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Technology Stocks : Impinj, Inc.
PI 241.70+2.5%3:59 PM EDT
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From: Cooters9/11/2025 11:59:52 AM
2 Recommendations

Recommended By
nicewatch
Soumaila

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PI @ Piper - 9/11/25

CFO in fireside chat

- Quantified TAMs and penetration - General Merch. 325B, Logistics 400B. Both are low single digit penetrated. First time I recall them mentioning UPS by name.

- Kroger's bakery pilot is in 700 stores. Eight of the largest 10 grocers are piloting or considering piloting.

- WMT Phase2 move into general merchandise will see continued growth into 2026. They are currently evaluating which products will go into Phase3.

- Gave a good overview of DPP and the types of new applications that RFID in consumer devices could open up.

- Discussed the licensing environment for Gen2X on the reading side. I think I'm going to update my view relating to QCOM and expect any licensing there will not be producing royalties. Their reader IC market share is well north of 50%.

- All 3 major categories will see growth in 2025. For the mid to long term Food will take over.

Cooters
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