Impinj, Inc. Message Board

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Technology Stocks : Impinj, Inc.

PI 163.84

-3.1%

Nov 7 9:30 AM EST

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From: Cooters	8/9/2022 11:33:19 AM
	of 479

PI @ Oppenheimer - 8/9/22 Fireside chat with CFO. Not much new info, but some decent detailed explanations about how certain deployments work. - DEMAND! That was repeated in every way. Even with the raised guidance for Q3, demand will likely exceed supply by over 50%. They feel if not for supply constraints, retail apparel would be inflecting. Covid highlighted the need, the efficiency, the necessity of having accurate inventory visibility. They feel their customers were the winners during Covid, and their non-customers noticed. - WalMart is expanding their RAIN deployment beyond apparel to include home goods, tires, batteries, and toys. Cooters

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