NASDAQ$IMMR
Immersion Corporation · Q3 2025 earnings
Q3 2025 earnings · · Before market open · Investor relations
Briefing
Immersion Corporation reported its third quarter of fiscal year 2025 results, showing significant increases in total revenues, GAAP net income, and non-GAAP net income compared to the previous quarter.
Immersion Corporation announced strong financial performance for the third quarter of fiscal 2025, with total revenues reaching $474.8 million, a substantial increase from $9.5 million in the prior quarter. GAAP net income attributable to Immersion stockholders was $15.5 million, or $0.47 per diluted share, and non-GAAP net income was $20.8 million, or $0.63 per diluted share.
- Total revenues for the quarter were $474.8 million, significantly up from $9.5 million in the three months ended September 30, 2023.
- GAAP Net income attributable to Immersion stockholders was $15.5 million ($0.47 per diluted share) for the quarter.
- Non-GAAP Net income attributable to Immersion stockholders was $20.8 million ($0.63 per diluted share) for the quarter.
- The company's operating expenses were $79.6 million, with non-GAAP operating expenses at $74.2 million.
Headline financials
Revenue & EPS history
Immersion · Revenue · Quarterly
$475M
Revenue by segment
Immersion · $9.47M total across 1 segment · Q3 2023
- Royalty and license$9.47M—100.0%
Forward guidance
The company plans to pay a quarterly dividend of $0.045 per share on April 25, 2025. Future dividends are subject to Board review and approval, and the Board reserves the right to adjust or withdraw the dividend.
Tailwinds
- Continued focus on building the business and creating long-term shareholder value.
- Commitment to returning value to shareholders through dividends.
- Strategic alignment of fiscal year end with Barnes & Noble Education for improved comparability.
- Ongoing efforts to protect intellectual property through new or renewal license agreements and proactive enforcement.
- Pursuing thoughtful capital allocation to increase long-term stockholder value.
Headwinds
- Financial results of certain fiscal quarters may not be comparable to prior fiscal quarters due to a change in fiscal year end.
- The company did not recast condensed consolidated financial statements for prior periods due to impracticality and cost.
- Future quarterly dividends are subject to review and approval by the Board and may be adjusted or withdrawn.
- Inherent uncertainties, risks, and changes in circumstances could cause actual results to differ materially from forward-looking statements.
- Risks include litigation outcomes, market changes, adoption of products, renewal of licensing arrangements, and loss of major customers.
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 Q3 2025
-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
| Quarter | Report date | Reaction (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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