Highest-materiality recent filing
Revenue $74.3M, exceeding top of guidance; gross margin 49.1% GAAP / 52.4% non-GAAP.
Impinj repurchases $40.2M of 1.125% Convertible Notes due 2027 for $47.2M
Repurchased ~$40.2M aggregate principal of 1.125% Convertible Notes due 2027 for ~$47.2M including accrued interest.
Impinj Q4 2025 revenue $92.8M; non-GAAP EPS $0.50, record adjusted EBITDA $16.4M
Q4 revenue $92.8M; full year revenue $361.1M.
Impinj preannounces Q4 2025 revenue near high end of guidance, adjusted EBITDA above midpoint
Q4 2025 revenue expected near high end of prior guidance of $90–93 million.
Impinj amends CEO severance; adopts CIC policy for CFO and CINO
CEO Chris Diorio gets 200% base salary lump sum and full equity acceleration on change-of-control termination.
Impinj leases additional 6,563 sq ft in Seattle; extends term to 2038 with $44M base rent
Lease amendment expands premises by 6,563 rentable sq ft to total ~70,995 sq ft.
Impinj Q3 2025: Revenue $96.1M, adj. EBITDA $19.1M; GAAP loss $0.44, non-GAAP EPS $0.58
Revenue $96.1M; GAAP gross margin 50.3%, non-GAAP gross margin 53.0%.
Impinj appoints Arthur L. Valdez Jr. to board effective October 20, 2025
Board size set at seven members; Valdez term expires at next annual meeting.
Impinj issues $190M 0% convert due 2029, repurchases 2027 notes with cash and stock
Priced $190M 0% Convertible Senior Notes due 2029; initial conversion price $267.39/share (37.5% premium).
Impinj proposes $150M convertible notes offering (up to $175M) for 2027 note exchange
Proposed offering of $150M aggregate principal amount of Convertible Senior Notes due 2029, with option for additional $25M.
Impinj Q2 2025 revenue $97.9M, GAAP EPS $0.39, non-GAAP EPS $0.80, beats guidance
Revenue of $97.9M; GAAP gross margin 57.8%, non-GAAP gross margin 60.4%.
Impinj shareholders elect six directors, ratify auditor, approve say-on-pay at 2025 annual meeting
All six director nominees elected; Steve Sanghi received most votes against (3,463,689).
Impinj COO Hussein Mecklai resigns effective May 20, 2025
Hussein Mecklai resigned as Chief Operating Officer, effective May 20, 2025.
On May 22, 2025, Impinj, Inc. (the “Company”) announced that Hussein Mecklai has resigned from the position of Chief Operating Officer of the Company, effective May 20, 2025.
Max materiality 0.75 · Median 0.60 · Most common event earnings