Announcement • Jul 07
Impinj, Inc. to Report Q2, 2026 Results on Jul 29, 2026 Impinj, Inc. announced that they will report Q2, 2026 results After-Market on Jul 29, 2026 Announcement • May 02
Impinj, Inc. Provides Earnings Guidance for the Second Quarter Ending June 30, 2026 Impinj, Inc. provided earnings guidance for the second quarter Ending June 30, 2026. For the period, Revenue to be in the range of $103.0 million to $106.0 million; GAAP Net income to be in the range of $7.6 million to $9.1 million and GAAP Net income per share — diluted to be in the range of $0.24 per share to $0.29 per share. Reported Earnings • Apr 30
First quarter 2026 earnings released: US$0.83 loss per share (vs US$0.29 loss in 1Q 2025) First quarter 2026 results: US$0.83 loss per share (further deteriorated from US$0.29 loss in 1Q 2025). Revenue: US$74.3m (flat on 1Q 2025). Net loss: US$25.3m (loss widened 199% from 1Q 2025). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth. Announcement • Apr 17
Impinj, Inc., Annual General Meeting, May 28, 2026 Impinj, Inc., Annual General Meeting, May 28, 2026. Announcement • Apr 03
Impinj, Inc. to Report Q1, 2026 Results on Apr 29, 2026 Impinj, Inc. announced that they will report Q1, 2026 results After-Market on Apr 29, 2026 Board Change • Apr 01
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 1 highly experienced director. Director Arthur Valdez was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Buy Or Sell Opportunity • Feb 06
Now 27% undervalued after recent price drop Over the last 90 days, the stock has fallen 24% to US$121. The fair value is estimated to be US$166, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 1.4% in a year. Earnings are forecast to decline by 34% in the next year. Reported Earnings • Feb 06
Full year 2025 earnings released: US$0.37 loss per share (vs US$1.46 profit in FY 2024) Full year 2025 results: US$0.37 loss per share (down from US$1.46 profit in FY 2024). Revenue: US$361.1m (down 1.4% from FY 2024). Net loss: US$10.8m (down 127% from profit in FY 2024). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth. Announcement • Feb 06
Impinj, Inc. Provides Earnings Guidance for the First Quarter Ending March 31, 2026 Impinj, Inc. provided earnings guidance for the first quarter ending March 31, 2026. For the quarter, the company expects revenue in the range of $71.0 million to $74.0 million, GAAP Net loss in the range of $16.6 million to $15.1 million and midpoint of the outlook range of $15,819 million and GAAP Net loss per share — diluted in the range of $0.55 to $0.49 and midpoint of the outlook range of $0.52. New Risk • Jan 22
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of British stocks, typically moving 11% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company. Announcement • Jan 14
Impinj, Inc. to Report Q4, 2025 Results on Feb 05, 2026 Impinj, Inc. announced that they will report Q4, 2025 results After-Market on Feb 05, 2026 Announcement • Nov 13
Impinj, Inc. Expands Gen2X to Unlock New Enterprise RAIN RFID Use Cases Impinj, Inc. unveiled new Gen2X innovations at its Gen2X Solutions Developers Conference 2025 -- the company's exclusive event for IoT solution developers and partners. The three key innovations inhibit fraudulent items and tags, reduce stray tag reads and help readers find and focus on tags of interest in retail and industrial environments. In addition, Impinj added Gen2X support to its M770 and M780 series endpoint ICs, thereby expanding Gen2X's use in logistics, manufacturing, automotive and healthcare. Released in December 2024 and now widely available across the RAIN industry, Gen2X is a standards-compatible enhancement to the industry radio protocol that speeds inventory, improves reader sensitivity and range, improves read-zone confinement, inhibits fraudulent items, protects consumer privacy and reduces solution cost. New Capabilities in the Gen2X Solution Innovation Toolbox: Counterfeit tags and items are a persistent challenge for enterprises and brands, causing lost revenues, eroding brand reputation and trust, risking product safety and negatively impacting IoT solution performance. Impinj Endpoint IC Verification and Gen2X Tag Selection innovations are available in the latest versions of M800 series endpoint ICs, Impinj R700 reader firmware, and E Family reader IC firmware and software tools. To help system designers to leverage these new Gen2X capabilities, Impinj announced new E Family reader IC firmware and Software tools supporting Impinj Endpoint ICVerification and Gen2X Tag selection. In addition to Gen2X, the latest E Family firmware and software add new deep scan inventory capabilities that intelligently sequence inventory rounds. " Using new Gen2X innovations included a new Gen2X innovation, inhibits fraudulent tags and items by allowing RAIN readers and printers to verify -- during normal inventory and with no speed penalty -- whether a tag contains an authentic Impinj endpoint IC. To help system designers to leveraging these new Gen2X capabilities. Impinj announced new E family reader IC firmware and software tools supporting Impinj Endpoints IC Verification and Gen2 X Tag Selection. In addition toGen2X, the latest E family firmware and software add new deep scans inventory rounds. Using new Gen2X innovations include a high-performance industrial tags, a new Gen2X innovation and a new Gen2X innovation. Reported Earnings • Oct 30
Third quarter 2025 earnings released: US$0.44 loss per share (vs US$0.008 profit in 3Q 2024) Third quarter 2025 results: US$0.44 loss per share (down from US$0.008 profit in 3Q 2024). Revenue: US$96.1m (flat on 3Q 2024). Net loss: US$12.8m (down US$13.0m from profit in 3Q 2024). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth. Announcement • Oct 30
Impinj, Inc. Provides Earnings Guidance for the Fourth Quarter Ending December 31, 2025 Impinj, Inc. provided earnings guidance for the fourth quarter ending December 31, 2025. For the quarter, the company expects revenue in the range of $90.0 million to $93.0 million, GAAP Net loss in the range of $2.6 million to $1.1 million and GAAP Net loss per share — diluted in the range of $0.09 to $0.04. Announcement • Oct 21
Impinj, Inc. Appoints Arthur L. Valdez Jr. as Director, Effective October 20, 2025 On October 20, 2025, the Board of Directors of Impinj, Inc. set the size of the Board at seven directors and appointed Arthur L. Valdez Jr. to serve as a director, with an initial term expiring at the Company’s next annual meeting of stockholders, in each case effective as of October 20, 2025. Announcement • Oct 03
Impinj, Inc. to Report Q3, 2025 Results on Oct 29, 2025 Impinj, Inc. announced that they will report Q3, 2025 results After-Market on Oct 29, 2025 Buy Or Sell Opportunity • Jul 31
Now 32% overvalued after recent price rise Over the last 90 days, the stock has risen 58% to US$157. The fair value is estimated to be US$119, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 36% in 2 years. Earnings are forecast to grow by 7,098% in the next 2 years. Announcement • Jul 31
Impinj, Inc. Provides Earnings Guidance for Third Quarter Ending September 30, 2025 Impinj, Inc. provided earnings guidance for third quarter ending September 30, 2025. For the quarter, the company expects revenue in the range of $91.0 million to $94.0 million, GAAP Net loss in the range of $2.2 million to $0.7 million. GAAP Net loss per share diluted of $0.07 to $0.02. Buy Or Sell Opportunity • Jul 15
Now 22% overvalued after recent price rise Over the last 90 days, the stock has risen 84% to US$117. The fair value is estimated to be US$95.96, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 93%. Announcement • Jul 09
Impinj, Inc. to Report Q2, 2025 Results on Jul 30, 2025 Impinj, Inc. announced that they will report Q2, 2025 results After-Market on Jul 30, 2025 Buy Or Sell Opportunity • Jun 24
Now 24% overvalued after recent price rise Over the last 90 days, the stock has risen 22% to US$111. The fair value is estimated to be US$89.06, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 93%. Buy Or Sell Opportunity • May 09
Now 23% overvalued Over the last 90 days, the stock has fallen 5.0% to US$99.67. The fair value is estimated to be US$80.83, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 93%. Revenue is forecast to grow by 0.2% in a year. Earnings are forecast to decline by 110% in the next year. Reported Earnings • Apr 24
First quarter 2025 earnings released: US$0.29 loss per share (vs US$1.22 profit in 1Q 2024) First quarter 2025 results: US$0.29 loss per share (down from US$1.22 profit in 1Q 2024). Revenue: US$74.3m (down 3.3% from 1Q 2024). Net loss: US$8.45m (down 125% from profit in 1Q 2024). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Semiconductor industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 93% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Apr 23
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to US$73.40, the stock trades at a trailing P/E ratio of 51.9x. Average forward P/E is 13x in the Semiconductor industry in Europe. Total returns to shareholders of 40% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$59.36 per share. New Risk • Apr 10
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of British stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (10% average weekly change). Minor Risks High level of debt (79% net debt to equity). Large one-off items impacting financial results. Significant insider selling over the past 3 months (US$1.6m sold). Buy Or Sell Opportunity • Apr 10
Now 31% overvalued Over the last 90 days, the stock has fallen 50% to US$73.62. The fair value is estimated to be US$56.15, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 24% per annum over the same time period. Announcement • Apr 04
Impinj, Inc. to Report Q1, 2025 Results on Apr 23, 2025 Impinj, Inc. announced that they will report Q1, 2025 results After-Market on Apr 23, 2025 Valuation Update With 7 Day Price Move • Apr 03
Investor sentiment deteriorates as stock falls 18% After last week's 18% share price decline to US$75.13, the stock trades at a trailing P/E ratio of 63.6x. Average trailing P/E is 15x in the Semiconductor industry in Europe. Total returns to shareholders of 42% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$53.67 per share. Board Change • Mar 01
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 1 highly experienced director. Independent Director Miron Washington was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Recent Insider Transactions • Feb 26
Co-Founder recently sold US$823k worth of stock On the 21st of February, Chris Diorio sold around 8k shares on-market at roughly US$98.78 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Chris has been a net seller over the last 12 months, reducing personal holdings by US$3.6m. Reported Earnings • Feb 06
Full year 2024 earnings released: EPS: US$1.46 (vs US$1.62 loss in FY 2023) Full year 2024 results: EPS: US$1.46 (up from US$1.62 loss in FY 2023). Revenue: US$366.1m (up 19% from FY 2023). Net income: US$40.8m (up US$84.2m from FY 2023). Profit margin: 11% (up from net loss in FY 2023). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 25% growth forecast for the Semiconductor industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth. New Risk • Jan 15
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (83% net debt to equity). Share price has been volatile over the past 3 months (7.3% average weekly change). Large one-off items impacting financial results. Shareholders have been diluted in the past year (4.6% increase in shares outstanding). Significant insider selling over the past 3 months (US$4.8m sold). Announcement • Jan 15
Impinj, Inc. to Report Q4, 2024 Results on Feb 05, 2025 Impinj, Inc. announced that they will report Q4, 2024 results After-Market on Feb 05, 2025 Buy Or Sell Opportunity • Dec 03
Now 21% undervalued Over the last 90 days, the stock has risen 13% to US$186. The fair value is estimated to be US$236, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 20% per annum. Earnings are also forecast to grow by 25% per annum over the same time period. Buy Or Sell Opportunity • Nov 13
Now 20% undervalued Over the last 90 days, the stock has risen 17% to US$190. The fair value is estimated to be US$239, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 20% per annum. Earnings are also forecast to grow by 25% per annum over the same time period. Recent Insider Transactions • Nov 11
Co-Founder recently sold US$2.5m worth of stock On the 7th of November, Chris Diorio sold around 13k shares on-market at roughly US$199 per share. This transaction amounted to 1.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Chris has been a net seller over the last 12 months, reducing personal holdings by US$4.4m. Reported Earnings • Oct 24
Third quarter 2024 earnings released: EPS: US$0.008 (vs US$0.59 loss in 3Q 2023) Third quarter 2024 results: EPS: US$0.008 (up from US$0.59 loss in 3Q 2023). Revenue: US$95.2m (up 46% from 3Q 2023). Net income: US$221.0k (up US$16.0m from 3Q 2023). Profit margin: 0.2% (up from net loss in 3Q 2023). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 30% growth forecast for the Semiconductor industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has only increased by 47% per year, which means it is significantly lagging earnings growth. Announcement • Oct 24
Impinj, Inc. Provides Earnings Guidance for the Fourth Quarter Ending December 31, 2024 Impinj, Inc. provided earnings guidance for the fourth quarter ending December 31, 2024. For the period, the company expects revenue to be between $91.0 million to $94.0 million, GAAP Net loss to be between $3.8 million to $2.3 million and GAAP Net loss per share basic and diluted to be between $0.14 to $0.08. Announcement • Oct 04
Impinj, Inc. to Report Q3, 2024 Results on Oct 23, 2024 Impinj, Inc. announced that they will report Q3, 2024 results After-Market on Oct 23, 2024 Recent Insider Transactions • Sep 17
Independent Director recently sold US$665k worth of stock On the 13th of September, Umesh Padval sold around 4k shares on-market at roughly US$188 per share. This transaction amounted to 67% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$6.6m more than they bought in the last 12 months. Reported Earnings • Jul 25
Second quarter 2024 earnings released: EPS: US$0.36 (vs US$0.30 loss in 2Q 2023) Second quarter 2024 results: EPS: US$0.36 (up from US$0.30 loss in 2Q 2023). Revenue: US$102.5m (up 19% from 2Q 2023). Net income: US$9.96m (up US$18.0m from 2Q 2023). Profit margin: 9.7% (up from net loss in 2Q 2023). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Semiconductor industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 54% per year whereas the company’s share price has increased by 52% per year. Announcement • Jul 25
Impinj Promotes Two Executives and Expands Leadership Team Impinj, Inc. announced executive promotions and an expanded executive leadership team that position the company for continued growth. Gahan Richardson was promoted to executive vice president, focused on executing Impinj’s strategy to win the RAIN RFID market opportunity. Richardson will join the executive leadership team and oversee the company’s product roadmap and market and ecosystem development. Impinj also added Alberto Pesavento, chief technology officer and a 23-year Impinj veteran, to the executive leadership team and promoted Christina Balam, already a member of the executive team, to senior vice president of human resources. These changes reflect each person’s leadership, excellence and proven track record. Diorio will continue to develop and refine Impinj’s corporate strategy and lead the executive team. Richardson joined the company in 2017 to lead Impinj IC sales, working with the RAIN RFID ecosystem and end customers to increase sales for Impinj and its partners. Pesavento joined the company in 2001 and has been instrumental in developing endpoint ICs, readers, gateways and solutions algorithms, and he leads the technical aspects of the Impinj platform roadmap and solutions development for enterprise customers. Balam joined the company in 2022 to oversee Impinj’s investment in people and culture, leading programs and processes that support global talent acquisition and employee satisfaction and performance. Announcement • Jul 09
Impinj, Inc. to Report Q2, 2024 Results on Jul 24, 2024 Impinj, Inc. announced that they will report Q2, 2024 results After-Market on Jul 24, 2024 Recent Insider Transactions • May 01
Chief Innovation Officer & Director recently sold US$1.5m worth of stock On the 26th of April, Cathal Phelan sold around 10k shares on-market at roughly US$148 per share. This transaction amounted to 39% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$1.6m. Insiders have been net sellers, collectively disposing of US$5.4m more than they bought in the last 12 months. Breakeven Date Change • Apr 26
Forecast breakeven date moved forward to 2025 The 8 analysts covering Impinj previously expected the company to break even in 2026. New consensus forecast suggests the company will make a profit of US$6.62m in 2025. Average annual earnings growth of 95% is required to achieve expected profit on schedule. Announcement • Apr 26
Impinj, Inc., Annual General Meeting, Jun 06, 2024 Impinj, Inc., Annual General Meeting, Jun 06, 2024, at 09:00 Pacific Standard Time. Agenda: To elect as directors to serve until the 2025 annual meeting of stockholders or until their successors are duly elected and qualified; to ratify the appointment of Ernst & Young LLP as independent registered public accounting firm for the year ending December 31, 2024; to approve the compensation of named executive officers; to approve an amendment to amended and restated certificate of incorporation to limit the liability of certain officers as permitted by Delaware law; and to transact such other business as may properly come before the meeting or any adjournments or postponements thereof. Reported Earnings • Apr 25
First quarter 2024 earnings released: EPS: US$1.22 (vs US$0.17 loss in 1Q 2023) First quarter 2024 results: EPS: US$1.22 (up from US$0.17 loss in 1Q 2023). Revenue: US$76.8m (down 11% from 1Q 2023). Net income: US$33.3m (up US$37.7m from 1Q 2023). Profit margin: 43% (up from net loss in 1Q 2023). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Semiconductor industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 41% per year whereas the company’s share price has increased by 36% per year. Announcement • Apr 05
Impinj, Inc. to Report Q1, 2024 Results on Apr 24, 2024 Impinj, Inc. announced that they will report Q1, 2024 results After-Market on Apr 24, 2024 Announcement • Mar 14
Impinj, Inc. Announces Successful Settlement of Patent Litigation with NXP Semiconductors N.V Impinj, Inc. announced a successful settlement of its patent disputes with NXP Semiconductors N.V. The agreement terminates all pending legal proceedings, releases each party from liability for past patent infringement, and licenses each party’s patents to the other. It also releases resellers and end users from infringement claims for the sale or use of the parties’ UHF RFID products before the date of the agreement. The agreement, which concludes a multi-year patent dispute during which Impinj prevailed in multiple trials, includes both an up-front payment and a yearly license fee to Impinj. Recent Insider Transactions • Feb 28
Co-Founder recently sold US$1.6m worth of stock On the 23rd of February, Chris Diorio sold around 16k shares on-market at roughly US$101 per share. This transaction amounted to 1.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Chris' only on-market trade for the last 12 months. Reported Earnings • Feb 11
Full year 2023 earnings released: US$1.62 loss per share (vs US$0.95 loss in FY 2022) Full year 2023 results: US$1.62 loss per share (further deteriorated from US$0.95 loss in FY 2022). Revenue: US$307.5m (up 19% from FY 2022). Net loss: US$43.4m (loss widened 79% from FY 2022). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Semiconductor industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth. New Risk • Feb 09
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 1.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.4% per year for the foreseeable future. Minor Risk Shareholders have been diluted in the past year (4.4% increase in shares outstanding). Announcement • Feb 09
Impinj, Inc. Provides Earnings Guidance for the First Quarter of 2024 Impinj, Inc. provided earnings guidance for the first Quarter of 2024. For the quarter, the company expects revenue of $72.0 million to $75.0 million, GAAP Net loss of $16.0 to $14.5, and GAAP Net loss per share — basic and diluted $0.59 to $0.53. Announcement • Jan 17
Impinj, Inc. to Report Q4, 2023 Results on Feb 08, 2024 Impinj, Inc. announced that they will report Q4, 2023 results at 4:00 PM, US Eastern Standard Time on Feb 08, 2024 Breakeven Date Change • Dec 31
Forecast to breakeven in 2026 The 9 analysts covering Impinj expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$20.8m in 2026. Average annual earnings growth of 55% is required to achieve expected profit on schedule. Announcement • Nov 15
New Impinj RAIN RFID Reader Delivers Edge Intelligence That Optimizes Speed and Automation in Supply Chain & Logistics Impinj, Inc. announced the Impinj R720 RAIN RFID reader. With more processing power and memory than Impinj’s prior-generation reader, the Impinj R720 speeds edge processing and reduces network load and latency, allowing on-reader applications to meet the most demanding requirements of large-scale enterprise deployments. Industry-leading readability, enterprise-grade processing power and reliability: The Impinj R720 reader discovers, engages, and protects connected items, packages, and pallets, delivering data accurately and efficiently to enterprise systems. It enables autonomous reading of item-level data at dock doors, conveyors, and other transition points in shipping and warehousing environments, where items are moving, densely packed, or blocked by other items. Compatible with the GS1 UHF Gen2v2 protocol (which ISO/IEC standardized as 18000-63) the Impinj R720 builds on the proven capabilities of the Impinj R700 reader, enabling enterprises to: Ensure accurate and reliable RAIN system performance. Industry-leading receive sensitivity and advanced features enable reading connected items farther and faster. Leverage critical edge intelligence. 3× more processing power via the advanced Qualcomm® QCS404 quad core processor and up to 2× more on-reader memory enable embedded applications that transform RAIN data into actionable business intelligence while delivering enterprise-grade security and reliability. Simplify enterprise IoT solution development and deployments. Developer-friendly tools, multi-antenna support, rich connectivity, and easy transition between Impinj R700 and R720 enable quick and efficient IoT solution development and speed time-to-market. The Impinj R720 reader further advances the proven Impinj platform, the only end-to-end RAIN RFID platform with best-in-market tag chips, reader chips, readers, software, testing solutions, services, and a global partner ecosystem. Impinj pioneered RAIN RFID, leads the way in IoT connectivity, and has shipped more than 85 billion tag chips. Announcement • Oct 27
Impinj, Inc. Provides Earnings Guidance for the Fourth Quarter of 2023 Impinj, Inc. provided earnings guidance for the fourth quarter of 2023. For the quarter, the company expects revenue between $65.5 million and $68.5 million compared with $65 million in third quarter 2023, a 3% quarter-over-quarter increase at the midpoint. Breakeven Date Change • Oct 26
Forecast to breakeven in 2025 The 7 analysts covering Impinj expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 6.9% per year to 2024. The company is expected to make a profit of US$320.0k in 2025. Average annual earnings growth of 70% is required to achieve expected profit on schedule. Announcement • Oct 06
Impinj, Inc. to Report Q3, 2023 Results on Oct 25, 2023 Impinj, Inc. announced that they will report Q3, 2023 results at 4:00 PM, US Eastern Standard Time on Oct 25, 2023 Announcement • Jul 28
Impinj, Inc. Provides Earnings Guidance for the Third Quarter Ended September 30, 2023 Impinj, Inc. provided earnings guidance for the third quarter ended September 30, 2023. For the quarter, the company expects revenue to be $63.0 million to $66.0 million. GAAP Net loss to be $19.7 million to $18.2 million. GAAP Net loss per share — basic and diluted to be $0.73 to $0.67. Reported Earnings • Jul 27
Second quarter 2023 earnings released: US$0.30 loss per share (vs US$0.45 loss in 2Q 2022) Second quarter 2023 results: US$0.30 loss per share (improved from US$0.45 loss in 2Q 2022). Revenue: US$86.0m (up 44% from 2Q 2022). Net loss: US$8.07m (loss narrowed 30% from 2Q 2022). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 26% growth forecast for the Semiconductor industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Jul 22
Impinj, Inc. Next-Generation RAIN RFID Tag Chips Advance Item Connectivity for Enterprise IoT Deployments Impinj, Inc. released the Impinj M800 series RAIN RFID tag chips to meet enterprise needs for item connectivity in global IoT deployments. The new M800 series delivers unmatched readability in enterprise deployments and offers enhanced tag reliability and manufacturability. The new chips demonstrate Impinj's ongoing commitment to increase the speed, distance, and reliability at which a RAIN RFID system can discover, engage, and protect connected items. The Impinj M800 series tag chips' low power consumption and unmatched readability allow businesses to use a single, small tag across a broad range of items -- apparel, shoes, home goods, and other general merchandise -- within their global operations. The chips improve the performance of RAIN RFID deployments from retail to supply chain and logistics and beyond. The Impinj M 800 series, comprising the M830 and M850 tag chips, sets new performance benchmarks while improving features of the Impinj M700 series: Improved tag readability. With 30% lower power consumption, wider tuning range, and tighter radio-frequency stability, the Impinj M800 Series enables reliable reading of small tags at high volume and speed, supporting efficient global operations; Enhanced tag reliability and manufacturability; New chip shape and antenna connections improve tag quality, deployment, and performance; Advanced features. Boosting ability to mitigate tag clutter, the Impinj M 800 series helps readers inventory the right tags at the right time. The chips also include Impinj Protected Mode to protect consumer privacy while improving retail self-checkout and loss prevention. The Impinj M800 series is drop-in compatible with Impinj M700 series antenna designs, enabling quick time to market. The Impinj M830 chip has 128-bit EPC memory. The Impinj M850 chip has 96-bit EPC memory and 32-bit user memory. Both chips are compatible with the GS1 UHF Gen2v2 protocol, which ISO/IEC standardized as 18000-63. The Impinj M400 series advances the proven Impinj platform, which comprises RAIN RFID tag chips, reader chips, readers, cloud services, and a global partner ecosystem. Impinj pioneered RAIN RFID, leads the way in IoT connectivity, and has shipped more than 85 billion tag chips. Announcement • Jul 07
Impinj, Inc. to Report Q2, 2023 Results on Jul 26, 2023 Impinj, Inc. announced that they will report Q2, 2023 results at 4:00 PM, US Eastern Standard Time on Jul 26, 2023 Announcement • Jun 25
Impinj, Inc.(NasdaqGS:PI) dropped from Russell Small Cap Comp Value Index Impinj, Inc.(NasdaqGS:PI) dropped from Russell Small Cap Comp Value Index Announcement • Jun 14
Impinj, Inc. Approves Election of Steve Sanghi as Director Impinj, Inc. approved election of Steve Sanghi as a Director at the Annual General Meeting held on June 8, 2023. Recent Insider Transactions • May 03
Independent Chair of the Board recently bought US$2.0m worth of stock On the 1st of May, Stephen Sanghi bought around 24k shares on-market at roughly US$85.00 per share. This transaction increased Stephen's direct individual holding by 1x at the time of the trade. In the last 3 months, they made an even bigger purchase worth US$2.0m. Stephen has been a buyer over the last 12 months, purchasing a net total of US$4.0m worth in shares. Breakeven Date Change • Apr 30
Forecast breakeven date pushed back to 2024 The 7 analysts covering Impinj previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 51% to 2023. The company is expected to make a profit of US$9.86m in 2024. Average annual earnings growth of 107% is required to achieve expected profit on schedule. Reported Earnings • Apr 27
First quarter 2023 earnings released: US$0.17 loss per share (vs US$0.42 loss in 1Q 2022) First quarter 2023 results: US$0.17 loss per share (improved from US$0.42 loss in 1Q 2022). Revenue: US$85.9m (up 62% from 1Q 2022). Net loss: US$4.36m (loss narrowed 58% from 1Q 2022). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 36% growth forecast for the Semiconductor industry in the United Kingdom. Recent Insider Transactions • Feb 23
Independent Director recently sold US$272k worth of stock On the 21st of February, Gregory Sessler sold around 2k shares on-market at roughly US$125 per share. This transaction amounted to 8.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$493k more than they bought in the last 12 months. Breakeven Date Change • Feb 10
Forecast to breakeven in 2024 The 7 analysts covering Impinj expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$20.0m in 2024. Average annual earnings growth of 69% is required to achieve expected profit on schedule. Reported Earnings • Feb 09
Full year 2022 earnings released: US$0.95 loss per share (vs US$2.12 loss in FY 2021) Full year 2022 results: US$0.95 loss per share (improved from US$2.12 loss in FY 2021). Revenue: US$257.8m (up 36% from FY 2021). Net loss: US$24.3m (loss narrowed 53% from FY 2021). Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 34% growth forecast for the Semiconductor industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 59% per year, which means it is well ahead of earnings. Announcement • Feb 09
Impinj, Inc. Provides Earnings Guidance for the First Quarter ending March 31, 2023 Impinj, Inc. provided earnings guidance for the first quarter ending March 31, 2023. For the quarter, the company expects revenue of $82.0 million to $85.0 million. GAAP Net loss of $3.6 million to $2.1 million. GAAP Net loss per share — basic and diluted of $0.14 to $0.08. Announcement • Jan 04
Impinj, Inc. Appoints Cathal Phelan as Chief Innovation Officer On December 29, 2022, Cathal Phelan, a member of the Board of Directors of Impinj, Inc. was appointed as the Company’s Chief Innovation Officer, effective as of January 1, 2023. Mr. Phelan will continue to serve on the Board as a director. Breakeven Date Change • Nov 16
Forecast to breakeven in 2024 The 7 analysts covering Impinj expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 54% per year to 2023. The company is expected to make a profit of US$6.32m in 2024. Average annual earnings growth of 82% is required to achieve expected profit on schedule. Breakeven Date Change • Oct 28
Forecast to breakeven in 2024 The 7 analysts covering Impinj expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 54% per year to 2023. The company is expected to make a profit of US$6.32m in 2024. Average annual earnings growth of 82% is required to achieve expected profit on schedule. Reported Earnings • Oct 27
Third quarter 2022 earnings released: US$0.085 loss per share (vs US$0.53 loss in 3Q 2021) Third quarter 2022 results: US$0.085 loss per share (improved from US$0.53 loss in 3Q 2021). Revenue: US$68.3m (up 51% from 3Q 2021). Net loss: US$2.20m (loss narrowed 83% from 3Q 2021). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 40% growth forecast for the Semiconductor industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 54% per year, which means it is well ahead of earnings. Recent Insider Transactions • Sep 10
Independent Director recently sold US$62k worth of stock On the 9th of September, Gregory Sessler sold around 670 shares on-market at roughly US$92.16 per share. This transaction amounted to 2.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$6.8m more than they bought in the last 12 months. Reported Earnings • Jul 28
Second quarter 2022 earnings released: US$0.45 loss per share (vs US$0.37 loss in 2Q 2021) Second quarter 2022 results: US$0.45 loss per share (down from US$0.37 loss in 2Q 2021). Revenue: US$59.8m (up 27% from 2Q 2021). Net loss: US$11.5m (loss widened 29% from 2Q 2021). Over the next year, revenue is forecast to grow 22%, compared to a 43% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 31% per year, which means it is well ahead of earnings. Reported Earnings • Apr 29
First quarter 2022 earnings released: US$0.42 loss per share (vs US$0.40 loss in 1Q 2021) First quarter 2022 results: US$0.42 loss per share (down from US$0.40 loss in 1Q 2021). Revenue: US$53.1m (up 18% from 1Q 2021). Net loss: US$10.5m (loss widened 11% from 1Q 2021). Over the next year, revenue is forecast to grow 22%, compared to a 100% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings. Recent Insider Transactions • Mar 04
Chief Revenue Officer recently sold US$138k worth of stock On the 3rd of March, Jeffrey Dossett sold around 2k shares on-market at roughly US$69.04 per share. In the last 3 months, they made an even bigger sale worth US$656k. Insiders have been net sellers, collectively disposing of US$6.8m more than they bought in the last 12 months. Recent Insider Transactions • Feb 19
Chief Revenue Officer recently sold US$656k worth of stock On the 14th of February, Jeffrey Dossett sold around 10k shares on-market at roughly US$68.33 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$7.9m more than they bought in the last 12 months. Reported Earnings • Feb 10
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full year 2021 results: US$2.12 loss per share (up from US$2.28 loss in FY 2020). Revenue: US$190.3m (up 37% from FY 2020). Net loss: US$51.3m (loss narrowed 1.3% from FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 20%, compared to a 92% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 69% per year, which means it is well ahead of earnings. Recent Insider Transactions • Dec 10
Chief Revenue Officer recently sold US$414k worth of stock On the 8th of December, Jeffrey Dossett sold around 5k shares on-market at roughly US$82.75 per share. In the last 3 months, there was an even bigger sale from another insider worth US$2.4m. Insiders have been net sellers, collectively disposing of US$7.0m more than they bought in the last 12 months. Recent Insider Transactions • Nov 06
Independent Chairman of the Board recently sold US$790k worth of stock On the 4th of November, Peter van Oppen sold around 10k shares on-market at roughly US$79.01 per share. This was the largest sale by an insider in the last 3 months. Peter has been a seller over the last 12 months, reducing personal holdings by US$2.6m. Reported Earnings • Oct 29
Third quarter 2021 earnings released: US$0.53 loss per share (vs US$0.63 loss in 3Q 2020) The company reported a solid third quarter result with reduced losses, improved revenues and improved control over expenses. Third quarter 2021 results: Revenue: US$45.2m (up 60% from 3Q 2020). Net loss: US$12.9m (loss narrowed 9.9% from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 46% per year, which means it is well ahead of earnings. Reported Earnings • Jul 30
Second quarter 2021 earnings released: US$0.37 loss per share (vs US$0.77 loss in 2Q 2020) The company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2021 results: Revenue: US$47.3m (up 79% from 2Q 2020). Net loss: US$8.91m (loss narrowed 49% from 2Q 2020). Reported Earnings • Apr 30
First quarter 2021 earnings released: US$0.40 loss per share (vs US$0.19 loss in 1Q 2020) The company reported a poor first quarter result with increased losses, weaker revenues and weaker control over costs. First quarter 2021 results: Revenue: US$45.2m (down 5.4% from 1Q 2020). Net loss: US$9.42m (loss widened 118% from 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 58% per year, which means it is well ahead of earnings. Recent Insider Transactions • Mar 06
Co-Founder recently sold US$791k worth of stock On the 1st of March, Chris Diorio sold around 12k shares on-market at roughly US$65.14 per share. In the last 3 months, there was an even bigger sale from another insider worth US$1.8m. Chris has been a seller over the last 12 months, reducing personal holdings by US$1.4m. Recent Insider Transactions • Feb 20
Independent Chairman of the Board recently sold US$1.8m worth of stock On the 17th of February, Peter van Oppen sold around 25k shares on-market at roughly US$70.60 per share. This was the largest sale by an insider in the last 3 months. This was Peter's only on-market trade for the last 12 months. Reported Earnings • Feb 13
Full year 2020 earnings released: US$2.28 loss per share (vs US$1.05 loss in FY 2019) The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2020 results: Revenue: US$138.9m (down 9.1% from FY 2019). Net loss: US$51.9m (loss widened 126% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 73% per year, which means it is well ahead of earnings. Analyst Estimate Surprise Post Earnings • Feb 13
Revenue beats expectations Revenue exceeded analyst estimates by 0.05%. Over the next year, revenue is forecast to grow 25%, compared to a 16% growth forecast for the Semiconductor industry in the United Kingdom. Recent Insider Transactions • Dec 08
Co-Founder recently sold US$600k worth of stock On the 30th of November, Chris Diorio sold around 15k shares on-market at roughly US$40.00 per share. This was the largest sale by an insider in the last 3 months. Chris has been a seller over the last 12 months, reducing personal holdings by US$895k. 
