NASDAQ$PI

Impinj Inc. · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Second-quarter revenue set a new record, with strong systems revenue offsetting weak endpoint IC revenue from retail apparel inventory destocking.

Impinj reported a record revenue of $86.0 million in Q2 2023, driven by strong systems revenue which offset the weakness in endpoint IC revenue due to retail apparel inventory destocking. The company anticipates ongoing headwinds from apparel inventory destocking and a weak retail macroenvironment to offset enterprise solutions strength in Q3.

  • Second-quarter revenue reached a new record.
  • Strong systems revenue helped offset weak endpoint IC revenue.
  • Retail apparel inventory destocking impacted endpoint IC revenue.
  • The company expects ongoing headwinds from apparel inventory destocking and a weak retail macroenvironment in Q3.

Headline financials

Total Revenue

$86M

Previous: $59.8M+43.8%
EPS (adj)

$0.33

Previous: $0.11+200.0%
Capital Expenditures

-$13.2M

Previous: -$3.72M-254.4%
Free Cash Flow

-$21.3M

Previous: -$15.2M-39.5%
Net Income

-$8.07M

Previous: -$11.5M+30.0%
Operating Income

-$8.37M

Previous: -$8.48M+1.3%
Gross Profit

$43.8M

Previous: $31.5M+39.1%
Cash & Equivalents

$45.2M

Previous: $32.6M+38.9%
Total Assets

$384M

Previous: $304M+26.0%
Stock-Based Comp

$13.1M

Previous: $10.9M+21.1%

Revenue & EPS history

Impinj · Revenue · Quarterly

$86M

Q2 2023+43.8%vs Q2 2022
Beat estimate in 14 of 15 quarters(93%)
ActualEstimate

Forward guidance

For the third quarter of 2023, Impinj expects revenue between $63.0 million and $66.0 million and a GAAP net loss per share between ($0.73) and ($0.67).

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2023

Historical avgQ2 2023

+1.1%

Avg return

Earnings day

+2.4%

Avg return

5 days after

+6.5%

Avg return

30 days after

53%

21 / 40 earnings

Positive

+36.6%

Q1 2019

Best reaction

-39.4%

Q1 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.0%+24.9%+25.6%
Q4 2025-24.6%-30.5%-38.7%
Q3 2025-14.7%-27.4%-29.0%
Q1 2025+16.5%+16.4%+45.3%
Q4 2024-15.2%-16.3%-20.9%
Q3 2024-14.0%-8.0%-14.5%
Q2 2024-1.4%+1.2%+1.3%
Q1 2024+25.8%+27.3%+34.5%
Q4 2023+2.7%-3.8%+8.3%
Q3 2023+16.0%+13.8%+55.5%
Q2 2023-13.7%-17.0%-23.9%
Q1 2023-39.4%-36.7%-26.0%
Q4 2022-2.7%-1.1%-1.5%
Q3 2022+30.9%+30.2%+38.5%
Q2 2022+21.6%+26.9%+36.0%
Q1 2022-0.8%+2.3%-4.7%
Q4 2021-15.4%-18.5%-30.1%
Q3 2021+23.9%+26.9%+29.5%
Q2 2021+7.6%+11.6%+44.6%
Q1 2021-17.6%-9.6%-8.4%
Q4 2020+9.1%+8.3%-6.7%
Q3 2020-5.9%-9.8%+20.9%
Q2 2020-18.3%-15.6%-14.0%
Q1 2020+12.2%+5.1%+37.8%
Q4 2019-17.6%-25.1%-51.6%
Q3 2019+2.3%-0.3%-10.5%
Q2 2019+10.5%+0.5%+0.9%
Q1 2019+36.6%+38.4%+14.8%
Q4 2018+2.1%+2.0%-1.3%
Q3 2018+3.3%+24.2%+17.4%
Q2 2018+34.7%+33.8%+7.6%
Q1 2018+33.7%+31.3%+57.6%
Q4 2017-14.3%-6.6%+5.3%
Q3 2017-36.9%-29.7%-28.1%
Q2 2017-23.5%-23.7%-20.5%
Q1 2017+12.6%+6.5%+25.4%
Q4 2016-14.6%-21.0%-21.3%
Q3 2015+1.1%+11.8%+33.8%
Q3 2016+9.7%+10.8%+6.5%
Q2 2016+21.2%+43.6%+64.5%
Q1 2016
Q4 2015
Q2 2015
Q1 2015
Q4 2014
Q3 2014
Q2 2014
Q1 2014
Q1 2011
Q1 2010

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