PI · Impinj Inc · Webcasts, Transcripts & Audio
$183.87
+4.58 (+2.55%)
At close · Oct 1
View the 10-Q filed Jul 29, 2026
Return incl. dividend (before tax)
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
$5.45B
Shares
30.55M
Volume · Oct 1
350.42K
Avg daily vol (3M)
403.42K
Impinj Inc Webcasts
Earnings calls, investor updates, investor days and conferences for Impinj Inc (PI), with available transcripts, audio replays and slides. Earnings calls also include available highlights, earnings releases and periodic filings.
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
−$118,000
'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
−$15.18M
'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
−$2.69M
'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
−$1.14M
'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
Conference
Investor event
2026-09-15
Impinj Inc (PI) September 2026 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q2
2026-07-29
Impinj Inc (PI) Q2 2026 Earnings Call Transcript
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
Impinj Inc (PI) June 2026 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q1
2026-04-29
Impinj Inc (PI) Q1 2026 Earnings Call Transcript
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 (PI) Q4 2025 Earnings Call Transcript
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 (PI) Q3 2025 Earnings Call Transcript
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 (PI) Q2 2025 Earnings Call Transcript
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 (PI) Q1 2025 Earnings Call Transcript
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 (PI) Q4 2024 Earnings Call Transcript
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 (PI) Q3 2024 Earnings Call Transcript
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 (PI) Q2 2024 Earnings Call Transcript
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 (PI) Q1 2024 Earnings Call Transcript
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 (PI) Q4 2023 Earnings Call Transcript
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 (PI) Q3 2023 Earnings Call Transcript
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 (PI) Q2 2023 Earnings Call Transcript
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 (PI) Q1 2023 Earnings Call Transcript
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 (PI) Q4 2022 Earnings Call Transcript
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 (PI) Q3 2022 Earnings Call Transcript
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 (PI) Q2 2022 Earnings Call Transcript
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 (PI) Q1 2022 Earnings Call Transcript
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 (PI) Q4 2021 Earnings Call Transcript
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 (PI) Q3 2021 Earnings Call Transcript
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 (PI) Q2 2021 Earnings Call Transcript
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 (PI) Q1 2021 Earnings Call Transcript
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 (PI) Q4 2020 Earnings Call Transcript
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 (PI) Q3 2020 Earnings Call Transcript
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 (PI) Q2 2020 Earnings Call Transcript
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 (PI) Q1 2020 Earnings Call Transcript
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 (PI) Q4 2019 Earnings Call
Revenue
$40.82M*
▲ 17.9% YoY Gross margin
48.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–29 of 29 webcasts