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Technology Stocks
Impinj, Inc.
An SI Board Since April 2006
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491 21 0 PI
Emcee:  Cooters Type:  Moderated
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3632024 IC shipment article. This article has additional information and commentarySoumaila1March 5
362It does not matter what Susquehanna says. Impinj is incredibly sensitive to so mSoumaila-March 3
361Impinj was at Susquehanna today, it wasn't webcast. They currently have a BuCooters-February 27
360RAIN RFID Shipments for 2025 Shipment data from top manufacturers reflects proSoumaila1February 27
359Electronic Shelf Labels were big in the 1990's. They are just now being depwaitwatchwander-February 25
358Grocery checkout will happen. Optimistically in years, could be decades. My inveCooters-February 25
357The real question is can PI deliver grocery checkout.Soumaila-February 25
356I listened to the call and read the transcript. They are eating Target’s lunch bSoumaila-February 25
355I was expecting some direct references to RFID from WMT's earnings call, herCooters-February 21
354We have a new 5%er and I wouldn't doubt they are not done accumulating. arcCooters2February 17
353Possible Reasons Why Walmart and Dick’s Sporting Goods Want Full-Scale RFID LabeCooters-February 6
352As to WalMart, they are sure heading in that direction. Retail RFID Labels and Cooters1February 6
351Kroger is the freshness/perishable grocer and since they are already creating inCooters-February 6
350Would you read Chris’ final comments again and tell me what you think (pasted beSoumaila-February 6
349Yep. If your time horizon is 3-6 months this was a worrisome outlook. If your tiCooters-February 6
348Impinj, Inc., Q4 2024 Earnings Call, Feb 05, 2025 - 2/5/25 Operator Welcome tonicewatch1February 5
347That was the best news of the call. At Needam he said in the nearer term they Soumaila-February 5
346Full notes later, but Chris highlighted the following in his prepared remarks: Cooters-February 5
345"In 2024, we delivered strong financial results, successfully resolved our Cooters-February 5
344Q1 guidance is not good.Cooters-February 5
343A snip from NXP on their RFID business while we wait for earnings. NXP SemicondCooters1February 5
342Option trading has been anemic lately, but so far today 439 Feb 140 calls tradedCooters-February 4
341I can't imagine competitors can allow UPS to have this kind of advantage, noCooters-January 31
340I take the UPS call as short term, not great news for the stock, but long term gSoumaila1January 31
339As we discussed, we are moving from a scanning network to a sensing network throCooters2January 30
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