding comparison data is currently unavailable. We're working to provide this information soon!
Post IPO Equity Funding Comparison
Coming Soon

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

401(k) Retirement Plan

Company Equity

Unlimited Paid Time Off

Paid Holidays

Professional Development Budget

Remote Work Options

Stock Price

Growth & Insights and Company News

Headcount

6 month growth

↓ -1%

1 year growth

↓ -5%

2 year growth

↓ -1%
Yahoo Finance
Aug 27th, 2026
Digimarc CEO bets on sales fix as revenue drops 8% to $7.4M

Digimarc reported an 8% revenue decline to $7.4 million on 13 August, with annual recurring revenue falling to $11.6 million from $15.9 million. The drop stems partly from a $2.6 million contract reduction after a government customer cancelled projects. New CEO Paul Carreiro framed the losses as a commercial execution problem rather than a product flaw. He pointed to two senior hires and expanding retail partnerships as evidence of a turnaround, with the retailer pipeline growing from one to 31 partners in under a year. Digimarc's Secure Gift Card program now runs across 115 Schnucks stores, with additional rollouts scheduled for August and October. A global manufacturer is using the company's Digital Link across 45,000 SKUs. Subscription gross margin improved to 89% from 85%, whilst free cash flow usage dropped to $1.0 million from $5 million year-on-year. Shares rose 5.07% following the announcement.

Business Wire
Aug 13th, 2026
Digimarc reports Q2 2026 results with $7.4M revenue, ARR drops to $11.6M after contract losses

Digimarc Corporation reported second quarter 2026 revenue of $7.4 million, down from $8.0 million in the prior year period. The decrease was primarily driven by the expiration of a commercial contract in October 2025. Subscription revenue fell to $3.7 million from $4.6 million, whilst service revenue increased to $3.6 million from $3.4 million. Annual recurring revenue stood at $11.6 million as of 30 June 2026, compared to $15.9 million a year earlier. The company reported a net loss of $12.1 million, or $0.54 per diluted share, versus $8.2 million, or $0.38 per share, in the second quarter of 2025. Operating expenses included $5.4 million in one-time costs related to accelerated equity awards for the former CEO. Cash and marketable securities totalled $8.8 million at quarter end, down from $12.9 million at year-end 2025.

MarketBeat
Aug 13th, 2026
Digimarc (NASDAQ:DMRC) releases earnings results, beats expectations by $0.25 EPS.

Digimarc (NASDAQ:DMRC) releases earnings results, beats expectations by $0.25 EPS. August 13, 2026 Key points. * Digimarc beat quarterly earnings expectations: The company reported an adjusted loss of $0.08 per share, $0.25 better than the consensus estimate, while revenue of $7.39 million exceeded forecasts of $7.10 million. * Shares declined after the results, trading at $7.04, with Digimarc remaining unprofitable and posting a negative net margin of 85.75% and negative return on equity of 21.81%. * Analyst sentiment remains mixed: Ratings include one Buy and one Sell, resulting in an overall "Hold" consensus and an average price target of $15.00; institutional investors own 66.85% of the stock. * Interested in Digimarc? Here are five stocks we like better. Digimarc (NASDAQ:DMRC - Get Free Report) released its earnings results on Thursday. The information technology services provider reported ($0.08) earnings per share (EPS) for the quarter, topping the consensus estimate of ($0.33) by $0.25, FiscalAI reports. The business had revenue of $7.39 million for the quarter, compared to analyst estimates of $7.10 million. Digimarc had a negative return on equity of 21.81% and a negative net margin of 85.75%. Digimarc stock performance. Shares of NASDAQ:DMRC traded down $0.42 during midday trading on Thursday, reaching $7.04. The company's stock had a trading volume of 207,648 shares, compared to its average volume of 223,841. The firm has a market capitalization of $157.75 million, a price-to-earnings ratio of -5.54 and a beta of 2.30. The firm has a 50 day moving average price of $8.14 and a two-hundred day moving average price of $7.48. Digimarc has a fifty-two week low of $4.07 and a fifty-two week high of $17.47. Hedge funds weigh in on Digimarc. Institutional investors and hedge funds have recently made changes to their positions in the stock. Cubist Systematic Strategies LLC purchased a new stake in shares of Digimarc during the first quarter valued at approximately $128,000. Jane Street Group LLC lifted its holdings in Digimarc by 915.0% during the 1st quarter. Jane Street Group LLC now owns 69,538 shares of the information technology services provider's stock worth $891,000 after purchasing an additional 62,687 shares in the last quarter. Geode Capital Management LLC boosted its stake in Digimarc by 1.4% in the 2nd quarter. Geode Capital Management LLC now owns 371,835 shares of the information technology services provider's stock worth $4,913,000 after purchasing an additional 5,191 shares during the period. JPMorgan Chase & Co. grew its holdings in Digimarc by 17.8% during the 2nd quarter. JPMorgan Chase & Co. now owns 106,375 shares of the information technology services provider's stock valued at $1,405,000 after buying an additional 16,106 shares in the last quarter. Finally, Quantbot Technologies LP bought a new stake in shares of Digimarc during the second quarter valued at about $190,000. Institutional investors own 66.85% of the company's stock. Analysts set new price targets. DMRC has been the subject of a number of recent research reports. Wall Street Zen raised shares of Digimarc to a "hold" rating in a research report on Saturday, July 18th. Needham & Company LLC lifted their price objective on shares of Digimarc from $10.00 to $15.00 and gave the stock a "buy" rating in a research note on Thursday, May 14th. Finally, Weiss Ratings reissued a "sell (e+)" rating on shares of Digimarc in a report on Friday, July 17th. One investment analyst has rated the stock with a Buy rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company presently has an average rating of "Hold" and an average target price of $15.00. Discover more Privacy Issues Stock research tools About Digimarc. Digimarc Corporation is a technology company specializing in digital identification and authentication solutions. Its core offering centers on embedding imperceptible digital watermarks into images, audio, video and packaging materials. These watermarks carry unique identifiers that enable secure tracking, brand protection and content provenance across print and digital channels. The company's product suite includes software development kits and cloud-based services that allow enterprises to integrate digital watermarking into their existing workflows. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. Continue following MarketBeat Before you consider Digimarc, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Digimarc wasn't on the list. While Digimarc currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys. The AI wave will soon hit public markets with Anthropic and OpenAI set to go public later this year. However, you don't have to wait to invest. This report shows seven AI stocks that you can buy today while the big model providers get ready to go public.

Citybiz
Aug 3rd, 2026
Digimarc appoints Ron Thomas as Chief Revenue Officer to drive enterprise growth.

Digimarc appoints Ron Thomas as Chief Revenue Officer to drive enterprise growth. August 3, 2026 Ron Thomas Digimarc Corp. (NASDAQ: DMRC) has appointed enterprise software executive Ron Thomas as Chief Revenue Officer, adding a seasoned commercial leader to oversee the company's global revenue organization as it expands its enterprise go-to-market strategy. Effective Aug. 3, 2026, Thomas will report to President and Chief Executive Officer Paul Carreiro and lead Digimarc's worldwide revenue operations, including sales, customer success, revenue operations, solution advisory, strategic partnerships and broader commercial execution. The appointment comes as Digimarc seeks to strengthen its market position by pairing its authentication and digital trust technologies with a more integrated revenue strategy focused on scalable enterprise growth. "Digimarc has reached a point where commercial execution is every bit as important as innovation," Carreiro said. "We've built differentiated technology and established strong customer relationships and validated the value of our solutions in the market. Ron's mandate is to scale our world-class commercial organization which translates those advantages into predictable, scalable growth. His experience building disciplined revenue teams makes him the right leader for this next chapter." Thomas brings extensive experience building enterprise software organizations and scaling recurring revenue businesses. He joins Digimarc from Smartcat, an AI-native enterprise software company, where he served as Chief Revenue Officer. In his new role, Thomas will focus on strengthening Digimarc's commercial operating model, refining customer and market prioritization, and improving coordination across sales, customer success, partnerships and other go-to-market functions. "Digimarc has all the ingredients to become a market leader - a world class technology platform, outstanding customers, and a significant market opportunity," Thomas said. "I'm excited to join Paul and the leadership team and be part of this journey. My priority is to listen to our customers, partners and employees, sharpen our commercial focus, and build a disciplined, customer-centric revenue organization that delivers predictable growth and long-term value." Before joining Smartcat, Thomas held senior revenue and operating leadership positions at data.ai, Oracle and Ariba. During his tenure at data.ai, he advanced to Chief Revenue Officer and helped grow annual recurring revenue from approximately $100 million to more than $150 million while contributing to the company's achievement of Rule of 40 performance metrics before its private equity exit. Earlier in his career, Thomas was part of Eloqua's leadership team from its pre-initial public offering stage through its approximately $800 million acquisition by Oracle. He also held roles at Ariba before its acquisition by SAP. He earned a Bachelor of Science in Economics from Rutgers University. Thomas' appointment further strengthens Digimarc's executive leadership team following Carreiro's appointment as president and chief executive officer in July 2026. Digimarc develops technology designed to authenticate physical and digital assets, helping organizations verify authenticity, reduce fraud and counterfeiting, and establish trusted digital interactions. The company's solutions are used in applications ranging from loss prevention and product authentication to digital identity and security, including technologies relied upon by central banks to help protect global currencies from counterfeiting. As organizations increasingly seek secure methods to verify information and assets in AI-driven environments, Digimarc is investing in commercial execution alongside continued development of its enterprise authentication platform.

ICMA
Jul 23rd, 2026
New blogs now live on icma.com.

New blogs now live on icma.com. Explore the latest insights from ICMA members who are leading conversations on the trends, challenges and opportunities shaping the global card industry. From expert analysis on trade policies to emerging threats like quantum computing, these blogs offer valuable perspectives and practical guidance. You'll also find posts on how to maximize your ICMA member benefits. Featured Blogs: The ICMA Élan Awards of Excellence recognized CompoSecure, IDEMIA Secure Transactions and Giesecke+Devrient (China) Technologies as the 2026 Best Overall Card by Region winners for North America, Europe and Asia Pacific. Selected from 181 entries, the winning cards showcase global excellence in design, materials, security and card manufacturing innovation. At the 2026 ICMA EXPO, Graph-Tech USA and Digimarc presented a scalable gift card activation approach that uses digital watermarking, AI-enabled tamper detection and production-ready integration to help prevent organized fraud without disrupting retail checkout or card manufacturing workflows. Navigating the Sustainability Maze: A More Informed Approach to Card Body Materials At the 2026 ICMA EXPO, Bixby International's Ethel Bermejo emphasized that sustainable card body material selection requires a data-driven, performance-based evaluation of life cycle impacts, trade-offs and organizational priorities rather than relying on simple "green" labels.

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