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Identiv 10-Q Filings

INVE NASDAQ

Every 10-Q that Identiv (INVE) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 10-Q covers the quarterly report filed between annual reports, so if you follow INVE and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full INVE filings page.

Rhea-AI Summary

Identiv, Inc. reported higher revenue but continued losses for the quarter and six months ended June 30, 2026, while signing a transformational asset sale. Net revenue rose to $5.7M for the quarter and $13.1M year‑to‑date, up 13% and 27% from 2025, driven largely by RFID transponder demand in the Americas. Gross margin improved from negative to positive, reaching 16% for the quarter and 17% year‑to‑date as production consolidated into the Thailand facility and Singapore manufacturing was shut down.

Despite this, the company posted a quarterly net loss of $4.7M and a six‑month net loss of $8.1M, with operating cash outflows of $7.2M in the first half. Cash and equivalents were $119.4M and working capital $125.8M, with no debt and an expanded $40M stock repurchase authorization.

On June 24, 2026 Identiv agreed to sell substantially all IoT operating assets plus $25M in cash to Trackonomy in exchange for $50M of Buyer Series C preferred stock and assumption of certain liabilities, subject to shareholder approval and other conditions. After closing, Identiv plans to remain public, rebrand, and pursue acquisitions to build a physical AI‑focused SaaS business, but acknowledges it will temporarily lack a meaningful operating business and will continue to incur public‑company costs.

Rhea-AI Summary

Identiv, Inc. reported higher sales but continued losses for the quarter ended March 31, 2026. Net revenue rose to $7.4 million from $5.3 million, driven largely by one Americas customer ordering about $2.8 million of RFID products for its full-year volume in the first quarter.

Gross profit increased to $1.3 million and gross margin improved to 17% from 3%, helped by shifting production from Singapore to Thailand, exiting low‑margin business, and better facility utilization. Operating expenses were stable at $5.5 million, leading to a narrower net loss of $3.4 million compared with $4.8 million a year earlier.

The IoT Business segment remains the company’s sole segment, focused on specialized RFID and BLE devices for healthcare, logistics, and smart packaging. Identiv ended the quarter with $124.5 million in cash and cash equivalents, working capital of $129.6 million, and an accumulated deficit of $361.5 million, providing liquidity but underscoring its history of operating losses.

Rhea-AI Summary

Identiv, Inc. (INVE) filed its Q3 2025 10‑Q, reporting continuing-operations net revenue of $5.0 million, down 23% year over year, as the company exits lower-margin projects and a large customer works through prior safety stock. Gross margin improved to 11% from 4% on better utilization in Thailand and reduced fixed costs from the Singapore shutdown, but operating losses persisted.

Loss from continuing operations was $3.5 million versus $9.3 million a year ago, helped by interest income of $1.3 million on a large cash position. Cash and cash equivalents were $126.3 million, with total stockholders’ equity of $143.7 million and minimal debt-like liabilities. Operating cash flow for the nine months was an outflow of $9.7 million. The company recorded $0.4 million of restructuring costs tied to Singapore facility wind-down.

Following the 2024 sale of the Physical Security Business, Identiv focuses on its IoT segment for specialty RFID and BLE devices across healthcare and other high-value markets. As of November 4, 2025, shares outstanding were 23,754,389. Under its $10 million repurchase authorization, the company had repurchased 463,779 shares for about $1.9 million as of September 30, 2025.

Rhea-AI Summary

Identiv, Inc. reported continuing operations net revenue of $5.04 million for the quarter ended June 30, 2025, down 25% from $6.74 million a year earlier and $10.31 million for the six months, down 23%. The company recorded a gross loss of $0.47 million (−9% margin) in the quarter versus a $0.61 million gross profit in the prior-year quarter, and a net loss from continuing operations of $6.04 million for the quarter and $10.83 million for six months. The quarter included an inventory write-down of approximately $639,000 and restructuring/severance and lease-impairment charges totaling $420,000.

The balance sheet shows $129.3 million in cash and cash equivalents with money market and treasury bill holdings (treasury bills of $110.7 million and money market balances of $16.3 million disclosed). Working capital was $137.5 million. The company completed production transition from its Singapore facility and requalified customers in Thailand during Q2 2025 and expects shutdown activities in Singapore to finish in Q4 2025. The previously disclosed sale of the Physical Security Business yielded approximately $143.9 million in cash and is reported as discontinued operations for 2024.