Market finally bounced some today which positively put a stop to the bearish momentum. With after hour SP500 up 17 points so far, the bull is gaining back momentum.
As I’ve predicted, the positive developmental news kept coming for $DMRC. Today, the news is “Digimarc to Showcase GS1 US Collaboration, Growing Partner Ecosystem at NRF 2016“.
Below are excerpts of the news in outline form:
Demonstrations and testimonials at the show will include:
Industry Association Collaboration (Digimarc Booth 1201): Among other things, Digimarc and GS1 US intend to improve product identification for retailers and consumers with brand-certified, accurate product information via Digimarc Barcodes.
Retail Scanner Suppliers: Attendees can do hands-on evaluation of Digimarc Barcode performance improvements using scanners from Datalogic, Honeywell, NCR and others. Digimarc Barcode will also be featured in exhibits:
Datalogic (Booth 3619): Datalogic is the global leader in stationary POS scanners with over fifty percent market share worldwide. It was the first manufacturer to implement and deploy Digimarc Barcode decoding on retail scanners, industrial mobile computers, and handheld scanners.
Honeywell (Booth 1543): Together with the Digimarc Barcode, the Honeywell’s Xenon 1900 scanner removes the need for customers or store associates to locate and scan a traditional UPC or QR code, which enables a faster checkout experience.
NCR (Booth 3105): RealScan™ 78 Bi-Optic Scanners can be upgraded to support Digimarc’s new barcode technology, continuing to protect your investment.
Microsoft (Booth 2803): Microsoft will demonstrate its vision for modern POS scanning, using Digimarc Barcodes. A Datalogic Magellan 9800, Microsoft Surface 4, and real product packaging will allow attendees to experience the combination of Digimarc technology with Microsoft’s retail software solutions.
Brand Deployment: Digimarc has partnered with leading brand deployment and pre-media service providers SGS and Schawk to offer Digimarc Barcode services to national and store brand owners and consumer products suppliers.
Generic Pharmaceuticals: Perrigo, the world’s largest manufacturer of over-the-counter pharmaceutical products for the store brand market, has adopted Digimarc Barcode to improve point-of-sale efficiency for retailers and provide consumers easier access to product information from enabled ‘smart’ labels.
Variable-Weight Products: A considerable amount of grocery purchases involve variable-weight items, such as in deli. Bizerba (Booth 2983), a leading manufacturer of retail scales, slicers and weigh price labeling equipment for grocery, will demonstrate variable weight product labels enhanced with Digimarc Barcode.
SPARC Mobile App for Walmart: Digimarc Barcode can improve inventory management for suppliers.
Shazam: The Digimarc platform provides unprecedented consumer engagement via smartphones. One of the world’s foremost discovery applications for smartphones, Shazam has integrated Digimarc Discover to create “visual Shazaming,” turning what customers see into opportunities to explore, engage and purchase products with their smartphones.
Display Marketing: Digimarc enables consumer engagement throughout the modern mobile-centric shopper’s journey. See real world examples from world leaders in POP signage, cardboard end-of-aisle displays and dynamic poster advertising that have enabled their products with Digimarc Barcode.
Customer Showcase: Attendees can examine Digimarc Barcode-enhanced packaging from Kraft Heinz Co. at the Digimarc booth. Private-label products will be available from innovative retailers including Wegmans, and New Seasons Market, a premium Northwest regional grocer.
My 2 cents is that this is an unprecedented all out support for the Digimarc barcode in the one most important event in the retail industry. In other words, the retail industry recognizes the benefits of adopting the Digimarc barcode and Digimarc Discovery and it is to their benefit to adopt this technologies ASAP.
Then later in the day, WSJ published an article that provided even more color to the Digimarc revolution. From the article, “Tech Partnership Looks Beyond the Bar Code With Digital Watermarks“, I cut and paste the most relevant key points below with my underlined as emphasis:
“The two million companies world-wide registered with GS1 weren’t previously required to register every unique product serial number—which are known as global trade identification numbers, or GTINs—that they generated. There was also no standard way to share those numbers, so information about products would be inconsistent as goods passed through different retail channels. With five billion scans a day, GS1 estimates there are about 700 million to 800 million GTINs in active use.“
I’m always wondering how many unique barcodes are out there and the WSJ just gave me that information – a whopping 700 to 800 million GTINs worldwide! Even if Digimarc can get healthy percentage of this big piece of pie, the revenues stream will be huge! Sure, it may take many years to sign up a percentage of this big pie, but there is no doubt of the growing revenues stream for years to come. Not to mention that the $50 fee per unique item is billed annually!
With the kind of support being presented today, it is my 2 cents that it is a matter of “when”, not “if”, the big box retailers are announcing their adoption of the Digimarc barcode.
$BIOC also came out with news: Biocept Announces In-Network Agreement with Blue Cross Blue Shield of Illinois. This is great news since it further validates the commercial use of Biocept’s liquid biopsy cancer tests.
Below is an excerpt that highlighted the importance of today news (underlined is my own emphasis):
“For a significant number of patients with cancer, obtaining sufficient biopsy material from a surgical procedure is neither possible nor practical. By utilizing liquid biopsy, physicians can gain valuable information for use in developing treatment plans for their patients,” said Amy McNeal, Senior Director of Strategic Reimbursement at Biocept. “Our goals at Biocept and the payor community are aligned as we work together to improve patient outcomes while providing savings to the healthcare system.”
It is now a matter of time before Biocept becomes few steps ahead of the competition.
It is all good from here is my take of things.
My 2 cents
From my camera (click on photo to see image at 100%)