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Impinj, Inc.: Business Overview, Financials & Competitive Analysis

Impinj, Inc. scores 5/10 on the AskCyborg Cyborg Score (Mixed). Growth-stage semiconductor innovator facing near-term profitability challenges but positioned for recovery via RFID/IoT market expansion in 2H 2026. Revenue reached $92.8M in Q4 with a non-GAAP gross margin of 54.5%, while the company reported a GAAP net loss of $1.1M for Q4 and $10.8M for the fiscal year. The company's.

What is Impinj, Inc.'s industry? Impinj, Inc. (impinj.com) operates in Semiconductors - RFID/IoT. AskCyborg classifies Impinj, Inc. under Semiconductors - RFID/IoT in its company registry.

Impinj operates a cloud connectivity platform that wirelessly connects items and delivers data about the connected items to business and consumer applications. The company is expanding its standing in the RFID and Int...

5/ 10Mixed

Cyborg Score thesis

Growth-stage semiconductor innovator facing near-term profitability challenges but positioned for recovery via RFID/IoT market...

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Industry Semiconductors - RFID/IoT
2 named competitors
3 recent developments
11 analyst dimensions
Synthesized from analyst-debate stress-testing across 11 dimensions and hundreds of data points. Methodology →
Cyborg Score recalibrated: October 5, 2026
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What's in This Report
Impinj, Inc. OverviewStrategic ProfileCompetitive LandscapeIndustry ContextKey facts
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Impinj, Inc. Overview

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Impinj operates a cloud connectivity platform that wirelessly connects items and delivers data about the connected items to business and consumer applications. The company is expanding its standing in the RFID and Internet of Things (IoT) arenas.

Strategic Profile

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Impinj introduced the M800 as their volume runner and launched Gen2X amidst strong financial performance. Analysts predict that enhancements such as increased chip shipments will foster a business upswing in 2026, particularly in supply chain and logistics solutions.

Competitive Landscape

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Impinj serves retail, supply chain and logistics, automotive, aviation, banking, datacenters, food, healthcare, industrial and manufacturing, linen and uniform tracking, sports, and travel industries through original equipment and device manufacturers, tag service bureaus, systems integrators, and value-added resellers. Primary competitors include Zebra Technologies in supply chain RFID and broader IoT semiconductor providers.

Industry Context

Impinj, Inc. operates in Semiconductors - RFID/IoT.

Key facts

Founded: 2000 · Headquarters: Seattle, US · Revenue: $361.1M

What the analysts stress-tested

The top findings that survived the multi-agent debate for Impinj, Inc..

  • Impinj projects Q1 2026 revenues to fall between $71M and $74M, along with a modest adjusted EBITDA income of $1.2M to $2.7M.
  • Impinj recently reported significant year-over-year increase in endpoint IC volumes.
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Recent developments

Material events tracked by the AskCyborg corpus.

  • February 2026Q4 2025 results: $361.1M annual revenue with record adjusted EBITDA and cash despite $10.8M GAAP loss
  • November 2025Expanded Gen2X technology launch targeting enterprise RFID use cases
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Named competitors

Pulled from the analyst-debate framework. Click any competitor to see their Cyborg Score.

RFID ReadersSupply chain RFID solutions and tracking systems→IoT ChipsetsSemiconductor solutions for IoT and connectivity→

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Industry context

Impinj, Inc. operates in Semiconductors - RFID/IoT. See how the rest of the sector scores on the Cyborg framework.

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Frequently asked questions

What does Impinj, Inc. do?+
Impinj operates a cloud connectivity platform that wirelessly connects items and delivers data about the connected items to business and consumer applications. The company is expanding its standing in the RFID and Int...
What is Impinj, Inc.'s Cyborg Score?+
Impinj, Inc. has a Cyborg Score of 5/10 (Mixed). The score synthesizes business model, financials, leadership, competitive position, technology, marketing, and ESG dimensions across hundreds of data points.
Who are Impinj, Inc.'s main competitors?+
Named competitors include RFID Readers, IoT Chipsets. The full competitive landscape is in the AskCyborg report.
How can I get the full Impinj, Inc. research report?+
Get the report plus analyst-debate audio at askcyborg.com -- no credit card required for preview access. Pro adds saved-company audio playlists and monitoring.
How current is the Impinj, Inc. research?+
The Cyborg Score is recalibrated weekly. Recent developments are tracked continuously and surfaced in every report.

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