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Side-by-side financial comparison of IMMERSION CORP (IMMR) and LendingClub Corp (LC). Click either name above to swap in a different company.
IMMERSION CORP is the larger business by last-quarter revenue ($372.9M vs $252.3M, roughly 1.5× LendingClub Corp). LendingClub Corp runs the higher net margin — 20.5% vs -4.6%, a 25.0% gap on every dollar of revenue. On growth, IMMERSION CORP posted the faster year-over-year revenue change (750.4% vs 15.9%). Over the past eight quarters, IMMERSION CORP's revenue compounded faster (537.9% CAGR vs 16.1%).
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.
LendingClub Corporation is an American financial services company headquartered in San Francisco, California. It was the first peer-to-peer lender to register its offerings as securities with the Securities and Exchange Commission (SEC), and to offer loan trading on a secondary market. At its height, LendingClub was the world's largest peer-to-peer lending platform. The company reported that $15.98 billion in loans had been originated through its platform up to December 31, 2015.
IMMR vs LC — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $372.9M | $252.3M |
| Net Profit | $-17.0M | $51.6M |
| Gross Margin | — | — |
| Operating Margin | -2.8% | — |
| Net Margin | -4.6% | 20.5% |
| Revenue YoY | 750.4% | 15.9% |
| Net Profit YoY | -191.3% | 341.0% |
| EPS (diluted) | $-0.57 | $0.44 |
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.
| Q1 26 | — | $252.3M | ||
| Q4 25 | — | $266.5M | ||
| Q3 25 | — | $266.2M | ||
| Q2 25 | $372.9M | $248.4M | ||
| Q1 25 | $471.3M | $217.7M | ||
| Q4 24 | $616.2M | $217.2M | ||
| Q3 24 | — | $201.9M | ||
| Q2 24 | $95.5M | $187.2M |
| Q1 26 | — | $51.6M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $44.3M | ||
| Q2 25 | $-17.0M | $38.2M | ||
| Q1 25 | $24.1M | $11.7M | ||
| Q4 24 | $30.8M | — | ||
| Q3 24 | — | $14.5M | ||
| Q2 24 | $26.4M | $14.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | 18.8% | ||
| Q3 25 | — | 21.5% | ||
| Q2 25 | -2.8% | 21.7% | ||
| Q1 25 | 7.5% | 7.2% | ||
| Q4 24 | 11.4% | 5.1% | ||
| Q3 24 | — | 8.9% | ||
| Q2 24 | 23.7% | 10.4% |
| Q1 26 | — | 20.5% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 16.6% | ||
| Q2 25 | -4.6% | 15.4% | ||
| Q1 25 | 5.1% | 5.4% | ||
| Q4 24 | 5.0% | — | ||
| Q3 24 | — | 7.2% | ||
| Q2 24 | 27.7% | 8.0% |
| Q1 26 | — | $0.44 | ||
| Q4 25 | — | $0.36 | ||
| Q3 25 | — | $0.37 | ||
| Q2 25 | $-0.57 | $0.33 | ||
| Q1 25 | $0.73 | $0.10 | ||
| Q4 24 | $0.93 | $0.08 | ||
| Q3 24 | — | $0.13 | ||
| Q2 24 | $0.81 | $0.13 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $161.4M | — |
| Total DebtLower is stronger | $103.1M | — |
| Stockholders' EquityBook value | $298.1M | $1.5B |
| Total Assets | $1.1B | $11.9B |
| Debt / EquityLower = less leverage | 0.35× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $161.4M | — | ||
| Q1 25 | $153.9M | — | ||
| Q4 24 | $159.3M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $133.4M | — |
| Q1 26 | — | — | ||
| Q4 25 | — | $0 | ||
| Q3 25 | — | $0 | ||
| Q2 25 | $103.1M | $0 | ||
| Q1 25 | — | $0 | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $1.5B | ||
| Q4 25 | — | $1.5B | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | $298.1M | $1.4B | ||
| Q1 25 | $317.9M | $1.4B | ||
| Q4 24 | $305.5M | $1.3B | ||
| Q3 24 | — | $1.3B | ||
| Q2 24 | $273.4M | $1.3B |
| Q1 26 | — | $11.9B | ||
| Q4 25 | — | $11.6B | ||
| Q3 25 | — | $11.1B | ||
| Q2 25 | $1.1B | $10.8B | ||
| Q1 25 | $1.4B | $10.5B | ||
| Q4 24 | $1.4B | $10.6B | ||
| Q3 24 | — | $11.0B | ||
| Q2 24 | $1.2B | $9.6B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | 0.35× | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
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% |
LC
Segment breakdown not available.
