I-Impinj yethule umbiko wekota ohlaba umxhwele kwikota yesibili ka-2025, lapho inzuzo yayo yonke ikhuphuka ngo-15.96% unyaka nonyaka yaya ku-$12 million, yafinyelela ekuguqukeni kokulahlekelwa kuya enzuzweni. Lokhu kwaholela ekukhuphukeni kwentengo yesitoko ngo-26.49% ngosuku olulodwa yaya ku-$154.58, kanti imali yemakethe yadlula ku-$4.48 billion. Nakuba imali engenayo yehle kancane ngo-4.49% unyaka nonyaka yaya ku-$97.9 million, i-gross margin engekho ngaphansi kwe-GAAP yakhuphuka isuka ku-52.7% kwi-Q1 yaya ku-60.4%, yafinyelela phezulu okusha futhi yaba yimbangela eyinhloko yokukhula kwenzuzo.

Lokhu kuthuthuka kubangelwa ukwenziwa kabusha kobuchwepheshe kanye nokwenza ngcono isakhiwo somkhiqizo. Ukusetshenziswa okukhulu kwama-chip e-protocol esizukulwane esisha se-Gen2X (njengochungechunge lwe-M800) kukhuphule isabelo semali engenayo sama-IC aphezulu (ama-tag chips) saya ku-75%, kuyilapho imali engenayo yelayisensi ikhule ngo-40% yaya ku-16 million dollars. Ukuqinisekiswa okuphumelelayo kwemodeli yelayisensi yobuchwepheshe kuqinisekisile izithiyo zelungelo lobunikazi ze-Enfinage. Ngokuphathelene nokugeleza kwemali, ukugeleza kwemali kwamahhala kushintshe kusuka ku--13 million dollars US ku-Q1 kwaya ku-+27.3 million dollars US ku-Q2, okubonisa ukuthuthuka okukhulu ekusebenzeni kahle.

Injini yokukhula eyinhloko ye-Impinj – ubuchwepheshe be-Gen2X – yasetshenziswa kakhulu kwezentengiselwano kwikota yesibili, isheshisa ukungena kobuchwepheshe be-RAIN RFID emikhakheni eyahlukene: Emikhakheni yokuthengisa kanye neyokuthutha, i-RFID isibe yimbangela yenguquko yokusebenza kahle. Ngemva kokuba imikhiqizo yezemidlalo ehamba phambili emhlabeni wonke isebenzise ikhambi le-Infinium, izinga lokunemba kwempahla lafika ku-99.9%, kanti isikhathi sokuhlola impahla yesitolo esisodwa sancishiswa kusukela emahoreni amaningana kuya kumaminithi angu-40. Emkhakheni wezokuthutha, ngokubambisana ne-UPS kanye nokusebenzisa ubuchwepheshe be-Gen2X, izinga lokunemba kokulandelela iphakheji landa laya ku-99.5%, izinga lokulethwa kabi lehla ngo-40%, futhi lokhu kwaholela ngqo ekukhuleni okungu-45% unyaka nonyaka emalini engenayo ye-IC yemboni yezokuthutha kwikota yesibili ka-2025.

Emikhakheni yezokwelapha nokudla, i-RFID isebenza njengomqaphi wokuthobela imithetho nokuphepha. Isibhedlela Sezingane saseRady sisebenzisa abafundi be-Impinj ukuphatha imithi elawulwayo, okuholele ekunciphiseni okungu-30% kwezindleko zokuthobela imithetho. I-ultra-compact reader (enosayizi ongu-50% kuphela wamadivayisi endabuko) inyuse ukungena ezimweni ezihilela ukulebula izinto 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 noKroger babambisene ukuthuthukisa uhlelo lokulandelela imikhiqizo emisha, olusebenzisa ama-chips e-Gen2X ukuqapha usuku lokuphelelwa yisikhathi ngesikhathi sangempela. Imali engenayo evela kuhadiwe nezinsizakalo ezihlobene ifinyelele ku-$8 million ku-Q2 ka-2025.

Akukhona lokho kuphela, i-Impinj iphinde yenza intuthuko ekukhiqizeni okusezingeni eliphezulu kanye nasezimakethe ezisafufusa. Esimweni sokukhiqiza izindiza, ukuthembeka kwama-chip e-Impinj ezindaweni ezibucayi kusukela ku--40°C kuya ku-125°C kuwenze aba yisinqumo esikhethwayo samaketanga okuphakelwa e-Boeing nase-Airbus. Emkhakheni wabathengi be-elekthronikhi, ipulatifomu ye-RAIN Analytics ethuthukiswe ngokwayo ithuthukisa ukubikezela kwempahla ngokufunda komshini. Ngemuva kohlelo lokuhlola esitolo esikhulu saseNyakatho Melika, izinga lokuphelelwa yisitoko lehle ngo-15%, okwenza ingxenye yemali engenayo yesevisi yesofthiwe ebhizinisini lesistimu isuke ku-15% ngo-2024 yaya ku-22% kwikota yesibili ka-2025.