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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Immersion
Immersion (IMMR) investor relations material
Immersion Q1 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2027 earnings summary14 Sep, 2026
Executive summary
Operates two segments: Immersion (IP licensing for haptics) and Barnes & Noble Education (campus bookstores, course materials, and related services).
Barnes & Noble Education acquired June 2024; results consolidated since then; ownership reduced to 32.3% by July 2026 due to additional share issuances.
Reported total revenues of $294.4 million for Q2 FY2027, up 0.8% year-over-year.
GAAP net income attributable to stockholders was $4.9 million ($0.17 per diluted share), compared to a loss of $0.9 million ($-0.03 per share) in the prior year.
Sixteenth consecutive quarterly dividend of $0.075 per share declared for October 2026.
Financial highlights
Total revenue for Q2 FY2027 was $294.4M, up 0.8% year-over-year.
Royalty and license revenue was $3.8M; Barnes & Noble Education contributed $290.6M in product and rental revenues.
Operating income improved to a loss of $20.0M from a loss of $26.4M year-over-year.
Cash, cash equivalents, and investments-current totaled $209.5M as of July 31, 2026.
Total cost of sales was $234.0M, nearly flat year-over-year.
Outlook and guidance
Barnes & Noble Education expects continued growth in affordable access course material programs and e-commerce capabilities.
Management believes capital resources are sufficient for the next twelve months and beyond.
Management remains focused on executing strategic initiatives to drive long-term shareholder value, noting that financial performance may be lumpy.
Forward-looking statements caution about risks related to litigation, market changes, and licensing agreements.
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Latest events from Immersion
- Virtual annual meeting to vote on directors, auditor, and executive pay, with board support.IMMR
Proxy filing - Virtual meeting to elect directors, ratify auditor, and approve executive pay, with strong governance focus.IMMRProxy filing
- Q4 2026 marked a profitable turnaround, boosted by BNED consolidation and a litigation gain.IMMRQ4 2026
- Revenue up 10% to $518.5M, but net loss of $(10.1)M amid higher costs and control weaknesses.IMMRQ3 2026
- Revenue up 6% to $650.2M; net income down; dividend raised; digital and education focus continues.IMMRQ2 2026
- Revenue surged with Barnes & Noble Education, but net loss and control weaknesses persisted.IMMRQ1 2026
- Virtual meeting to elect directors, ratify auditor, and approve executive pay, with strong governance focus.IMMRProxy Filing
- $1.56B revenue and $93.6M net income, with restatements and strong cash position.IMMRQ4 2025
- Revenue and profit soared after the acquisition, with digital access a key focus.IMMRTransition Period
Next Immersion earnings date
Q2 202717 Dec, 2026
Immersion
Next Immersion earnings date
Q2 202717 Dec, 2026
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Frequently asked questions
Immersion Corporation together with its subsidiaries ,invents, scales, and licenses haptic technologies. These technologies provide touch feedback in applications ranging from consumer mobile devices, to virtual reality headsets, and industrial control systems that require accurate, high-fidelity force-feedback or high-resolution texture sensation. Immersion's advanced software solutions for the mobile user interface market are utilized by more than 1,000 customers. Immersion Corporation is based in Aventura, Florida.