earnings
confidence high
sentiment negative
materiality 0.75
Digimarc Q2 revenue falls to $8M; ARR drops to $15.9M; CRO departing
Digimarc CORP
2025-Q2 EPS
reported -$0.93
vs consensus -$0.15
▼ miss
(-507.8%)
- Total revenue $8.0M vs $10.4M in Q2 2024; subscription revenue down to $4.6M from $6.4M on two contract expirations.
- ARR as of June 30, 2025 was $15.9M, down from $23.9M a year earlier; $9.3M of lost ARR from expired contracts.
- Net loss narrowed to $8.2M ($0.38/share) from $9.3M ($0.43); non-GAAP net loss was $2.3M ($0.11).
- Cash and marketable securities $16.1M at June 30, down from $28.7M at Dec 31; free cash flow usage $5.0M.
- EVP and CRO Tom Benton to depart effective Sept 1, 2025; will receive two months base salary severance.
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