Impinj Inc at Goldman Sachs Communacopia + Technology Conference Transcript

Sep 06, 2023 / 05:50PM GMT

Release Date Price: $70.12 (+3.38%)

Transcript

Toshiya Hari

Goldman Sachs Group, Inc., Research Division - MD

Good morning, everyone. Thanks so much for coming. I cover the semiconductor space at Goldman. I am Toshiya Hari. Very pleased, very honored to have Cary Baker, CFO from Impinj with us this morning. I have a list of questions, but we'll try to keep it interactive. And thank you for coming.

Cary L. Baker

Impinj, Inc. - CFO

Thanks for having us, Toshiya.

Questions & Answers

Toshiya Hari;Cary L. Baker

Goldman Sachs Group, Inc., Research Division - MD;Impinj, Inc. - CFO

So in terms of the near-term, on your recent earnings call, you guided September quarter revenue to decline 25% sequentially, you talked about an inventory correction at your end customers, and I believe your inlay partners. You also implied that the correction may or could persist through the December quarter. I guess, what have you seen over the past couple of months? Any significant deltas or changes relative to what you had guided us to?

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