Revenue: As of FY2026, the actual value is USD 1.731 B.

EPS: As of FY2026, the actual value is USD 0.14.

EBIT: As of FY2026, the actual value is USD 25.8 M.

Fourth Quarter Fiscal 2026 Financial Summary

• Segment Revenue: Immersion Corporation reported total revenues of $270.0 million for the three months ended April 30, 2026, a decrease from $284.9 million in the prior year quarter .
  • Immersion’s Royalty and license revenue was $2,896 thousand, down from $3,084 thousand in the prior year quarter .
  • Barnes & Noble Education’s Product and other revenue was $220,150 thousand, compared to $232,982 thousand in the prior year quarter .
  • Barnes & Noble Education’s Rental income was $46,954 thousand, down from $48,810 thousand in the prior year quarter .
• Operating Expenses: GAAP Operating expenses were $77.6 million, down from $85.8 million in the fourth quarter of 2025 . Non-GAAP Operating expenses were $83.8 million, a decrease from $100.7 million in the prior year quarter .
• Net Income: GAAP Net income attributable to Immersion Corporation stockholders was $3.7 million, a significant improvement from - $17.7 million in the fourth quarter of 2025 . Non-GAAP Net income attributable to Immersion Corporation stockholders was $9.9 million, compared to - $2.7 million in the fourth quarter of 2025 .
• Operating Income (Loss): Operating Income was $7,226 thousand, up from an Operating Loss of - $1,206 thousand in the prior year quarter .
• Other Income (Expense): Immersion Corporation recognized other income of $11,150 thousand, compared to other income of $237 thousand in the prior year quarter, primarily due to $12.6 million related to the resolution of its participation interest purchase agreement associated with the Visa/Mastercard interchange litigation .

Full-Year Fiscal 2026 Financial Summary

• Segment Revenue: For the full fiscal year 2026, total revenues reached $1.7 billion, an increase from $1.6 billion in fiscal year 2025 .
  • Immersion’s Royalty and license revenue was $15,924 thousand, significantly down from $74,073 thousand in the prior fiscal year .
  • Barnes & Noble Education’s Product and other revenue was $1,564,365 thousand, up from $1,342,437 thousand in the prior fiscal year .
  • Barnes & Noble Education’s Rental income was $150,405 thousand, up from $139,366 thousand in the prior fiscal year .
• Operating Expenses: GAAP Operating expenses for the full year were $345.4 million, up from $313.7 million in fiscal year 2025 . Non-GAAP Operating expenses were $401.6 million, an increase from $365.7 million in fiscal year 2025 .
• Net Income: GAAP Net income attributable to Immersion Corporation stockholders was $4.5 million, a decrease from $64.3 million in fiscal year 2025 . Non-GAAP Net income attributable to Immersion Corporation stockholders was $60.8 million, down from $116.3 million in fiscal year 2025 .
• Operating Income (Loss): Operating Income was $25,914 thousand, down from $118,020 thousand in the prior fiscal year .
• Other Income (Expense): Immersion Corporation recognized other income of $2,859 thousand, compared to other income of $1,351 thousand in the prior fiscal year .

Operational Metrics

• Total Cost of Sales: Total cost of sales for the fourth quarter was $185,136 thousand, down from $200,291 thousand in the prior year quarter . For the full fiscal year, total cost of sales was $1,359,411 thousand, up from $1,124,175 thousand in the prior fiscal year .
• Depreciation and Amortization Expense: Depreciation and amortization expense for the fourth quarter was $10,939 thousand, compared to $10,647 thousand in the prior year quarter . For the full fiscal year, it was $42,499 thousand, up from $35,274 thousand in the prior fiscal year .
• Impairment Loss: An impairment loss of $4,071 thousand was recorded in the fourth quarter of 2026, compared to none in the prior year quarter . For the full fiscal year, the impairment loss was $5,089 thousand, up from $1,247 thousand in the prior fiscal year .

Cash Flow

• The provided reference does not contain specific details on operating cash flow or free cash flow .

Unique Metrics and Capital Allocation

• Investment in Barnes & Noble Education: Immersion Corporation acquired a controlling interest in Barnes & Noble Education on June 10, 2024 . As of April 30, 2026, its stock ownership was 32.6% due to additional issuances of Barnes & Noble Education’s common stock to noncontrolling stockholders, with Immersion Corporation owning approximately 11.2 million shares .
• Dividends: The company increased its quarterly dividend from $0.045 per share to $0.075 per share in December 2025 . Immersion Corporation has paid or declared approximately $1.01 per share in dividends since initiating its dividend program in January 2023, distributing 15 consecutive quarterly dividends .
• Stock Repurchase Program: Immersion Corporation has $39.3 million available for repurchase under its stock repurchase program .

Outlook / Guidance

Immersion Corporation plans to continue prioritizing regular quarterly dividends and periodic special dividends over aggressive share repurchases . The company intends to focus on protecting and monetizing its intellectual property portfolio, allocating capital thoughtfully, and creating long-term shareholder value . Future quarterly dividends are subject to Board review and approval, and the Board reserves the right to adjust or withdraw dividends .