Identiv (INVE) Company Report

Identiv, Inc. reported net revenue of $6.2 million for Q4 2025, a decrease from $6.7 million in Q4 2024, and $21.5 million for fiscal year 2025, down from $26.6 million in fiscal year 2024.
The company achieved improved profitability, with Q4 2025 GAAP gross margin at 18.1% (up from (14.9%) in Q4 2024) and fiscal year 2025 GAAP gross margin at 6.1% (up from 1.3% in fiscal year 2024), primarily due to the manufacturing transition to Thailand.
Identiv's Q4 2025 GAAP net loss from continuing operations was ($3.7) million, or ($0.16) per share, an improvement from ($4.3) million, or ($0.19) per share, in Q4 2024. The fiscal year 2025 GAAP net loss was ($18.0) million, or ($0.79) per share, compared to ($25.9) million, or ($1.14) per share, in fiscal year 2024.
A significant strategic development includes an exclusive multi-year supply agreement for specialized, next-generation Bluetooth Low Energy (BLE) smart labels.
For Q1 2026, management expects net revenue to be in the range of $6.7 million to $7.2 million.

1 hour ago

8-K

Identiv Reports Q4 and FY 2025 Financial Results, Exceeds Guidance, and Secures Multi-Year Supply Agreement

INVE

Earnings

Guidance Update

New Projects/Investments

Identiv exceeded its fourth quarter 2025 guidance, reporting net revenue of $6.2 million for Q4 2025 and $21.5 million for fiscal year 2025, with a GAAP net loss from continuing operations of ($3.7) million (or ($0.16) per basic and diluted share) for Q4 2025 and ($18.0) million (or ($0.79) per basic and diluted share) for FY 2025.
The company announced a significant advancement in its Bluetooth Low Energy strategy by signing an exclusive multi-year agreement to serve as the supplier for specialized, next-generation BLE smart labels.
Identiv completed a two-year manufacturing transition to Thailand, which has structurally reduced its cost profile and increased efficiency, contributing to improved gross margins.
For the first quarter of fiscal 2026, management expects net revenue to be in the range of $6.7 million to $7.2 million.

2 hours ago

Press Release

Identiv announces exclusive supply agreement with IFCO

INVE

New Projects/Investments

Product Launch

Identiv (NASDAQ: INVE) has signed an exclusive supply agreement with IFCO, a global provider of reusable packaging solutions, to develop and supply next-generation smart Bluetooth Low Energy (BLE) labels.
Under the multi-year agreement, Identiv will serve as the exclusive supplier for committed manufacturing volumes of these specialized BLE labels.
IFCO plans to integrate these customized BLE labels across its global network of over 400 million reusable packaging containers.
Identiv's CEO, Kirsten Newquist, stated this agreement marks a significant milestone in the company's high-growth BLE smart label strategy.

2 days ago

Press Release

Identiv Completes Manufacturing Transition to Thailand

INVE

New Projects/Investments

Revenue Acceleration/Inflection

Identiv (NASDAQ: INVE) has successfully completed its manufacturing transition from Singapore to a state-of-the-art facility in Bangkok, Thailand.
This strategic move is a key achievement for the "Perform" pillar of Identiv's P-A-T strategy, establishing a highly efficient operation for Multicomponent Manufacturing (MCM).
The new Thailand facility is expected to drive operational excellence and position the company as an IoT industry leader, enabling the rapid commercialization of next-generation, high-value IoT solutions.
This transition is anticipated to provide a cost-efficient base engineered for the future of IoT and sustained, profitable growth.

Dec 18, 2025, 12:00 PM

Press Release

Identiv (INVE) Announces Q3 2025 Results and Q4 2025 Revenue Guidance

INVE

Earnings

Guidance Update

New Projects/Investments

Identiv (INVE) reported Q3 2025 revenue of $5.0 million, which was within its previously announced guidance range, and an improved non-GAAP gross margin of 19.1%, compared to 9.3% in Q3 2024.
The company completed the transition of 100% of its RFID tag, inlay, and label production to its new Thailand facility, which has meaningfully lowered its cost structure and enhanced efficiency, with the Singapore site shutdown expected to be substantially completed by year-end.
Identiv provided Q4 2025 net revenue guidance in the range of $5.4 million to $5.9 million.
The company is advancing its Bluetooth Low Energy (BLE) technology, making progress with IFCO and Wiliot prototypes, and has 17 active new product development (NPD) projects, including those for healthcare and anti-counterfeiting initiatives.

Nov 10, 2025, 10:00 PM

Transcript

Identiv Reports Q3 2025 Results, Highlights Manufacturing Transition and Margin Improvement

INVE

Earnings

Guidance Update

New Projects/Investments

Identiv reported Q3 2025 revenue of $5.0 million and a GAAP net loss from continuing operations of $3.5 million (or $0.15 per basic and diluted share), an improvement from a $9.3 million loss in Q3 2024.
The company achieved significant margin expansion in Q3 2025, with GAAP gross margin at 10.7% and non-GAAP gross margin at 19.1%, primarily driven by the completion of its two-year production transition to the new Thailand facility.
Identiv ended Q3 2025 with a strong balance sheet, holding $126.6 million in cash, cash equivalents, and restricted cash.
For Q4 2025, Identiv expects net revenue in the range of $5.4 million-$5.9 million.
Strategic progress includes advancing Bluetooth Low Energy (BLE) programs with successful prototypes for IFCO and Wiliot's next-generation pixels, and formalizing a manufacturing agreement with Wiliot.

Nov 10, 2025, 10:00 PM

Transcript

Identiv Announces Q3 2025 Financial Results and Q4 2025 Outlook

INVE

Earnings

Guidance Update

New Projects/Investments

Identiv reported net revenue of $5.0 million for Q3 2025, alongside a GAAP net loss from continuing operations of ($3.5M) and diluted EPS from continuing operations of ($0.15).
The company's GAAP gross margin improved to 10.7% in Q3 2025, primarily due to the completion of the two-year transition of all production to its new facility in Thailand, with the Singapore site shutdown expected to be completed by year-end.
Identiv provided a net revenue outlook for Q4 2025 between $5.4 million and $5.9 million.

Nov 10, 2025, 10:00 PM

Presentation

Identiv, Inc. Reports Third Quarter 2025 Financial Results

INVE

Earnings

Guidance Update

Identiv, Inc. reported revenue of $5.0 million for the third quarter of 2025, a decrease from $6.5 million in the third quarter of 2024, attributed to exiting lower-margin business.
The company's GAAP gross margin significantly improved to 10.7% in Q3 2025 from 3.6% in Q3 2024, primarily reflecting the completion of production transition to Thailand.
GAAP net loss from continuing operations for Q3 2025 was ($3.5) million, or ($0.15) per basic and diluted share, an improvement from ($9.3) million, or ($0.40) per share, in Q3 2024.
For the fourth quarter of fiscal 2025, management expects net revenue to be in the range of $5.4 million to $5.9 million.

Nov 10, 2025, 9:21 PM

8-K

Identiv Reports Third Quarter 2025 Financial Results and Q4 2025 Guidance

INVE

Earnings

Guidance Update

Identiv reported revenue of $5.0 million for the third quarter of 2025, a decrease from $6.5 million in the third quarter of 2024, which was expected due to the company exiting lower-margin business.
The company's GAAP gross margin improved to 10.7% in Q3 2025 from 3.6% in Q3 2024, and non-GAAP gross margin rose to 19.1% from 9.3%, primarily reflecting the completion of production transition to Thailand.
Identiv's GAAP net loss from continuing operations decreased to ($3.5) million, or ($0.15) per basic and diluted share, in Q3 2025, compared to a loss of ($9.3) million, or ($0.40) per share, in Q3 2024.
Non-GAAP adjusted EBITDA loss improved to ($3.6) million in Q3 2025, compared to ($4.5) million in Q3 2024.
For the fourth quarter of fiscal 2025, management expects net revenue to be in the range of $5.4 million to $5.9 million.