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Technology Stocks : Impinj, Inc.

PI 202.16

-1.9%

Oct 31 9:30 AM EDT

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From: Cooters	10/31/2024 3:22:03 PM
	of 473

Just one mention(that I saw) in the UPS earnings call: Joe Enderlin -- Stephens Inc. -- Analyst Hey, guys. This is Joe Enderlin on for Daniel. Thanks for taking the question. Just wanted to ask another one actually on revenue per piece. One of your peers noted increased price competition in the market. Just are you seeing any of that today? And then, do you think we felt peak trade down pressures yet? Brian Dykes -- Executive Vice President, Chief Financial Officer So I'll start on the price pressure. Look, we sit in a very price competitive industry, but we think it's very rational, right? And when you look bid for bid and product to product. It is very rational. We know we have to win on capabilities, and that's where we continue to add. With every customer every day, it's -- you got to deliver service to do it. It starts with us with service and then we add incremental capabilities like RFID to win where we really want to win those. And I pointed out as Carol mentioned, we've had big enterprise commercial wins through that. We also have seen commercial now grow nearly 1% for the first time this year as we really started to catch that from the contract, that's been a big momentum point.

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