(Address of principal executive offices) (Zip Code) UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-37824 IMPINJ, INC. (Exact name of registrant as specified in its charter) Delaware 91-2041398 (State or other jurisdiction of ...

Impinj, Inc. (NASDAQ:PI) Q4 2021 Earnings Conference Call February 9, 2022 5:00 PM ET Company Participants Andy Cobb - Vice President and Strategic Finance Chris Diorio - Chief Executive Officer, Vice Chair, and Co Founder Cary Baker - Chief Financial Officer Jeff Dossett - Chief Revenue Officer Conference Call Participants Toshiya Hari - Goldman Sachs Michael Walkley - Canaccord Genuity Harsh Kumar - Piper Sandler Troy Jensen - Lake Street Capital Derek Soderberg - Colliers Securities Jim Ricchiuti - Need ...

Impinj, Inc. (NASDAQ:PI) Q3 2021 Results Conference Call October 27, 2021 5:00 PM ET Company Participants Andy Cobb - VP, Strategic Finance Chris Diorio - Co-Founder, Vice Chairman & CEO Cary Baker - CFO Jeff Dossett - Chief Revenue Officer Conference Call Participants Harsh Kumar - Piper Sandler Derek Soderberg - Colliers Securities Chris Grenga - Needham & Co Troy Jensen - Lake Street Capital Scott Searle - ROTH Capital Operator Welcome to the Impinj Third Quarter 2021 Earnings Conference Call and Webcast ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number: 001-37824 IMPINJ, INC. (Exact name of registrant as specified in its charter) Delaware 91-2041398 (State or other jurisdiction of incorporation or organization) 400 Fairview Ave ...

Financial Data and Key Metrics Changes - Second quarter revenue was $47.3 million, up 4.5% sequentially from $45.2 million in Q1 2021 and up 78.7% year-over-year from $26.5 million in Q2 2020 [16] - Second quarter gross margin was 54.5%, compared to 50.3% in Q1 2021 and 51.4% in Q2 2020, driven by product mix and underlying product margins [18] - Second quarter adjusted EBITDA was a record profit of $3.3 million, compared to a profit of $900,000 in Q1 2021 and a loss of $5.2 million in Q2 2020 [20] Business Line Data and Key Metrics Changes - Second quarter endpoint IC revenue was $30.8 million, down 19.2% sequentially from $38.1 million in Q1 2021 but up 66% year-over-year from $18.5 million in Q2 2020 [16] - Second quarter systems revenue was $16.5 million, up 130% sequentially from $7.2 million in Q1 2021 and up 108.3% year-over-year from $7.9 million in Q2 2020 [17] - Reader IC revenue increased sequentially but declined year-over-year due to ongoing packaging constraints [17] Market Data and Key Metrics Changes - Demand for endpoint ICs exceeded shipments by 50%, indicating strong market demand [8][57] - The backlog for endpoint IC orders extends well into 2022, suggesting robust future demand [22] Company Strategy and Development Direction - The company plans to maximize total unit volumes by shipping much of its remaining inventory in the second half of 2021 [7] - New product launches, including the Impinj E710, E510, and E310 reader ICs, are expected to drive future growth [12] - The company is focused on enterprise digital transformation as a key driver of demand across various verticals [11] Management's Comments on Operating Environment and Future Outlook - Management acknowledged supply constraints due to tight wafer supply and ongoing COVID-19 impacts on post-processing capacity [9][24] - The company expects strong third quarter demand and is optimistic about long-term growth despite short-term challenges [14][25] - Management expressed confidence in the team's ability to navigate supply chain challenges and meet demand [15][33] Other Important Information - The company ended Q2 with cash, cash equivalents, and short-term investments of $112 million, down from $119.3 million in Q1 2021 [21] - The company anticipates a further decline in inventory in the second half of the year [21] Q&A Session Summary Question: How do supply constraints impact growth and revenue in Q3 and Q4? - Management indicated that increased Q2 shipments came at the expense of Q4 supply, and Q3 endpoint IC revenue is expected to increase sequentially despite COVID-related impacts [30][31] Question: What is the status of the airline opportunity? - Management noted that while the airline opportunity is still progressing, the pace of adoption has slowed due to COVID-19 impacts on the aviation industry [38][39] Question: Will the systems business still be down sequentially in Q3? - Management clarified that while Q3 systems revenue will be down due to a tough comparison with Q2, the run rate systems business is expected to grow sequentially [41] Question: What gives confidence in meeting customer demand in early 2022? - Management stated that it is still early to project 2022 wafer availability, but they are actively working with their foundry partner to secure more wafers [45][46] Question: What are the major milestones for transitioning to M700 production? - Management confirmed that they have been ramping up post-processing capacity and are confident in exiting the year with significant capacity [48][49] Question: How is the demand situation, and is there evidence of double ordering? - Management indicated that demand is real and driven by enterprise digital transformation, with no significant evidence of double ordering observed [57][60]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2021 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number: 001-37824 IMPINJ, INC. (Exact name of registrant as specified in its charter) Delaware 91-2041398 (State or other jurisdiction of incorporation or organization) 400 Fairview Avenue N ...

Impinj, Inc. (NASDAQ:PI) Q1 2021 Earnings Conference Call April 28, 2021 5:00 PM ET Company Participants Ellen Hayes-Roth – Investor Relations Chris Diorio – Co-Founder and Chief Executive Officer Cary Baker – Chief Financial Officer Jeff Dossett – Chief Revenue Officer Conference Call Participants Scott Searle – ROTH Capital Matt Farrell – Piper Sandler Derek Soderberg – Colliers Jim Ricchiuti – Needham & Company Operator Good day, everyone and welcome to the Impinj First Quarter 2021 Earnings Conference C ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2021 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number: 001-37824 IMPINJ, INC. (Exact name of registrant as specified in its charter) Delaware 91-2041398 (State or other jurisdiction of incorporation or organization) 400 Fairview Avenue ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-37824 IMPINJ, INC. (Exact name of registrant as specified in its charter) Delaware 91-2041398 (State or other jurisdiction of incorporation or organization) 400 Fairview Avenue N ...

Impinj, Inc. (NASDAQ:PI) Q4 2020 Earnings Conference Call February 10, 2021 5:00 PM ET Company Participants Ellen Davis - Investor Relations Chris Diorio - Co-Founder & Chief Executive Officer Cary Baker - Chief Financial Officer Jeff Dossett - Chief Revenue Officer Conference Call Participants Craig Hettenbach - Morgan Stanley Harsh Kumar - Piper Sandler Mike Walkley - Canaccord Genuity Jim Ricchiuti - Needham & Company Derek Soderberg - Colliers Securities Toshiya Hari - Goldman Sachs Scott Searle - Roth ...