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Technology Stocks : Impinj, Inc.
PI 202.16-1.9%Oct 31 9:30 AM EST
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From: Cooters4/24/2025 7:50:36 AM
1 Recommendation

Recommended By
Soumaila

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Q1 2025 Earnings Call notes - 4/23/25

- They took 85% of the Industry's EndPoint IC growth and are the Market Leader. Had a strong Book-to-Bill and that continued into April. Endpoint IC volume will increase in Q2 vs. Q1.

- Their direct engagement with 2 large grocers for item level tagging continues to move forward, This is likely a 2026-2027 opportunity.

- A new retailer in Europe is adopting their solution for Loss Analytics, which does not require 100% tagging like their visionary European retailer requires. This is a 2H25 opportunity that is happening now.

- A Lot of Congrats from the analysts which usually leads to favorable updates.

- M800 will become their volume leader sometime later in 2025.

- A large opportunity is developing in the retail supply chain for fixed reading throughout the product cycle.

- UPS deployment continues and will see growth in 2025 vs. 2024.

- They mentioned lower cost wafers twice.

Cooters
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