Question · Q4 2025
Dylan Oliver asked about the competitive landscape against non-RFID components like BLE, assessing the risk and Impinj's confidence in RFID. He also inquired about the impact of the EM Microelectronic license announcement on Impinj's model, including potential recurring revenue.
Answer
Chris Diorio, Impinj's CEO, expressed confidence in RAIN RFID as a long-term solution, viewing BLE as mostly complementary due to different use cases, significant volume differences (52.8 billion ICs delivered by the RAIN industry in 2024), and distinct infrastructure. Cary Baker, Impinj's CFO, stated that the EM Microelectronic license would have an immaterial impact on 2026 revenue, with the first chip (likely dual frequency) not expected this year. Chris Diorio viewed it as a strategic partnership to build end-user confidence.
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