AI brief of an SEC Form 8-K · Digimarc Corp (DMRC)

Digimarc Q2 revenue falls to $7.4 million as net loss widens to $12.1 million

Negative Impact 3 of 5 earnings Written later

Digimarc reported second-quarter 2026 results with total revenue of $7.4 million, down from $8.0 million a year earlier, and a GAAP net loss of $12.1 million, or $0.54 per diluted share, versus $8.2 million, or $0.38 per share, in the prior-year quarter. Ending annual recurring revenue fell to $11.6 million from $15.9 million, which matters to shareholders because it signals lower contracted revenue ahead, while the company's non-GAAP net loss narrowed to $1.7 million.

Key points

  • Total revenue was $7.4 million for Q2 2026 versus $8.0 million for Q2 2025.
  • GAAP net loss was $12.1 million ($0.54 per diluted share) versus $8.2 million ($0.38 per share).
  • Ending ARR was $11.6 million at June 30, 2026, versus $15.9 million a year earlier, reflecting a contract that expired in October 2025 and a June 2026 step-down.
  • Q2 operating expenses included $5.4 million of one-time stock-based compensation tied to accelerated equity awards for the former CEO, and cash, equivalents and marketable securities were $8.8 million at June 30, 2026.

The filing

CompanyDigimarc Corp (DMRC)
Form8-K, current report
Filed with the SECAug 13, 2026, 4:05 PM ET
Accession number0001437749-26-027662

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 9, 2026, 11:48 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on August 13, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.