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Stock impact report

Impinj outlines Q1 2026 revenue target of $71M–$74M amid custom chip rollout and inventory transition [Seeking Alpha]

Impinj, Inc. (PI) 
Last impinj, inc. earnings: 4/27 04:15 pm Check Earnings Report
US:NASDAQ Investor Relations: investor.impinj.com
Company Research Source: Seeking Alpha
CEO Chris Diorio described 2025 as a challenging year, citing "tariffs and tariff-related supply chain whipsaws, inventory reductions at every layer of our retail markets, a downward trend in apparel imports and protracted general Quick Insights Near-term revenue is affected by tariffs, inventory reductions in retail and logistics channels, apparel import declines, supply chain disruptions, price reductions, and project timing issues. Impinj is managing inventory burn-down with close retailer/partner integration, expects apparel recovery as early as Q2, but logistics normalization could extend into Q2; new accounts and normalization are anticipated to boost volumes once inventory levels stabilize. The custom endpoint IC is designed for all applications with the customer, aiming to retain high account share and creating tailored solutions, with management noting IP ownership to mitigate second-source and lock-in risks. Recommended For You More Trending News Show less Read more
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