Every 8-K 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 8-K covers material events a company has to report between its quarterly 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.
Identiv, Inc. (INVE) amended its Governance Letter Agreement with Bleichroeder LP to clarify how Bleichroeder’s voting power is treated when it holds a large stake. The change confirms that Section 3(e)’s proportional voting requirement applies whenever Bleichroeder owns more than 40% of Identiv’s outstanding voting stock, regardless of how that ownership level is reached.
If Bleichroeder’s holdings exceed this 40% threshold on the record date for any shareholder meeting or other stockholder vote, the shares it holds above 40% must be voted in the same proportion on each proposal as the votes cast by all other stockholders. This provision applies as long as Bleichroeder’s holdings remain above the threshold and covers ownership changes resulting from purchases, conversion of nonvoting Series B Preferred Stock, company share repurchases, or any other cause.
Identiv, Inc. reported fiscal second quarter 2026 net revenue of $5.7 million, up from $5.0 million a year earlier, driven by higher RFID transponder sales. GAAP gross margin improved to 16.1% and non-GAAP gross margin to 24.5%, compared with negative margins in 2025, reflecting cost savings from closing Singapore manufacturing, better utilization in Thailand, and lower inventory obsolescence charges.
GAAP net loss narrowed to ($4.7) million, or ($0.20) per share, from ($6.0) million, while non-GAAP adjusted EBITDA loss improved to ($2.7) million from ($4.6) million. The company held $119.4 million in cash and cash equivalents as of June 30, 2026. Identiv signed an IoT asset purchase agreement with Trackonomy Systems on June 24, 2026, expected to close in Q3 2026, and plans a go-forward strategy focused on physical AI solutions and targeted acquisitions of compliance SaaS companies.
The Board currently intends to return up to $40 million to stockholders via repurchases, dividends, and/or other distributions, and Identiv intends to resume common stock repurchases before the Trackonomy asset sale closing. Management expects Q3 2026 net revenue of $4.1 million to $4.8 million, citing paused orders from a large consumer-facing customer and some chip allocation delays. No conference call will be held regarding these results.
Identiv, Inc. reported that on July 30, 2026, Chief Executive Officer and director Kirsten Newquist notified the Board of her intention to resign as CEO and from the Board following the closing of the pending Asset Sale of its specialty Internet of Things business to Trackonomy Systems, Inc., under a Stock and Asset Purchase Agreement dated June 24, 2026. The effective resignation date has not been determined, and the decision is based on her and the Board’s belief that post-closing leadership should have relevant domain expertise and is not due to any disagreement regarding operations, policies or practices.
The Asset Sale is subject to customary conditions, including stockholder approval. Consistent with post-closing plans, the Board is recruiting senior leadership with SaaS, mergers and acquisitions, and post-acquisition integration experience. Identiv has filed a preliminary proxy statement on Schedule 14A seeking approval of the Asset Sale and urges investors to review the definitive proxy statement and related materials when available on the SEC’s and the company’s websites.
Identiv, Inc. has set September 10, 2026 as the date for its 2026 annual meeting of stockholders. The company explains that stockholder proposals not included in the proxy statement may be presented only if timely notice is delivered in writing to the Secretary at the principal executive offices and otherwise complies with the Amended and Restated Bylaws.
Because the 2026 meeting will occur more than 30 days after the anniversary of the 2025 annual meeting, the bylaws’ alternate timing rule applies. For this Annual Meeting, written notices of stockholder proposals must be received no later than 5:00 p.m. Eastern Time on August 6, 2026.
Identiv, Inc. agreed to sell its specialty Internet of Things business to Trackonomy Systems, Inc., including substantially all IoT operating assets, its Thai subsidiary and a $25 million cash contribution, in exchange for $50 million of Trackonomy Series C preferred stock valued at $20.07 per share and assumption of certain liabilities. The deal requires approval from both companies’ stockholders and is expected to close in Q3 or early Q4 2026. Identiv plans to remain Nasdaq‑listed, change its corporate name after closing, and pivot to a SaaS‑ and physical AI‑focused strategy centered on acquiring compliance SaaS businesses in highly regulated industries. A Voting and Support Agreement with funds affiliated with Bleichroeder covers 2,884,495 common shares and 5,000,000 Series B preferred shares, representing about 12% of common and all Series B. The Board also expanded the stock repurchase program to $40 million, with an intention to repurchase shares after the transaction closes.
Identiv, Inc. reported first quarter 2026 revenue of $7.4 million, up from $5.3 million a year earlier and above its prior guidance. GAAP gross margin improved to 17.4%, while non-GAAP gross margin rose to 23.8%, reflecting cost savings and better utilization at its Thailand facility.
The company posted a GAAP net loss of $3.4 million, or $(0.15) per share, versus a $4.8 million loss, or $(0.21) per share, in the prior-year quarter. Management highlighted one customer pulling forward its full-year 2026 orders into Q1. For Q2 2026, Identiv expects net revenue between $5.4 million and $6.0 million.
Identiv, Inc. reported fourth-quarter and full-year 2025 results showing weaker sales but sharply better profitability metrics and a new growth platform. Q4 2025 revenue was $6.2 million, down from $6.7 million a year earlier as the company exited lower-margin business. However, GAAP gross margin improved to 18.1% from (14.9)%, and non-GAAP gross margin rose to 25.6% from (5.2)%, driven by completing its two-year manufacturing transition to Thailand.
For 2025, revenue was $21.5 million versus $26.6 million in 2024, but GAAP gross margin increased to 6.1% from 1.3%. GAAP net loss from continuing operations narrowed to $(18.0) million, or $(0.79) per share, from $(25.9) million, or $(1.14) per share, and non-GAAP adjusted EBITDA loss improved to $(14.5) million from $(15.8) million. The company also highlighted an exclusive multi-year supply agreement for next-generation Bluetooth Low Energy smart labels as a key milestone in its RFID- and BLE-enabled IoT strategy.
Looking ahead, management expects first-quarter 2026 net revenue between $6.7 million and $7.2 million, implying sequential growth from Q4 2025 while it focuses on scaling BLE label production, expanding its customer base, and launching new IoT products.
Identiv, Inc. furnished a current report to share that it has issued a press release with its financial results for the third quarter ended September 30, 2025. The company states that the press release, dated November 10, 2025 and attached as Exhibit 99.1, presents its results of operations and financial condition for this period. The information is provided under Item 2.02 of the form and is being treated as furnished rather than filed for securities law purposes.