Every material Form 8-K Impinj has filed with the SEC since October 23, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Impinj reported third-quarter 2026 results on October 28, 2026, with revenue of $112.1 million, up from $96.1 million a year earlier, and GAAP net income of $4.7 million, or $0.15 per diluted share, compared with a net loss of $12.8 million in the same period of 2025. The company gave fourth-quarter 2026 revenue guidance of $104.0 million to $107.0 million and non-GAAP diluted earnings per share guidance of $0.55 to $0.60.
Q3 2026 revenue of $112.1 million, compared with $96.1 million in Q3 2025; the CEO said it was a quarterly record
GAAP net income of $4.7 million, or $0.15 per diluted share, versus a net loss of $12.8 million, or $0.44 per share, in Q3 2025
Q4 2026 revenue outlook of $104.0 million to $107.0 million; GAAP net income outlook of $1.2 million to $2.7 million
Impinj reported second-quarter 2026 revenue of $108.4 million, up from $97.9 million a year earlier, with GAAP net income of $12.2 million, or $0.39 per diluted share, flat with the prior-year quarter. The company also guided third-quarter 2026 revenue to $105.5 million to $108.5 million and GAAP diluted EPS to $0.07 to $0.12, giving shareholders a view of near-term sales and profit.
Q2 2026 revenue of $108.4 million vs. $97.9 million in Q2 2025
Q2 2026 GAAP net income of $12.2 million, or $0.39 per diluted share; adjusted EBITDA of $30.7 million vs. $27.6 million a year earlier
Q3 2026 outlook: revenue of $105.5 million to $108.5 million and GAAP diluted EPS of $0.07 to $0.12
CEO Chris Diorio said revenue, adjusted EBITDA and non-GAAP EPS set new quarterly records
Impinj reported first-quarter 2026 revenue of $74.3 million, essentially flat from $74.3 million a year earlier, while its GAAP net loss widened to $25.3 million, or $0.83 per diluted share, from $8.5 million, or $0.30 per share. The loss includes an $11.9 million induced conversion expense, and non-GAAP net income fell to $4.4 million, or $0.14 per share, from $6.3 million, or $0.21 per share a year earlier. The company guided second-quarter 2026 revenue to $103.0 million to $106.0 million and said first-quarter revenue and adjusted EBITDA exceeded the top end of its guidance range.
Q1 2026 revenue $74.3 million versus $74.3 million in Q1 2025; adjusted EBITDA $3.4 million versus $6.5 million
GAAP net loss $25.3 million ($0.83 per diluted share) versus $8.5 million ($0.30) a year earlier, including an $11.9 million induced conversion expense
Q2 2026 outlook: revenue $103.0 million to $106.0 million; GAAP net income $7.6 million to $9.1 million; non-GAAP diluted EPS $0.77 to $0.82
CEO Chris Diorio said Endpoint IC bookings reached an all-time record in the quarter
Impinj reported fourth-quarter 2025 revenue of $92.8 million, up from $91.6 million a year earlier, and a GAAP net loss of $1.1 million, narrower than the $2.7 million loss in the prior-year quarter. For full-year 2025, revenue fell to $361.1 million from $366.1 million and the company swung to a GAAP net loss of $10.8 million, compared with net income of $40.8 million in 2024, which included $45.0 million of litigation settlement income. The company guided first-quarter 2026 revenue to $71.0 million-$74.0 million and a GAAP net loss of $15.1 million-$16.6 million.
Q4 2025 revenue of $92.8 million vs. $91.6 million in Q4 2024; GAAP net loss of $1.1 million, or $0.04 per diluted share
Full-year 2025 revenue of $361.1 million vs. $366.1 million in 2024; GAAP net loss of $10.8 million, or $0.37 per diluted share
Full-year 2025 adjusted EBITDA of $69.6 million vs. $65.9 million in 2024
Q1 2026 outlook: revenue of $71.0 million-$74.0 million; non-GAAP net income of $2.5 million-$4.0 million
Impinj said it expects fourth-quarter 2025 revenue near the high end of its prior guidance of $90.0 to $93.0 million and adjusted EBITDA above the midpoint of its prior guidance of $15.4 to $16.9 million. These figures are preliminary and unaudited, and the company says actual results could differ materially; full results are due February 5, 2026.
Q4 2025 revenue expected near the high end of the prior guidance range of $90.0 to $93.0 million
Q4 2025 adjusted EBITDA expected above the midpoint of the prior guidance range of $15.4 to $16.9 million
Full-year and Q4 2025 results to be released after U.S. markets close on February 5, 2026
CEO Chris Diorio and CFO Cary Baker to speak at a fireside chat on January 14, 2026, at 11:45 a.m. ET
Impinj amended the employment agreement of CEO Chris Diorio, changing his severance eligibility after certain qualifying terminations, and the Compensation Committee adopted an Executive Change in Control and Severance Policy covering key executives, including CFO Cary Baker and Chief Innovation Officer Cathal Phelan. The filing describes severance terms that would apply only if a qualifying termination occurs, and it does not report any change in officer roles or any financial results.
Diorio's amendment, dated December 19, 2025, provides a lump sum of 200% of base salary and full accelerated vesting of time-based equity awards after a qualifying termination within three months before to 12 months after a change of contro
Outside a change-of-control period, Diorio would receive 12 months of base salary continuation and COBRA reimbursement for up to 12 months.
The CIC Policy provides executives a lump sum of 100% of base salary and 100% of target annual bonus after a qualifying termination within the change-in-control period.
The filing states that neither the employment agreement nor the amendment requires tax gross-up payments to Diorio.
Impinj signed a Fifth Amendment to its Seattle office lease, extending the term to January 31, 2038 and adding about 6,563 rentable square feet, which brings the premises to roughly 70,995 square feet. The company expects total base rent for existing space from September 1, 2025 through the lease term to be about $44 million, with additional rent for the expansion space starting when it becomes available. This is a routine real estate commitment, with a landlord rent abatement and a $5 million tenant improvement allowance offsetting some costs.
Lease term extended to January 31, 2038; amendment is retroactive to September 1, 2025
Expansion adds about 6,563 rentable square feet, for roughly 70,995 rentable square feet in total
Expected base rent for existing premises is about $44 million through the term
Landlord provided an eight-month rent abatement for existing space (September 1, 2025 to April 30, 2026) and a $5 million tenant improvement allowance
Impinj reported third-quarter 2025 revenue of $96.1 million, up from $95.2 million a year earlier, but a GAAP net loss of $12.8 million, or $0.44 per diluted share, after a $15.0 million induced conversion expense. The company also guided fourth-quarter 2025 revenue to $90.0 million to $93.0 million, with a GAAP net loss expected between $2.6 million and $1.1 million.
Q3 2025 revenue was $96.1 million versus $95.2 million in Q3 2024.
GAAP net loss was $12.8 million, or $0.44 per diluted share, versus net income of $221,000 a year earlier.
Q3 included a $15.0 million induced conversion expense; adjusted EBITDA was $19.1 million versus $17.3 million.
Q4 2025 guidance: revenue of $90.0 million to $93.0 million; GAAP net loss of $2.6 million to $1.1 million.
Impinj, Inc. expanded its Board of Directors to seven members and appointed Arthur L. Valdez Jr. as a director, effective October 20, 2025. The filing describes this as a board governance change with no financial figures disclosed, and it states there are no related party transactions or arrangements tied to his selection.
Board size set at seven directors, effective October 20, 2025
Arthur L. Valdez Jr. appointed director with initial term expiring at the next annual stockholders meeting
Valdez will join the outside director compensation policy and sign a standard indemnification agreement
Filing states no related party transactions and no family relationships with directors or executive officers
Impinj sold $190 million of 0% convertible senior notes maturing September 15, 2029, after the offering was upsized from $170 million and initial buyers exercised their $20 million option in full. The company used the net proceeds and cash on hand to exchange $190.0 million of its 2027 convertible notes, and it bought capped call transactions that the filing says are expected to reduce potential dilution to common shareholders.
Notes priced September 3, 2025; option for additional $20 million exercised in full September 4, 2025, bringing total to $190 million
Initial conversion price about $267.39 per share, a 37.50% premium to the $194.47 closing price on September 3, 2025; conversion may be settled in cash, shares or both at Impinj's election
Company may not redeem the notes before March 20, 2028; net proceeds about $183.6 million
Used to exchange $190.0 million of 2027 notes for about $190.5 million cash and 0.8 million shares; $11.2 million paid for capped calls with cap price of $340.32
Impinj reported second-quarter 2025 results on July 30, 2025. Revenue was $97.9 million, down from $102.5 million a year earlier, while GAAP net income rose to $11.6 million, or $0.39 per diluted share, from $10.0 million. The company guided third-quarter revenue to $91.0 million to $94.0 million and expects a GAAP net loss of $2.2 million to $0.7 million.
Q2 2025 revenue of $97.9 million, versus $102.5 million in Q2 2024
Q2 2025 GAAP net income of $11.6 million, or $0.39 per diluted share, versus $10.0 million, or $0.34, a year earlier
Q2 2025 adjusted EBITDA of $27.6 million, versus $26.8 million a year earlier
Q3 2025 outlook: revenue of $91.0 million to $94.0 million; GAAP net loss of $2.2 million to $0.7 million; adjusted EBITDA of $15.6 million to $17.1 million
Impinj said Chief Operating Officer Hussein Mecklai resigned, effective May 20, 2025. The company also said there is no change to the guidance in its April 23, 2025 earnings release. The filing gives no reason for the departure and no named successor.
Hussein Mecklai resigned as Chief Operating Officer, effective May 20, 2025
Filing dated May 22, 2025; signed by CEO Chris Diorio
No change to guidance from the earnings release filed April 23, 2025
Impinj reported first-quarter 2025 revenue of $74.3 million, down from $76.8 million a year earlier, and a GAAP net loss of $8.5 million, compared with net income of $33.3 million in the prior-year quarter that included a $45.0 million litigation settlement. Non-GAAP net income was $6.3 million, or $0.21 per diluted share, flat with the prior year, and the company guided second-quarter 2025 revenue to $91.0 million to $96.0 million.
Q1 2025 revenue was $74.3 million versus $76.8 million in Q1 2024; GAAP net loss was $8.5 million, or $0.30 per diluted share.
Non-GAAP net income was $6.3 million, or $0.21 per diluted share, the same as in Q1 2024; adjusted EBITDA was $6.5 million versus $6.7 million.
Q2 2025 outlook: revenue of $91.0 million to $96.0 million and GAAP net income of $5.6 million to $8.1 million.
Q2 2025 non-GAAP diluted EPS guidance is $0.68 to $0.76; the filing does not include prior guidance for comparison.
Impinj reported fourth-quarter and full-year 2024 results on February 5, 2025. Fourth-quarter revenue was $91.6 million, up from $70.7 million a year earlier, and full-year GAAP net income was $40.8 million, which included $45.0 million of litigation settlement income. The company guided to first-quarter 2025 revenue of $70.0 million to $73.0 million and a GAAP net loss, and Chief Revenue Officer Jeff Dossett will depart effective February 21, 2025.
Q4 2024 revenue of $91.6 million versus $70.7 million in Q4 2023; GAAP net loss of $2.7 million, or $0.09 per diluted share
Full-year 2024 GAAP net income of $40.8 million, or $1.39 per diluted share, including $45.0 million from litigation settlement income
Q1 2025 outlook: revenue of $70.0 million to $73.0 million; GAAP net loss of $16.8 million to $15.3 million, or $0.59 to $0.53 per share
Chief Revenue Officer Jeff Dossett intends to retire and will leave the company effective February 21, 2025
Impinj said its fourth-quarter 2024 revenue and adjusted EBITDA are expected to fall within its prior guidance, reaffirming ranges it had already given. The figures are preliminary and unaudited, and the company says final results could differ materially, so shareholders will need the February 5, 2025 earnings release for confirmed numbers.
Q4 2024 revenue expected within prior guidance of $91.0 million to $94.0 million
Q4 2024 adjusted EBITDA expected within prior guidance of $13.6 million to $15.1 million
CEO Chris Diorio and CFO Cary Baker to speak at the Needham Growth Conference fireside chat on January 15, 2025 at 11:00 a.m. ET
Full-year and Q4 2024 results to be released after market close on February 5, 2025
Impinj reported third-quarter 2024 revenue of $95.2 million, up from $65.0 million a year earlier, and GAAP net income of $0.2 million, compared with a GAAP net loss of $15.8 million in the prior-year quarter. The company said results were well above its guidance, and it issued fourth-quarter revenue guidance of $91.0 million to $94.0 million with a GAAP net loss expected between $3.8 million and $2.3 million.
Q3 2024 revenue was $95.2 million, versus $65.0 million in Q3 2023.
GAAP net income was $0.2 million, or $0.01 per diluted share, versus a GAAP loss of $0.59 per share a year earlier.
Adjusted EBITDA was $17.3 million, versus $257,000 in the prior-year quarter.
Q4 2024 guidance: revenue of $91.0 million to $94.0 million; GAAP net loss per share of $0.14 to $0.08 (basic and diluted).
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