Impinj yakapa mushumo unokatyamadza wekota muchikamu chechipiri chegore ra2025, iine purofiti yakawedzera ne15.96% gore negore kusvika pamadhora gumi nemaviri, ichiwana shanduko kubva mukurasikirwa kuenda kune purofiti. Izvi zvakakonzera kuwedzera kwe26.49% yezuva rimwe chete mumutengo wemari kusvika ku $ 154.58, uye mari yemusika yakapfuura $ 4.48 bhiriyoni. Kunyangwe mari yakadzikira zvishoma ne4.49% gore-pa-gore kusvika pamadhora mazana mapfumbamwe nemakumi mapfumbamwe nemazana mapfumbamwe emadhora, iyo isiri-GAAP gross margin yakakwira kubva pa52.7% muQ1 kusvika 60.4%, ichisvika pakakwirira patsva uye ikava simba rekufambisa rekusimudzira purofiti.

Kubudirira uku kunokonzerwa netekinoroji iteration uye chigadzirwa chimiro optimization. Iko kushandiswa kwakakura kwechizvarwa chitsva Gen2X protocol chips (yakadai seM800 series) yakawedzera chikamu chemari ye-high-margin endpoint ICs (tag chips) kusvika ku75%, nepo mari yerezinesi yakakura ne40% kusvika kumamiriyoni gumi nematanhatu emadhora ekuAmerica. Kunyatso simbisa kweiyo tekinoroji rezenisi modhi yakasimbisa zvipingaidzo zveEnfinage patent. Nezvekubuda kwemari, mari yekusununguka yakashandurwa kubva -13 mamiriyoni emadhora emadhora muQ1 kusvika ku + 27.3 mamiriyoni emadhora eU.

Injini yekukura kweImpinj - iyo Gen2X tekinoroji - yakaiswa mukushandiswa kukuru kwekutengesa mukota yechipiri, ichimhanyisa kupinda kweRAIN RFID tekinoroji munzvimbo dzakasiyana siyana: Muzvikamu zvekutengesa uye zvekutakura zvinhu, RFID yave inokonzeresa shanduko inoshanda. Mushure mekunge mabhureki emitambo anotungamira pasi rose atora mhinduro yeInfinium, mwero weiyo inventory wakasvika 99.9%, uye nguva yekutarisa yechitoro chimwe chete yakaderedzwa kubva pamaawa akati wandei kusvika kumaminitsi makumi mana. Mundima yezvigadzirwa, kuburikidza nekushandira pamwe neUPS uye nekushandisa tekinoroji yeGen2X, mwero wekutevera wepakeji wakawedzera kusvika pa99.5%, mwero wekutadza wakadzikira ne40%, uye izvi zvakafambisa zvakananga kukura kwe45% gore-pagore mukupedzisira-poindi IC mari yeindasitiri yezvishandiso muchikamu chechipiri cha2025.

Muchikamu chekurapa nechikafu, RFID inoshanda semuchengeti wekuteerera uye chengetedzo. Chipatara cheRady Vana chinoshandisa vaverengi veImpinj kubata mishonga inodzorwa, zvichikonzera kudzikiswa kwe30% mumitengo yekuteerera. The Ultra-compact reader (ine saizi chete 50% yezvishandiso zvechinyakare) yakawedzera kupinda mumamiriro ezvinhu anosanganisira nhete yezvinyorwa zvinyorwa (zvakadai semabhokisi emishonga uye magadzirirwo emagetsi emagetsi), uye chikamu chemari mundima yekurapa chakwira kubva pa8% muQ1 kusvika 12%. Muindasitiri yechikafu, Infinium neKroger vakadyidzana kugadzira hurongwa hutsva hwekutevera goho, hunoshandisa Gen2X chips kutarisa zuva rekupera munguva chaiyo. Mari kubva kune zvine hukama nemasevhisi yakasvika pamadhora masere emamiriyoni muQ2 ye2025.

Kwete izvozvo chete, Impinj yakaitawo mabhindauko mukugadzirwa kwepamusoro-soro uye misika iri kusimukira. Mumamiriro ekugadzira aerospace, kuvimbika kweImpinj chips munzvimbo dzakanyanyisa kubva -40 ° C kusvika 125 ° C kwakavaita sarudzo yakasarudzwa yeBoeing neAirbus yekugovera cheni. Muchikamu chevatengi vemagetsi, iyo yakazvigadziridza RAIN Analytics chikuva inogonesa kufungidzira kwekutanga kuburikidza nekudzidza muchina. Mushure mechirongwa chekutyaira muchitoro cheNorth America cheni, huwandu hwekubuda-hwekutengesa hwakadzikira ne15%, zvichifambisa chikamu chemari yesoftware mubhizinesi resystem kubva pa15% muna 2024 kusvika 22% mukota yechipiri ya2025.