"DMRC short: Lost WalMart relationship due to CEO's failed hardball negotiation. ARR dropped $8M YoY to $15.9M with multiple customer exits. Additional $3M contract renegotiation underway. Central Bank revenue (45% of total) declining $1.7M-$1.9M in 2025. Without turnaround, possibly terminal decline."
Digimarc CORP. - $DMRC
Short Ideas
August 15, 2025
Stock Idea