IMMERSION CORP — Form 8-K
Filed September 14, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 28/100
What the filing says
Immersion reported Q1 FY2027 revenues of $294.4M (vs. $292.0M YoY), with GAAP net income of $4.9M ($0.17/share) vs. loss of $0.9M ($-0.03/share) prior year. Non-GAAP net income declined slightly to $16.6M ($0.50/share) from $16.9M ($0.52/share). The company continues its 16th consecutive quarterly dividend of $0.075/share. Results are heavily influenced by consolidated Barnes & Noble Education, in which Immersion owns 32.3% (down from 42% at acquisition in June 2024 due to BNE equity issuances); Immersion's core haptics licensing revenue was only $3.8M.
Why this rating
Flat revenues and declining non-GAAP EPS in a $166M company indicate stagnation. GAAP swing is cosmetic (noncontrolling interest effects). Dividend signals stability but no growth.
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