Filing Flows › Immersion (IMMR) › Q4 FY26 › vs Q4 FY25
Immersion (IMMR) Q4 FY26 vs Q4 FY25 (year over year)
Immersion's revenue fell $14.9M (-5%) from $285M in Q4 FY25 to $270M in Q4 FY26. Operating margin 2.7% against -0.4% (+3.1 pts).
Immersion, Q4 FY26: revenue $270M (-5% year over year), operating margin 2.7%, net earnings $3.7M, operating cash flow $83.8M. The chart draws each line against Q4 FY25, the increases inside each band.
Margins
| Q4 FY26 | Q4 FY25 | Change | |
|---|---|---|---|
| Operating margin | 2.7% | -0.4% | +3.1 pts |
| Net margin | 1.4% | -6.2% | +7.6 pts |
| Free cash flow margin | 29.4% | 16.5% | +12.9 pts |
Every line
| Line | Q4 FY26 | Q4 FY25 | Change | % |
|---|---|---|---|---|
| Revenue | $270M | $285M | −$14.9M | -5% |
| Other income, net | $2.0M | −$16.7M | $18.7M | — |
| Operating profit | $7.2M | −$1.2M | $8.4M | — |
| Costs & expenses | $263M | $286M | −$23.3M | -8% |
| Pre-tax earnings | $9.3M | −$17.9M | $27.1M | — |
| Net earnings | $3.7M | −$17.7M | $21.4M | — |
| Minority interests | $2.5M | −$8.6M | $11.0M | — |
| Income tax | $3.1M | $8.3M | −$5.3M | -63% |
| Depreciation & amortization | $11.0M | $10.7M | $293K | +3% |
| Share-based compensation | $1.8M | $4.3M | −$2.5M | -58% |
| Working capital & other | $67.3M | $52.8M | $14.6M | +28% |
| Operating cash flow | $83.8M | $50.1M | $33.7M | +67% |
| Free cash flow (OCF − capex) | $79.4M | $47.0M | $32.4M | +69% |
| Capital expenditures | $4.4M | $3.1M | $1.3M | +42% |
Questions
How much did Immersion's revenue grow year over year in Q4 FY26?
Immersion's revenue fell $14.9M (-5%) from $285M in Q4 FY25 to $270M in Q4 FY26. Operating margin 2.7% against -0.4% (+3.1 pts).