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Edge
Extra Everything: The Story of Chipotle
Chipotle's story from a single restaurant to a nationwide chain, through crisis and turnaround, built on one of the strongest models in the industry.
Immersion
Immersion (IMMR) investor relations material
Immersion Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary4 May, 2026
Executive summary
Operates in two segments: Immersion (IP licensing for haptics) and Barnes & Noble Education (campus bookstores, course materials, and general merchandise).
Acquired controlling interest in Barnes & Noble Education on June 10, 2024, diversifying into education retail.
Financials reflect restated prior periods due to material errors in digital cost of sales, leases, and other items.
Financial highlights
Q3 FY26 total revenue: $518.5M, up 10% year-over-year; nine months revenue: $1.46B, up 15%.
Q3 net loss: $(10.1)M vs. net income of $43.2M prior year; nine months net income: $3.0M, down from $119.8M.
Q3 diluted EPS: $(0.31) vs. $0.73 prior year; nine months diluted EPS: $0.02 vs. $2.50.
Cash, cash equivalents, and investments-current at $177.9M as of Jan 31, 2026.
Outlook and guidance
Focus on expanding BNC First Day® affordable access programs to drive predictable, recurring revenue.
Continued investment in digital and e-commerce capabilities for Barnes & Noble Education.
Management expects ongoing seasonality, with strongest quarters during academic semester starts.
Explain the Q3 Korean withholding tax charges
Update on Valve litigation and IPR proceedings
BNC First Day programs impact on cash cycles
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Latest events from Immersion
- Revenue up 6% to $650.2M; net income down; dividend raised; digital and education focus continues.IMMR
Q2 202614 Apr 2026 - Revenue surged with Barnes & Noble Education, but net loss and control weaknesses persisted.IMMRQ1 202626 Mar 2026
- Virtual meeting to elect directors, ratify auditor, and approve executive pay, with strong governance focus.IMMRProxy Filing12 Mar 2026
- $1.56B revenue and $93.6M net income, with restatements and strong cash position.IMMRQ4 202512 Mar 2026
- Revenue and profit soared after the acquisition, with digital access a key focus.IMMRTransition Period13 Jun 2025
- Q2 revenue surged to $99.4M, driven by new license deals and BNED acquisition.IMMRQ2 202413 Jun 2025
- Q3 revenue soared to $474.8M, fueled by the BNED acquisition and licensing growth.IMMRQ3 20255 Jun 2025
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excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
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@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
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