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Ezra Ma

Vice President of Equity Research at Jefferies

Ezra Weener is a Vice President of Equity Research at Jefferies LLC, specializing in the technology sector with a focus on semiconductors and semiconductor capital equipment. He covers companies in these areas, as evidenced by his analysis of firms like Nova in earnings discussions, though specific performance metrics such as success rates or rankings on platforms like TipRanks are not publicly detailed. Weener joined Jefferies in January 2024 after serving as an Equity Research Associate at Barclays in the same sector, with prior roles at Wedbush Securities in consumer footwear and apparel, Wolfe Research in equity sales, SeekingAlpha, and Davidson Kempner Capital Management; he holds a Bachelor of Business Administration in Finance from the University of Maryland (2018). No specific professional credentials like FINRA registrations are listed in available sources.

Ezra Ma's questions to IMPINJ (PI) leadership

Question · Q4 2025

Ezra Ma asked for clarification on whether the logistics inventory normalization is also expected in Q2, similar to apparel, or if it might take longer. He also inquired about Impinj's view on pricing and value for the custom ASIC solution.

Answer

Chris Diorio, CEO, stated that apparel normalization is expected as early as Q2. Cary Baker, CFO, clarified that while they aim to burn down logistics channel inventory in Q1, it might spill over into Q2. Chris Diorio explained that the custom IC is tailored to the specific needs of the end user, enabling operational efficiencies and expansion for them, and Impinj focuses on solution value rather than individual component sales. Cary Baker added that the custom IC is currently priced to market, with future opportunities for solution sales.

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