Impinj, Inc. (PI) Presents at UBS Global Technology and AI Conference 2025 Transcript [Seeking Alpha]
Impinj, Inc. (PI)
Last impinj, inc. earnings: 4/27 04:15 pm
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Cary Baker - Chief Financial Officer Conference Call Participants Timothy Arcuri - UBS Investment Bank, Research Division Presentation Timothy Arcuri UBS Investment Bank, Research Division Good afternoon. We're going to get started. I'm Tim Arcuri. I'm the semiconductor analyst here and very pleased to have Impinj and with Impinj, we have Cary Baker, who is the CFO. So thanks, Cary. Cary Baker Chief Financial Officer Yes. Thanks for having me. Question-and-Answer Session Timothy Arcuri UBS Investment Bank, Research Division Great. So let's just start with probably the biggest question that we recently initiated. And the biggest question that we have heard is just sort of the pace -- I mean, obviously, I think everyone recognizes that the TAM is huge. And the challenge is just penetrating that TAM. And can you just talk about sort of what some of the impediments are to penetrating the TAM? Maybe in some of the key end markets, I think it's probably easier in
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News
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- Barclays Sees “Potentially Huge Opportunity” for Impinj (PI), Cites Growing Momentum in Grocery Deployments [Yahoo! Finance]Yahoo! Finance
PI
Earnings
- 10/29/25 - Beat
PI
Sec Filings
- 12/5/25 - Form SCHEDULE
- 12/4/25 - Form 144
- 12/3/25 - Form 144
- PI's page on the SEC website