Impinj yatanze raporo itangaje y'igihembwe mu gihembwe cya kabiri cya 2025, aho inyungu yayo yiyongereyeho 15.96% buri mwaka igera kuri miliyoni 12 z'amadolari y'Amerika, igera ku ngaruka ziva ku gihombo zijya ku nyungu. Ibi byatumye igiciro cy'imigabane kizamukaho 26.49% mu munsi umwe kigera kuri $154.58, kandi imari shingiro ku isoko irenga miliyari 4.48 z'amadolari y'Amerika. Nubwo inyungu zagabanutseho gato 4.49% buri mwaka zigera kuri miliyoni 97.9 z'amadolari y'Amerika, inyungu mbumbe itari iya GAAP yavuye kuri 52.7% mu gihembwe cya mbere igera kuri 60.4%, igera ku rwego rwo hejuru rushya kandi iba imbaraga nyamukuru mu iterambere ry'inyungu.

Iri terambere riterwa no guhindura ikoranabuhanga no kunoza imiterere y'ibicuruzwa. Gukoresha cyane uduce dushya twa Gen2X protocol chips (nk'uruhererekane rwa M800) byongereye imigabane y'amafaranga yinjira muri high-margin endpoint ICs (tag chips) kugera kuri 75%, mu gihe inyungu y'amafaranga yinjira muri licenseur yiyongereyeho 40% igera kuri miliyoni 16 z'amadolari ya Amerika. Igenzura ryakozwe neza ry'uburyo bwo gutanga licenseur y'ikoranabuhanga ryagaragaje inzitizi za patent za Enfinage. Ku bijyanye n'amafaranga yinjira, amafaranga yinjira ku buntu yavuye kuri -13 miliyoni z'amadolari ya Amerika muri Q1 igera kuri +27.3 miliyoni z'amadolari ya Amerika muri Q2, bigaragaza iterambere rikomeye mu mikorere.

Moteri y'ingenzi y'iterambere rya Impinj - ikoranabuhanga rya Gen2X - yashyizwe mu bikorwa by'ubucuruzi mu gihembwe cya kabiri, yihutisha kwinjira mu ikoranabuhanga rya RAIN RFID mu nzego zitandukanye: Mu bucuruzi n'ibicuruzwa, RFID yabaye imbarutso y'impinduramatwara mu mikorere myiza. Nyuma y'uko ibigo bikomeye bya siporo ku isi bikoresheje igisubizo cya Infinium, igipimo cy'ubuziranenge bw'ibicuruzwa cyageze kuri 99.9%, kandi igihe cyo kugenzura ibicuruzwa mu iduka rimwe cyagabanijwe kiva ku masaha menshi kigera ku minota 40. Mu rwego rw'ibicuruzwa, binyuze mu bufatanye na UPS no gukoresha ikoranabuhanga rya Gen2X, igipimo cy'ubuziranenge bwo gukurikirana ibicuruzwa byoherejwe cyariyongereye kigera kuri 99.5%, igipimo cyo gutanga nabi cyagabanutseho 40%, kandi ibi byatumye 45% by'inyungu za IC mu nganda zikora ibicuruzwa bishya ziyongera umwaka ushize mu gihembwe cya kabiri cya 2025.

Mu rwego rw'ubuvuzi n'ibiribwa, RFID ikora nk'umurinzi w'amategeko n'umutekano. Ibitaro bya Rady Children's Hospital bikoresha abasomyi ba Impinj mu gucunga imiti igenzurwa, bigatuma ikiguzi cyo kubahiriza amategeko kigabanukaho 30%. Ikigo cy'ibitabo cyoroheje cyane (gifite 50% gusa by'ibikoresho gakondo) cyongereye uburyo bwo gushyira ibintu ku rutonde (nk'udusanduku tw'imiti n'ibikoresho by'ikoranabuhanga bigezweho), kandi inyungu mu rwego rw'ubuvuzi zazamutse kuva kuri 8% muri Q1 zigera kuri 12%. Mu nganda z'ibiribwa, Infinium na Kroger bafatanyije guteza imbere sisitemu yo gukurikirana umusaruro mushya, ikoresha Gen2X chips kugira ngo ikurikirane itariki izarangiriraho mu gihe nyacyo. Amafaranga yavuye mu bikoresho na serivisi bifitanye isano yageze kuri miliyoni 8 z'amadolari muri Q2 ya 2025.

Si ibyo gusa, Impinj yanateye imbere mu nganda zigezweho ndetse n’amasoko ari ku rwego rwo hejuru. Mu bijyanye n’inganda zikora mu kirere, kuba Impinj yari ikora neza mu turere dukomeye kuva kuri -40°C kugeza kuri 125°C byatumye iba amahitamo meza ku miyoboro y’ibikoresho bya Boeing na Airbus. Mu rwego rw’abaguzi b’ikoranabuhanga, urubuga rwa RAIN Analytics rwihariye rutunganya iteganyagihe ry’ibikoresho binyuze mu kwiga imashini. Nyuma ya gahunda y’igerageza muri supermarket y’uruhererekane rw’ibicuruzwa byo muri Amerika y’Amajyaruguru, igipimo cy’ibicuruzwa bitari mu bubiko cyagabanutseho 15%, bituma igipimo cy’amafaranga yinjira muri serivisi za porogaramu mu bucuruzi bw’ikoranabuhanga kiva kuri 15% muri 2024 kigera kuri 22% mu gihembwe cya kabiri cya 2025.