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Sep 30
Impinj Q3 2025 Earnings Report
Impinj reported strong third-quarter 2025 financial results, exceeding revenue and adjusted EBITDA guidance.
Key Takeaways
Impinj delivered a strong third quarter in 2025, with revenue reaching $96.1 million and adjusted EBITDA at $19.1 million, both surpassing guidance. The company reported a GAAP net loss of $12.8 million, or $0.44 per diluted share, but achieved non-GAAP net income of $17.7 million, or $0.58 per diluted share. The company's focus on solutions and Gen2X continues to drive recurring endpoint IC volumes and market leadership.
Revenue for Q3 2025 was $96.1 million, exceeding guidance.
Adjusted EBITDA reached $19.1 million, also surpassing guidance.
GAAP net loss was $12.8 million, or $0.44 per diluted share.
Non-GAAP net income was $17.7 million, or $0.58 per diluted share.
Impinj
Impinj
Forward Guidance
Impinj projects fourth-quarter 2025 revenue to be between $90.0 million and $93.0 million. GAAP net loss is expected to range from $2.6 million to $1.1 million, with adjusted EBITDA between $15.4 million and $16.9 million. Non-GAAP net income is anticipated to be between $14.7 million and $16.2 million.
Positive Outlook
- Projected revenue for Q4 2025 is expected to be between $90.0 million and $93.0 million.
- Adjusted EBITDA is forecasted to be strong, ranging from $15.4 million to $16.9 million.
- Non-GAAP net income is expected to be positive, between $14.7 million and $16.2 million.
- Non-GAAP diluted EPS is projected to be between $0.48 and $0.52.
- The company continues to provide guidance based on current market conditions and expectations.
Challenges Ahead
- GAAP net loss is still expected for Q4 2025, ranging from $2.6 million to $1.1 million.
- GAAP net loss per share is projected to be between $0.09 and $0.04.
- The guidance is subject to current market conditions and expectations, implying potential for variability.
- Forward-looking statements are subject to known and unknown risks and uncertainties.
- Actual results may differ materially from the results predicted in the guidance.