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Impinj (PI) investor relations material
Impinj Baird 55th Annual Global Industrial Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Baird 55th Annual Global Industrial Conference summary11 Nov, 2025
Business performance and financial outlook
Achieved record Q3 revenue and endpoint IC volumes, with systems business up 30% quarter-over-quarter and operating margin at 19.8%.
Q4 expected to see gross margin rise over 100 basis points sequentially, driven by the M800 chip becoming the volume leader.
Seasonal trends remain typical, with Q3 as the peak for endpoint ICs and Q4 expected to decline 5–10%, but guidance is on the favorable side of normal.
Systems revenue projects accelerated into Q3, with some stretching into 2026, resulting in slightly lower Q4 systems revenue but strong second-half performance overall.
Market trends and vertical opportunities
Retail apparel remains the largest vertical, with about 40% penetration by volume and over 90% by brand; deployments are progressing geo-by-geo and product line-by-product line.
Logistics saw Q3 strength, with 100% domestic tagging achieved and international expansion yet to begin; deployments are complex and phased.
General merchandise is expanding, led by Walmart, but faces timing and tariff challenges; further phases and piggyback deployments are expected.
Food is a massive, early-stage opportunity, larger than apparel, general merchandise, and logistics combined, with Kroger and Walmart leading initial deployments.
Technology innovation and product strategy
M800 chip, especially with Gen2X features, is positioned to address hard-to-read categories like food, offering improved readability and cost efficiency.
Gen2X enhances read speed and efficiency by allowing tags to stop responding after being read, a proprietary feature now licensed to major partners.
M800's ramp is expected to deliver up to 300 basis points of gross margin accretion, with full impact anticipated by 2026.
Customers migrate to M800 and Gen2X when unique problems are solved, driving share gains.
How will Impinj solve food's water content tagging issues?
How does Gen2X drive Impinj's endpoint IC share?
What is the strategy for new cloud/SaaS solutions?
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UBS’s 2025 Global Technology and AI Conference3 Dec, 2025
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Frequently asked questions
Impinj Inc develops and sells radio-frequency identification (RFID) solutions that enable wireless connectivity to everyday items. The company’s products include RFID tag chips, reader chips, readers, and software used for asset tracking, inventory management, and data analytics. It serves retail, healthcare, logistics, and industrial clients. The company is headquartered in Seattle, Washington, and its shares are listed on the NASDAQ.
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