NASDAQ$DMRC

Digimarc Corporation · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Digimarc's financial performance improved in Q2 2024, marked by a 44% increase in annual recurring revenue and an expansion of the subscription gross profit margin to 89%.

Digimarc Corporation reported an increase in total revenue to $10.4 million for Q2 2024, compared to $8.7 million for Q2 2023. The company's annual recurring revenue increased by 44%. Net loss decreased to $9.3 million, or ($0.43) per share, compared to $10.6 million, or ($0.53) per share, for the same quarter last year.

  • Annual recurring revenue increased 44% year-over-year to $23.9 million as of June 30, 2024.
  • Subscription revenue increased to $6.4 million, compared to $4.7 million in Q2 2023.
  • Gross profit margin increased to 66% compared to 56% for the second quarter of 2023.
  • Cash, cash equivalents, and marketable securities totaled $41.5 million as of June 30, 2024.

Headline financials

Total Revenue

$10.4M

Previous: $8.73M+18.9%
EPS

-$0.43

Previous: -$0.29-48.3%
Gross Profit Margin

66.0%

Previous: 56.0%+17.9%
Non-GAAP Gross Margin

81.0%

Previous: 74.0%+9.5%
Operating Expenses

$16.8M

No prior period
Non-GAAP OpEx

$14M

No prior period
Annual Recurring Revenue

$23.9M

No prior period
Capital Expenditures

-$132K

Previous: -$121K-9.1%
Free Cash Flow

-$9.4M

Previous: -$10.7M+12.5%
Net Income

-$9.27M

Previous: -$10.6M+12.7%
Operating Income

-$9.98M

Previous: -$11.3M+11.4%
Gross Profit

$6.86M

Previous: $4.87M+41.0%
R&D Expense

$6.64M

No prior period
Stock-Based Comp

$2.41M

Previous: $2.58M-6.7%

Revenue & EPS history

Digimarc · Revenue · Quarterly

$10.4M

Q2 2024+18.9%vs Q2 2023
Beat estimate in 6 of 13 quarters(46%)
ActualEstimate

Revenue by segment

Digimarc · $9M total across 2 segments · Q3 2023

  • Subscription
    $4.8M+17.5%
  • Service
    $4.2M+12.4%

Forward guidance

Digimarc anticipates significant impacts in the second half of the year and beyond, driven by developments expected to unlock substantial total addressable markets.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

+0.2%

Avg return

Earnings day

+2.2%

Avg return

5 days after

+2.1%

Avg return

30 days after

48%

31 / 64 earnings

Positive

+60.9%

Q1 2019

Best reaction

-43.1%

Q4 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+19.4%+4.4%
Q4 2025+18.6%+10.9%+0.5%
Q3 2025+6.8%-3.2%-14.2%
Q1 2025-8.9%-8.2%+0.5%
Q4 2024-43.1%-45.3%-51.0%
Q3 2024-13.6%+2.9%+10.0%
Q2 2024-14.8%-8.1%+1.3%
Q1 2024+4.8%+5.3%+23.0%
Q4 2023-15.9%-18.9%-34.8%
Q3 2023+1.0%+7.6%+18.4%
Q2 2023+18.4%+19.4%+14.4%
Q1 2023+31.5%+42.4%+50.2%
Q4 2022-4.5%+3.6%-3.6%
Q3 2022+19.9%+44.7%+46.8%
Q2 2022+9.5%+17.6%+5.6%
Q1 2022-6.9%-8.8%-16.4%
Q4 2021-16.3%-22.7%-9.7%
Q3 2021-3.7%-7.1%-16.0%
Q2 2021+8.9%+6.8%+19.2%
Q1 2021-0.3%-16.2%-9.0%
Q4 2020-16.7%-6.9%-22.1%
Q3 2020+13.3%+2.7%+39.5%
Q2 2020-0.9%+14.6%+18.6%
Q1 2020-0.1%-1.6%+2.5%
Q4 2019-19.1%-23.0%-53.2%
Q3 2019-15.4%-18.6%-23.1%
Q2 2019+14.0%+12.2%-9.7%
Q1 2019+60.9%+84.4%+76.4%
Q4 2018+18.8%+23.5%+30.1%
Q3 2018-4.5%-23.1%-25.0%
Q2 2018-5.6%-5.1%-1.8%
Q1 2018-0.8%+11.0%+11.0%
Q4 2017-15.8%-15.8%-19.3%
Q3 2017+4.0%+5.2%+13.0%
Q2 2017+1.0%+3.8%-6.1%
Q1 2017-1.3%-3.4%+21.1%
Q4 2016+3.3%+1.8%-3.1%
Q3 2016-4.2%+0.2%-4.5%
Q2 2016-6.1%-1.8%-0.2%
Q1 2016+8.2%
Q4 2015+5.2%
Q3 2015-27.5%
Q2 2015+16.5%
Q1 2015+1.3%
Q4 2014-0.7%
Q3 2014+5.6%
Q2 2014+2.6%
Q1 2014-9.6%
Q4 2013-3.3%
Q3 2013-6.4%
Q2 2013-0.2%
Q1 2013+12.4%
Q4 2012-11.4%
Q3 2012+1.1%
Q2 2012-11.4%
Q1 2011-13.0%
Q1 2012+1.9%
Q4 2009+1.0%
Q4 2011+1.0%
Q3 2010-0.8%
Q3 2011-0.8%
Q4 2010+2.4%
Q2 2011+2.4%
Q2 2010+2.4%

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