Farashin hannun jari Impinj ya tashi da kashi 26.49% a cikin kwata na biyu.

Impinj ya ba da rahoton kwata-kwata mai ban sha'awa a cikin kwata na biyu na 2025, tare da ribar sa ta karuwa da kashi 15.96% a duk shekara zuwa dala miliyan 12, yana samun juyi daga asara zuwa riba. Wannan ya haifar da karuwar kashi 26.49% na rana guda a farashin hannun jari zuwa dala 154.58, kuma babban kasuwar ya zarce dala biliyan 4.48. Kodayake kudaden shiga ya ragu kaɗan da 4.49% na shekara-shekara zuwa dala miliyan 97.9, babban gibin da ba na GAAP ba ya tashi daga 52.7% a cikin Q1 zuwa 60.4%, ya kai wani sabon matsayi kuma ya zama ginshiƙan motsa jiki don haɓaka riba.

An dangana wannan ci gaban ga haɓakar fasaha da haɓaka tsarin samfur. Babban aikace-aikacen sabbin kwakwalwan yarjejeniya na Gen2X (kamar jerin M800) ya haɓaka rabon kudaden shiga na babban ƙarshen ƙarshen ICs (chips ɗin alamar) zuwa 75%, yayin da samun kuɗin lasisi ya karu da 40% zuwa dalar Amurka miliyan 16. Nasarar tabbatar da samfurin lasisin fasaha ya tabbatar da shingen haƙƙin mallaka na Enfinage. Dangane da tsabar kuɗi, kuɗin kuɗi na kyauta ya canza daga -13 dalar Amurka a Q1 zuwa + 27.3 dalar Amurka a cikin Q2, yana nuna gagarumin ci gaba a aikin aiki.

Babban injin ci gaba na Impinj - fasahar Gen2X - an sanya shi cikin manyan kasuwancin kasuwanci a cikin kwata na biyu, yana haɓaka shigar fasahar RAIN RFID a fagage daban-daban: A cikin ɓangarorin tallace-tallace da dabaru, RFID ya zama mai haifar da ingantaccen juyin juya hali. Bayan manyan samfuran wasanni na duniya sun karɓi maganin Infinium, ƙimar daidaiton ƙira ya kai 99.9%, kuma an rage lokacin bincika kaya na kantin guda ɗaya daga sa'o'i da yawa zuwa mintuna 40. A cikin fagen dabaru, ta hanyar haɗin gwiwa tare da UPS da kuma amfani da fasahar Gen2X, ƙimar bin diddigin fakitin ya ƙaru zuwa 99.5%, ƙimar ɓarna ya ragu da kashi 40%, kuma wannan kai tsaye ya haifar da haɓakar 45% na shekara-shekara a cikin ƙarshen ƙarshen IC kudaden shiga na masana'antar dabaru a kwata na biyu na 2025.

A cikin ɓangarorin likitanci da abinci, RFID tana aiki a matsayin mai kula da yarda da tsaro. Asibitin Yara na Rady yana amfani da masu karatu na Impinj don sarrafa magungunan da aka sarrafa, wanda ya haifar da raguwar 30% na farashin yarda. Mai karatu mai ɗorewa (tare da girman kawai 50% na na'urorin gargajiya) ya ƙaru shiga cikin al'amuran da suka shafi kunkuntar lakabin abu (kamar akwatunan magani da daidaitattun kayan lantarki), kuma rabon kudaden shiga a fannin likitanci ya tashi daga 8% a cikin Q1 zuwa 12%. A cikin masana'antar abinci, Infinium da Kroger sun haɗu don haɓaka sabon tsarin sa ido na samfuran, wanda ke amfani da kwakwalwan kwamfuta na Gen2X don saka idanu akan ranar karewa a ainihin lokacin. Kudaden shiga daga kayan masarufi da ayyuka masu alaƙa sun kai dala miliyan 8 a cikin Q2 na 2025.

Ba wai kawai ba, Impinj ya kuma sami ci gaba a manyan masana'antu da kasuwanni masu tasowa. A cikin yanayin masana'antar sararin samaniya, amincin kwakwalwan kwamfuta na Impinj a cikin matsanancin yanayin da ke kama da -40 ° C zuwa 125 ° C ya sanya su zaɓin da aka fi so don sassan samar da Boeing da Airbus. A cikin ɓangaren mabukaci na lantarki, dandamalin RAIN Analytics wanda ya ɓullo da kansa yana haɓaka hasashen ƙididdiga ta hanyar koyon injin. Bayan shirin matukin jirgi a cikin babban kanti na sarkar Arewacin Amurka, yawan hajoji ya ragu da kashi 15%, yana haifar da adadin kudaden shiga na sabis na software a cikin kasuwancin tsarin daga 15% a cikin 2024 zuwa 22% a cikin kwata na biyu na 2025.

 封面


Lokacin aikawa: Jul-02-2025