{"schema_version":"secwatch.filing_event.v1","accession":"0001437749-24-005896","form_type":"8-K","ticker":"DMRC","cik":"0001438231","company_name":"Digimarc CORP","filed_at":"2024-02-28T23:59:59+00:00","discovered_at":"2026-05-14T18:03:24.197090+00:00","generated_at":"2026-06-05T08:34:48.228117+00:00","sec_items":["1.02","2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Digimarc Q4 revenue up 29% YoY, ARR grows 71%, subscription margins expand to 87%","bullets":["Q4 total revenue $9.3M (+29% YoY), subscription revenue $5.6M (+37% YoY), ARR growth 71% YoY.","Subscription gross profit margin (ex-amort) expanded to 87% from 77% YoY.","GAAP net loss $10.6M ($0.52/sh) improved from $12.4M ($0.62/sh); non-GAAP net loss $5.6M ($0.28/sh) from $8.2M ($0.41/sh).","FY2023 revenue $34.9M (+16% YoY); net loss $46.0M ($2.26/sh) vs $59.8M ($3.12/sh) in FY2022.","Cash and marketable securities $27.2M at Dec 31, 2023, down from $52.5M at Dec 31, 2022."],"urls":{"canonical":"https://secwatch.observer/filing/0001437749-24-005896","json":"https://secwatch.observer/filing/0001437749-24-005896.json","markdown":"https://secwatch.observer/filing/0001437749-24-005896.md","text":"https://secwatch.observer/filing/0001437749-24-005896.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1438231/000143774924005896/0001437749-24-005896-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1438231/000143774924005896/dmrc20231214_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-05T08:34:48.228117+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"1dc6190ad2aa316dbf2e58cc99b76f5ef3b8ede7","claim":"Digimarc CORP reported fourth quarter ended December 31, 2023 results: revenue $9.3 million, net income $10.6 million, EPS ($0.52) per share.","evidence_excerpt":"2022 , primarily due to higher service revenue from a consortium of the world’s central banks (the “Central Banks”) . Total revenue for the fourth quarter of 2023 increased to $9.3 million compared to $7.2 million for the fourth quarter of 2022 . Gross profit margin for the fourth quarter of 2023 increased to 63% compared to 53% for the fourth quarter of 2022 .","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1438231/000143774924005896/0001437749-24-005896-index.htm","confidence":1.0,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fourth quarter ended December 31, 2023"},{"label":"Revenue","value":"$9.3 million"},{"label":"Net income","value":"$10.6 million"},{"label":"EPS","value":"($0.52) per share"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"3dcb9dd304ebd61a04bed2a4bce9edefb0a27be9","claim":"Digimarc CORP reported fiscal year ended December 31, 2023 results: revenue $34.9 million, net income $46.0 million loss, EPS ($2.26) loss per common share.","evidence_excerpt":"for program work, partially offset by $0.8 million of lower service revenue from the timing of HolyGrail 2.0 recycling projects. Total revenue for fiscal year 2023 increased to $34.9 million compared to $30.2 million for fiscal year 2022 . Gross profit margin for fiscal year 2023 increased to 58% compared to 51% for fiscal year 2022 . Excluding amortization expense","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1438231/000143774924005896/0001437749-24-005896-index.htm","confidence":1.0,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal year ended December 31, 2023"},{"label":"Revenue","value":"$34.9 million"},{"label":"Net income","value":"$46.0 million loss"},{"label":"EPS","value":"($2.26) loss per common share"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}