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  "documentTitle": "Zebra Technologies Corp. (ZBRA)",
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  "presentationDate": "2024-08-08 00:00:00",
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      "text": "While Zebra talked about double digit and mid-teens growth in RFID, Impinj grew systems revenues (which include readers) at a 26% CAGR from 2020-2023.",
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      "text": "revenue growth: 26%",
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      "text": "In our experience, it is rare for a public company to openly challenge competitors. This is exactly what Impinj is doing in RFID vs. Zebra and NXP. Impinj presents itself as the industry leader with an entire platform of capabilities, including readers which is Zebra's core offering. While Zebra talked about double digit and mid-teens growth in RFID, Impinj grew systems revenues (which include readers) at a 26% CAGR from 2020-2023.",
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      "kind": "quote",
      "text": "But think of us as a solutions company and then perhaps most of all, the talent and commitment of our team, and our success strategy is focused on solutions, develop whole platform, the entirety of our platform solutions for lighthouse enterprises...",
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      "text": "But think of us as a solutions company and then perhaps most of all, the talent and commitment of our team, and our success strategy is focused on solutions, develop whole platform, the entirety of our platform solutions for lighthouse enterprises, win the endpoint IC opportunity at those enterprises, deliver a platform solution, our endpoint ICs, our readers, a partner ecosystem all tied together to solve an enterprise's problem, engage those partners and make and give them the capability to repeat those successes that account after account, the account being enterprise accounts and then the parts of the market we don't touch directly, compete aggressively for that part of the market through our partners. — Impinj Analyst Day June 2023",
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      "text": "Source: Q1'23 Earnings Presentation and Impinj financials. 1) Impinj systems (which include readers) grew at a 26% CAGR from 2020-2023",
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