Identiv Reports Fourth Quarter and Fiscal Year 2025 Financial Results, Exceeds Q4 Guidance and Signs Multi-Year Supply Agreement

Significant Advancement in Bluetooth Low Energy Strategy Results in Exclusive Multi-Year Supply Agreement

Mar. 12, 2026 at 8:05pm

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Identiv, Inc. (NASDAQ: INVE), a global leader in RFID- and BLE-enabled Internet of Things (IoT) solutions, today released its financial results for the fourth quarter and fiscal year ended December 31, 2025. The company exceeded its Q4 guidance driven by growth with key customers and operational excellence, and signed an exclusive multi-year agreement to serve as the exclusive supplier for specialized, next-generation BLE smart labels.

Why it matters

Identiv's strong financial performance and strategic supply agreement highlight the company's progress in executing its Perform-Accelerate-Transform (P-A-T) strategy, which aims to drive innovation and capture opportunities in the rapidly growing global IoT market. The transition of production to Thailand has structurally reduced Identiv's cost profile and increased efficiency, positioning the company for continued growth.

The details

In the fourth quarter of 2025, Identiv reported revenue of $6.2 million, compared to $6.7 million in the prior year period. The year-over-year decrease was due to the exit of lower-margin business. However, the company's GAAP gross margin improved to 18.1% and non-GAAP gross margin reached 25.6%, reflecting the reduction in direct labor and manufacturing overhead costs associated with the Thailand production transition. For the full fiscal year 2025, Identiv reported revenue of $21.5 million and expanded its GAAP gross margin to 6.1% and non-GAAP gross margin to 14.3%.

  • Identiv released its Q4 and fiscal year 2025 financial results on March 12, 2026.
  • The company signed an exclusive multi-year supply agreement for specialized BLE smart labels during the fourth quarter of 2025.

The players

Identiv, Inc.

A global leader in RFID- and BLE-enabled Internet of Things (IoT) solutions, organized as a publicly traded company on the NASDAQ stock exchange.

Kirsten Newquist

The CEO of Identiv, who discussed the company's financial results and strategic progress.

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What they’re saying

“During the fourth quarter, we delivered results that exceeded our guidance and expectations, reflecting the higher-than-expected sales from key customers and the successful completion of our two-year manufacturing transition to Thailand, which has structurally reduced our cost profile and significantly increased efficiency.”

— Kirsten Newquist, CEO (PRNewswire)

“We have made considerable progress across our Perform-Accelerate-Transform (P-A-T) strategy and most recently achieved a significant win. We signed an exclusive multi-year agreement to serve as the exclusive supplier for specialized, next-generation BLE smart labels.”

— Kirsten Newquist, CEO (PRNewswire)

What’s next

As Identiv moves into 2026, the company is focused on scaling production for high-volume specialized BLE smart labels, expanding its customer base, and launching new products to capture opportunities in the rapidly growing global IoT market.

The takeaway

Identiv's strong financial performance and strategic supply agreement demonstrate the company's progress in executing its Perform-Accelerate-Transform (P-A-T) strategy, which has enabled it to structurally reduce costs, increase efficiency, and position the business for continued growth in the IoT market.