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Jun 30, 2025
Impinj Q2 2025 Earnings Report
Impinj reported strong second-quarter 2025 financial results, with revenue and adjusted EBITDA surpassing guidance, driven by continued focus on technology leadership and market share.
Key Takeaways
Impinj delivered a strong second quarter in 2025, exceeding its revenue and adjusted EBITDA guidance. The company reported revenue of $97.9 million and a GAAP net income of $11.6 million, or $0.39 per diluted share. Non-GAAP net income was $24.5 million, or $0.80 per diluted share, highlighting robust operational performance.
Second-quarter 2025 revenue reached $97.9 million, exceeding the company's guidance.
Adjusted EBITDA for Q2 2025 was $27.6 million, also surpassing guidance.
GAAP net income stood at $11.6 million, with diluted EPS of $0.39.
Non-GAAP net income was $24.5 million, resulting in a non-GAAP diluted EPS of $0.80.
Forward Guidance
For the third quarter of 2025, Impinj anticipates revenue between $91.0 million and $94.0 million. The company expects a GAAP net loss ranging from $2.2 million to $0.7 million, and adjusted EBITDA income between $15.6 million and $17.1 million. Non-GAAP net income is projected to be between $14.0 million and $15.5 million.
Positive Outlook
- Anticipated non-GAAP net income of $14.0 million to $15.5 million for Q3 2025.
- Projected non-GAAP diluted EPS of $0.47 to $0.51 for Q3 2025.
- Forecasted adjusted EBITDA income of $15.6 million to $17.1 million for Q3 2025.
- Continued focus on extending technology lead and market share.
- Management's steady hand in business operations.
Challenges Ahead
- Expected GAAP net loss of ($2.2) million to ($0.7) million for Q3 2025.
- Projected GAAP net loss per share of ($0.07) to ($0.02) for Q3 2025.
- Revenue guidance for Q3 2025 ($91.0M - $94.0M) is lower than Q2 2025 actual revenue ($97.9M).
Historical Earnings Impact
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