Immersion Q4 revenue falls to $270.0 million; GAAP net income $3.7 million
Immersion reported results for the fiscal fourth quarter and full fiscal year ended April 30, 2026. Fourth-quarter revenue fell from $284.9 million to $270.0 million, but GAAP net income attributable to Immersion stockholders rose to $3.7 million, or $0.12 per diluted share, from a loss of $17.7 million, helped by about $12.6 million of income from the settlement of Visa/Mastercard interchange litigation. For the full year, revenue rose to $1.7 billion, but GAAP net income fell to $4.5 million, or $0.14 per diluted share, from $64.3 million, or $1.90 per diluted share.
Key points
- Q4 total revenues $270.0 million vs $284.9 million a year earlier; Q4 GAAP net income $3.7 million ($0.12 per diluted share) vs a loss of $17.7 million ($(0.62) per diluted share)
- Q4 non-GAAP net income $9.9 million ($0.30 per diluted share) vs a loss of $2.7 million ($(0.08) per diluted share)
- Fiscal 2026 total revenues $1.7 billion vs $1.6 billion; GAAP net income $4.5 million ($0.14 per diluted share) vs $64.3 million ($1.90 per diluted share)
- Quarterly dividend of $0.075 per share to be paid July 31, 2026, to stockholders of record on July 20, 2026; $39.3 million remains available under the repurchase program
The filing
Written by AI on Nov 9, 2026, 8:29 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on July 27, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.