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Technology Stocks : Impinj, Inc.
PI 235.88-0.8%Oct 28 3:59 PM EDT
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To: Soumaila who wrote (426)9/10/2025 2:51:46 PM
From: Cooters2 Recommendations

Recommended By
nicewatch
Soumaila

   of 467
 
Nice review. I'll add a few things.

- While discussing NXP potentially designing around PI patents and no longer having/needing access to their IP, he mentioned they would also lose access to Gen2X capabilities. This greatly increases my confidence that the license agreement will remain in force over the full term.

- Inlay pricing in the most competitive situations is now sub-2cent.

- The 2 new use cases at what I believe is Fedex will result in systems revenue in Q3 and Q4.

- Just a confirmation, but a lot of the inventory issue at the beginning of the year was the result of volumes at UPS when they decided to drop the low margin business from Amazon.

Cooters - back in the saddle
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