Every 10-Q that Immersion Corp (IMMR) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow IMMR and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full IMMR filings page.
Immersion Corporation (IMMR) reported consolidated revenue of $294.4 million for the quarter ended July 31, 2026, roughly flat versus $292.0 million a year earlier, as Barnes & Noble Education’s textbook and merchandise business continued to represent nearly all sales while Immersion’s own royalty and license revenue held at $3.8 million.
Consolidated operating loss narrowed to $20.0 million from $26.4 million, helped by lower operating expenses and higher investment and derivative gains, lifting net income attributable to Immersion stockholders to $4.9 million compared with a prior-year loss of $0.9 million. Cash, cash equivalents and restricted cash rose to $188.5 million, while Barnes & Noble Education’s credit-facility borrowings increased to $123.5 million. Immersion continued its quarterly dividend of $0.075 per share, paying out $2.5 million in the quarter.
Immersion Corporation reported consolidated results for the quarter ended January 31, 2026 that fully reflect its controlling stake in Barnes & Noble Education (BNED). Total revenue reached $518.5 million, almost all from BNED’s textbook, course material and merchandise operations.
Immersion’s own royalty and license revenue was $3.4 million, down from the prior year period, and the company recorded a net loss attributable to Immersion stockholders of $10.3 million versus prior-year profit. Cash, cash equivalents and restricted cash were $138.1 million, while total assets were $1.43 billion, including $69.2 million of goodwill and $88.7 million of intangible assets tied to BNED.
BNED carried $138.4 million of long-term borrowings under its asset-based credit facility and generated quarterly revenue of $515.1 million, with cost of sales of $425.6 million and substantial seasonal lease and operating expenses. Noncontrolling interest in BNED was $266.6 million, highlighting that a significant portion of consolidated equity and earnings belongs to other BNED shareholders.
Immersion Corporation reported results for the fiscal quarter ended October 31, 2025, reflecting its expanded structure after consolidating Barnes & Noble Education. Total assets reached $1.38 billion, up from $1.10 billion at April 30, 2025, driven mainly by the Barnes & Noble Education business.
Quarterly revenues were $650.2 million, with Immersion’s own royalty and license revenue at $5.8 million and Barnes & Noble Education contributing $644.4 million. Consolidated net income attributable to Immersion stockholders was $12.0 million, down from $30.8 million a year earlier, and diluted EPS declined from $0.93 to $0.36.
Barnes & Noble Education generated sizeable textbook and course material sales but also carries $122.5 million of long-term borrowings under an asset-based credit facility. Immersion ended the period with $115.2 million in cash and equivalents and $59.8 million in current investments, while stockholders’ equity attributable to Immersion stockholders was $306.9 million.
Immersion Corporation reported a challenging quarter for the period ended July 31, 2025, as newly consolidated Barnes & Noble Education reshaped its profile. Total revenues rose to $292,032 thousand from $183,489 thousand a year earlier, driven mainly by Barnes & Noble Education’s $288,160 thousand in textbook, merchandise and rental revenue.
Immersion’s own royalty and license revenue fell sharply to $3,872 thousand from $48,425 thousand, and the combined business posted an operating loss of $26,355 thousand versus prior operating income of $13,558 thousand. Net loss attributable to Immersion stockholders was $930 thousand, or $(0.03) per diluted share, compared with net income of $27,077 thousand, or $0.83 per diluted share.
The consolidated balance sheet now shows total assets of $1,261,709 thousand, including large inventories and right‑of‑use assets from Barnes & Noble Education, and total liabilities of $715,624 thousand. Barnes & Noble Education carries $170,000 thousand of long‑term borrowings under a restated asset‑based credit facility, while Immersion and Barnes & Noble Education together held cash, cash equivalents and restricted cash of $105,184 thousand at period end. Noncontrolling interests in Barnes & Noble Education represented $250,265 thousand of equity, reflecting that Immersion owns 32.9% of that business and consolidates its results.