Company Reports Q1 Revenue of $7.4M, Exceeding Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 13 2026
0mins
Reports Q1 revenue $7.4M, consensus $6.92M. "During the recent quarter, I am pleased to share that we delivered results that exceeded our guidance and expectations. Our financial performance reflects strong demand from our customers at the start of the year and our ability to convert our opportunity pipeline into sales," said CEO Kirsten Newquist. "Our Perform-Accelerate-Transform (P-A-T) strategy continued to drive our momentum in the first quarter and positions us well as we focus on the execution of our most important development programs."
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Analyst Views on INVE
Wall Street analysts forecast INVE stock price to rise
3 Analyst Rating
3 Buy
0 Hold
0 Sell
Strong Buy
Current: 3.950
Low
5.00
Averages
5.33
High
6.00
Current: 3.950
Low
5.00
Averages
5.33
High
6.00
About INVE
Identiv, Inc. is engaged in designing, producing, and selling radio-frequency identification (RFID) and Bluetooth Low Energy (BLE)-enabled devices. The Company’s full-circle RFID-enabled Internet of Things (IoT) solutions enable digital identities for physical objects, enhancing global connectivity for businesses, people, and the planet. Built into over 1.5 billion applications worldwide, its IoT solutions are suitable for a multitude of applications across a wide range of end markets, including healthcare, consumer electronics, luxury goods, smart packaging, logistics and warehouse tracking. The Company operates in the IoT Business segment. Its specialty RFID IoT devices are attached to or embedded into physical items, providing those items with a unique digital identity. Its offerings range from an IoT connecting cloud to advanced readers and cards, including active and passive BLE, near field communication (NFC), high frequency (HF), dual frequency (DF), and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Identiv Reports Q1 2026 Earnings Exceeding Expectations
- Strong Sales Performance: Identiv achieved $7.4 million in revenue for Q1 2026, exceeding guidance and representing a 39% increase from $5.3 million in Q1 2025, indicating robust market performance and stable customer demand.
- Strategic Partnership Agreement: The company signed a long-term agreement with IFCO to exclusively supply BLE smart labels, with mass production expected to commence in Q4 2026, marking a strategic positioning in the reusable plastic container market and enhancing future revenue potential.
- Facility Transition: The Thailand manufacturing facility has fully transitioned, increasing efficiency in customer service and reducing costs while maintaining high product quality, which is expected to positively impact future profitability.
- Market Demand Challenges: Despite strong Q1 performance, management noted a softening demand for higher-end products among consumers, which may exert pressure on sales in the latter half of 2026, necessitating strategic adjustments in response to market dynamics.
See More
Identive to Announce Q1 Earnings with Positive Growth Estimates
- Earnings Announcement Date: Identive (INVE) is set to release its Q1 2023 earnings on May 13th after market close, with a consensus EPS estimate of -$0.12, reflecting a 42.9% year-over-year improvement, indicating potential recovery in profitability.
- Revenue Growth Expectations: The revenue estimate for Q1 stands at $6.92 million, representing a 31.3% year-over-year increase, which highlights Identive's positive performance amid recovering market demand and product expansion, potentially laying a solid foundation for future results.
- Historical Performance Review: Over the past two years, Identive has exceeded EPS estimates 25% of the time and revenue estimates 75% of the time, demonstrating the company's financial stability and market confidence.
- Revision Trends: In the last three months, EPS estimates have seen two upward revisions with no downward adjustments, while revenue estimates have experienced three upward revisions, reflecting analysts' optimistic outlook on Identive's future performance, which may further drive stock price appreciation.
See More
Identiv to Hold Q1 2026 Earnings Call on May 13
- Earnings Call Announcement: Identiv will hold a teleconference on May 13, 2026, at 5:00 PM EDT to discuss its Q1 2026 financial results, with results published in a press release prior to the call, ensuring timely access to critical information for investors.
- Teleconference Details: The call will feature toll-free and international dialing options, with a toll-free number of +1 888-506-0062 and an international number of +1 973-528-0011, facilitating global investor participation and enhancing communication between the company and its stakeholders.
- Webcast Availability: The teleconference will also be webcast, allowing investors to register via the provided link, which enhances transparency and increases investor engagement, likely attracting more attention from potential investors.
- Replay Service: The teleconference replay will be available until May 27, 2026, with access through +1 877-481-4010 or +1 919-882-2331, ensuring that investors who cannot attend live can still access important information, further improving the accessibility of the company's communications.
See More
Identiv Expands ID-Safe Product Line for Enhanced Product Security
- Product Security Solutions: Identiv has launched the ID-Safe product line, which combines NFC technology with advanced tamper-proof design to meet the needs of industries such as pharmaceuticals, healthcare, and retail, addressing the growing issues of counterfeiting and product fraud.
- Real-Time Verification Capability: Each ID-Safe tag is encoded with a unique identity that can connect to cloud systems, ensuring real-time confirmation of product authenticity throughout manufacturing, logistics, and distribution, significantly enhancing supply chain transparency and trust.
- Tamper-Proof Design: The ID-Safe tags include tamper-evident NFC labels and destructible antenna tags that effectively prevent products from being removed, reused, or refilled, thereby protecting brand value and reducing the risks of warranty and returns abuse.
- Wide Industry Applications: This product line has been successfully implemented in an award-winning NFC-based anti-counterfeiting smart packaging solution for luxury wine, demonstrating its effectiveness in high-end markets while providing scalable security solutions for other industries.
See More
Identiv Reports Q4 2025 Earnings Highlights
- Sales Performance Exceeds Expectations: Identiv reported $6.2 million in revenue for Q4 2025, surpassing guidance and reflecting a 24% increase from Q3's $5.0 million, although down 7.5% from $6.7 million in Q4 2024, indicating ongoing progress in its high-growth BLE strategy.
- Significant Margin Improvement: The successful transition to the new manufacturing facility in Thailand resulted in a non-GAAP gross margin of 25.6% for Q4, a substantial increase from negative 5.2% in the same quarter last year, highlighting enhanced cost control and production efficiency.
- Strong Cash Position: Identiv ended Q4 2025 with $128.9 million in cash and cash equivalents, a sequential increase of $2.3 million over Q3, demonstrating improved financial management and providing a solid foundation for future investments.
- Optimistic Outlook: Management anticipates Q1 2026 sales between $6.7 million and $7.2 million, representing a 26% to 35% increase over Q1 2025's $5.3 million, driven by new customer orders, while also noting potential short-term variability in gross margins during production scaling.
See More
Identive Set to Announce Q4 Earnings on March 12
- Earnings Announcement Date: Identive (INVE) is scheduled to release its Q4 earnings on March 12 after market close, with investors keenly awaiting the results to gauge the company's future prospects.
- Declining EPS Expectations: The consensus EPS estimate stands at -$0.14, reflecting a 27.3% year-over-year decline, indicating challenges in profitability that could impact investor confidence.
- Revenue Forecast Drop: The consensus revenue estimate is $5.65 million, down 15.7% year-over-year, suggesting that the company may face pressure in a competitive market and needs to implement strategies to regain growth.
- Historical Performance Review: Over the past two years, Identive has only beaten EPS estimates 13% of the time while surpassing revenue estimates 75% of the time, indicating relative stability in revenue but a need for improvement in profitability.
See More
Identiv Reports Q1 2026 Earnings Exceeding Expectations
- Strong Sales Performance: Identiv achieved $7.4 million in revenue for Q1 2026, exceeding guidance and representing a 39% increase from $5.3 million in Q1 2025, indicating robust market performance and stable customer demand.
- Strategic Partnership Agreement: The company signed a long-term agreement with IFCO to exclusively supply BLE smart labels, with mass production expected to commence in Q4 2026, marking a strategic positioning in the reusable plastic container market and enhancing future revenue potential.
- Facility Transition: The Thailand manufacturing facility has fully transitioned, increasing efficiency in customer service and reducing costs while maintaining high product quality, which is expected to positively impact future profitability.
- Market Demand Challenges: Despite strong Q1 performance, management noted a softening demand for higher-end products among consumers, which may exert pressure on sales in the latter half of 2026, necessitating strategic adjustments in response to market dynamics.
See More
Identive to Announce Q1 Earnings with Positive Growth Estimates
- Earnings Announcement Date: Identive (INVE) is set to release its Q1 2023 earnings on May 13th after market close, with a consensus EPS estimate of -$0.12, reflecting a 42.9% year-over-year improvement, indicating potential recovery in profitability.
- Revenue Growth Expectations: The revenue estimate for Q1 stands at $6.92 million, representing a 31.3% year-over-year increase, which highlights Identive's positive performance amid recovering market demand and product expansion, potentially laying a solid foundation for future results.
- Historical Performance Review: Over the past two years, Identive has exceeded EPS estimates 25% of the time and revenue estimates 75% of the time, demonstrating the company's financial stability and market confidence.
- Revision Trends: In the last three months, EPS estimates have seen two upward revisions with no downward adjustments, while revenue estimates have experienced three upward revisions, reflecting analysts' optimistic outlook on Identive's future performance, which may further drive stock price appreciation.
See More
Identiv to Hold Q1 2026 Earnings Call on May 13
- Earnings Call Announcement: Identiv will hold a teleconference on May 13, 2026, at 5:00 PM EDT to discuss its Q1 2026 financial results, with results published in a press release prior to the call, ensuring timely access to critical information for investors.
- Teleconference Details: The call will feature toll-free and international dialing options, with a toll-free number of +1 888-506-0062 and an international number of +1 973-528-0011, facilitating global investor participation and enhancing communication between the company and its stakeholders.
- Webcast Availability: The teleconference will also be webcast, allowing investors to register via the provided link, which enhances transparency and increases investor engagement, likely attracting more attention from potential investors.
- Replay Service: The teleconference replay will be available until May 27, 2026, with access through +1 877-481-4010 or +1 919-882-2331, ensuring that investors who cannot attend live can still access important information, further improving the accessibility of the company's communications.
See More
Identiv Expands ID-Safe Product Line for Enhanced Product Security
- Product Security Solutions: Identiv has launched the ID-Safe product line, which combines NFC technology with advanced tamper-proof design to meet the needs of industries such as pharmaceuticals, healthcare, and retail, addressing the growing issues of counterfeiting and product fraud.
- Real-Time Verification Capability: Each ID-Safe tag is encoded with a unique identity that can connect to cloud systems, ensuring real-time confirmation of product authenticity throughout manufacturing, logistics, and distribution, significantly enhancing supply chain transparency and trust.
- Tamper-Proof Design: The ID-Safe tags include tamper-evident NFC labels and destructible antenna tags that effectively prevent products from being removed, reused, or refilled, thereby protecting brand value and reducing the risks of warranty and returns abuse.
- Wide Industry Applications: This product line has been successfully implemented in an award-winning NFC-based anti-counterfeiting smart packaging solution for luxury wine, demonstrating its effectiveness in high-end markets while providing scalable security solutions for other industries.
See More
Identiv Reports Q4 2025 Earnings Highlights
- Sales Performance Exceeds Expectations: Identiv reported $6.2 million in revenue for Q4 2025, surpassing guidance and reflecting a 24% increase from Q3's $5.0 million, although down 7.5% from $6.7 million in Q4 2024, indicating ongoing progress in its high-growth BLE strategy.
- Significant Margin Improvement: The successful transition to the new manufacturing facility in Thailand resulted in a non-GAAP gross margin of 25.6% for Q4, a substantial increase from negative 5.2% in the same quarter last year, highlighting enhanced cost control and production efficiency.
- Strong Cash Position: Identiv ended Q4 2025 with $128.9 million in cash and cash equivalents, a sequential increase of $2.3 million over Q3, demonstrating improved financial management and providing a solid foundation for future investments.
- Optimistic Outlook: Management anticipates Q1 2026 sales between $6.7 million and $7.2 million, representing a 26% to 35% increase over Q1 2025's $5.3 million, driven by new customer orders, while also noting potential short-term variability in gross margins during production scaling.
See More
Identive Set to Announce Q4 Earnings on March 12
- Earnings Announcement Date: Identive (INVE) is scheduled to release its Q4 earnings on March 12 after market close, with investors keenly awaiting the results to gauge the company's future prospects.
- Declining EPS Expectations: The consensus EPS estimate stands at -$0.14, reflecting a 27.3% year-over-year decline, indicating challenges in profitability that could impact investor confidence.
- Revenue Forecast Drop: The consensus revenue estimate is $5.65 million, down 15.7% year-over-year, suggesting that the company may face pressure in a competitive market and needs to implement strategies to regain growth.
- Historical Performance Review: Over the past two years, Identive has only beaten EPS estimates 13% of the time while surpassing revenue estimates 75% of the time, indicating relative stability in revenue but a need for improvement in profitability.
See More
