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Get filing alertsImmersion swings to Q1 profit, declares $0.075 quarterly dividend
Filed September 14, 2026 · Period ending September 14, 2026 · ~1 min read
Key Changes
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high
GAAP net income was $4.9M ($0.17/diluted share) vs. a loss of $0.9M ($0.03/share) a year earlier.
Item 2.02 verify on EDGAR → -
high
Non-GAAP net income was $16.6M ($0.50/diluted share), roughly flat vs. $16.9M ($0.52/share) last year.
Item 2.02 verify on EDGAR → -
medium
Board declared a quarterly cash dividend of $0.075 per share, payable Oct 30, 2026 to holders of record Oct 16, 2026.
Item 8.01 verify on EDGAR → -
medium
Total revenue rose slightly to $294.4M from $292.0M a year ago.
Item 2.02 verify on EDGAR → -
medium
Ownership in Barnes & Noble Education fell to 32.3% from 42% at acquisition due to share issuances.
Item 2.02 verify on EDGAR →
Summary
Immersion Corporation reported fiscal Q1 2027 results for the quarter ended July 31, 2026, swinging to a GAAP profit of $4.9 million, or $0.17 per diluted share, from a loss of $0.9 million a year earlier. Non-GAAP net income was essentially flat at $16.6 million, or $0.50 per diluted share. Total revenue edged up to $294.4 million from $292.0 million, driven by the consolidated Barnes & Noble Education business.
The company also declared its sixteenth consecutive quarterly dividend of $0.075 per share, payable October 30, 2026 to stockholders of record October 16, 2026. Immersion's ownership stake in Barnes & Noble Education declined to 32.3% from 42% at acquisition due to additional share issuances, though the company continues to consolidate its financials. For retail holders, the return to GAAP profitability and the steady dividend signal stability, while the declining ownership in Barnes & Noble Education is a modest dilution factor to monitor.
Section-by-Section Diff
Event · Item 2.02 — Results of Operations and Financial Condition
Immersion issued a press release with Q1 FY2026 results for the quarter ended July 31, 2026.
Added in current filing · verify on EDGAR →
On September 14, 2026, Immersion Corporation (“we”, “our” or the “Company”) issued a press release regarding financial results for the fiscal quarter ended July 31 2026.
The company announced financial results for the fiscal quarter ended July 31, 2026 via a press release attached as Exhibit 99.1. The 8-K itself does not include the actual figures; those are in the exhibit.
Event · Item 8.01 — Other Events
Item 8.01 — Other Events filed; see Key Changes for terms.
Added in current filing · verify on EDGAR →
declared a quarterly cash dividend of $0.075 per share on the Company’s outstanding common stock payable, subject to any prior revocation, on October 30, 2026 to stockholders of record on October 16, 2026
The Board declared a quarterly cash dividend of $0.075 per share. The dividend is payable on October 30, 2026 to stockholders of record on October 16, 2026, subject to any prior revocation. Future dividends remain subject to Board review and approval.
Event · Exhibit 99.1
Added in current filing · view on EDGAR →
Total revenues of $294.4 million for the three months ended July 31, 2026, compared to $292.0 million for the three months ended July 31, 2025.
Total revenues rose slightly year-over-year, driven by the consolidated Barnes & Noble Education business. The increase is modest at about $2.4 million.
Added in current filing · view on EDGAR →
Immersion will distribute a quarterly dividend of $0.075 per share on October 30, 2026, to stockholders of record as of October 16, 2026. This will mark our sixteenth consecutive quarterly dividend.
The company declared its sixteenth consecutive quarterly dividend of $0.075 per share, payable October 30, 2026 to holders of record October 16, 2026. This continues the company's track record of returning capital to shareholders.
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Figures/quotes linked to EDGAR · Narrative written by AI · Sep 15, 2026 · How we verify