What is Impinj, Inc.'s change in deferred revenue?

Impinj, Inc. (PI) reported change in deferred revenue of -$466K in Q1 2026.

How has Impinj, Inc.'s change in deferred revenue changed year-over-year?

Impinj, Inc.'s change in deferred revenue decreased by 193.1% year-over-year, from -$159K to -$466K.

What does change in deferred revenue mean?

Change in payments received from customers for goods/services not yet delivered — a key SaaS and subscription metric.

Impinj, Inc. PI Change in Deferred Revenue

Change in Deferred Revenue at other companies

Zebra TechnologiesZBRA

-$11M-169%

Axcelis TechnologiesACLS

$1.63M+47.1%

PDF SolutionsPDFS

$3.75M+149%

CognexCGNX

$593K+93.2%

Mercury SystemsMRCY

-$9.34M-262%

Dell TechnologiesDELL

$664M+389%

Other financials

Income statement

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Revenue$74.3M0.0%

Gross profit$36.5M-0.6%

Operating income-$15.2M-58.5%

Net income-$25.3M-199%

EPS (diluted)-$0.83-177%

Balance sheet

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Cash & equivalents$32.3M-47.3%

Total debt$265.1M-9.3%

Total equity$203.9M+27.0%

Total assets$502.5M+4.7%

Cash flow

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Operating cash flow$4.0M+136%

CapEx$1.7M-6.2%

Free cash flow$2.2M+117%

Valuation

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Market cap$3.81B+19.9%

Profitability

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Gross margin52.5%+0.8pp

Operating margin-1.8%+0.8pp

Net margin-7.7%-8.1pp

FCF margin16.9%+4.8pp

Returns & leverage

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Return on equity-15.2%-16.6pp

Debt / equity1.3×-0.5×

Current ratio9.2×-1.8×

Where this comes from

Reported directly by Impinj, Inc. in its filing.

Tagged under the XBRL concept us-gaap:IncreaseDecreaseInContractWithCustomerLiability.

The official record: Impinj, Inc.’s 10-Q, filed April 29, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Impinj, Inc.'s change in deferred revenue?: Impinj, Inc. (PI) reported change in deferred revenue of -$466K in Q1 2026.
How has Impinj, Inc.'s change in deferred revenue changed year-over-year?: Impinj, Inc.'s change in deferred revenue decreased by 193.1% year-over-year, from -$159K to -$466K.
What does change in deferred revenue mean?: Change in payments received from customers for goods/services not yet delivered — a key SaaS and subscription metric.