Immersion (IMMR) Operating Leases (2024 - 2026)

Immersion (IMMR) reported Operating Leases of $132.4 million for Q1 2026, up 24.35% year-over-year from $106.5 million in Q1 2025, and down 1.09% quarter-over-quarter from $133.9 million in Q4 2025.

Immersion (IMMR) Operating Leases (2024 - 2026) Analysis & Trends

Immersion (IMMR) has 3 years of Operating Leases data on file, last reported at $132.4 million in Q1 2026.

  • Operating Leases for Q1 2026 came in at $132.4 million, up 24.35% year-over-year; the trailing twelve-month figure through Jan 2026 was $132.4 million (up 24.35% YoY), and the FY2025 annual result was $121.1 million, changed N/A from the prior year.
  • Operating Leases slipped to $132.4 million in Q1 2026 per IMMR's latest filing, from $133.9 million in the prior quarter.
  • Over five years, Operating Leases peaked at $135.9 million in Q3 2025 and troughed at $21.0 million in Q4 2024.
  • A 3-year average of $108.4 million and a median of $126.7 million in 2025 frame the typical range for Operating Leases.
  • The sharpest annual moves came in 2025 and 2026: Operating Leases surged 538.18% in 2025, then increased 24.35% in 2026.
  • A 3-year view of Operating Leases shows it stood at $21.0 million in 2024, then surged by 538.18% to $133.9 million in 2025, then decreased by 1.09% to $132.4 million in 2026.
  • Business Quant data shows IMMR's Operating Leases at $132.4 million in Q1 2026, $133.9 million in Q4 2025, and $135.9 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 Sap Se 238.14 Bn 220.17 Bn 8.16 Bn
2 Full Truck Alliance 166.83 Bn 164.28 Bn -
3 Uber Technologies 150.36 Bn 149.32 Bn 11.88 Bn
4 Shopify 147.75 Bn 142.01 Bn 1.55 Bn
5 Salesforce 140.39 Bn 128.55 Bn 8.56 Bn
6 Cadence Design Systems 105.73 Bn 104.32 Bn 1.26 Bn
7 ServiceNow 105.42 Bn 100.24 Bn 2.83 Bn
8 Automatic Data Processing 89.57 Bn 86.34 Bn 2.87 Bn
9 Adobe 85.05 Bn 78.16 Bn 5.90 Bn
10 Immersion 216.46 Mn 483.06 Mn 117.12 Mn

Historic Data

Download Data
DateValue
Jan 31, 2026 132.39 Mn
Oct 31, 2025 133.85 Mn
Jul 31, 2025 135.91 Mn
Apr 30, 2025 121.09 Mn
Jan 31, 2025 106.47 Mn
Oct 31, 2024 20.97 Mn