---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-26-316971"
form_type: "8-K"
ticker: "IMMR"
cik: "0001058811"
company_name: "IMMERSION CORP"
filed_at: "2026-07-27T12:38:52+00:00"
generated_at: "2026-07-27T12:40:32.681630+00:00"
event_type: "earnings"
sentiment: "negative"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Immersion reports Q4 GAAP net income $3.7M; full year net income drops to $4.5M from $64.3M; dividend raised to $0.075

## Summary
- Q4 GAAP net income $3.7M ($0.12 diluted EPS) vs $(17.7)M ($(0.62)) prior year; Non-GAAP net income $9.9M ($0.30).
- Full-year GAAP net income $4.5M ($0.14 diluted EPS) vs $64.3M ($1.90) prior year, a 93% decline; Non-GAAP net income $60.8M ($1.84) vs $116.3M ($3.52).
- Full-year revenues $1.7B, up from $1.6B, but operating expenses rose to $345.4M (GAAP) from $313.7M.
- Quarterly dividend raised to $0.075/share (from $0.045) in Dec 2025; next payment July 31, 2026; $39.3M available for buybacks.
- Immersion owns 32.6% of Barnes & Noble Education (11.2M shares); BNED recently initiated a $0.08 quarterly dividend.

## SEC filing metadata
- accession: 0001193125-26-316971
- form_type: 8-K
- ticker: IMMR
- cik: 0001058811
- company_name: IMMERSION CORP
- filed_at: 2026-07-27T12:38:52+00:00
- event_type: earnings
- sentiment: negative
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1058811/000119312526316971/0001193125-26-316971-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1058811/000119312526316971/immr-20260727.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-26-316971
- JSON: https://secwatch.observer/filing/0001193125-26-316971.json
- Plain text: https://secwatch.observer/filing/0001193125-26-316971.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.