Welcome to our dedicated page for Immersion SEC filings (Ticker: IMMR), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Immersion Corporation (NASDAQ: IMMR) files a range of documents with the U.S. Securities and Exchange Commission that provide detailed insight into its haptics-focused intellectual property licensing business and its consolidated interest in Barnes & Noble Education. On this SEC filings page, investors can review Immersion’s annual reports on Form 10-K, quarterly reports on Form 10-Q, and current reports on Form 8-K, along with other regulatory submissions.
Immersion’s periodic reports discuss royalty and license revenue from its haptic technology portfolio, development contract and service fees, and the impact of consolidating Barnes & Noble Education, which operates campus bookstores, textbook wholesale operations, and inventory management hardware and software services. These filings also explain the company’s use of non-GAAP financial measures, with reconciliations that separate items such as stock-based compensation, depreciation and amortization, restructuring charges, and acquisition-related costs from GAAP results.
Recent filings include Notifications of Late Filing on Form 12b-25 and Form 8-K reports describing delayed 10-K and 10-Q filings, Nasdaq notices under Listing Rule 5250(c)(1), and the Board’s conclusion that certain previously issued interim financial statements should no longer be relied upon. These documents outline the planned restatement of specific periods, the internal investigation at Barnes & Noble Education into the recording of cost of sales and digital sales, and anticipated material weaknesses in internal control over financial reporting.
Investors can also find 8-K filings covering dividend declarations, the adoption of a shareholder rights plan and related Rights Agreement, and information about the timing of the annual meeting of stockholders. Together, these filings allow readers to analyze Immersion’s financial reporting, governance decisions, capital allocation, and its integration of Barnes & Noble Education using both GAAP and non-GAAP perspectives, supported by AI-powered summaries and real-time updates from EDGAR.
Immersion Corporation received a decision from the Nasdaq Hearings Panel granting its request to continue listing on the Nasdaq Stock Market, provided it demonstrates compliance with Listing Rule 5250(c)(1) on or before May 22, 2026.
The compliance issue stems from Immersion’s failure to timely file its Form 10‑Q for the fiscal quarter ended January 31, 2026, which led to an additional delinquency notice from Nasdaq staff. The company states it is working diligently to complete the necessary work and file the Form 10‑Q as soon as practicable to regain compliance with SEC requirements and Nasdaq listing standards.
Immersion Corporation reported results for the fiscal quarter ended October 31, 2025, reflecting its expanded structure after consolidating Barnes & Noble Education. Total assets reached $1.38 billion, up from $1.10 billion at April 30, 2025, driven mainly by the Barnes & Noble Education business.
Quarterly revenues were $650.2 million, with Immersion’s own royalty and license revenue at $5.8 million and Barnes & Noble Education contributing $644.4 million. Consolidated net income attributable to Immersion stockholders was $12.0 million, down from $30.8 million a year earlier, and diluted EPS declined from $0.93 to $0.36.
Barnes & Noble Education generated sizeable textbook and course material sales but also carries $122.5 million of long-term borrowings under an asset-based credit facility. Immersion ended the period with $115.2 million in cash and equivalents and $59.8 million in current investments, while stockholders’ equity attributable to Immersion stockholders was $306.9 million.
Immersion Corporation reported the results of its fiscal 2025 Annual Meeting of Stockholders held on April 6, 2026. Stockholders elected five directors — Eric Singer, William Martin, Emily Hoffman, Frederick Wasch and Elias Nader — to serve until the 2026 annual meeting and until their successors are elected and qualified.
Stockholders also ratified the appointment of BDO USA, P.C. as independent registered public accounting firm for the fiscal year ending April 30, 2026, with 23,312,902 shares voting for and 1,161,329 against. In an advisory vote on executive compensation, 8,650,349 shares were cast for approval, 6,574,098 against and 53,856 abstained, with 9,221,299 broker non-votes.
HOFFMAN EMILY reported acquisition or exercise transactions in this Form 4 filing.
Immersion Corp director Emily Hoffman received a grant of 21,815 shares of restricted common stock as equity compensation. The shares were awarded at no cash price and increase her direct holdings to 97,100 shares after the transaction.
The restricted stock will fully vest, subject to her continued service, on the earlier of the one-year anniversary of April 6, 2026 or the date of Immersion’s annual stockholder meeting for the fiscal year ending April 30, 2026. Vesting may accelerate in full if certain specified events occur.
Nader Elias reported acquisition or exercise transactions in this Form 4 filing.
IMMERSION CORP director Nader Elias reported receiving a grant of 21,815 shares of common stock as restricted stock under the company’s director compensation policy. The award was recorded at $0.00 per share, reflecting a compensation grant rather than a market purchase, and raises his direct holdings to 68,323 shares.
The restricted shares will vest 100% on the earlier of the one-year anniversary of April 6, 2026 or the date of Immersion’s annual meeting of stockholders for the fiscal year ending April 30, 2026, provided Elias continues serving through the vesting date. The award is also subject to full acceleration upon the occurrence of certain specified events.
Wasch Childress Frederick reported acquisition or exercise transactions in this Form 4 filing.
IMMERSION CORP director Wasch Childress Frederick received a grant of 21,815 shares of restricted common stock. The award was made at no cash cost as part of the company’s director compensation policy and is structured as equity-based compensation rather than an open-market purchase.
The restricted stock will vest 100% on the earlier of the one-year anniversary of April 6, 2026 or the date of Immersion’s annual meeting of stockholders for the fiscal year ending April 30, 2026, provided the director continues in service. Following this grant, the director directly holds 87,913 shares of Immersion common stock.
IMMERSION CORP President and CEO Eric Singer reported routine tax-withholding share dispositions related to equity compensation. On restricted stock units vesting, a total of 29,607 shares of common stock were withheld at a price of $5.56 per share to cover tax obligations. After these non-market transactions, Singer directly owns 2,131,315 shares of IMMERSION CORP common stock.
Immersion Corporation received an additional Nasdaq delinquency notice after failing to file its Form 10-Q for the quarter ended January 31, 2026, on top of earlier missed 10-Qs for July 31 and October 31, 2025. The notice cites these delays as a potential basis for delisting, but it does not immediately affect trading.
The company has requested a hearing before a Nasdaq Hearings Panel to obtain more time to regain compliance, and that hearing was held on March 26, 2026. Immersion has since filed its Form 10-K for the year ended April 30, 2025 and the Form 10-Q for the quarter ended July 31, 2025, and is working to complete the remaining delayed 10-Qs.
The board also declared a quarterly cash dividend of $0.075 per share, payable on May 1, 2026 to shareholders of record on April 20, 2026, noting that any future dividends will be reviewed and may be adjusted or withdrawn.
The Vanguard Group filed an amendment on Schedule 13G/A reporting 0 shares of Immersion Corp common stock beneficially owned and 0% of the class. The filing states Vanguard completed an internal realignment on January 12, 2026 and certain subsidiaries will report holdings separately in reliance on SEC Release No. 34-39538.
The filing lists Vanguard's principal business office in Malvern, PA, and is signed by Ashley Grim, Head of Global Fund Administration, dated 03/27/2026.
Immersion Corporation reported a challenging quarter for the period ended July 31, 2025, as newly consolidated Barnes & Noble Education reshaped its profile. Total revenues rose to $292,032 thousand from $183,489 thousand a year earlier, driven mainly by Barnes & Noble Education’s $288,160 thousand in textbook, merchandise and rental revenue.
Immersion’s own royalty and license revenue fell sharply to $3,872 thousand from $48,425 thousand, and the combined business posted an operating loss of $26,355 thousand versus prior operating income of $13,558 thousand. Net loss attributable to Immersion stockholders was $930 thousand, or $(0.03) per diluted share, compared with net income of $27,077 thousand, or $0.83 per diluted share.
The consolidated balance sheet now shows total assets of $1,261,709 thousand, including large inventories and right‑of‑use assets from Barnes & Noble Education, and total liabilities of $715,624 thousand. Barnes & Noble Education carries $170,000 thousand of long‑term borrowings under a restated asset‑based credit facility, while Immersion and Barnes & Noble Education together held cash, cash equivalents and restricted cash of $105,184 thousand at period end. Noncontrolling interests in Barnes & Noble Education represented $250,265 thousand of equity, reflecting that Immersion owns 32.9% of that business and consolidates its results.