---
title: "IMMERSION CORP 3Q FY2026: Revenue $518.5M, EPS $(0.31) — 10-Q Summary"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/285055562.md"
description: "IMMERSION CORP reported its 3Q FY2026 results, showing revenue of $518.5M, a 10.1% increase from $471.3M in 3Q FY2025. However, the company faced a consolidated net loss of $10.1M, down from a net income of $43.2M in the previous year, resulting in a diluted EPS of $(0.31) compared to $0.73 in 3Q FY2025. Growth was driven by Barnes & Noble Education, with a shift towards digital sales impacting operational margins due to increased costs."
datetime: "2026-05-04T10:11:01.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/285055562.md)
  - [en](https://longbridge.com/en/news/285055562.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/285055562.md)
generator: "portal-rs"
---

# IMMERSION CORP 3Q FY2026: Revenue $518.5M, EPS $(0.31) — 10-Q Summary

IMMERSION CORP reported third-quarter FY2026 results with revenue of $518.5M, a consolidated net loss of $10.1M and diluted EPS of $(0.31), reflecting revenue growth but an earnings decline versus the year-ago quarter.

**Financial Highlights**

-   Revenue was $518.5M for 3Q FY2026, up from $471.3M in 3Q FY2025 (10.1% YoY).
-   Net income was a consolidated net loss of $10.1M for 3Q FY2026, versus net income of $43.2M in 3Q FY2025 (down YoY).
-   Diluted EPS was $(0.31) for 3Q FY2026, versus $0.73 in 3Q FY2025 (decline YoY).

**Business Highlights**

-   Barnes & Noble Education (BNE) drove growth, with BNC First Day® adoption contributing to a 21% year-to-date revenue increase and helping lift consolidated revenue.
-   Channel and mix shifted toward BNC First Day® and digital sales, increasing revenue predictability while changing cash timing.
-   BNE operates 1,120 stores and virtual bookstores, leveraging established brands and campus relationships as part of Immersion's expanded footprint following the acquisition of a controlling interest on June 10, 2024.
-   Operational margin dynamics were impacted as BNE's cost of sales rose to about 81–83% of revenue, driven by a lower mix of higher-margin general merchandise and markdowns from closed stores.
-   Immersion now reports in two operating segments after the BNE acquisition, with integration and milestone activities ongoing.

Original SEC Filing: IMMERSION CORP \[ IMMR \] - 10-Q - May. 01, 2026

**Disclaimer**

This is an AI-powered summary. It may contain inaccuracies. Consider verifying important information with the source. Please note this summary is solely based on documents filed with the SEC.

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**