Gen2X Technology as a Catalyst for Industry Transformation
Gen2X is a set of extensions to the industry radio protocol that enhances read range, speeds inventory, and improves tag management.
It is driving demand for Impinj's products and is expected to be a key component of the industry's future.
Gen2X is primarily focused on enabling enterprise solutions that were previously unfeasible, creating a virtuous cycle of demand for M800 endpoint ICs.
Strategic Focus on High-Value Technologies and Portfolio Rationalization
onsemi is actively exiting noncore businesses and repositioning its sensing portfolio towards higher value segments such as ADAS and machine vision.
The company is ending the end-of-life of certain legacy products, with an expected $50-100 million revenue impact in 2026 that won't repeat.
Investments are focused on next-generation technologies where the company has clear competitive advantages, including intelligent power, sensing, and analog mixed signal technologies.
OptimizeRx's integrated platform and large point-of-care network enable it to serve a broad range of customer needs across the product lifecycle.
The company aims to capture greater market share by addressing critical pharma commercialization challenges like brand visibility and script abandonment.
Management believes their unique access and analytics capabilities provide a significant competitive advantage in the digital pharma space.
The move away from bulk hardware sales is part of a broader effort to align revenue with customer buying cycles, which should benefit revenue predictability starting in 2026.
This transition has caused a temporary decline in hardware margins but is expected to improve overall margin profile as SaaS and recurring revenues grow.
The company booked over 24,000 new units in Q2, the highest in over a year, indicating early positive traction from the new sales approach.
Dafinchi