Every 8-K 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 8-K covers material events a company has to report between its quarterly 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 results for the first quarter of fiscal 2027, which includes consolidated financial information for Barnes & Noble Education. Total revenues were $294.4 million for the three months ended July 31, 2026, compared with $292.0 million a year earlier.
GAAP net income attributable to Immersion stockholders was $4.9 million, or $0.17 per diluted share, improving from a loss of $0.9 million, or $(0.03) per diluted share, in the prior-year quarter. Non-GAAP net income attributable to Immersion stockholders was $16.6 million, or $0.50 per diluted share, versus $16.9 million, or $0.52 per diluted share, a year ago. GAAP operating expenses declined to $80.4 million, while non-GAAP operating expenses were $68.7 million.
The board declared a quarterly cash dividend of $0.075 per share, payable October 30, 2026 to stockholders of record on October 16, 2026, marking the company’s sixteenth consecutive quarterly dividend. As of July 31, 2026, total assets were $1.18 billion and total liabilities were $617.3 million, including $123.5 million of long-term borrowings at Barnes & Noble Education.
Immersion Corporation reported fourth-quarter and fiscal 2026 results that include its controlling interest in Barnes & Noble Education. Fourth-quarter revenue was $270.0 million, with GAAP net income attributable to Immersion stockholders of $3.7 million, or $0.12 per diluted share, compared with a loss a year earlier. Non-GAAP net income was $9.9 million, or $0.30 per diluted share.
For fiscal 2026, total revenue was $1.7 billion, up from $1.6 billion in fiscal 2025. GAAP net income attributable to Immersion stockholders was $4.5 million, or $0.14 per diluted share, down from $64.3 million, while non-GAAP net income declined to $60.8 million from $116.3 million. Results reflect higher operating expenses and consolidation of Barnes & Noble Education, as well as income of about $12.6 million from resolution of a Visa/Mastercard interchange participation interest agreement.
The company emphasized capital returns and its Barnes & Noble Education stake of approximately 11.2 million shares. Immersion has paid or declared about $1.01 per share in dividends since January 2023, raised its quarterly dividend to $0.075 per share, and has $39.3 million available under its stock repurchase program.
Immersion Corporation set the date for its Annual Meeting of Stockholders for the fiscal year ended April 30, 2026 as Wednesday, October 7, 2026. Because this differs by more than 30 days from the prior year’s meeting, the company set a new deadline of July 13, 2026 for stockholders to submit proposals, director nominations, or universal proxy notices, subject to its Bylaws and SEC rules.
The Board also declared a quarterly cash dividend of $0.075 per share on outstanding common stock, payable on July 31, 2026 to stockholders of record on July 20, 2026, with future dividends to be considered and approved individually.
Immersion Corporation reports that it has regained compliance with Nasdaq Listing Rule 5250(c)(1). The company received a letter from the Nasdaq Listing Qualifications Staff on May 14, 2026, confirming compliance and stating that the matter is now closed, removing the prior listing concern.
Immersion Corporation received a decision from the Nasdaq Hearings Panel granting its request to continue listing on the Nasdaq Stock Market, provided it demonstrates compliance with Listing Rule 5250(c)(1) on or before May 22, 2026.
The compliance issue stems from Immersion’s failure to timely file its Form 10‑Q for the fiscal quarter ended January 31, 2026, which led to an additional delinquency notice from Nasdaq staff. The company states it is working diligently to complete the necessary work and file the Form 10‑Q as soon as practicable to regain compliance with SEC requirements and Nasdaq listing standards.
Immersion Corporation reported the results of its fiscal 2025 Annual Meeting of Stockholders held on April 6, 2026. Stockholders elected five directors — Eric Singer, William Martin, Emily Hoffman, Frederick Wasch and Elias Nader — to serve until the 2026 annual meeting and until their successors are elected and qualified.
Stockholders also ratified the appointment of BDO USA, P.C. as independent registered public accounting firm for the fiscal year ending April 30, 2026, with 23,312,902 shares voting for and 1,161,329 against. In an advisory vote on executive compensation, 8,650,349 shares were cast for approval, 6,574,098 against and 53,856 abstained, with 9,221,299 broker non-votes.
Immersion Corporation received an additional Nasdaq delinquency notice after failing to file its Form 10-Q for the quarter ended January 31, 2026, on top of earlier missed 10-Qs for July 31 and October 31, 2025. The notice cites these delays as a potential basis for delisting, but it does not immediately affect trading.
The company has requested a hearing before a Nasdaq Hearings Panel to obtain more time to regain compliance, and that hearing was held on March 26, 2026. Immersion has since filed its Form 10-K for the year ended April 30, 2025 and the Form 10-Q for the quarter ended July 31, 2025, and is working to complete the remaining delayed 10-Qs.
The board also declared a quarterly cash dividend of $0.075 per share, payable on May 1, 2026 to shareholders of record on April 20, 2026, noting that any future dividends will be reviewed and may be adjusted or withdrawn.
Immersion Corporation reported that it has now filed its Annual Report on Form 10‑K for the fiscal year ended April 30, 2025, after significant delays tied to an investigation and financial restatement involving Barnes & Noble Education, Inc., a consolidated variable interest entity. Those investigations prevented management from completing the financial reporting process for the quarters ended July 31, 2025 and October 31, 2025 and the FY 2025 year-end on a normal schedule, leaving multiple quarterly reports and the 10‑K as delayed filings. The company states it is working to complete all remaining delayed reports promptly to regain compliance with SEC requirements and Nasdaq listing standards. Because of the late 10‑K, the Board has postponed the 2025 Annual Meeting of Stockholders to April 6, 2026, with details on the meeting location to be provided in a forthcoming proxy statement.
Immersion Corporation reported that it received a Nasdaq Staff Determination Letter on February 10, 2026 due to continued non-compliance with Nasdaq Listing Rule 5250(c)(1), which requires timely SEC filings. The company has not filed its Form 10-K for the fiscal year ended April 30, 2025 and its Forms 10-Q for the quarters ended July 31, 2025 and October 31, 2025, because audit committee investigations at Immersion and its consolidated subsidiary Barnes & Noble Education, Inc. are leading to a restatement of previously issued financial information.
The letter does not immediately suspend trading or delist Immersion’s securities. Immersion plans to request a hearing before a Nasdaq Hearings Panel, seek an extended stay of any suspension, and continue working to complete and file the delayed reports to regain compliance, though there is no assurance additional time will be granted.
Immersion Corporation filed an amended current report to update details related to its previously declared dividend of preferred share purchase rights and its Rights Agreement with Computershare Trust Company, N.A. As part of this update, the company states that, as of November 7, 2025, there were 32,876,610 common shares outstanding. The amendment also supplies working hyperlinks to related exhibits that were omitted previously, while all other information from the earlier report remains unchanged.
Immersion Corporation has scheduled its 2025 Annual Meeting of Stockholders, covering the fiscal year ended April 30, 2025, for Tuesday, March 3, 2026. Because this date is more than 30 days later than the prior year’s meeting anniversary, the company is resetting the deadlines for stockholder actions.
Stockholders who wish to bring business before the meeting outside of Rule 14a-8 or nominate directors under the company’s Bylaws must deliver written notice to the Corporate Secretary by the close of business on December 5, 2025. Proposals seeking inclusion in the company’s proxy statement under Rule 14a-8 must also be received by December 5, 2025 and meet all Rule 14a-8 requirements. In addition, stockholders intending to solicit proxies in support of their own director nominees under the universal proxy rules (Rule 14a-19) must provide the required notice by December 5, 2025.
Immersion Corporation adopted a stockholder rights plan on November 7, 2025 and declared a dividend of one preferred share purchase right for each common share to holders of record on November 17, 2025. Each right initially permits the purchase of one one-thousandth of a share of Series C Junior Participating Preferred Stock at $20.58, subject to adjustment.
The plan is designed to deter coercive takeover tactics by triggering if any person or group acquires 9.99% or more of common stock without Board approval, at which point holders gain dilution-protective rights through a flip‑in/flip‑over mechanism. The Board may redeem the rights for $0.001 per right before the distribution date or exchange them at one common share per right after a trigger, subject to terms. The rights expire on October 31, 2026 unless extended and ratified at the next annual meeting. Shares outstanding were 50,029,484 as of November 7, 2025.
Immersion Corporation reported that its Board of Directors has declared a quarterly cash dividend of $0.045 per share on its outstanding common stock. The dividend is scheduled to be paid on October 31, 2025 to stockholders who are on record as of October 20, 2025. The company notes that future dividends will be subject to further review and approval by the Board and may be declared, adjusted, or withdrawn as the Board evaluates Immersion’s capital allocation strategy over time.
Immersion Corporation disclosed that its Board has determined investors should no longer rely on certain previously issued unaudited interim financial statements tied to its consolidated subsidiary Barnes & Noble Education (BNED) for multiple 2024–2025 periods. The company expects to restate those quarters in its Form 10‑K for the year ended April 30, 2025.
The review centers on how BNED recorded cost of digital sales and identified sales that did not qualify for revenue recognition. Immersion currently expects corrections to increase cost of sales by $13.1 million for the fiscal second quarter and six months ended October 31, 2024, and to change cost of sales by $(1.9) million and $11.2 million for the fiscal third quarter and nine months ended January 31, 2025. It also expects balance sheet adjustments, including higher accrued liabilities and lower accounts receivable and goodwill at June 30, 2024, plus a reduction of $3.5 million in sales and accounts receivable in the fiscal third quarter and nine months ended January 31, 2025.
Immersion expects to report material weaknesses in internal control over financial reporting and in disclosure controls and procedures as of April 30, 2025 and the affected interim periods. BNED has voluntarily notified SEC staff about the ongoing internal investigation, and Immersion’s Audit Committee has discussed these matters with its independent auditor, BDO USA, P.C.
Immersion Corporation reported that on August 20, 2025 it received a Nasdaq notice because it did not timely file its Annual Report on Form 10-K for the fiscal year ended April 30, 2025, as required by Nasdaq Listing Rule 5250(c)(1).
The company has 60 calendar days from the date of the notice to submit a plan to Nasdaq to regain compliance. Its ability to complete and file the Form 10-K depends on an ongoing audit committee internal investigation at subsidiary Barnes & Noble Education, Inc. and the consolidation of that subsidiary’s financial information.
Immersion’s common stock will continue to trade on The Nasdaq Stock Market during this 60-day grace period, as long as the company continues to meet Nasdaq’s other listing requirements. The company issued a press release on August 22, 2025 describing the Nasdaq notification.