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Immersion Q4 revenue falls to $270 million as net income reaches $3.7 million

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Immersion Corporation (IMMR) reported fiscal fourth-quarter revenue of $270.0 million for the three months ended April 30, 2026, compared with $284.9 million a year earlier. GAAP net income attributable to Immersion stockholders was $3.7 million, or $0.12 per diluted share, versus a loss of $17.7 million, or $0.62 per diluted share, in the prior-year quarter.

For fiscal 2026, total revenue was $1.7 billion, compared with $1.6 billion in fiscal 2025. GAAP net income attributable to Immersion stockholders was $4.5 million, or $0.14 per diluted share, compared with $64.3 million, or $1.90 per diluted share, a year earlier.

  • Fourth-quarter GAAP operating expenses were $77.6 million, down from $85.8 million a year earlier.
  • Full-year GAAP operating expenses were $345.4 million, up from $313.7 million in fiscal 2025.
  • Immersion said its financial results include consolidated Barnes & Noble Education results.
  • The company declared a quarterly dividend of $0.075 per share, payable July 31, 2026, to stockholders of record on July 20, 2026.
  • Immersion said $39.3 million remains available under its stock repurchase program.

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