IMPINJ INC

For the period ended Sep 30, 2026. Filed Oct 28, 2026.

About this filing

A company's report for each of its first three quarters. The financial statements are not audited. It shows how the business has moved since the last annual report, and what management says changed.

Sep 30, 2026 · Filed Oct 28, 2026

PI$171.81-1.7%Stored close · as of Nov 10, 2026

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Contents

Condensed Consolidated Statements of Operations

(in thousands, except per share data, unaudited)

	Three Months Ended September 30,		Nine Months Ended September 30,
	2026	2025	2026	2025
Revenue	$112,083	$96,055	$294,704	$268,226
Cost of revenue	52,954	47,727	135,583	126,604
Gross profit	59,129	48,328	159,121	141,622
Operating expenses:
Research and development	30,581	25,720	88,567	75,686
Sales and marketing	10,271	9,380	29,857	26,173
General and administrative	13,175	12,035	39,188	36,259
Amortization of intangibles	511	537	1,582	1,543
Total operating expenses	54,538	47,672	159,194	139,661
Income (loss) from operations	4,591	656	(73)	1,961
Other income, net	2,515	2,592	7,436	6,705
Induced conversion expense	(1,793)	(15,026)	(13,731)	(15,026)
Interest expense	(596)	(1,121)	(2,000)	(3,569)
Income (loss) before income taxes	4,717	(12,899)	(8,368)	(9,929)
Income tax benefit (expense)	(40)	89	4	221
Net income (loss)	$4,677	$(12,810)	$(8,364)	$(9,708)
Net income (loss) per share — basic	$0.15	$(0.44)	$(0.27)	$(0.33)
Net income (loss) per share — diluted	$0.15	$(0.44)	$(0.27)	$(0.33)
Weighted-average shares outstanding — basic	30,617	29,338	30,463	28,995
Weighted-average shares outstanding — diluted	31,495	29,338	30,463	28,995

ContentsView on SEC.gov

The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.