Immersion Corporation (IMMR)

From the record

Immersion Corporation's filings since 2017 show 17 warning events of 4 kinds: a notice about its exchange listing (8-K item 3.01, 5 times, the latest 2026-03-27); a warning not to rely on past financial statements (8-K item 4.02, the latest 2025-09-09); an auditor change (8-K item 4.01, 4 times, the latest 2024-07-17); a late-report notice (Form NT 10-K or NT 10-Q, 7 times, the latest 2026-03-18) (its current reports).

From the record

Immersion Corporation's 10 filed years say what it did: revenue went from $57 million in fiscal 2016 to $1.7 billion in fiscal 2026, up 44.2% a year; it rose in 5 of 9 years; the deepest fall was 73% from fiscal 2018 to fiscal 2020; net income was positive in 7 of 10 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2026-04-30, Immersion Corporation's diluted share count shrank about 0.3% a year, and dividends and buybacks returned about 100% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 1 sale and 4 purchases of their own stock on the open market in the year to 2026-11-02, buying about $293 thousand (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2026-04-30, Immersion Corporation earned about 2 cents of profit for every dollar of shareholders' money. Leverage: it owed about 72 cents per dollar of assets, and net share issuance: its share count grew 0.4% over the year (the filed statements).

From the record

Immersion Corporation's standing among 19 graded names in its industry family: revenue of $1.7 billion in fiscal 2026 ranks in the top 24% by size; a net margin of 0.3% ranks in the top 34%; revenue growth of 213.7% a year over the last 3 filed years ranks in the top 3% (its annual reports).

From the record

Immersion Corporation's leadership, from its insiders' filings and its current reports: the chief executive on the record is Singer, Eric (President and CEO, as filed), filing under that title since 2023-01-03, 3.9 years (top 29% of its family); the 6 officers and directors filing in the last fifteen months have been on the record a median of 4.7 years (bottom 29%); 1 officer or director change was reported on Form 8-K since 2023-11-13, against the 6 people in charge now (top 4%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

Immersion Corporation's room to grow, from the newest filed statements (fiscal 2026): cash of $138 million against debt of $71 million leaves 6.4% of its assets as net cash, bottom 39% of its family; cash from operations less capital spending is 2.5% of revenue (bottom 45%) (its annual report).

From the record

Immersion Corporation's growth drivers, from the filed years to fiscal 2026: revenue grew 213.7% a year over the last three filed years against 44.2% over all 10, speeding up (top 3% of its family); the newest year grew 11.2% (top 47%); research spending grew -61.8% a year (bottom 3%); capital spending grew 561.8% a year (top 3%) (its annual reports). Immersion Corporation reported 2 lines of business in fiscal 2026: Barnes and Noble Education at $1.7 billion (99%), Immersion at $16 million (1%); 1 of 2 grew against the year before (its annual report).

From the record

Immersion Corporation's newest year against its own record: revenue of $1.7 billion in fiscal 2026 came in 77.3% below the $7.6 billion its prior three years' pace pointed to (bottom 3% of its family); net income of $5 million against a prior three-year average of $43 million (bottom 19%); a net margin of 0.3% against 61.3% before (bottom 8%) (its annual reports).