Semiconductors

Impinj

Conference Minutes

The following are the Minutes of the 3Q25 conference call for $PDD(PDD.US) organized by Dolphin Research. For the financial report commentary, please see &#34;Pinduoduo's Embarrassment: Rapid 'Aging,' but No Buyback.&#34; I. Review of Core Financial Information 1. The company's total revenue for this quarter increased by 9% year-on-year to RMB 108.3 billion, mainly driven by growth in online marketing services and transaction services. 2. Revenue from online marketing services and other businesses reached RMB 53.3 billion, up 8% year-on-year; transaction service revenue was RMB 54.9 billion, up 10%...

Pinduoduo (Minutes): Still "fierce competition" and "unpredictable performance"

Impinj released FY2026 Q1 earnings on April 29 After-Market EST, actual revenue USD 74.25 M (forecast USD 72.53 M), actual EPS USD -0.8339 (forecast USD -0.46)

Impinj to Release FY2026 Q1 Earnings on April 29 After-Market EST, Forecast Revenue USD 72.53M, EPS USD -0.46

Impinj to Release Q1 2026 Financial Results

Impinj released FY2025 earnings on February 5 After-Market EST, actual revenue USD 361.08 M (forecast USD 361.03 M), actual EPS USD -0.3704 (forecast USD -0.3725)

Impinj released FY2025 Q4 earnings on February 5 After-Market EST, actual revenue USD 92.85 M (forecast USD 92.79 M), actual EPS USD -0.04 (forecast USD -0.04)

Impinj to Release FY2025 Q4 Earnings on February 5, 2026, After-Market EST; Forecast Revenue USD 92.79 M, EPS USD -0.04

Impinj Inc. Expects 2025 Q4 Results to Beat Estimates

Impinj and EM Microelectronic Reach Gen2X Technology License Agreement

Impinj Inc. updates executive employment agreements

Sylebra Capital LLC and Daniel Patrick Gibson Dispose of Impinj Inc. Common Stock

Sylebra Capital LLC Plans to Sell 40,000 Shares of IMPINJ Inc

Sylebra Capital Plans to Sell 19,858 Shares of IMPINJ Inc Restricted Stock

Sylebra Capital LLC and Daniel Patrick Gibson Sell Impinj Inc. Common Stock

Sylebra Capital LLC and Gibson Daniel Patrick Report Sale of Impinj Inc. Common Stock

Sylebra Capital LLC plans to sell 23,617 restricted shares of IMPINJ Inc

Sylebra Capital LLC and Daniel Patrick Gibson Report Disposition of Impinj Inc Common Stock

Sylebra Capital LLC plans to sell 6,573 restricted shares of IMPINJ Inc

Sylebra Capital LLC Disposes of Impinj Inc. Common Stock

Sylebra Capital LLC Reports Disposition of Impinj Inc. Common Stock

Sylebra Capital LLC Disposes of Common Stock of Impinj Inc.

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Impinj, Inc. reported flat Q1 2026 sales of $74.25 million and a net loss of $25.26 million. The company has guided for Q2 2026 profitability, projecting revenue of $103.0 million to $106.0 million and a return to positive GAAP net income. This shift may support the investment narrative around RFID adoption, despite risks from customer concentration and market timing. Analysts have varying views on future revenue and earnings, with some cautioning against potential regulatory headwinds. Impinj's fair value estimates range from $163.12 to $167.00, indicating potential upside from current prices.

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Does Impinj’s Q2 Profitability Guidance After Flat Q1 Results Change The Bull Case For PI?

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Impinj posted falling profits but still beat expectations. Here's why investors celebrated the report.

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How Impinj stock jumped 20.5% today

Chip maker Impinj is surging after beating earnings estimates and isuing better-than-expected second-quarter guidance.

This chip maker’s stock is soaring after earnings. Analysts see 20% more upside.

NXTG

Shares of Impinj (PI) rose 20% in premarket trading after the company reported a second quarter outlook that exceeded analysts' expectations. Impinj anticipates revenue between $103M and $106M, a 7% increase year-over-year, and non-GAAP EPS between $0.77 and $0.82, surpassing the consensus estimate of $0.70. CEO Chris Diorio expressed confidence in the company's market position despite macroeconomic uncertainties. The first quarter revenue was $74.3M, meeting estimates, with record bookings for endpoint ICs, contributing to a strong outlook for Q2.

First Trust Index NextG ETF

Impinj surges 20% after Q2 outlook beats estimates

Earnings Watch

Impinj | 8-K: FY2026 Q1 Revenue Beats Estimate at USD 74.25 M

Impinj (NASDAQ:PI) reported quarterly earnings of $0.14 EPS, missing estimates of $0.64, with revenue of $74.25 million, below the expected $96.63 million. The company had a negative net margin of 3.00% and a positive return on equity of 8.49%. Revenue decreased by 0.1% year-over-year. Impinj updated its Q2 2026 guidance to $0.770-0.820 EPS, expecting revenue growth to $103M–$106M. The company repurchased $40.2M in convertible notes, leaving $235.2M in cash. Shares traded up to $120.04, with a market cap of $3.66 billion.

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Impinj (NASDAQ:PI) Announces Earnings Results

Impinj Inc's stock (NASDAQ: PI) surged in after-hours trading following strong Q1 results, reporting revenue of $74.25 million, exceeding analyst expectations of $72.46 million. The company also reported adjusted earnings of 14 cents per share, meeting projections. Impinj expressed satisfaction with its performance, highlighting solid revenues.

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Impinj Stock Soars On Strong Q2 Outlook

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In Wednesday's pre-market session, several information technology stocks saw significant movements. Gainers included Sagtec Global (+41.2%), Silicon Motion Technology (+28.89%), NXP Semiconductors (+19.25%), Seagate Technology (+18.12%), Varonis Systems (+12.81%), and XIAO-I (+12.35%). Conversely, losers included Kustom Entertainment (-16.6%), Daqo New Energy (-12.08%), Syntec Optics Holdings (-11.71%), Teradyne (-9.4%), BGIN Blockchain (-9.24%), and Trident Digital Tech (-9.1%). Earnings reports influenced these price changes.

Impinj(PI.US)