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Get filing alertsImmersion reports Q4 fiscal 2026 results: GAAP net income $3.7M, non-GAAP $9.9M
Filed July 27, 2026 · Period ending July 27, 2026 · ~1 min read
Key Changes
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Q4 fiscal 2026 revenues $270.0M (down from $284.9M prior year); GAAP net income $3.7M ($0.12/share) vs. loss of $17.7M ($0.62/share) prior year; non-GAAP net income $9.9M ($0.30/share) vs. loss of $2.7M ($0.08/share) prior year.
Exhibit 99.1 view on EDGAR → -
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Full fiscal 2026 revenues $1.7B (up from $1.6B); GAAP net income $4.5M ($0.14/share) vs. $64.3M ($1.90/share) prior year; non-GAAP net income $60.8M ($1.84/share) vs. $116.3M ($3.52/share) prior year.
Exhibit 99.1 view on EDGAR → -
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Recognized $12.6M income in Q4 from resolution of Visa/Mastercard interchange litigation participation interest purchase agreement, representing previously deferred amounts.
Exhibit 99.1 view on EDGAR → -
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Quarterly dividend maintained at $0.075/share (third payment at increased rate), payable July 31, 2026 to stockholders of record July 20, 2026; 15 consecutive quarterly dividends paid.
Exhibit 99.1 view on EDGAR → -
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Barnes & Noble Education ownership diluted to 32.6% (from initial 42% at June 2024 acquisition) due to additional share issuances; Immersion holds ~11.2M shares; Barnes & Noble Education initiated $0.08/share quarterly dividend.
Exhibit 99.1 view on EDGAR →
Summary
Immersion reported fiscal Q4 and full-year 2026 results ending April 30, 2026. The quarter showed a revenue decline to $270.0 million from $284.9 million in the prior-year quarter, but profitability improved sharply: GAAP net income turned positive at $3.7 million ($0.12 per share) versus a $17.7 million loss in Q4 fiscal 2025, and non-GAAP net income reached $9.9 million ($0.30 per share) versus a $2.7 million loss. The quarter benefited from $12.6 million in income recognized from the resolution of the Visa/Mastercard interchange litigation participation interest.
For the full fiscal year, revenues grew to $1.7 billion from $1.6 billion, but profitability fell: GAAP net income dropped to $4.5 million ($0.14 per share) from $64.3 million ($1.90 per share), and non-GAAP net income declined to $60.8 million ($1.84 per share) from $116.3 million ($3.52 per share). The company maintained its quarterly dividend at $0.075 per share, the third payment at the increased rate. Immersion's stake in Barnes & Noble Education has been diluted to 32.6% from the initial 42% acquired in June 2024, though Barnes & Noble Education recently initiated its own quarterly dividend of $0.08 per share.
Section-by-Section Diff
Event · Item 2.02 — Results of Operations and Financial Condition
Immersion Corporation disclosed fiscal Q4 and full-year 2026 financial results ending April 30, 2026.
Added in current filing · verify on EDGAR →
On July 27, 2026, Immersion Corporation (“we”, “our” or the “Company”) issued a press release regarding financial results for the fiscal quarter and fiscal year ended April 30, 2026.
The company announced financial results for its fiscal fourth quarter and full fiscal year 2026, both ending April 30, 2026. The detailed results are contained in the attached press release (Exhibit 99.1), which is not included in this 8-K body text.
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Figures/quotes linked to EDGAR · Narrative written by AI · Jul 28, 2026 · How we verify