Impinj Inc at Goldman Sachs Communacopia + Technology Conference Transcript
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.
Thanks for having us, Toshiya.
Questions & Answers
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?
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
