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 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.
Immersion Corporation notified the SEC that it cannot timely file its Quarterly Report on Form 10-Q for the fiscal quarter ended January 31, 2026 without unreasonable effort or expense. The company previously identified restatements in prior quarterly periods and has filed amended Form 10-K materials addressing the Restatement.
The Company says it will file the January 31, 2026 Form 10-Q as soon as practicable after filing the outstanding Form 10-Qs for the quarters ended July 31, 2025 and October 31, 2025. The notification is signed by CFO J. Michael Dodson on March 18, 2026.
Immersion Corporation filed Amendment No. 1 to its annual report originally submitted on March 12, 2026. The sole purpose is to replace an incorrect Auditor Consent from Plante & Moran, PLLC for the year ended December 31, 2023 with the correct version.
The amendment also includes updated CEO and CFO certifications required by Sections 302 and 906 of the Sarbanes-Oxley Act, dated as of this amendment’s filing date. The company states that no other changes were made to the original filing. As of October 31, 2024, non‑affiliate common stock had an aggregate market value of $227,763,695, and 32,921,888 shares were outstanding on March 4, 2026.
Immersion Corporation is calling a virtual-only FY 2025 Annual Meeting of Stockholders on April 6, 2026, at 10:00 a.m. Eastern Time. Holders of 32,921,888 common shares outstanding as of February 6, 2026 may vote online on three main items.
Stockholders will elect five directors, vote on ratifying BDO USA, P.C. as independent auditor for the fiscal year ending April 30, 2026, and cast an advisory vote on executive pay. The board recommends voting in favor of all proposals and explains detailed governance practices, director qualifications, and compensation programs.
Immersion Corporation reported that it has now filed its Annual Report on Form 10‑K for the fiscal year ended April 30, 2025, after significant delays tied to an investigation and financial restatement involving Barnes & Noble Education, Inc., a consolidated variable interest entity. Those investigations prevented management from completing the financial reporting process for the quarters ended July 31, 2025 and October 31, 2025 and the FY 2025 year-end on a normal schedule, leaving multiple quarterly reports and the 10‑K as delayed filings. The company states it is working to complete all remaining delayed reports promptly to regain compliance with SEC requirements and Nasdaq listing standards. Because of the late 10‑K, the Board has postponed the 2025 Annual Meeting of Stockholders to April 6, 2026, with details on the meeting location to be provided in a forthcoming proxy statement.
Immersion Corporation’s annual report centers on a major restatement and the consolidation of Barnes & Noble Education (BNED). After an internal investigation at BNED, the board determined several 2024–2025 interim financial statements should not be relied upon and restated them in this report. Adjustments include lease accounting errors, a $4.6 million textbook rental write-off, a $1.3 million legal settlement reclassified to an earlier quarter, revenue timing changes that reduced one quarter’s revenue by $3.9 million, and business-combination revisions that increased goodwill by $54.9 million and reduced noncontrolling interest by $55.6 million.
Immersion acquired a 42% stake and board control of BNED through a $50.1 million investment as part of $95 million of new equity capital that allowed BNED to pay down $80.7 million of debt and refinance a $325 million credit facility. Management concluded disclosure controls and internal control over financial reporting were not effective as of April 30, 2025 and is implementing remediation. The company also adopted a Dodd‑Frank clawback policy and reports that no excess incentive compensation was identified for recovery. As of March 4, 2026, 32,921,888 common shares were outstanding.