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James Andrew Ricchiuti

Research Analyst at Needham & Company

James Ricchiuti is a Managing Director, Senior Equity Research Analyst at Needham & Company, specializing in Advanced Industrial Technologies and Environmental Technologies sectors, including industrial laser, instrumentation, digital manufacturing, machine vision, and robotics subsectors. He covers 40 publicly traded companies such as Benchmark Electronics (BHE), NAPCO Security (NSSC), 3D Systems (DDD), and Stratasys (SSYS), primarily in Computer and Technology (37.5%) and Industrials (32.5%), with a track record of issuing 276 ratings over 11 years—90.6% Buy and 9.4% Hold—and 90 ratings in the past year. Ricchiuti joined Needham’s equity research team in May 1999 after over five years at Lehman Brothers focusing on imaging and electronics technology companies, Bear Stearns from 1986 to 1993 covering small- and mid-cap firms, and Argus Research in the mid-1980s; he holds a degree from St. John’s University.

James Andrew Ricchiuti's questions to IMPINJ (PI) leadership

Question · Q4 2025

James Andrew Ricchiuti asked if the new custom chip is for all applications with the customer, raised concerns about second sourcing and a potential link to EM Microelectronic, and questioned Impinj's market share strategy with this new chip against competitors. He also asked about an expected license payment in Q2.

Answer

Chris Diorio, Impinj's CEO, confirmed the customer plans to fully switch to the custom chip in 2026 for all applications. He acknowledged the second-sourcing concern, noting EM Microelectronic is a strategic partnership but not yet linked to this specific chip. Chris Diorio emphasized Impinj's focus on delivering comprehensive enterprise solutions, integrating the chip, antenna, airlink, Reader IC, firmware, readers, gateways, and software, with Gen2X as a key differentiator for market share gains. Cary Baker, Impinj's CFO, confirmed a license payment is expected in Q2.

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Question · Q4 2025

James Andrew Ricchiuti asked if the new custom chip is for a subset of applications or all applications with the customer. He also raised concerns about second-sourcing for the customer and whether the EM Microelectronic relationship plays a role. Finally, he inquired about Impinj's market share outlook, especially with the new chip, and confirmed if a license payment is expected in Q2.

Answer

Chris Diorio, CEO, confirmed the customer plans to fully switch to the custom chip for all applications in 2026. He stated that while they are not far enough along to discuss EM Microelectronic's role in second-sourcing, Impinj is focused on ensuring adequate supply and confidence for the customer. He emphasized Impinj's focus on delivering whole solutions, including Gen2X, to outperform mix-and-match efforts. Cary Baker, CFO, confirmed that a license payment is expected in Q2.

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