secwatch.observer — SEC 8-K summary
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Issuer:     Digimarc CORP (DMRC)
CIK:        0001438231
Form:       8-K
Filed at:   2026-05-12T20:05:30+00:00
Accession:  0001437749-26-016421
Event type: earnings
Sentiment:  negative
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Digimarc Q1 revenue $7.6M, net loss narrows to $7.0M; ARR down to $15.0M
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- Total Q1 revenue $7.6M, down 19% YoY; subscription $4.4M, service $3.2M.
- ARR $15.0M at Mar 31, 2026, down from $20.0M a year ago due to two contract expirations.
- Net loss $7.0M ($0.32 per share) vs $11.7M ($0.55) YoY; Non-GAAP loss $1.6M ($0.07).
- Subscription gross margin expanded 400 bps YoY to 90%; non-GAAP gross margin 83% vs 81%.
- Cash $10.0M; free cash flow usage $2.0M, improved from $5.6M a year ago.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1438231/000143774926016421/0001437749-26-016421-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1438231/000143774926016421/dmrc20260401_8k.htm
  HTML page:      https://secwatch.observer/filing/0001437749-26-016421

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer