IMMERSION CORP

IMMERSION CORPIMMREarnings & Financial Report

Nasdaq · Industrials · Computer Peripheral Equipment, NEC

Immersion Corporation is an Aventura, Florida based developer and licensor of touch feedback technology, also known as haptic technology. Immersion Corporation has been accused of being a patent troll. Founded in 1993 by Louis Rosenberg, it is currently headed by lawyer Francis Jose, who serves as both chief executive officer and general counsel.

IMMR Q4 FY2025 Key Financial Metrics

Revenue

$372.9M

Gross Profit

N/A

Operating Profit

$-10.3M

Net Profit

$-17.0M

Gross Margin

N/A

Operating Margin

-2.8%

Net Margin

-4.6%

YoY Growth

750.4%

EPS

$-0.57

IMMERSION CORP Q4 FY2025 Financial Summary

IMMERSION CORP reported revenue of $372.9M (up 750.4% YoY) for Q4 FY2025, with a net profit of $-17.0M (down 191.3% YoY) (-4.6% margin).

Key Financial Metrics

Total Revenue$372.9M
Net Profit$-17.0M
Gross MarginN/A
Operating Margin-2.8%
Report PeriodQ4 FY2025

Revenue Breakdown

IMMERSION CORP Q4 FY2025 revenue of $372.9M breaks down across 5 segments, led by Course Material Sale at $150.9M (40.5% of total).

SegmentRevenue% of Total
Course Material Sale$150.9M40.5%
General Merchandise Sale$138.0M37.0%
Rental Services$51.8M13.9%
Services And Other Revenue$25.6M6.9%
Per Unit Royalties$1.8M0.5%

IMMERSION CORP Revenue by Segment — Quarterly Trend

IMMERSION CORP revenue by segment across the last 4 reported quarters, showing how each business line (such as Course Material Sale and General Merchandise Sale) has evolved quarter over quarter.

SegmentQ4 FY2025Q3 FY2025Q2 FY2025Q1 FY2025
Course Material Sale$150.9M$328.1M$431.4M$26.8M
General Merchandise Sale$138.0M$71.6M$99.7M$16.0M
Rental Services$51.8M$43.2M$42.4M
Services And Other Revenue$25.6M$23.5M$28.6M$2.3M
Per Unit Royalties$1.8M$2.7M$3.5M$3.6M

IMMERSION CORP Annual Revenue by Year

IMMERSION CORP annual revenue history includes year-by-year totals (for example, 2025 revenue was $1.6B).

YearAnnual Revenue
2025$1.6B
2022$35.2Mvs 2021

IMMERSION CORP Quarterly Revenue & Net Profit History

IMMERSION CORP results over the last 8 reported quarters, including revenue, net profit and year-over-year growth.

QuarterRevenueRevenue YoYNet ProfitNet Margin
Q4 FY2025$372.9M+750.4%$-17.0M-4.6%
Q3 FY2025$471.3M$24.1M5.1%
Q2 FY2025$616.2M+6399.1%$30.8M5.0%
Q1 FY2025$95.5M+1267.3%$26.4M27.7%
Q4 FY2024$43.8M$18.7M42.5%
Q2 FY2024$9.5M-32.3%$2.7M28.3%
Q1 FY2024$7.0M-12.5%$7.0M100.6%
Q3 FY2023$9.2M-6.0%$19.7M215.0%

Income Statement

Q3 2023Q1 2024Q2 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025
Revenue$9.2M$7.0M$9.5M$43.8M$95.5M$616.2M$471.3M$372.9M
YoY Growth-6.0%-12.5%-32.3%N/A1267.3%6399.1%N/A750.4%

Balance Sheet

Q3 2023Q1 2024Q2 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025
Assets$190.1M$202.5M$204.7M$244.7M$1.23B$1.36B$1.44B$1.10B
Liabilities$32.4M$32.5M$35.2M$43.2M$819.9M$876.6M$850.0M$543.6M
Equity$157.7M$170.0M$169.4M$201.5M$273.4M$305.5M$317.9M$298.1M

Cash Flow

Q3 2023Q2 2024Q4 2024Q1 2025Q3 2025
Operating CF$7.9M$4.0M$29.9M$-85.9M$-43.7M