Verimatrix Reports 20% Growth in Q3 2026 Anti-Piracy Revenue

In the third quarter of 2026, Verimatrix reported a 20% increase in Anti-Piracy revenue, reaching $10.4 million. This growth was driven by a significant rise in license sales and improved recurring revenue streams. Subscription Annual Recurring Revenue (ARR) increased by 13% to $16.6 million by September 30, 2026. Over nine months, Anti-Piracy revenue amounted to $31.6 million, showing a slight 3% decline from the same period last year.

The company attributes its success to strategy shifts, including the divestiture of its Extended Threat Defense (XTD) product line and a reinforced focus on Anti-Piracy. Verimatrix's partnership with Kaltura aims to enhance OTT and Cloud TV services security. The firm confirms its 2026 objectives, aiming for an EBITDA above $3 million, aligning with its 2026-2028 growth roadmap. The strategic moves hint at stabilization and positive prospects for Verimatrix in a competitive market.