---
title: "IMMERSION CORP FY 2026: Revenue $1730.7M, EPS $0.14— 10-K Summary"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/293794333.md"
description: "Immersion Corp reported FY2026 revenue of $1.73B, up 11.3% YoY, driven by Barnes & Noble Education. However, net income plummeted 93% to $4.5M, with diluted EPS falling to $0.14 from $1.90. Royalty revenue dropped 79% due to one-time fees in the prior year, though per-unit royalties rose 12%. Operational costs varied by segment, with BNE seeing higher SG&A while Immersion reduced legal and personnel expenses."
datetime: "2026-07-24T20:15:02.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/293794333.md)
  - [en](https://longbridge.com/en/news/293794333.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/293794333.md)
---

# IMMERSION CORP FY 2026: Revenue $1730.7M, EPS $0.14— 10-K Summary

IMMERSION CORP reported fiscal 2026 revenue of $1730.7M and diluted EPS of $0.14, with net income attributable to stockholders falling to $4.5M from $64.3M a year earlier.

**Financial Highlights**

-   Revenue was $1730.7M, compared with $1555.9M in the prior year; YoY change 11.3%.
-   Net income was $4.5M, compared with $64.3M in the prior year; YoY change (93%).
-   Diluted EPS was $0.14, compared with $1.9 in the prior year; YoY change (92.6%).

**Business Highlights**

-   Revenue growth was driven in large part by Barnes & Noble Education, where reported revenue rose to $1.715B for FY26 — an increase of $233M versus the prior period due to a longer reporting period and comparable-store growth.
-   Channel and product mix shifted: gains were led by BNC First Day® programs and rentals, while general merchandise and a la carte course materials declined.
-   Immersion's royalty revenue fell 79% year over year, largely reflecting one-time fixed fees recognized in FY25; however, per-unit royalties increased about 12% as geographic mix shifted with a lower share from Asia versus the prior year.
-   Operational cost trends diverged by segment: Barnes & Noble Education recorded higher SG&A and depreciation tied to full-year operations, while Immersion reduced legal and personnel expenses, lowering its selling and administrative costs.

Original SEC Filing: IMMERSION CORP \[ IMMR \] - 10-K - Jul. 24, 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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