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Side-by-side financial comparison of Global-E Online Ltd. (GLBE) and IMMERSION CORP (IMMR). Click either name above to swap in a different company.
Global-E Online Ltd. is the larger business by last-quarter revenue ($625.5M vs $372.9M, roughly 1.7× IMMERSION CORP). Global-E Online Ltd. runs the higher net margin — 0.9% vs -4.6%, a 5.5% gap on every dollar of revenue.
Global-E Online Ltd. operates a leading cross-border e-commerce enablement platform that helps direct-to-consumer brands and retail enterprises expand their international sales reach. It offers end-to-end services including localized checkout, payment processing, customs clearance, logistics coordination, and duty calculation, serving clients across North America, Europe, and the Asia-Pacific region.
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.
GLBE vs IMMR — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $625.5M | $372.9M |
| Net Profit | $5.8M | $-17.0M |
| Gross Margin | 45.0% | — |
| Operating Margin | 1.3% | -2.8% |
| Net Margin | 0.9% | -4.6% |
| Revenue YoY | — | 750.4% |
| Net Profit YoY | — | -191.3% |
| EPS (diluted) | — | $-0.57 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q3 25 | $625.5M | — | ||
| Q2 25 | $404.8M | $372.9M | ||
| Q1 25 | $189.9M | $471.3M | ||
| Q4 24 | — | $616.2M | ||
| Q3 24 | $489.9M | — | ||
| Q2 24 | $313.9M | $95.5M | ||
| Q1 24 | $145.9M | $43.8M | ||
| Q3 23 | — | $9.5M |
| Q3 25 | $5.8M | — | ||
| Q2 25 | $-7.4M | $-17.0M | ||
| Q1 25 | — | $24.1M | ||
| Q4 24 | — | $30.8M | ||
| Q3 24 | $-77.1M | — | ||
| Q2 24 | $-54.5M | $26.4M | ||
| Q1 24 | — | $18.7M | ||
| Q3 23 | — | $2.7M |
| Q3 25 | 45.0% | — | ||
| Q2 25 | 44.9% | — | ||
| Q1 25 | 44.3% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 45.1% | — | ||
| Q2 24 | 44.8% | — | ||
| Q1 24 | 43.4% | — | ||
| Q3 23 | — | — |
| Q3 25 | 1.3% | — | ||
| Q2 25 | -2.1% | -2.8% | ||
| Q1 25 | -10.1% | 7.5% | ||
| Q4 24 | — | 11.4% | ||
| Q3 24 | -14.9% | — | ||
| Q2 24 | -16.6% | 23.7% | ||
| Q1 24 | -20.1% | 37.9% | ||
| Q3 23 | — | 68.8% |
| Q3 25 | 0.9% | — | ||
| Q2 25 | -1.8% | -4.6% | ||
| Q1 25 | — | 5.1% | ||
| Q4 24 | — | 5.0% | ||
| Q3 24 | -15.7% | — | ||
| Q2 24 | -17.4% | 27.7% | ||
| Q1 24 | — | 42.5% | ||
| Q3 23 | — | 28.3% |
| Q3 25 | — | — | ||
| Q2 25 | — | $-0.57 | ||
| Q1 25 | — | $0.73 | ||
| Q4 24 | — | $0.93 | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $0.81 | ||
| Q1 24 | — | $0.59 | ||
| Q3 23 | — | $0.08 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $251.4M | $161.4M |
| Total DebtLower is stronger | — | $103.1M |
| Stockholders' EquityBook value | $933.0M | $298.1M |
| Total Assets | $1.3B | $1.1B |
| Debt / EquityLower = less leverage | — | 0.35× |
8-quarter trend — quarters aligned by calendar period.
| Q3 25 | $251.4M | — | ||
| Q2 25 | $205.2M | $161.4M | ||
| Q1 25 | $207.7M | $153.9M | ||
| Q4 24 | — | $159.3M | ||
| Q3 24 | $207.3M | — | ||
| Q2 24 | $229.8M | $133.4M | ||
| Q1 24 | $181.9M | $179.1M | ||
| Q3 23 | — | $150.7M |
| Q3 25 | — | — | ||
| Q2 25 | — | $103.1M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — | ||
| Q3 23 | — | — |
| Q3 25 | $933.0M | — | ||
| Q2 25 | $909.1M | $298.1M | ||
| Q1 25 | $884.3M | $317.9M | ||
| Q4 24 | — | $305.5M | ||
| Q3 24 | $869.4M | — | ||
| Q2 24 | $878.7M | $273.4M | ||
| Q1 24 | $886.9M | $201.5M | ||
| Q3 23 | — | $169.4M |
| Q3 25 | $1.3B | — | ||
| Q2 25 | $1.2B | $1.1B | ||
| Q1 25 | $1.2B | $1.4B | ||
| Q4 24 | — | $1.4B | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $1.1B | $1.2B | ||
| Q1 24 | $1.1B | $244.7M | ||
| Q3 23 | — | $204.7M |
| Q3 25 | — | — | ||
| Q2 25 | — | 0.35× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — | ||
| Q3 23 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
GLBE
Segment breakdown not available.
IMMR
| Course Material Sale | $150.9M | 40% |
| General Merchandise Sale | $138.0M | 37% |
| Rental Services | $51.8M | 14% |
| Services And Other Revenue | $25.6M | 7% |
| Per Unit Royalties | $1.8M | 0% |
