Short answer
IMPINJ INC (PI) filed its Q2 2026 10-Q quarterly report on Jul 29, 2026 for the quarter ended Jun 30, 2026. Quarterly revenue was $108M (up 10.7% year over year) with net income of $12M.
Q2 2026 key financials · XBRL
- Revenue
- $108M
- +10.7% YoY · +46.0% QoQ
- Net income
- $12M
- +5.8% YoY · +148.4% QoQ
- Operating margin
- 9.7%
- Gross margin
- 58.6%
- EPS (diluted)
- $0.40
- +0.0% YoY · +148.2% QoQ
Source: XBRL data from the IMPINJ INC (PI) Q2 2026 10-Q on SEC EDGAR. USD.
IMPINJ INC Q2 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue $108.4M, up $10.5M YoY from $97.9M
- Gross margin 58.6% vs 57.8% YoY; operating income $10.5M vs $10.9M
- Best performer Endpoint ICs $96.4M, up $11.8M; Systems $12.0M, down $1.3M
- Cash, equivalents and short-term investments $133.0M; working capital $211.6M
- Near-term headwinds: tariffs, trade measures, geopolitical tensions, inflation and demand uncertainty
Risk Factors
- AI-driven semiconductor demand, newly emphasized this quarter, raising wafer prices, extending lead times, and reducing product availability or gross margins
- FCC consideration of NextNav’s 902–928 MHz proposal, potentially reconfiguring the Lower 900 MHz Band used by North American RAIN products
- Endpoint IC dependence, with most revenue tied to a product category facing pricing pressure and increasingly reliant on SC&L, general merchandise, and food growth
- Limited supplier commitments, with manufacturing transitions potentially taking years for ICs
- NXP licensing concentration, with license termination or payment breach reducing licensing revenue and cash flows
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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