Impinj, Inc. reports developments tied to its RAIN RFID platform, which connects everyday items by delivering item identity, location and authenticity data to business and consumer applications. Company updates frequently cover endpoint integrated circuits, readers, gateways and reader ICs used to identify and communicate with tagged items.
Recurring news themes include quarterly financial results, guidance, endpoint IC demand, product and technology updates such as Gen2X, licensing activity, supply-chain visibility research and capital-structure disclosures. The company also reports conference participation and public communications related to operating performance and market outlook.
Impinj (Nasdaq: PI) reported fourth-quarter and full-year 2025 results on February 5, 2026. Q4 revenue was $92.8M with GAAP gross margin 51.8% and adjusted EBITDA of $16.4M. Full-year 2025 revenue was $361.1M, GAAP gross margin 52.5%, adjusted EBITDA $69.6M, and non-GAAP net income $64.2M. GAAP net loss for the year was $10.8M (loss per share $0.37).
First-quarter 2026 guidance: revenue $71.0–$74.0M, GAAP net loss $(16.6)M to $(15.1)M, adjusted EBITDA income $1.2–$2.7M, and non-GAAP net income $2.5–$4.0M. A conference call and webcast were scheduled for February 5, 2026 at 5:00 p.m. ET.
Impinj (Nasdaq: PI) said it expects Q4 2025 revenue near the high end of prior guidance of $90.0–$93.0 million and adjusted EBITDA above the midpoint of prior guidance of $15.4–$16.9 million. The company will present at the 28th Annual Needham Growth Conference on Jan 14, 2026 at 11:45 a.m. ET and will release full fourth-quarter and full-year 2025 results after U.S. markets close on Feb 5, 2026, followed by a conference call at 5:00 p.m. ET. Webcasts and replays will be available on the company investor website. The preliminary results are unaudited and subject to completion of closing procedures and potential adjustments.
Impinj (NASDAQ: PI) announced a licensing agreement with EM Microelectronic to integrate Gen2X into future EM endpoint ICs, including next-generation dual-frequency RAINFC products.
Company statements highlight expected performance improvements, compatibility with Gen2 standards, and commercial availability of Gen2X-enabled dual-frequency ICs in 2027. No financial terms or revenue guidance were disclosed.
Impinj (NASDAQ: PI) released its Supply Chain Integrity Outlook 2026, surveying 1,000 US consumers and 750 US supply chain leaders to identify rising pressures on visibility, compliance, and responsiveness.
Key findings: 68% plan AI/automation investments for 2026; only 42% have real-time visibility and 46% have full item-level traceability. Food brands report an average $79 million annual loss to waste; 59% worry about FDA traceability rules. Retailers cite counterfeit and fraudulent shipping increases, while tariff shifts and viral commerce drive demand volatility.
Impinj (NASDAQ: PI) unveiled expanded Gen2X innovations at its Gen2X Solutions Developers Conference on November 12, 2025, targeting enterprise RAIN RFID use cases in retail, logistics, manufacturing, automotive and healthcare.
Key announcements include Endpoint IC Verification to inhibit fraudulent tags, Gen2X Tag Selection to focus reads on desired tags, and Gen2X Fast Reinventory (limited availability now; general availability mid-2026). Impinj added Gen2X support to M770/M775/M780/M781 endpoint ICs and released updated E Family reader IC firmware and tools to enable the features and improve inventory performance.
Company cited broad industry uptake: more than 100 Gen2X-enabled inlays and 50 readers launched within a year.
Impinj (NASDAQ: PI) will participate in two investor conferences in November–December 2025. CFO Cary Baker will join fireside chats at the Baird 2025 Global Industrial Conference on Tuesday, November 11, 2025 at 11:15 a.m. ET / 8:15 a.m. PT and at the UBS Global Technology and AI Conference on Wednesday, December 3, 2025 at 5:35 p.m. ET / 2:35 p.m. PT. Live audio webcasts and replays will be available on the company investor website.
Impinj (NASDAQ: PI) reported third-quarter 2025 results and fourth-quarter 2025 outlook on October 29, 2025. Q3 revenue was $96.1 million with GAAP gross margin of 50.3% and non-GAAP gross margin of 53.0%. The company recorded a GAAP net loss of $12.8 million (loss of $0.44 per diluted share on 29.3M shares) and adjusted EBITDA of $19.1 million. Non-GAAP net income was $17.7 million (non-GAAP EPS $0.58 on 32.7M shares).
For Q4 2025 Impinj guided to $90.0–$93.0 million revenue, GAAP net loss $(2.6)–$(1.1) million, and adjusted EBITDA income $15.4–$16.9 million; non-GAAP EPS guidance was $0.48–$0.52.
Impinj (NASDAQ: PI) announced that Arthur L. Valdez, Jr. joined its board of directors effective October 20, 2025.
Valdez brings over 30 years of global supply chain and logistics leadership, most recently serving as EVP Global Supply Chain and Customer Solutions at Starbucks and previously building networks for Amazon and Target. Company leaders said his experience with consumer-facing supply chains will support Impinj's expansion of RAIN RFID solutions into global supply chain and logistics use cases.
Valdez has prior board experience at Advance Auto Parts and Shipt and holds a bachelor’s degree in Business-Operations Management from Colorado State University.
Impinj (NASDAQ: PI) will release its third-quarter 2025 financial results for the period ended September 30, 2025 after U.S. markets close on Wednesday, October 29, 2025. Management will host a conference call and webcast the same day at 5:00 p.m. ET / 2:00 p.m. PT. Live dial-in is +1-412-317-1863; a webcast and replay will be available at investor.impinj.com. A telephonic replay (passcode 8962708) will run for five business days. Prepared remarks, quarterly data and the press release will be posted on the investor site on October 29, 2025.
Impinj notes it also disseminates material information via its website and social channels per Regulation FD.
Impinj (NASDAQ: PI) has announced the pricing of $170 million of 0% Convertible Senior Notes due 2029, an increase from the previously announced $150 million offering. The notes will be convertible at an initial rate of 3.7398 shares per $1,000 principal amount (equivalent to approximately $267.39 per share).
The company plans to use the proceeds, estimated at $164.2 million, along with cash on hand, to exchange $190.0 million of its existing 1.125% 2027 Notes and pay for capped call transactions. The exchange will involve approximately 0.8 million shares of common stock. Impinj has also entered into capped call transactions to reduce potential dilution, with an initial cap price of $340.32 per share.