Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR 8500 SW Creekside Place, Beaverton, Oregon 97008 (Address of principal executive offices) (Zip Code) (503) 469-4800 (Registrant's telephone number, including area code) ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Fo ...

Digimarc (DMRC) Q1 2025 Earnings Call May 05, 2025 05:00 PM ET Speaker0 Greetings, and welcome to the Digimarc Q1 twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. As a reminder, this conference is being recorded. It is now my pleasure to introduce George Caramanos. Please go ahead. Speaker1 Thank you. Welcome to our Q1 conference call. Riley McCormick, our CEO and Charles Beck, our CFO, a ...

Exhibit 99.1 Digimarc Reports First Quarter 2025 Financial Results Beaverton, Ore. – May 5, 2025 – Digimarc Corporation (NASDAQ: DMRC) reported financial results for the first quarter ended March 31, 2025. "Q1 results came in above our internal plan," said Digimarc CEO Riley McCormack. "While early, we are demonstrating that we can drive results in our much tighter focus areas while still positioning ourselves to benefit from our historical work outside these specific areas. We are excited to continue to ex ...

Core Viewpoint - Ocho Investments LLC, which holds 5.2% of Digimarc Corporation's stock, is urging shareholders to vote "WITHHOLD" on CEO Riley McCormack and Chair Kathleen Kool, and to "VOTE NO" on the company's say-on-pay proposal at the upcoming Annual Meeting on May 7, 2025 [1][2]. Group 1: Reasons for Voting Recommendations - Ocho believes shareholders deserve an experienced CEO who can deliver tangible results and communicate transparently [2]. - The company should implement fair compensation practices that align management performance with shareholder value [2]. - A strong and capable Chair is necessary to effectively oversee the Board, which is currently lacking [2]. Group 2: Performance Critique - McCormack's four-year tenure has seen a 60% decline in stock price, no growth in revenue per share, and declining net Annual Recurring Revenue (ARR) [6]. - The company has faced continued operating losses and has had to reduce investments in employees and the business [6]. - There has been a loss of credibility with investors due to a lack of transparent communication from management [6]. Group 3: Say-on-Pay Concerns - Ocho criticizes the incentive plan for misaligning management interests with those of shareholders, particularly due to a change in compensation metrics shortly before the loss of a major commercial contract [6]. - This change allowed executives to receive nearly four times the payout under the new plan compared to the previous one, despite poor company performance [6]. Group 4: Chair's Performance - Kathleen Kool, as Chair of the Compensation Committee, is criticized for not addressing the significant loss in shareholder value and the CEO's poor performance [6]. - Kool has not been willing to meet with large shareholders unless they communicate publicly, which raises concerns about her commitment to shareholder interests [6]. - She opted to receive her annual retainer in cash rather than stock, indicating a lack of confidence in the company's future [6].

Digimarc Corporation (NASDAQ:DMRC) Class Period: November 7, 2024 - March 2, 2025 The complaint filed in this class action alleges that throughout the Class Period, Defendants made materially false and/or misleading statements, as well as failed to disclose material adverse facts about the Company's business, operations, and prospects. Specifically, Defendants failed to disclose to investors: (1) that significant non-performing loans in its CRE portfolio were not likely to be collectible; (2) that Ready Cap ...

Calls for Hiring a New CEO and Offers Various Forms of Possible Support AUSTIN, Texas, April 15, 2025 /PRNewswire/ -- Ocho Investments LLC ("Ocho"), which owns 5.2% of the stock of Digimarc Corporation (Nasdaq: DMRC) ("Digimarc" or the "Company"), today published its recent presentation to the independent Directors of the Board of the Company. Ocho is a family office that invests in public and private companies across a wide variety of industries. Our level of involvement varies from passive investments to ...

Core Points - A class action lawsuit has been filed against Digimarc Corporation for failing to disclose significant information regarding a large commercial contract during the Class Period from May 2, 2024, to February 26, 2025 [1][4] - Digimarc reported a 10% decrease in quarterly subscription revenue to $5.0 million and a decline in annual recurring revenue to $20.0 million, primarily due to the expiration of a commercial contract [3] - Following the financial results announcement, Digimarc's share price dropped by approximately 43%, from $27.04 to $15.39 [3] Financial Performance - The fourth quarter and full year 2024 results showed a quarterly subscription revenue decrease of 10% to $5.0 million compared to $5.6 million the previous year [3] - Annual recurring revenue fell to $20.0 million from $22.23 million in the previous year, attributed to a $5.8 million decrease due to a contract expiration [3] Legal Proceedings - Investors have until May 9, 2025, to apply to be appointed as lead plaintiff in the class action lawsuit [1] - The lawsuit alleges that Digimarc did not disclose the non-renewal of a significant contract and the subsequent impact on subscription and annual recurring revenue [4]

NEW YORK, March 25, 2025 (GLOBE NEWSWIRE) -- The law firm of Kirby McInerney LLP reminds investors that a class action lawsuit has been filed in the U.S. District Court for the Southern District of New York on behalf of those who acquired Digimarc Corporation (“Digimarc” or the “Company”) (NASDAQ:DMRC) securities during the period from May 2, 2024, through February 26, 2025 (“the Class Period”). Investors have until May 9, 2025, to apply to the Court to be appointed as lead plaintiff in the lawsuit. [LEARN ...

NEW YORK, March 21, 2025 /PRNewswire/ -- Levi & Korsinsky, LLP notifies investors in Digimarc Corporation ("Digimarc" or the "Company") (NASDAQ: DMRC) of a class action securities lawsuit.CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of Digimarc investors who were adversely affected by alleged securities fraud between May 2, 2024 and February 26, 2025. Follow the link below to get more information and be contacted by a member of our team:https://zlk.com/pslra-1/digimarc-corporation-lawsuit ...

Calls for CEO Search by a Committee of Independent DirectorsAUSTIN, Texas, March 20, 2025 /PRNewswire/ -- Ocho Investments LLC ("Ocho"), which owns in excess of 5% of the stock of Digimarc Corporation (Nasdaq: DMRC) ("Digimarc" or the "Company"), today sent a letter to the Board of Directors of the Company.In its letter, Ocho detailed Digimarc's poor operating performance, the CEO's misleading public statements and the resulting destruction of shareholder value, with the Company's stock price having decline ...