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Impinj
Impinj (PI) investor relations material
Impinj 28th Annual Needham Growth Conference Virtual summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual Needham Growth Conference Virtual summary14 Jan, 2026
Financial performance and outlook
Q4 2025 revenue expected near the high end of $90M–$93M guidance, with adjusted EBITDA above midpoint of $15.4M–$16.9M.
Non-GAAP gross margin increased by over 125 basis points sequentially.
M800 IC drove gross margin improvement and is expected to continue ramping into 2026.
Achieved 55% gross margin and 19% operating margin on $360M TTM revenue, meeting long-term model targets ahead of revenue scale.
Convertible debt refinanced to reduce coupon, dilution, and split maturities; focus on exiting convertible debt in a dilution-friendly way.
Product and technology highlights
Gen2X protocol enhancements were widely adopted at NRF, improving readability, range, and privacy.
Gen2X licensed to EM Microelectronic, providing a second source of silicon supply and strategic partnership.
Mobile devices with RAIN RFID reading capabilities showcased, signaling future consumer device potential.
M800 IC, featuring Gen2X, is the flagship product driving adoption and performance improvements.
Market and industry developments
Significant focus on food sector adoption, with Kroger and Walmart piloting RAIN RFID for perishables.
Food tagging expected to see modest volumes in H1 2026, accelerating in H2 as infrastructure and training ramp up.
Retail, logistics, and general merchandise remain key verticals, with fixed infrastructure deployments increasing.
Active logistics pipeline with pilots underway; potential for program rollouts in 2026.
What factors influence food market adoption pace
Update on long-term model given food market
Gen2X licensing strategy and market impact
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Next Impinj earnings date
Q4 20255 Feb, 2026
Impinj
Next Impinj earnings date
Q4 20255 Feb, 2026
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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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