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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
Oct 22, 2025
After Close (Confirmed)
Period Ending
2025 (Q3)
Consensus EPS Forecast
0.49
Last Year’s EPS
0.56
Same Quarter Last Year
Based on 6 Analysts Ratings

Earnings Call Summary

Q2 2025
Earnings Call Date:Jul 30, 2025|
% Change Since: 25.13%|
Earnings Call Sentiment|Positive
Impinj's second quarter results showed strong sequential growth in revenue and adjusted EBITDA, driven by the performance of endpoint ICs and improved gross margins. Despite facing year-over-year revenue declines and challenges in the reader IC segment, the company's positive outlook for the third quarter and strong cash position reflect a generally positive sentiment.
Company Guidance -
Q3 2025
During the Impinj Second Quarter 2025 Financial Results Conference Call, Impinj provided guidance for the third quarter. They anticipate revenue between $91 million and $94 million, reflecting a quarter-over-quarter increase of 13% at the midpoint. Adjusted EBITDA is expected to range from $15.6 million to $17.1 million. Non-GAAP net income is projected between $14 million and $15.5 million, translating to non-GAAP fully diluted earnings per share of $0.47 to $0.51. Impinj highlighted that the third quarter product gross margin is expected to increase sequentially, driven by a higher mix of M800 products and sell-through of lower-cost wafers. They also noted that due to tariff-related uncertainties, minimal turns are assumed at the midpoint of their revenue guidance, with the possibility to fulfill a few more weeks of turns orders if needed.
Revenue and Adjusted EBITDA Exceed Expectations
Second quarter revenue was $97.9 million, up 32% sequentially from $74.3 million in first quarter 2025, and adjusted EBITDA set a new quarterly record at $27.6 million.
Strong Performance in Endpoint ICs
Second quarter endpoint IC revenue was $84.6 million, up 38% sequentially from $61.2 million in first quarter 2025. M800 and Gen2X drove this growth, with sequential endpoint IC product revenue growing 12%.
Record Gross Margin Achieved
Second quarter gross margin was 60.4%, compared to 52.7% in first quarter 2025, driven by licensing revenue and a richer mix of M800.
Cash Position and Free Cash Flow
The company ended the second quarter with cash, cash equivalents, and investments of $260.5 million, and free cash flow totaled $27.3 million.
Positive Outlook for Third Quarter
Revenue guidance for the third quarter is between $91 million and $94 million, with expectations for continued sequential growth in endpoint IC and systems revenue.

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
Oct 22, 2025
2025 (Q3)
0.49 / -
0.56
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
Jul 26, 2023
2023 (Q2)
0.31 / 0.33
0.11200.00% (+0.22)
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
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%
Oct 23, 2024
$222.46$192.21-13.60%
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 Oct 22, 2025, After Close (Confirmed).
    What is IMPINJ Inc (PI) earnings time?
    IMPINJ Inc (PI) earnings time is at Oct 22, 2025, 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 (Q3) is 0.49.
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