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Identiv (INVE) investor relations material
Identiv Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary7 Aug, 2025
Executive summary
Q2 2025 revenue was $5.0M, down from $6.7M year-over-year, reflecting lower RFID sales, exit from low-margin business, and reduced orders from the largest customer due to inventory management.
Completed transition of production from Singapore to Thailand, with all customers requalified and full productivity expected by early next year.
Announced strategic partnerships with IFCO/ISCO and Narravero for BLE smart labels and digital product passports, with mass production targeted for 2026.
Appointment of Ed Kirnbauer as permanent CFO effective August 2025.
Executing the Perform, Accelerate, Transform (PAT) strategy to optimize core business, accelerate growth, and pursue M&A.
Financial highlights
Q2 2025 revenue: $5.0M, down from $6.7M in Q2 2024; six-month revenue: $10.3M, down from $13.4M.
GAAP gross margin was -9.4% and non-GAAP gross margin was -0.8%, both down year-over-year due to transition costs and inventory write-downs.
GAAP net loss from continuing operations: $6.0M ($0.26/share), improved from $6.9M ($0.31/share) in Q2 2024.
Non-GAAP adjusted EBITDA loss: $4.6M, compared to $3.7M in Q2 2024.
Cash and cash equivalents at June 30, 2025: $129.3M, down from $135.6M at year-end 2024.
Outlook and guidance
Q3 2025 net revenue expected between $4.8M and $5.2M.
Gross margin expected to improve in H2 2025 as Singapore closure completes and Thailand operations scale.
Net operating cash use for the 12 months following September 30, 2024, projected at $13M–$15M.
Ongoing focus on high-margin IoT opportunities and exiting low-margin business.
U.S. tariffs on Thailand imports (19%) affect 25% of business; surcharges agreed with impacted customers.
IFCO partnership: When will revenue impact?
Assess indirect demand risk from Thailand tariffs
Gross margin outlook post-Singapore closure?
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Next Identiv earnings date
Q3 20256 Nov, 2025
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Frequently asked questions
Identiv Inc. is a technology company specializing in secure identification and physical access control solutions. The company’s offerings include RFID (radio-frequency identification) and NFC (near-field communication) technology, physical access control systems, and video analytics for secure environments. Identiv serves a wide range of sectors, including government, healthcare, education, and retail, providing solutions for identity verification, asset tracking, and facility security. The company also produces smart card readers and credentials for secure authentication. Identiv is headquartered in Fremont, California, and its shares are listed on the NASDAQ.
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