NASDAQ$IMMR

Immersion Corporation · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Immersion reported strong profitability in Q1 2023 despite macro pressures, with GAAP net income of $8.3 million and non-GAAP net income of $11.0 million, while also declaring its third consecutive quarterly dividend.

Immersion Corporation reported its Q1 2023 financial results, showing a GAAP net income of $8.3 million, or $0.25 per diluted share, and a non-GAAP net income of $11.0 million, or $0.33 per diluted share. The company's total revenues were $7.1 million. They also declared their third consecutive quarterly dividend.

  • Total revenues were $7.1 million, a slight decrease from $7.3 million in Q1 2022.
  • GAAP net income increased to $8.3 million, or $0.25 per diluted share, compared to $5.1 million, or $0.15 per diluted share, in Q1 2022.
  • Non-GAAP net income rose to $11.0 million, or $0.33 per diluted share, compared to $6.9 million, or $0.20 per diluted share, in Q1 2022.
  • The company declared its third consecutive quarterly dividend of $0.03 per share and continues to execute a $50 million stock repurchase program.

Headline financials

Total Revenue

$7.07M

Previous: $7.31M-3.2%
EPS (adj)

$0.33

Previous: $0.20+65.0%
Free Cash Flow

$8.28M

Previous: $5.08M+63.1%
Net Income

$8.28M

Previous: $5.08M+63.1%
Operating Income

$3.26M

Previous: $3.6M-9.5%
Gross Profit

$2.64M

Previous: $7.3M-63.8%
Cash & Equivalents

$27.5M

Previous: $63M-56.3%
Total Assets

$197M

Previous: $181M+9.0%
Stock-Based Comp

$946K

Previous: $1.14M-17.1%

Revenue & EPS history

Immersion · Revenue · Quarterly

$7.07M

Q1 2023-3.2%vs Q1 2022
Beat estimate in 7 of 9 quarters(78%)
ActualEstimate

Revenue by segment

Immersion · $9.47M total across 1 segment · Q3 2023

  • Royalty and license
    $9.47M

Forward guidance

Immersion Corporation did not provide specific financial forward guidance in its earnings report.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q1 2023

Historical avgQ1 2023

-0.9%

Avg return

Earnings day

-1.0%

Avg return

5 days after

+2.6%

Avg return

30 days after

49%

31 / 63 earnings

Positive

+23.8%

Q3 2022

Best reaction

-23.0%

Q4 2016

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026
Q3 2026+3.6%+6.7%
Q2 2026+3.6%+15.2%+11.3%
Q1 2025+5.0%+5.2%+4.1%
Q3 2025-0.1%+0.9%-7.9%
Q3 2024+7.6%+1.2%+3.3%
Q2 2024-6.5%-10.1%-16.1%
Q1 2024+9.6%+14.0%+32.0%
Q4 2023+7.7%+15.8%+10.2%
Q3 2023-8.6%-4.6%-0.1%
Q2 2023+7.8%+6.4%+0.7%
Q1 2023-6.7%-1.0%+9.2%
Q4 2022+11.9%+13.1%+20.1%
Q3 2022+23.8%+24.0%+47.4%
Q2 2022-9.2%-9.9%-0.3%
Q1 2022+20.1%+29.4%+26.0%
Q4 2021+8.5%+13.2%+13.4%
Q3 2021-23.0%-22.7%-39.4%
Q2 2021-10.9%-3.2%-1.4%
Q1 2021-7.9%-13.3%+1.3%
Q4 2020-3.3%+3.4%-3.5%
Q3 2020-1.2%-0.7%+15.4%
Q2 2020+14.1%+20.9%+30.9%
Q1 2020+1.0%-3.3%+2.9%
Q4 2019-19.5%-26.4%-27.8%
Q3 2019-6.7%-8.5%-19.4%
Q2 2019+0.5%-3.0%+2.1%
Q1 2019-18.2%-23.8%-30.1%
Q4 2018-7.4%-9.7%-16.4%
Q3 2018+1.8%-5.0%-5.2%
Q2 2018-22.3%-18.4%-16.3%
Q1 2018+9.2%+16.9%+41.4%
Q4 2017+13.3%+15.9%+19.8%
Q3 2017-4.5%-19.8%-5.5%
Q2 2017-20.5%-21.0%-12.9%
Q1 2017-10.5%-9.3%-5.0%
Q4 2016-23.0%-26.5%-22.3%
Q3 2016+8.5%+15.2%+34.6%
Q2 2016-14.6%-15.3%-0.3%
Q1 2016-3.9%
Q4 2015+16.7%
Q3 2015+11.8%
Q2 2015+17.9%
Q1 2015+3.6%
Q4 2014-1.2%
Q3 2014+0.7%
Q2 2014-21.0%
Q1 2014-7.2%
Q4 2013+6.8%
Q3 2013+7.6%
Q2 2013-0.5%
Q1 2013+20.7%
Q4 2012-5.4%
Q3 2012+5.3%
Q2 2012+7.4%
Q1 2011+3.9%
Q1 2012-0.4%
Q4 2011+5.4%
Q3 2011-11.1%
Q2 2011-18.5%
Q2 2010-18.5%
Q4 2010-3.8%
Q3 2010-9.0%
Q1 2010+4.9%

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