UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ______ to ______ Commission File Number: 000-29440 IDENTIV, INC. (Exact Name of Registrant as Specified in its Charter) DELAWARE 77-0444317 (State or other jur ...

Identiv, Inc. (NASDAQ:INVE) Q2 2022 Earnings Conference Call August 3, 2022 5:00 PM ET Company Participants Steve Humphreys – Chief Executive Officer Justin Scarpulla – Chief Financial Officer Manfred Mueller – Chief Operating Officer and General Manager Amir Khoshniyati – General Manager and Vice President-Transponder Business Conference Call Participants Jaeson Schmidt – Lake Street Anthony Stoss – Craig-Hallum Mike Latimore – Northland Capital Craig Ellis – B. Riley Securities Brian Ruttenbur – Imperial ...

II ·ENTIV Q2 2022 Earnings Conference Call Wednesday, August 3, 2022 at 5 PM ET © 2022 Identiv, Inc. | All Rights Reserved | NASDAQ: INVE Safe Harbor Note Regarding Forward-Looking Information This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements are those involving future events and future results that are based on current expectations as well as the current beliefs and assumptions of the Company's manage ...

II ·ENTIV Q1 2022 Earnings Conference Call Wednesday, May 4, 2022 at 5 PM ET © 2022 Identiv, Inc. | All Rights Reserved | NASDAQ: INVE Safe Harbor Note Regarding Forward-Looking Information This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements are those involving future events and future results that are based on current expectations as well as the current beliefs and assumptions of the Company's managemen ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ______ to ______ Commission File Number: 000-29440 IDENTIV, INC. (Exact Name of Registrant as Specified in its Charter) DELAWARE 77-0444317 (State or other ju ...

Identiv, Inc. (NASDAQ:INVE) Q1 2022 Earnings Conference Call May 4, 2022 5:00 PM ET Company Participants Steven Humphreys – Chief Executive Officer & Director Justin Scarpulla – Chief Financial Officer Manfred Mueller – Chief Operational Officer & GM of Identity Amir Khoshniyati – Vice President Business Development, Americas Conference Call Participants Jaeson Schmidt – Lake Street Capital Markets Anthony Stoss – Craig-Hallum Mike Latimore – Northland Capital Markets Brian Ruttenbur – Imperial Capital Crai ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K For the transition period from to COMMISSION FILE NUMBER 0-29440 IDENTIV, INC. (Exact Name of Registrant as Specified in its Charter) Delaware 77-0444317 (State or other jurisdiction of (I.R.S. Employer Incorporation or organization) Identification Number) 2201 Walnut Avenue, Suite 100, Fremont, California 94538 (Address of Principal Executive Offices) (Zip Code) Registrant's telephone number, including area code: (949) 250-88 ...

Financial Data and Key Metrics Changes - In 2021, total revenues increased by over 19% to a record $103.8 million, with Q4 2021 revenues at $28.5 million, up 15% compared to Q4 2020 [9][32] - Gross profit margins for Q4 2021 were 33% (GAAP) and 34% (non-GAAP), down from 35% and 36% in Q4 2020, while full year 2021 margins were 36% (GAAP) and 37% (non-GAAP), compared to 39% and 40% in 2020 [33][34] - The company reported a GAAP net loss of $1.9 million in Q4 2021, compared to a loss of $0.7 million in Q4 2020, but a full year net income of $1.6 million compared to a loss of $5.1 million in 2020 [37][38] Business Line Data and Key Metrics Changes - The Identity business saw a 23% year-over-year revenue growth, totaling $64.7 million for the full year 2021, driven by higher sales of RFID transponder products [12][39] - The Premises business generated $39 million in revenue for 2021, a 14% increase from 2020, with Q4 2021 revenues at $11 million, up 22% from Q4 2020 [12][42] - Software and services revenue increased by 20% in Q4 2021 compared to Q4 2020 [25] Market Data and Key Metrics Changes - Total backlog at the end of 2021 was over $30 million, up 45% from the end of 2020, indicating strong demand and growth expectations [13][46] - New orders booked in January 2022 were $12 million, up 43% year-over-year, providing visibility into current business momentum [46] Company Strategy and Development Direction - The company aims for 25% to 30% overall growth in 2022, led by 40% to 50% growth in RFID, focusing on design wins, customer growth, and technology partnerships [29][48] - Strategic priorities include RFID growth, federal government growth, and expanded software services and recurring revenues [49][62] - The company is committed to a long-term gross margin target of 40% to 45% and aims to manage financials effectively during growth phases [34][41] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's positioning for strong growth in 2022, emphasizing the importance of execution and maintaining leadership in the RFID and NFC markets [66] - The company has implemented stricter financial controls and policies to manage accounts receivable and ensure operational efficiency [36][28] Other Important Information - The company has charged off aged accounts receivable from the public transit industry as a one-time non-cash expense, which impacted Q4 results but is not expected to recur [26][27] - The company remains debt-free with a strong working capital position, exiting Q4 2021 with $28.6 million in cash [45] Q&A Session Summary Question: Recovery of gross margins in 2022 - Management expects a gradual recovery of gross margins throughout 2022, with improvements anticipated in Q1 due to reduced freight costs [69][70] Question: Customer pricing and volume discounts - Some customers may receive price discounts as volumes increase, but the company aims to maintain margins by enhancing product complexity and value over time [75][76] Question: Impact of transformational deals on backlog growth - The backlog includes some contributions from existing customers, but many transformational deals are not yet reflected in the current backlog [78]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ______ to ______ Commission File Number: 000-29440 IDENTIV, INC. (Exact Name of Registrant as Specified in its Charter) DELAWARE 77-0444317 (State or othe ...

Financial Data and Key Metrics Changes - In Q3 2021, the company reported record revenues of $29.1 million, representing a sequential growth of 21% and a year-over-year growth of 17% [8][36] - The company generated $2.9 million in cash flow from operations and reported a GAAP net income of $2.5 million, or $0.09 per share [8][39] - The company exited Q3 with $29.2 million in cash and no debt, indicating a strong balance sheet [8][49] Business Line Data and Key Metrics Changes - The Identity business generated $18.7 million, accounting for 64% of total revenue, with a 27% sequential increase and a 21% year-over-year increase [40] - The premises segment accounted for $10.4 million, representing 36% of total revenue, with a 13% sequential increase and a 10% year-over-year increase [43] - The RFID units grew 19% year-over-year, totaling nearly 120 million units year-to-date [11] Market Data and Key Metrics Changes - Federal government sales in the premises segment grew 16% sequentially, building on a 34% growth from the previous quarter [12] - The company reported a near-record total premises backlog of $2.6 million, indicating strong momentum in the premises business [28] Company Strategy and Development Direction - The company aims for 40% to 50% growth in its RFID business and 20% to 25% growth in the premises segment for 2022 [55] - The strategy focuses on design wins, customer volume growth, and expanding technology offerings, particularly in healthcare and medical devices [67] - The company is expanding its RFID sales team significantly, aiming to double its size to enhance market presence [15][90] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth outlook for the remainder of 2021 and into 2022, despite supply chain challenges [9][31] - The company anticipates that major programs will accelerate growth further in 2022 and into 2023 [77] - Management highlighted the importance of maintaining strong customer relationships and recurring revenues to support growth [76] Other Important Information - The company launched an NFC RFID software developer's kit (SDK) in Q3, which has generated significant interest [27] - The company is in the process of hiring a new CFO, expected to be announced soon, who has extensive experience in high-growth environments [72] Q&A Session Summary Question: Can you elaborate on the cannabis frame order? - Management indicated that the order involves finalizing the design process and production ramp-up, with expectations for larger volumes in the future [81] Question: What is the growth outlook for 2023? - Management expects growth rates to be in the 30% to 35% range for 2023, building on the growth from 2022 [82] Question: How quickly can new sales team members become productive? - The sales team members are industry veterans with extensive experience, allowing for a quick ramp-up in productivity [83][84] Question: How is the demand for video analytics? - The video analytics segment is experiencing rapid growth, with a significant pipeline for the Velocity Vision product [93] Question: What percentage of revenue does the largest customer contribute? - No single customer exceeded 10% of total revenue, indicating a diversified customer base [96] Question: How is the ramp at CVS going? - The ramp at CVS is progressing well, with expectations for a public announcement soon [100] Question: Will ASPs continue to grow in 2022? - ASPs are expected to fluctuate, but long-term trends indicate growth, particularly with higher-end applications [102] Question: What is the expected contribution of cannabis-related business in 2022? - Management anticipates that cannabis-related orders will significantly increase, with expectations for multiple orders beyond the initial 20 million units [112]