PI · Impinj Inc · Documents
3 customers — 61% of revenue (In 2025)
“In 2025, sales to three major customers accounted for 61% of our total revenue.”
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Impinj reported record third-quarter revenue of $112.1 million, up 17% year-over-year, and expects fourth-quarter revenue of $104 and $107 million and adjusted EBITDA of $19.2 and $20.7 million despite shifted systems delivery timing.
Impinj Inc reported three-month endpoint IC revenue growth of $18.5 million, partly offset by a $2.5 million systems revenue decline. For the nine months ended September 30, 2026, operating cash flow was $61.2 million and cash, cash equivalents and short-term investments totaled $113.0 million.
Impinj reported third-quarter 2026 revenue of $112.1 million, GAAP net income of $4.7 million and adjusted EBITDA of $24.5 million, and guided fourth-quarter 2026 revenue to $104.0 to $107.0 million.