I-Impinj yethule umbiko ohlaba umxhwele wekota ngekota yesibili ka-2025, inzuzo yayo yonke inyuke ngo-15.96% unyaka nonyaka yafinyelela ku-$12 million, ithola ukuguqulwa kusuka ekulahlekeni kuya enzuzweni. Lokhu kuholele ekukhuphukeni kosuku olulodwa okungu-26.49% enanini lamasheya kuya ku-$154.58, kanti imali yemakethe idlule ku-$4.48 billion. Nakuba imali engenayo yehle kancane ngo-4.49% unyaka nonyaka yafinyelela ku-$97.9 million, umkhawulo ophelele okungewona we-GAAP ukhuphuke usuka ku-52.7% ku-Q1 wafinyelela ku-60.4%, wafinyelela ezingeni eliphezulu elisha futhi waba yimbangela eyinhloko yokukhula kwenzuzo.

Lokhu kuphumelela kudalwe ukuphindaphinda kwezobuchwepheshe kanye nokuthuthukiswa kwesakhiwo somkhiqizo. Ukusetshenziswa okukhulu kwama-chips ephrothokholi esizukulwane esisha se-Gen2X (njengochungechunge lwe-M800) kukhuphule isabelo sezimali sama-ICs (ama-tag chips) afinyelela ku-75%, kuyilapho imali engenayo yelayisensi ikhule ngo-40% yaya kuma-dollar ayizigidi ezingu-16. Ukuqinisekiswa okuyimpumelelo kwemodeli yokunikeza ilayisense yobuchwepheshe kuqinisekise izithiyo zelungelo lobunikazi le-Enfinage. Mayelana nokugeleza kwemali, ukuhamba kwemali kwamahhala kushintshile kusuka ku- -13 million US dollars ku-Q1 kuya ku-+27.3 million US dollars ku-Q2, okubonisa ukuthuthukiswa okuphawulekayo ekusebenzeni kahle kokusebenza.

Injini yokukhula ewumongo ye-Impinj - ubuchwepheshe be-Gen2X - yasetshenziswa kakhulu kwezohwebo ngekota yesibili, isheshisa ukungena kobuchwepheshe be-RAIN RFID emikhakheni eyahlukene: Emikhakheni yokudayisa neyokuthutha, i-RFID isibe umsunguli woguquko olusebenzayo. Ngemuva kokuthi amabhrendi ezemidlalo ahamba phambili emhlabeni amukele isisombululo se-Infinium, izinga lokunemba kwempahla lifinyelele ku-99.9%, futhi isikhathi sokuhlola uhlu lwesitolo esisodwa sehlisiwe ukusuka emahoreni ambalwa kuya kumaminithi angu-40. Emkhakheni wezokuthutha, ngokubambisana ne-UPS nokusebenzisa ubuchwepheshe be-Gen2X, izinga lokunemba kokulandela iphakheji likhuphuke lafika ku-99.5%, izinga lokungahanjiswa kahle lehle ngo-40%, futhi lokhu kuqhubekisele phambili ukukhula konyaka ngama-45% emalini engenayo ye-IC yokuphela kwemboni yezokuthutha engxenyeni yesibili ka-2025.

Emkhakheni wezokwelapha nokudla, i-RFID isebenza njengomnakekeli wokuhambisana nokuphepha. Isibhedlela Sezingane sase-Rady sisebenzisa abafundi be-Impinj ukuphatha imithi elawulwayo, okuholela ekwehleni kwezindleko zokuthobela imithetho ngo-30%. I-ultra-compact reader (enosayizi ongu-50% kuphela walokho kwemishini evamile) inyuse ukungena ezimeni ezihlanganisa ukulebula kwezinto ezincane (njengamabhokisi emithi nezingxenye ze-elekthronikhi ezinembile), futhi isabelo semali engenayo emkhakheni wezokwelapha sikhuphuke sisuka ku-8% ku-Q1 saya ku-12%. Embonini yokudla, i-Infinium kanye ne-Kroger babambisane ukuthuthukisa uhlelo olusha lokulandela umkhiqizo, olusebenzisa ama-chips e-Gen2X ukuqapha usuku lokuphelelwa yisikhathi ngesikhathi sangempela. Imali engenayo evela ku-hardware ehlobene nezinsizakalo ifinyelele ku-$8 million ku-Q2 ka-2025.

Akugcinanga lapho, i-Impinj iphinde yenze impumelelo ekukhiqizeni okusezingeni eliphezulu nezimakethe ezisafufusa. Esimeni sokwenziwa kwe-aerospace, ukwethembeka kwama-Impinj chips ezindaweni ezimbi kakhulu kusukela ku--40°C kuya ku-125°C kuwenze abe yinketho ekhethwayo yamaketanga okuphakelwa kwe-Boeing ne-Airbus. Emkhakheni wabathengi be-elekthronikhi, inkundla ye-RAIN Analytics ezithuthukisiwe ithuthukisa ukubikezela kwempahla ngokufunda komshini. Ngemuva kohlelo lokuhlola esitolo esikhulu esiseNyakatho Melika, izinga lokuphuma kwesitoko lehle ngo-15%, liqhuba ingxenye yemali engenayo yesevisi yesoftware ebhizinisini lesistimu lisuka ku-15% ngo-2024 laya ku-22% kwikota yesibili ka-2025.