NASDAQ$DMRC

Digimarc Corporation · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Reported financial results for the third quarter of 2024.

Digimarc Corporation reported an increase in total revenue to $9.4 million, compared to $9.0 million for the third quarter of 2023. Subscription revenue increased, while service revenue remained flat. The net loss was $10.8 million, or ($0.50) per share.

  • Annual recurring revenue decreased to $18.7 million compared to $19.6 million year-over-year.
  • Subscription revenue increased to $5.3 million compared to $4.8 million year-over-year.
  • Service revenue remained flat compared to the third quarter of 2023.
  • Gross profit margin increased to 62% compared to 58% year-over-year.

Headline financials

Total Revenue

$9.44M

Previous: $8.99M+5.0%
EPS

-$0.50

Previous: -$0.29-72.4%
Annual Recurring Revenue

$18.7M

Previous: $54.00+34629529.6%
Capital Expenditures

-$199K

Previous: -$208K+4.3%
Free Cash Flow

-$11M

Previous: -$10.9M-0.2%
Net Income

-$10.8M

Previous: -$10.7M-0.3%
Operating Income

-$11.4M

Previous: -$11.2M-1.9%
Gross Profit

$5.9M

Previous: $5.22M+12.9%
R&D Expense

$6.49M

Previous: $6.31M+2.9%
Stock-Based Comp

$2.7M

Previous: $2.69M+0.4%

Revenue & EPS history

Digimarc · Revenue · Quarterly

$9.44M

Q3 2024+5%vs Q3 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

Q3 was the most significant quarter CEO Riley McCormack has witnessed since joining the company, with significant progress and new opportunities. Q3 revenue doesn’t reflect the reality just described, with a large gap between what lies ahead and what lies behind.

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 Q3 2024

Historical avgQ3 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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