Impinj idapereka lipoti lochititsa chidwi la kotala lachiwiri la 2025, phindu lake likuwonjezeka ndi 15.96% pachaka mpaka $ 12 miliyoni, ndikupangitsa kusintha kuchokera ku zotayika kupita ku phindu. Izi zinapangitsa kuti 26.49% iwonongeke tsiku limodzi pamtengo wamtengo wapatali wa $ 154.58, ndipo ndalama za msika zinadutsa $ 4.48 biliyoni. Ngakhale ndalama zatsika pang'ono ndi 4.49% pachaka kufika $97.9 miliyoni, malire osakhala a GAAP adakwera kuchoka pa 52.7% mu Q1 mpaka 60.4%, kufika pamtunda watsopano ndikukhala mphamvu yoyendetsera phindu.

Kupambana uku kumabwera chifukwa chaukadaulo waukadaulo komanso kukhathamiritsa kwazinthu. Kugwiritsa ntchito kwakukulu kwa tchipisi tating'onoting'ono ta Gen2X protocol (monga mndandanda wa M800) kwawonjezera gawo la ndalama za ICs (ma tag tchipisi) mpaka 75%, pomwe ndalama zamalayisensi zakula ndi 40% mpaka 16 miliyoni US dollars. Kutsimikizira kopambana kwa mtundu wopatsa chilolezo chaukadaulo kwatsimikizira zotchinga za Enfinage patent. Ponena za kayendedwe ka ndalama, ndalama zaulere zaulere zinasintha kuchokera ku -13 miliyoni za US dollars ku Q1 kufika ku +27.3 miliyoni za US dollars ku Q2, kusonyeza kusintha kwakukulu kwa ntchito yogwira ntchito.

Injini yokulirapo ya Impinj - ukadaulo wa Gen2X - idagwiritsidwa ntchito kwambiri pazamalonda mgawo lachiwiri, kufulumizitsa kulowa kwaukadaulo wa RAIN RFID m'magawo osiyanasiyana: M'magawo ogulitsa ndi ogulitsa, RFID yakhala chothandizira kusintha kwachangu. Otsatsa pamasewera otsogola padziko lonse lapansi atatengera yankho la Infinium, kuchuluka kwazinthu zolondola kwafika 99.9%, ndipo nthawi yoyang'anira sitolo imodzi idachepetsedwa kuchokera maola angapo mpaka mphindi 40. M'munda wazinthu, kudzera mu mgwirizano ndi UPS ndikugwiritsa ntchito ukadaulo wa Gen2X, kuchuluka kwa kulondola kwa phukusi kudakwera mpaka 99.5%, kubweza kunatsika ndi 40%, ndipo izi zidapangitsa kukula kwa 45% pachaka kumapeto kwa ndalama za IC zamakampani opanga zinthu mgawo lachiwiri la 2025.

M'magulu azachipatala ndi chakudya, RFID imagwira ntchito ngati woyang'anira kutsata ndi chitetezo. Chipatala cha Rady Children's Hospital chimagwiritsa ntchito owerenga a Impinj kuyang'anira mankhwala olamulidwa, zomwe zimapangitsa kuti 30% achepetse ndalama zotsatiridwa. Wowerenga kwambiri (wokhala ndi kukula kwa 50% yokha ya zida zachikhalidwe) wawonjezera kulowa muzochitika zomwe zimaphatikizira zolemba zazing'ono (monga mabokosi amankhwala ndi zida zamagetsi zolondola), ndipo gawo lazachuma lakwera kuchokera ku 8% mu Q1 mpaka 12%. M'makampani azakudya, Infinium ndi Kroger adagwirizana kupanga njira yatsopano yotsatirira zokolola, zomwe zimagwiritsa ntchito tchipisi ta Gen2X kuwunika tsiku lotha ntchito munthawi yeniyeni. Ndalama zochokera kuzinthu zofananira ndi ntchito zidafika $8 miliyoni mu Q2 ya 2025.

Osati zokhazo, Impinj yapanganso zotsogola pakupanga zinthu zapamwamba komanso misika yomwe ikubwera. Muzochitika zopanga zamlengalenga, kudalirika kwa tchipisi ta Impinj m'malo ovuta kwambiri kuyambira -40 ° C mpaka 125 ° C kwawapanga kukhala chisankho chokondedwa pamaketani a Boeing ndi Airbus. M'gawo la ogula zamagetsi, nsanja yodzipangira yokha ya RAIN Analytics imakwaniritsa kulosera kwazinthu kudzera mukuphunzira pamakina. Pambuyo pa pulogalamu yoyendetsa mu supermarket yaku North America, kuchuluka kwa katundu kudatsika ndi 15%, ndikuyendetsa kuchuluka kwa ndalama zamapulogalamu mubizinesi yamakina kuchoka pa 15% mu 2024 mpaka 22% mgawo lachiwiri la 2025.