Digimarc Corporation (DMRC)

Over the past six months, Digimarc Corp.'s stock price has experienced a significant decline of 57.86%. Key events include the Q3 2025 Earnings Report where EPS beat forecasts but revenue missed expectations, the rollout of a new leak detection solution for a global technology company, partnerships for gift card security with Schnucks, Zebra Technologies, and Honeywell, and a delayed contract renewal resulting in a decrease in Annual Recurring Revenue.

Specific data regarding the demand seasonality for Digimarc Corp.'s products and services is not readily available. However, the nature of their solutions suggests that demand might be influenced by factors such as product launch cycles, retail industry trends, and government project timelines rather than strict calendar seasonality.

Digimarc Corporation is a technology company specializing in digital watermarking solutions and product digitization, operating within the Technology sector and the Software - Application industry. Its core business revolves around providing digital identity and authentication solutions that connect physical and digital items. Digimarc offers products and platforms like Digimarc Illuminate, Automate, Engage, Recycle, Retail Experience, and Validate. The company generates revenue through software development services, subscriptions, and patent licensing, serving various sectors including retailers, consumer brands, media, entertainment, and government customers.

Digimarc Corporation provides its digital watermarking solutions and services in the United States and internationally. The company's SMS services are available in the United States, Canada, the United Kingdom, France, and Australia.

In the past year, Digimarc has received positive recognition for its innovative solutions and commitment to social impact. Digimarc was named to Fortune's 2023 Change the World list for its innovation in the fight against plastic pollution and was a Fast Company World Changing Ideas finalist. The company has been trusted for over 20 years by central banks to deter counterfeiting and its solutions are built to counter AI-enabled threats.

Digimarc Corporation's ownership is primarily held by institutional investors, who possess 52% of the company's shares, while hedge funds own 13% and individual insiders hold 24%. Major institutional owners include Altai Capital Management, L.P., Vanguard Group Inc., and BlackRock, Inc. Significant individual insiders include Riley McCormack (CEO) and Vincent Smith. The top six shareholders account for approximately 51% of the company's shares.