
Immersion Corporation (IMMR) Shareholder/Analyst Call Prepared Remarks Transcript
Immersion Corporation creates, designs, develops, and licenses haptic technologies that enable people to use their sense of touch to interact and experience various digital products in North America, Europe, and Asia. The company is headquartered in San Francisco, California.
| Revenue (TTM) | $1.73B |
| Gross Profit (TTM) | $373.23M |
| EBITDA | $64.29M |
| Operating Margin | -6.79% |
| Return on Equity | 3.33% |
| Return on Assets | 1.12% |
| Revenue/Share (TTM) | $52.52 |
| Book Value | $9.01 |
| Price-to-Book | 0.82 |
| Price-to-Sales (TTM) | 0.13 |
| EV/Revenue | 0.179 |
| EV/EBITDA | 3.28 |
| Quarterly Earnings Growth (YoY) | -61.50% |
| Quarterly Revenue Growth (YoY) | 0.80% |
| Shares Outstanding | $33.21M |
| Float | $27.49M |
| % Insiders | 17.28% |
| % Institutions | 63.55% |
Volatility is currently expanding

Immersion Corporation (IMMR) Shareholder/Analyst Call Prepared Remarks Transcript

AVENTURA, Fla.--(BUSINESS WIRE)--Immersion Corporation (“Immersion”, the “Company”, “we”, “us” or “our”) (Nasdaq: IMMR), a premier licensing company of technologies for haptics, reported financial results for the three months and fiscal year ended April 30, 2026 (“fiscal 2026”). Fourth Quarter of Fiscal 2026 Consolidated Financial Summary(1): Total revenues of $270.0 million for the three months ended April 30, 2026, compared to $284.9 million for the three months ended April 30, 2025. GAAP Ope.

Immersion remains a value play, trading ~26.4% below its estimated $9/share underlying value. IMMR's upside is now more tied to BNED's turnaround and ongoing equity investments, as patent monetization catalysts have weakened and patent portfolio value is uncertain. The company maintains strong liquidity, no debt, and a forward dividend yield near 4.5%, providing a moderate baseline return for patient investors.

Despite a challenging macroeconomic environment, few companies in the Zacks Computer-Peripheral Equipment industry, including LOGI, TBCH, IMMR and TACT, are worth watching due to their end-market strength.
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