I piki ake te utu hea o Impinj mā te 26.49% i te hauwhā tuarua.

I tukuna e Impinj tētahi pūrongo hauwhā whakamiharo i te hauwhā tuarua o te tau 2025, me te pikinga o tana hua kupenga mā te 15.96% i ia tau ki te $12 miriona, ka tutuki he huringa mai i ngā mate ki ngā hua. Nā tēnei i hua ake ai te pikinga o te utu hea i te rā kotahi mā te 26.49% ki te $154.58, ā, neke atu i te $4.48 piriona te whakapaipai mākete. Ahakoa i heke paku te moni whiwhi mā te 4.49% i ia tau ki te $97.9 miriona, i piki ake te tawhē nui kore-GAAP mai i te 52.7% i te Hauwhā Tuatahi ki te 60.4%, ka eke ki tētahi taumata hou, ā, ka noho hei kaha matua mō te tipu o te hua.

E kīia ana tēnei putanga nui nā te whakahoutanga hangarau me te arotautanga hanganga hua. Nā te whakamahinga whānui o ngā maramara kawa Gen2X o te whakatupuranga hou (pēnei i te raupapa M800) kua piki ake te hea moni whiwhi o ngā IC pito mutunga nui (maramara tohu) ki te 75%, ā, kua piki ake te moni whiwhi raihana mā te 40% ki te 16 miriona tāra US. Nā te manatoko angitu o te tauira raihana hangarau kua whakamanahia ngā arai patent a Enfinage. Mō te rere o te moni, i rerekē te rere o te moni kore utu mai i te -13 miriona tāra US i te Hauwhā Tuatahi ki te +27.3 miriona tāra US i te Hauwhā Tuarua, e tohu ana i te whakapainga nui o te whai huatanga o te whakahaere.

I te hauwhā tuarua, i whakamahia whānuitia te miihini tipu matua o Impinj – te hangarau Gen2X – ki te ao arumoni, ā, i tere ake te urunga mai o te hangarau RAIN RFID ki ngā momo mara: I roto i ngā rāngai hokohoko me ngā rāngai kawe taonga, kua riro te RFID hei whakakorikori mō te hurihanga whai hua. Whai muri i te tango a ngā waitohu hākinakina matua o te ao i te otinga Infinium, i eke te reiti tika o ngā taonga ki te 99.9%, ā, i whakaitihia te wā tirotiro taonga o te toa kotahi mai i ētahi hāora ki te 40 meneti. I roto i te mara kawe taonga, mā te mahi tahi me UPS me te whakamahi i te hangarau Gen2X, i piki ake te reiti tika o te aroturuki mōkihi ki te 99.5%, i heke te reiti tuku hē mā te 40%, ā, nā tēnei i ārahi tika te tipu 45% i ia tau i roto i te moni whiwhi IC mutunga o te umanga kawe taonga i te hauwhā tuarua o te tau 2025.

I roto i ngā rāngai hauora me te kai, ko te RFID te kaitiaki o te tutuki i ngā whakaritenga me te haumarutanga. Ka whakamahia e te Hōhipera Tamariki a Rady ngā kaipānui Impinj hei whakahaere i ngā rongoā whakahaeretia, ā, ka heke iho ngā utu tutuki i te 30%. Kua piki ake te urunga o te kaipānui tino-kikī (he 50% noa iho te rahi o ngā taputapu tuku iho) ki ngā horopaki e pā ana ki ngā tapanga taonga whaiti (pērā i ngā pouaka rongoā me ngā wāhanga hiko tino tika), ā, kua piki ake te wahanga moni whiwhi i te mara hauora mai i te 8% i te Hauwhā Tuatahi ki te 12%. I roto i te umanga kai, i mahi tahi a Infinium me Kroger ki te whakawhanake i tētahi pūnaha aroturuki hua hou, e whakamahi ana i ngā maramara Gen2X hei aroturuki i te rā paunga i te wā tūturu. Ko te moni whiwhi mai i ngā taputapu me ngā ratonga e pā ana i eke ki te $8 miriona i te Hauwhā Tuarua o te tau 2025.

Ehara i te mea koinā anake, kua kitea hoki e Impinj ngā whanaketanga hou i roto i ngā mahi hanga taonga teitei me ngā mākete hou. I roto i te horopaki hanga rererangi, ko te pono o ngā maramara Impinj i roto i ngā taiao tino kino mai i te -40°C ki te 125°C kua waiho hei whiringa pai mō ngā mekameka tuku taonga a Boeing me Airbus. I roto i te rāngai kaihoko hiko, ka arotauhia e te tūāpapa RAIN Analytics i whakawhanakehia e ia anō te matapae taonga mā te ako mīhini. Whai muri i tētahi kaupapa whakamātautau i roto i tētahi hūpāmakete mekameka o Amerika Te Raki, kua heke te reiti kore taonga mā te 15%, ka akiaki i te ōwehenga o ngā moni whiwhi ratonga pūmanawa i roto i te pakihi pūnaha mai i te 15% i te tau 2024 ki te 22% i te hauwhā tuarua o te tau 2025.

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Wā tuku: Hōngongoi-02-2025