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IMPINJ Inc (PI)
NASDAQ:PI
US Market
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IMPINJ (PI) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 11, 2026
After Close (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
0.5
Last Year’s EPS
0.48
Same Quarter Last Year
Based on 7 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Oct 29, 2025|
% Change Since:
|
Earnings Call Sentiment|Neutral
The earnings call highlighted some positive developments, including record endpoint IC volumes and strong systems revenue growth, along with strategic hires and a solid financial position. However, these were tempered by sequential revenue declines, a cautious fourth-quarter outlook, and challenges with Chinese partner orders.
Company Guidance
During the Impinj third-quarter 2025 earnings call, the company reported revenue of $96.1 million, slightly down from the previous quarter's $97.9 million, but up 1% year-over-year. Despite a 7% sequential decrease in endpoint IC revenue to $78.8 million, systems revenue saw a robust 30% sequential increase, reaching $17.3 million. The third quarter's gross margin was 53%, with endpoint ICs contributing to a sequential increase in product gross margin. Operating expenses totaled $31.8 million, and the company reported an adjusted EBITDA of $19.1 million, marking a 19.8% adjusted EBITDA margin, a new record based on product revenue. Looking ahead, Impinj anticipates a modest sequential decline in fourth-quarter revenue to between $90 million and $93 million, with expectations for adjusted EBITDA ranging from $15.4 million to $16.9 million. The company also highlighted continued investments in Gen2X technology and software innovations to address growing market opportunities in sectors like food and e-commerce.
Record Endpoint IC Volumes
Third quarter results showed record endpoint IC volumes, contributing to a new quarterly product revenue record, despite weak retailer buying patterns and tariff headwinds.
Strong Systems Revenue Growth
Third quarter systems revenue was $17.3 million, up 30% sequentially from $13.3 million in second quarter 2025 and up 21% year-over-year from $14.2 million in third quarter 2024.
New Leadership in SaaS and Cloud Services
Hired an SVP of SaaS and Cloud Services to develop software and win recurring revenue opportunities, enhancing the company's strategic focus on software.
Positive Cash Flow and Financial Position
Free cash flow was $18 million compared to $4.7 million in third quarter 2024, and cash, cash equivalents, and investments totaled $265.1 million.

IMPINJ (PI) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

PI Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 11, 2026
2025 (Q4)
0.50 / -
0.48
Oct 29, 2025
2025 (Q3)
0.50 / 0.58
0.563.57% (+0.02)
Jul 30, 2025
2025 (Q2)
0.70 / 0.80
0.83-3.61% (-0.03)
Apr 23, 2025
2025 (Q1)
0.08 / 0.21
0.210.00% (0.00)
Feb 05, 2025
2024 (Q4)
0.48 / 0.48
0.09433.33% (+0.39)
Oct 23, 2024
2024 (Q3)
0.48 / 0.56
0
Jul 24, 2024
2024 (Q2)
0.74 / 0.83
0.33151.52% (+0.50)
Apr 24, 2024
2024 (Q1)
0.10 / 0.21
0.3-30.00% (-0.09)
Feb 08, 2024
2023 (Q4)
0.02 / 0.09
0.41-78.05% (-0.32)
Oct 25, 2023
2023 (Q3)
-0.09 / 0.00
0.34
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

PI Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Oct 29, 2025
$241.91$206.08-14.81%
Jul 30, 2025
$122.21$154.58+26.49%
Apr 23, 2025
$77.07$89.75+16.45%
Feb 05, 2025
$127.06$107.76-15.19%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does IMPINJ Inc (PI) report earnings?
IMPINJ Inc (PI) is schdueled to report earning on Feb 11, 2026, After Close (Confirmed).
    What is IMPINJ Inc (PI) earnings time?
    IMPINJ Inc (PI) earnings time is at Feb 11, 2026, After Close (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is PI EPS forecast?
          PI EPS forecast for the fiscal quarter 2025 (Q4) is 0.5.
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