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Digimarc (DMRC) earnings and revenue breakdown

Latest: Q2 2026 · 10-Q filed Aug 14, 2026 · Digimarc (DMRC) Q2 2026 earnings results →

Q2 2026 Revenue down 8% year over year to $7.4M · 164¢ of every $1 of revenue lost · operating margin -167.4%

Digimarc made $7.4M in Q2 2026 (-8% Y/Y): Subscription $3.7M, Service $3.6M. Operating margin -167.4%, net loss $12.1M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Aug 14, 2026.

Revenue$7.4M
Year over year-8%
Operating margin-167.4%
Net earnings−$12.1M
Operating cash flow—

Drawing the Sankey…

Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF

What changed this quarter

Revenue was $7.4M in Q2 2026, down 8% year over year. Subscription was the largest line at 51% of revenue. Subscription lost $882K year over year (down 19%), 142% of the total change.

Gross margin was 58.2%, down 0.6 points from a year earlier. Operating costs exceeded revenue by $12.4M, an operating margin of -167.4%. Operating expenses grew 27% against a revenue fall of 8%. The fastest-growing cost line was General & admin (+103%). The quarter ended with a net loss of $12.1M. Minority interests bore $17K of it: to shareholders the quarter was a loss of $12.1M.

Quarterly history

QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q2 202610-QAug 14, 2026$7.4M-8%-167.4%−$12.1M—

Charts

Digimarc in its industry: growth against margin (40 companies, SIC 7373)Digimarc in its industry: growth against margin (40 companies, SIC 7373)revenue growth, year over year →↑ operating marginmedian +9%median 1%LDOSKDCACISAICPSNGDDYOTEXLAWILJKHYIOTUISWAYNTCTRBBNIONQAGYSOSPNTLSSMRTASURWYYSTEMCREXCSPIHCTIQNTOMQSSLERIMEAURKDKMRLNFUSEODYSVEEAGRHIBNAISUNIDAICDMRC (-8%, -100%)
Services-Computer Integrated Systems Design; dot size is quarterly revenue; dashed lines are the industry's medians.

Interactive views

The same charts as the app — open one to draw it.

💵Where each $1 goesinteractive

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🌏Named in Asian annual reportsinteractive

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🔄Rotation against the market and its industry (RRG)interactive

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🔍Earnings qualityinteractive

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⚖️Fair value by methodinteractive

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🔭Outlook & guidanceinteractive

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📈Investments: gains and what it boughtinteractive

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🏭Its industry’s money flow (input-output)interactive

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About Digimarc

Digimarc Corporation (NASDAQ: DMRC) is building the trust layer for the modern world. As AI accelerates how we produce, share, and interact with the world, the risks of fraud, counterfeiting, and misinformation are growing exponentially. Our innovative, highly scalable, and ultra-secure solutions make it possible for consumers, businesses, and intelligent systems to instantly verify what's real, protect what matters, and transact with confidence. Digimarc's solutions for loss prevention, authentication, and digital are built to counter the speed and sophistication of today's AI-enabled threats. Trusted by the world's central banks to deter the counterfeiting of global currency, we exist to protect truth in every interaction, spanning both the physical and digital worlds. Learn more at Digimarc.com.

In its own words, from its 8-K, filed Aug 13, 2026.

Digimarc against its Services-Computer Integrated Systems Design peers

The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: -8% against the peers' median +2%. Operating margin: -167.4% against the peers' median 10.0%.

CompanyQuarterRevenueY/YOp. margin
DMRC DigimarcQ2 2026$7.4M-8%-167.4%
LDOS Leidos HoldingsQ3 2026$4.6B+4%11.9%
KD Kyndryl HoldingsQ2 FY27$3.7B-2%3.1%
CACI CACI InternationalQ3 2026$2.5B+8%10.0%
SAIC Science Applications InternationalQ2 FY27$1.9B+6%8.1%
PSN ParsonsQ3 2026$1.7B+2%6.3%
GDDY GoDaddyQ3 2026$1.3B+6%27.0%
OTEX Open TextQ1 FY27$1.2B-4%20.3%
LAWIL Light & WonderQ3 2026$824M-2%29.4%

Source: Digimarc 10-Q on SEC EDGAR · CIK 2119322 · Services-Computer Integrated Systems Design

13F: who owns DMRC and who is buying

Largest holders of DMRC (13F)Largest holders of DMRC (13F)Morgan Stanley$16.9MLagoda Investment Management, L.P.$9.4MBlackRock$8.7MKimelman & Baird, LLC$6.6MVanguard Capital Management LLC$5.8MSilverberg Bernstein Capital Mana…$4.4MVanguard Portfolio Management LLC$3.6MGeode Capital Management, LLC$3.3MBeaconlight Capital, LLC$2.8MD. E. Shaw$2.6M
Funds' net buying of DMRC by quarter (13F)Funds' net buying of DMRC by quarter (13F)$02025-06$02025-09$1842025-12$02026-03$2.4M2026-06
Value of shares 13F filers added minus the value they sold, each quarter (quarters with most filings in).

More on DMRC

History

Every quarter: Q2 2026 results

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