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Immersion (IMMR) earnings and revenue breakdown

Latest: Q1 FY27 · 10-Q filed Sep 14, 2026 · Immersion (IMMR) Q1 FY27 earnings results →

Q1 FY27 Revenue up 1% year over year to $294M · 2¢ of every $1 of revenue lost · operating margin -6.8%

Immersion made $294M in Q1 FY27 (+0.8% Y/Y): Barnes and Noble Education Segment $291M, Immersion Segment $3.8M. Operating margin -6.8%, net loss $4.6M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Sep 14, 2026.

Revenue$294M
Year over year+0.8%
Operating margin-6.8%
Net earnings−$4.6M
Operating cash flow−$43.6M

Drawing the Sankey…

Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF

What changed this quarter

Revenue was $294.4M in Q1 FY27, up 1% year over year and up 9% from the previous quarter. Barnes and Noble Education Segment was the largest line at 99% of revenue. Barnes and Noble Education Segment added $2.4M year over year (up 1%), 103% of the total change. Immersion Segment declined 2%.

Operating costs exceeded revenue by $20.0M, an operating margin of -6.8%. Total costs fell 1% while revenue rose 1%. The quarter ended with a net loss of $4.6M, after a profit of $6.2M the previous quarter. Minority interests bore $9.4M of it: to shareholders the quarter was a profit of $4.9M. Non-operating items added $13.3M, -199% of pre-tax earnings, so the bottom line overstates operating performance.

Operating cash flow was −$43.6M. Non-cash charges added back $10.2M of depreciation and amortization and $2.0M of share-based compensation. Working capital and other items used $51.3M. Capital expenditures of $3.5M exceeded it, leaving free cash flow of −$47.1M.

Quarterly history

Immersion revenue by quarterImmersion revenue by quarter$471MQ3 FY25$285MQ4 FY25$292MQ1 FY26$650MQ2 FY26$518MQ3 FY26$270MQ4 FY26$294MQ1 FY27
Immersion net earnings by quarterImmersion net earnings by quarter$15.5MQ3 FY25−$26.2MQ4 FY25−$13.7MQ1 FY26$12.0MQ2 FY26−$10.1MQ3 FY26$3.7MQ4 FY26−$4.6MQ1 FY27
QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q1 FY2710-QSep 14, 2026$294M+0.8%-6.8%−$4.6M−$43.6M
Q4 FY2610-KJul 24, 2026$270M-5%2.7%$3.7M$83.8M
Q3 FY2610-QMay 4, 2026$518M+10%1.0%−$10.1M−$33.8M
Q2 FY2610-QApr 14, 2026$650M+6%6.2%$12.0M$70.6M
Q1 FY2610-QMar 26, 2026$292M+59%-9.0%−$13.7M−$61.7M
Q4 FY2510-KMar 12, 2026$285M—-0.4%−$26.2M$50.1M
Q3 FY2510-QMar 12, 2025$471M—5.6%$15.5M−$43.7M

Charts

Immersion: revenue growth, year over year and quarter over quarterImmersion: revenue growth, year over year and quarter over quarterY/YQ/Q-40%Q4 FY25+59%+3%Q1 FY26+6%+123%Q2 FY26+10%-20%Q3 FY26-5%-48%Q4 FY26+1%+9%Q1 FY27
Latest (Q1 FY27): Y/Y +1%, Q/Q +9%.
Immersion: where the cash came from (+) and went (−), TTM to Q1 FY27Immersion: where the cash came from (+) and went (−), TTM to Q1 FY27Other investing$84.4MCash drawn (+) / kept (−)−$83.4MOperating cash flow$77.1MNet borrowing (+) / repaid (−)−$46.5MCapital spending−$16.0MDividends−$10.6MOther financing−$4.2MTaxes on employees’ shares−$991K
From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.
Immersion: profit against cash, quarter by quarterImmersion: profit against cash, quarter by quarterNet incomeOperating cash flow$64.4M$50.4MQ2 FY25$43.2M−$43.7MQ3 FY25−$26.2M$50.1MQ4 FY25−$13.7M−$61.7MQ1 FY26$26.9M$70.6MQ2 FY26−$10.1M−$33.8MQ3 FY26$6.2M$83.8MQ4 FY26−$4.6M−$43.6MQ1 FY27
Latest (Q1 FY27): Net income −$4.6M, Operating cash flow −$43.6M.
Immersion in its industry: growth against margin (14 companies, SIC 3577)Immersion in its industry: growth against margin (14 companies, SIC 3577)revenue growth, year over year →↑ operating marginmedian +10%median 0%PANWFTNTXRXLOGICRSRMITKEVLVWETHTACTINVELINKVTIXAIMDIMMR (+1%, -7%)
Computer Peripheral Equipment, NEC; dot size is quarterly revenue; dashed lines are the industry's medians.

Interactive views

The same charts as the app — open one to draw it.

💵Where each $1 goesinteractive

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🌏Named in Asian annual reportsinteractive

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🔄Rotation against the market and its industry (RRG)interactive

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🔍Earnings qualityinteractive

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⚖️Fair value by methodinteractive

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🔭Outlook & guidanceinteractive

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📈Investments: gains and what it boughtinteractive

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🏭Its industry’s money flow (input-output)interactive

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Customers and suppliers named in filings

Buys from

About Immersion

Immersion Corporation (Nasdaq: IMMR) was incorporated in 1993 in California and reincorporated in Delaware in 1999. The Company is a leading provider of touch feedback technology, also known as haptics. The Company accelerates and scales haptic experiences by providing haptic technology for mobile, automotive, gaming, and consumer electronics. Haptic technology creates immersive and realistic experiences that enhance digital interactions by engaging users’ sense of touch. Learn more at www.immersion.com .

In its own words, from its 8-K, filed Sep 14, 2026.

Immersion against its Computer Peripheral Equipment, NEC peers

The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +0.8% against the peers' median +13%. Operating margin: -6.8% against the peers' median 5.0%.

CompanyQuarterRevenueY/YOp. margin
IMMR ImmersionQ1 FY27$294M+0.8%-6.8%
PANW Palo Alto NetworksQ4 FY26$3.4B+34%5.0%
FTNT FortinetQ3 2026$2.1B+20%33.9%
XRX Xerox HoldingsQ3 2026$1.9B-5%-53.9%
LOGI Logitech International S.A.Q2 FY27$1.2B+3%16.5%
CRSR Corsair GamingQ3 2026$367M+6%-0.4%
MITK Mitek SystemsQ3 FY26$54.0M+18%21.4%
EVLV Evolv Technologies HoldingsQ2 2026$43.8M+34%-24.1%
WETH Wetouch TechnologyQ2 2026$14.0M+13%22.6%

Source: Immersion 10-Q on SEC EDGAR · CIK 1058811 · Computer Peripheral Equipment, NEC

13F: who owns IMMR and who is buying

Largest holders of IMMR (13F)Largest holders of IMMR (13F)BlackRock$16.5MVanguard Group$15.8MCDC Financial$8.8MVanguard Capital Management LLC$8.7MKanen Wealth Management LLC$7.0MGeode Capital Management, LLC$5.1MState Street$4.4MMorgan Stanley$4.1MNissay Asset Management Corp /Jap…$4.0MCaption Management, LLC$3.9M
Funds' net buying of IMMR by quarter (13F)Funds' net buying of IMMR by quarter (13F)$3.7M2024-09−$2.5M2024-12−$2.3M2025-03−$11.8M2025-06−$2.5M2025-09−$3.1M2025-12−$151K2026-03$26.4M2026-06
Value of shares 13F filers added minus the value they sold, each quarter (quarters with most filings in).

More on IMMR

History

Every quarter: Q1 FY27 results · Q4 FY26 results · Q3 FY26 results · Q2 FY26 results · Q1 FY26 results · Q4 FY25 results · Q3 FY25 results

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