IMMR IMMERSION CORP

company

SEC Filings & Insider Trading Activity 2026

Business Overview

• • Core business: licensing haptic technology patents for mobility, gaming, automotive markets plus operation of Barnes & Noble Education bookstores
• • New segment: acquisition of controlling 42% interest in Barnes & Noble Education (June 2024), adding 1,116 physical/virtual bookstores and educational wholesale operations
• • Strategic shift: diversification into education sector to expand product offerings, customer reach, and revenue streams beyond haptics licensing
• • Quantitative highlight: Barnes & Noble Education operates 1,116 bookstores with ~3,613 employees, while Immersion segment remains lean at 8 employees
• • Noteworthy fact: Barnes & Noble Education's BNC First Day® affordable access program grew sales 28% in FY 2026, reversing long-term course material revenue declines

Management Discussion & Analysis

• • Revenue $1.73B, up $174.8M (11%) YoY; Immersion down 79% to $15.9M, Barnes & Noble Education up 16% to $1.71B
• • Operating income $25.9M down 78%; Immersion operating income $3.8M down 92%, Barnes & Noble Education $22.1M down 68%
• • Barnes & Noble Education best performing segment: revenues $1.71B, operating income $22.1M; Immersion worst: revenues $15.9M, operating income $3.8M
• • Net cash from operations $59.1M vs $(57.6)M prior year; $8.1M dividends paid, $10K stock repurchases; $16.2M capex spend; $812.9M borrowings, $845.0M debt repayments
• • Management anticipates sufficient liquidity next 12 months; key risks include Korean withholding tax litigation impacts and macroeconomic conditions affecting financing availability

Risk Factors

• • Regulatory risk: Potential adverse impact from changes to U.S. patent laws and USPTO rules affecting patent enforcement and licensing rights
• • Geopolitical risk: International revenues 75% of total, exposed to political instability and tariffs, including U.S. tariffs on Chinese imports affecting Barnes & Noble Education
• • Operational risk: Significant supply chain dependence on limited suppliers; top 4 suppliers comprise 56% of Barnes & Noble Education’s merchandise purchases
• • Competitive risk: Fixed payment license with Microsoft limits royalty revenue growth as Microsoft expands touch-enabled product sales, potentially depressing revenue from other licensees
• • Financial risk: Material weaknesses in internal controls caused restatement and delayed SEC filings, risking Nasdaq noncompliance and reduced access to capital markets

What are the latest IMMR SEC filings in 2026?

IMMERSION CORP (IMMR) has filed a 10-K annual report on July 24, 2026, a 10-Q quarterly report on May 4, 2026, an 8-K current report on July 27, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did IMMR file its most recent 10-K annual report?

IMMERSION CORP (IMMR) filed its most recent 10-K annual report on July 24, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view IMMR 10-Q quarterly reports?

IMMERSION CORP (IMMR)'s most recent 10-Q quarterly report was filed on May 4, 2026. SignalX displays every IMMR 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has IMMR filed recently?

IMMERSION CORP (IMMR)'s most recent 8-K was filed on July 27, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find IMMR insider trading activity (Form 4)?

The most recent IMMR Form 4 insider transaction on SignalX was filed on July 8, 2026. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock. SignalX aggregates every IMMR Form 4 with transaction code, share count, and price per share.

How often does IMMR file with the SEC?

IMMERSION CORP (IMMR) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new IMMR filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for IMMERSION CORP (IMMR).

What is IMMR's SEC CIK number?

IMMERSION CORP (IMMR)'s SEC CIK (Central Index Key) number is 1058811. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1058811 to look up all IMMR filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find IMMR return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from IMMERSION CORP (IMMR) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.