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Technology Stocks : Impinj, Inc.
PI 163.84-3.1%Nov 7 9:30 AM EST
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From: Cooters8/2/2022 1:11:17 PM
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nicewatch

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PI @ Baird - 6/7/22

Just got around to listening to this, CFO in a foreside chat format.

- The discussion around wafer supply is now dated, but they did add some detail. Their IC's use the process node also used by mobile, PC, and automotive. The slowdown in the first 2 is likely the source of the upside. They said some of their customer's projects are delayed due to the constraints, but there have been no cancellations or customers turning back.

- Some details on the loss preventions and self checkout customer in Europe. They expanded their deployment from a smaller brand to their flagship brand. It will take 3-5 quarters to deploy starting in Q1 of 2022. The opportunity is 3X the original deployment. Their partner in this deployment is Sensormatic. They believe a lot of retailers are watching this deployment, almost like their own trial of the use case.

- UPS deal - They won the deal in mid-2020. Q1 saw an acceleration of the deployment, and they expect it to be a large IC opportunity starting in 2023.

- Food space - They believe this is happening quicker than they expected. He said the early days will see a carton of lemons tagged versus an individual lemon. One early focus is perishable items. They are seeing activity across multiple geographies.

- WalMart is expanding their retail apparel deployment beyond apparel.

Coot
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