NASDAQ$IMMR

Immersion Corporation · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Immersion reported a strong second quarter with increased revenue and net income, driven by royalty and license revenue and the acquisition of Barnes & Noble Education shares.

Immersion Corporation reported a significant increase in revenue and net income for the second quarter of 2024. Total revenues reached $99.4 million, compared to $7.0 million in the same quarter of the previous year. GAAP net income attributable to Immersion stockholders was $28.9 million, or $0.89 per diluted share, compared to $7.0 million, or $0.21 per diluted share, in the second quarter of 2023. The company's investment in Barnes & Noble Education contributed to the increased revenue and stockholders' equity.

  • Total revenues increased to $99.4 million, significantly up from $7.0 million in Q2 2023.
  • GAAP net income attributable to Immersion stockholders was $28.9 million, or $0.89 per diluted share, a substantial increase from $7.0 million, or $0.21 per diluted share, in Q2 2023.
  • Non-GAAP net income attributable to Immersion stockholders reached $37.0 million, or $1.14 per diluted share, compared to $8.4 million, or $0.26 per diluted share, in Q2 2023.
  • The company acquired 42% of Barnes & Noble Education's common shares and control through five Immersion-appointed board seats.

Headline financials

Total Revenue

$99.4M

Previous: $6.98M+1323.8%
EPS

$0.89

Previous: $0.28+217.9%
Capital Expenditures

-$928K

Previous: $0.00
Free Cash Flow

$28M

Previous: $7.03M+298.6%
Net Income

$28.9M

Previous: $7.03M+311.9%
Operating Income

$25.4M

Previous: $3.11M+716.1%
Gross Profit

$7.5M

Previous: $6.43M+16.6%
Stock-Based Comp

$668K

Previous: $761K-12.2%

Revenue & EPS history

Immersion · Revenue · Quarterly

$99.4M

Q2 2024+1,323.8%vs Q2 2023
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 will continue to protect and monetize intellectual property and seek to drive long-term shareholder value through thoughtful capital allocation.

Tailwinds

  • Continuing to protect and monetize intellectual property.
  • Taking advantage of a strong and liquid balance sheet.
  • Making an important investment in Barnes & Noble Education.
  • Driving long-term shareholder value.
  • Pursuing thoughtful capital allocation.

Headwinds

  • The inability to predict the outcome of any litigation.
  • The costs associated with any litigation and the risks related to our business, both direct and indirect, of initiating litigation.
  • Unanticipated changes in the markets in which the Company operates.
  • The effects of the current macroeconomic climate.
  • Delay in or failure to achieve adoption of or commercial demand for the Company’s products or third party products incorporating the Company’s technologies.

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 Q2 2024

Historical avgQ2 2024

-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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