Impinj, Inc. Message Board

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Technology Stocks : Impinj, Inc.

PI 191.64

-5.2%

9:30 AM EST

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From: Soumaila	11/13/2024 8:50:32 PM
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Impinj CFO and COO at the Baird 2024 Industrial Conference is an excellent listen. wsw.com I need to listen again but my quick take aways are: 1. CAGR of endpoint ICs to continue to grow at the longer term range of 30+ % 2. They are clearly excited about food and grocery, long deployment moving from category to category but goal is the full package inventory starting with freshness (shelf life), theft control, self checkout, improved supply chain management (pilots ongoing in all areas) - the whole enchilada! 3. Grocery is trillions of items all the other sectors are hundreds of billions They discuss lots of topics, very informative into how the processes around adoption occur, barriers to entry, and how the ecosystems builds off the “lighthouse customer.” They see food as a third vertical and the largest of the three. Good stuff!

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