Digimarc — Third Quarter 2026 Earnings Summary

Digimarc Corporation reported third-quarter 2026 total revenue of $6.4 million, a decrease from $7.6 million in the same period of 2025, driven by the expiration and step-down of major commercial contracts. The company's ending Annual Recurring Revenue (ARR) declined to $10.8 million from $15.8 million the prior year, though service revenue increased to $3.3 million. Net loss attributable to Digimarc Corporation for the quarter was $8.1 million, or $0.36 per diluted share, while non-GAAP net loss was $2.9 million. At the end of the quarter, the company held $22.1 million in cash, cash equivalents, and marketable securities, with free cash flow usage totaling $4.3 million.