Brainchip Holdings Ltd. · ASX:BRN
Brainchip — Q2 2026 Earnings Presentation
28 slides from Brainchip's earnings presentation, Sep 11, 2026
Slide 1: Quarterly investor update Q2 2026
Quarterly investor update Q2 2026 11 September 2026
Slide 2: Agenda
Agenda Edge AI – an early growth story Why BrainChip? Q2 highlights AKD1500 chips create a new revenue stream Akida powers hybrid computing Investor questions Appendices
Slide 3: Edge AI – an early growth story
Quarterly Investor Update – Q2 2026 Edge AI – an early growth story AI is moving from the cloud into physical devices (the Edge) Global Edge AI market Total market change (2026 - 2031): $31B – $69B (+18%p.a.) 1 Demand for AI growing exponentially Physical AI Wearable AI Data centre cost, power and l
Slide 4: Why BrainChip? Strategy built to win
Quarterly Investor Update – Q2 2026 Why BrainChip? Strategy built to win BrainChip is the worldwide leader in ultra low power Edge AI 1st to commercialise neuromorphic Protected IP advantage BrainChip in the market with a range 67 patents either secured of leading products/services enabling edge AI
Slide 5: Why BrainChip? More to offer
Quarterly Investor Update – Q2 2026 Why BrainChip? More to offer More intelligence, products and services than ever – driving greater customer interaction More ways to access More products More customer BrainChip intelligence and services to buy contacts than ever AKD1500 Reference designs Easier to
Slide 6: Why BrainChip? Growing opportunity pipeline
Quarterly Investor Update – Q2 2026 Why BrainChip? Growing opportunity pipeline Growing interest from a wide range of sectors in the ‘funnel’ Prospects Top of funnel Demonstration/ Evaluation Solution/ Support Negotiations SoC Vendor Medical/Healthcare Defense/Aerospace Industrial/Robotics Consumer
Slide 7: Why BrainChip? Key competitive advantages
Quarterly Investor Update – Q2 2026 Why BrainChip? Key competitive advantages BrainChip leads in ultra low power, ultra low latency and data sovereignty 500 Operating performance (TOPS) 100 • Ultra - low power • Ultra - low latency 20 • No cloud fees/tokens • High security 1 • Ultimate privacy 100 m
Slide 8: Why BrainChip? Diversified Customer Base
Quarterly Investor Update – Q2 2026 Why BrainChip? Diversified Customer Base BrainChip has real deployments already across a broad range of market segments and sectors Medical Wearables Radar & Drones Space Imaging Safety Drone Defense RISC-V AI Subsystem WiFi Wearables Advanced Radar Industrial Sen
Slide 9: Q2 highlights
Quarterly Investor Update – Q2 2026 Q2 highlights BrainChip’s commercialisation strategy continues to advance AKD1500 chips arrive IBM Spectrum Symphony Community Neuromorphyx relationship expanded Akida Bundle launched New revenue streams Purchased 1,200 chips in Dec - 25 Accelerates product “…ligh
Slide 10: AKD1500 chips create a new revenue stream
Quarterly Investor Update – Q2 2026 AKD1500 chips create a new revenue stream Physical chips delivery driving revenue and accelerating customer product evaluation ~25% Award - winning Strong interest chips sold to date From customers in the - Won Global AI award in Edge pipeline 1 AI + IoT Intellige
Slide 11: Akida powers hybrid computing
Quarterly Investor Update – Q2 2026 Akida powers hybrid computing Akida enhances computational efficiency for appropriate workloads Akida strong in hybrid computing Balancing workloads across Akida, CPU and GPU can significantly improve computational efficiency and inference latency IBM Spectrum Sym
Slide 12: Investor questions
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Slide 13: Appendices
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Slide 14: Investor calendar
Quarterly Investor Update – Q2 2026 Investor calendar Date Detail 11 Sep Investor update (Q2) 10:30am 22 Sep AI & Semiconductors: ASX - Listed Stocks Investor Webinar 11:45am Register here Late Sep Australian broker desk briefing Late Oct Q3 2026 QAR and Appendix 4C Oct/Nov Investor update (Q3) Jan
Slide 15: More on BrainChip
Quarterly Investor Update – Q2 2026 More on BrainChip BrainChip communication channels and socials ASX (ASX:BRN) – Financial and operational updates, material disclosures Investors LinkedIn – Key updates, awards, partnerships Instagram – Key updates, awards, partnerships, videos Customers Podcast (
Slide 16: Glossary
Quarterly Investor Update – Q2 2026 Glossary ASIC Application - Specific Integrated Circuit BLE Bluetooth Low Energy CNNs Convolutional Neural Networks – traditional image processing that is computation heavy CPU Central Processing Unit – the ‘Brain’ of a computer Edge Outer - most boundary of a net
Slide 17: Sparse by Design, Always-On by Default
Sparse by Design, Always-On by Default Real-Time Intelligence That Never Sleeps How Akida Stays Always-On What That Buys You Quantization Near-memory compute Event-based sparsity Our key differentiator: event-based sparsity that does more with less. 1+ year Always - On Operation On a Battery mW Ultr
Slide 18: Built for Data Sovereignty
Built for Data Sovereignty Your Data Never Leaves the Device Conventional AI has to send data somewhere to be useful. Akida doesn’t — every inference runs on-chip, at the point of sensing. Where the Data Goes The Result? Cloud-Dependent AI Sensor Network Cloud Decision Zero Data Transmissions Off Th
Slide 19: Scalable Platform from IP to Solutions
BrainChip Offerings Scalable Platform from IP to Solutions Akida Akida AkidaTag Reference Comms Radar Platforms AKD1500 AKD1500 AKD1500 AKD1000 AKD1000 AKD1000 M.2 Card PCIe Card Raspberry Pi 5 M.2 Card PCIe Card Raspberry Pi 5 Dev. Kits Dev. Kit Dev. Kit Models metaONNX Tools AKD1500 AKD1000 Edge A
Slide 20: Edge AI Solution Provider
Edge AI Solution Provider Mobility Wearables Voice Assistance Multi-tech portfolio ideal for drones, Multi-tech portfolio ideal for wearables Low-power and low-cost ADAS, space, etc. Ultra-low power, always-on AI Custom LLM with RAG demo Specialized models in radar and Signal Low-cost Use less memor
Slide 21: Edge AI Use Cases
Edge AI Use Cases Radar Object Classification AkidaTag Keyword Spotting RF Signal Intelligence Real - time drone detection and Self - learning in keyword spotting, Akida Communication Reference classification at the edge. bringing intelligence to battery - Platform brings ultra - low SWaP - C RF pow
Slide 22: Why BrainChip? Trusted By Industry Leaders
Partner Ecosystem Why BrainChip? Trusted By Industry Leaders Semiconductor, software, supply chain and AI leaders turning Akida from licensable core into a production system IP Technology CPU and processor IP validated with Akida Solutions Enablement Models, tools and applications built on Akida Sil
Slide 23: Getting Started with Akida
Getting Started with Akida Resources Register Now Developer Resources Developer Kits Akida Cloud User Guide & BrainChip See BrainChip product offerings Run Akida just like a chip on your Data Sheet University including boards, cards, and boxes. bench. Models Downloads Test, benchmark, and validate y
Slide 24: Akida TAG: Always on Edge AI, No Cloud Required
Akida TAG : Always on Edge AI, No Cloud Required What It Is Ultra-low-power neuromorphic AI module with BLE connectivity Runs multiple AI models entirely on-chip, battery powered - no cloud Powered by BrainChip AKD1500 processor and Nordic nRF5340 SoC Target Applications Keyword Spotting : voice wak
Slide 25: Radar Reference Platform: Enabling Intelligent Sensing at the edge
Radar Reference Platform : Enabling Intelligent Sensing at the edge What It Is An end - to- end radar + AI platform that enables real - time target classification on low - power edge hardware. The platform integrates radar signal processing, micro - Doppler feature extraction, and neuromorphic AI in
Slide 26: Communications Reference Platform: Real-Time RF Intelligence at the edge
Low SWaP implementation Communications Reference Platform : Real-Time RF Intelligence at the edge What It Is Compact, ultra - low - power, event - based signal analysis reference platform for real - time RF waveform classification. Powered by BrainChip AKD1500 NPU with 70 MHz –6 GHz SDR front - end.
Slide 27: Private Voice Assistant Reference Platform
Low SWaP implementation Private Voice Assistant Reference Platform What It Is TENNs model Voice Assistant running on a mobile phone without connection to internet. LLM models using Akida GEN 3 model, showing latency and performance for edge applications. Target Applications Private Voice Assistant F
Slide 28: Troy Dahms
Brainchip.com investor.Brainchip.com Troy Dahms Head of Investor Relations and Financial Communications IR@Brainchip.com 28