Jun 30, 2024

Immersion Q2 2024 Earnings Report

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.

Key Takeaways

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.

Total Revenue
$99.4M
Previous year: $6.98M
+1323.8%
EPS
$1.14
Previous year: $0.28
+307.1%
Gross Profit
$56.5M
Previous year: $6.88M
+720.7%
Cash and Equivalents
$147M
Previous year: $25.8M
+469.4%
Free Cash Flow
-$86.9M
Previous year: $5.23M
-1760.3%
Total Assets
$1.19B
Previous year: $202M
+486.5%

Immersion

Immersion

Forward Guidance

Immersion will continue to protect and monetize intellectual property and seek to drive long-term shareholder value through thoughtful capital allocation.

Positive Outlook

  • 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.

Challenges Ahead

  • 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.