PI · Impinj Inc
$171.91
+8.52 (+5.21%)
At close · Aug 6
View the 10-Q filed Jul 29, 2026
Customer concentration
— top 3 customers 61% of revenue
3 customers — 61% of revenue (2025)
“In 2025, sales to three major customers accounted for 61% of our total revenue.”
Market Cap
$5.25B
Shares
30.55M
Impinj Inc Earnings Call Transcripts
Every quarterly earnings call for Impinj Inc (PI) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲51.1%
$68.27M
−$2.20M
'22 Q3
22-10-26
▲45.7%
$76.59M
−$117,000
'22 Q4
23-02-08
▲61.6%
$85.90M
−$4.36M
'23 Q1
23-04-26
▲43.8%
$85.99M
−$8.07M
'23 Q2
23-07-26
▼4.8%
$65.00M
−$15.76M
'23 Q3
23-10-25
▼7.8%
$70.65M
−$15.21M
'23 Q4
24-02-08
▼10.6%
$76.83M
$33.34M
'24 Q1
24-04-24
▲19.2%
$102.50M
$9.96M
'24 Q2
24-07-24
▲46.4%
$95.20M
$221,000
'24 Q3
24-10-23
▲29.6%
$91.57M
−$2.73M
'24 Q4
25-02-05
▼3.3%
$74.28M
−$8.45M
'25 Q1
25-04-23
▼4.5%
$97.89M
$11.55M
'25 Q2
25-07-30
▲0.9%
$96.06M
−$12.81M
'25 Q3
25-10-29
▲1.4%
$92.85M
−$1.09M
'25 Q4
26-02-05
▲0%
$74.25M
−$25.26M
'26 Q1
26-04-29
LATEST
▲10.7%
$108.37M
$12.22M
'26 Q2
26-07-29
Earnings call
FY26 · Q2
2026-07-29
Impinj Second Quarter 2026 Financial Results Conference Call
Confident tone
Solutions / event data platform
Food vertical opportunity
Endpoint IC demand and records
Revenue
$108.37M
▲ 10.7% YoY Diluted EPS
$0.39
▲ 0% YoY Gross margin
58.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-06-02
Evercore TMT Global Conference
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q1
2026-04-29
Impinj Inc Q1 FY2026 Earnings Call
Positive tone
Custom ASIC ramp in supply chain and logistics
Food/self-checkout opportunity
General merchandise opportunity
Revenue
$74.25M
▲ 0% YoY Diluted EPS
$-0.83
Gross margin
49.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-05
Impinj Inc Q4 FY2025 Earnings Call
Positive tone
M800 and Gen2X platform
Endpoint IC market and volumes
First quarter 2026 outlook and guidance
Revenue
$92.85M*
▲ 1.4% YoY Gross margin
51.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-10-29
Impinj Inc Q3 FY2025 Earnings Call
Positive tone
Endpoint IC Outlook
Gen2X Platform
Q3 Results and Beat
Revenue
$96.06M
▲ 0.9% YoY Diluted EPS
$-0.44
▼ 4500% YoY Gross margin
50.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-07-30
Impinj Inc Q2 FY2025 Earnings Call
Confident tone
Gen2X platform adoption
Customer wins and enterprise engagement
Financial outlook and guidance
Revenue
$97.89M
▼ 4.5% YoY Diluted EPS
$0.39
▲ 14.7% YoY Gross margin
57.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-04-23
Impinj Inc Q1 FY2025 Earnings Call
Positive tone
Financial performance and outlook
Endpoint IC market share and M800 ramp
Grocery and enterprise engagements
Revenue
$74.28M
▼ 3.3% YoY Diluted EPS
$-0.30
▼ 127.3% YoY Gross margin
49.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-05
Impinj Inc Q4 FY2024 Earnings Call
Cautious tone
Q1 2025 endpoint IC headwinds
Gen2X product launch
Item-level food tagging opportunity
Revenue
$91.57M*
▲ 29.6% YoY Gross margin
50.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-10-23
Impinj Inc Q3 FY2024 Earnings Call
Confident tone
Endpoint IC Growth and Records
Financial Performance and Guidance
Consumer/Mobile RAIN Opportunity
Revenue
$95.20M
▲ 46.4% YoY Diluted EPS
$0.01
Gross margin
50.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-07-24
Impinj Inc Q2 FY2024 Earnings Call
Confident tone
Financial Performance and Outlook
Endpoint IC and M800 Momentum
Enterprise Solutions / Visionary European Retailer
Revenue
$102.50M
▲ 19.2% YoY Diluted EPS
$0.34
Gross margin
56.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-04-24
Impinj Inc Q1 FY2024 Earnings Call
Confident tone
Second quarter outlook
Endpoint IC revenue and silicon momentum
NXP patent litigation settlement
Revenue
$76.83M
▼ 10.6% YoY Diluted EPS
$1.10
Gross margin
48.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-08
Impinj Inc Q4 FY2023 Earnings Call
Positive tone
M800 product ramp
Endpoint IC silicon performance and outlook
Retail destocking and demand recovery
Revenue
$70.65M*
▼ 7.8% YoY Gross margin
47.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-10-25
Impinj Inc Q3 FY2023 Earnings Call
Revenue
$65.00M
▼ 4.8% YoY Diluted EPS
$-0.59
Gross margin
47.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-07-26
Impinj Inc Q2 FY2023 Earnings Call
Revenue
$85.99M
▲ 43.8% YoY Diluted EPS
$-0.30
Gross margin
51.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-04-26
Impinj Inc Q1 FY2023 Earnings Call
Revenue
$85.90M
▲ 61.6% YoY Diluted EPS
$-0.17
Gross margin
50.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-08
Impinj Inc Q4 FY2022 Earnings Call
Revenue
$76.59M*
▲ 45.7% YoY Gross margin
52.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-10-26
Impinj Inc Q3 FY2022 Earnings Call
Revenue
$68.27M
▲ 51.1% YoY Diluted EPS
$-0.09
Gross margin
54.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-07-27
Impinj Inc Q2 FY2022 Earnings Call
Revenue
$59.80M
▲ 26.5% YoY Diluted EPS
$-0.45
Gross margin
52.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-04-27
Impinj Inc Q1 FY2022 Earnings Call
Revenue
$53.14M
▲ 17.5% YoY Diluted EPS
$-0.42
Gross margin
54.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-09
Impinj Inc Q4 FY2021 Earnings Call
Revenue
$52.57M*
▲ 44.2% YoY Gross margin
55.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-10-27
Impinj Inc Q3 FY2021 Earnings Call
Revenue
$45.19M
▲ 60.3% YoY Diluted EPS
$-0.53
Gross margin
50.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-07-28
Impinj Inc Q2 FY2021 Earnings Call
Revenue
$47.27M
▲ 78.7% YoY Diluted EPS
$-0.37
Gross margin
52.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-04-28
Impinj Inc Q1 FY2021 Earnings Call
Revenue
$45.25M
▼ 5.4% YoY Gross margin
48.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-10
Impinj Inc Q4 FY2020 Earnings Call
Revenue
$36.45M*
▼ 10.7% YoY Gross margin
47.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-10-28
Impinj Inc Q3 FY2020 Earnings Call
Revenue
$28.20M
▼ 30.8% YoY Gross margin
47.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-07-29
Impinj Inc Q2 FY2020 Earnings Call
Revenue
$26.46M
▼ 30.7% YoY Gross margin
49.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-04-27
Impinj Inc Q1 FY2020 Earnings Call
Revenue
$47.82M
▲ 44.6% YoY Gross margin
44.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-03-02
Impinj Inc Q4 FY2019 Earnings Call
Revenue
$40.82M*
▲ 17.9% YoY Gross margin
48.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–28 of 28 earnings calls
Key facts
CIK
1114995
CUSIP
453204109
13F (30d)
114 filings
114 filers
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