Brainchip Holdings Ltd. · ASX:BRN
Brainchip — Q2 2026 Earnings Presentation
29 slides from Brainchip's earnings presentation, Sep 11, 2026
Slide 1: Q2 2026 Investor Presentation
ASX Announcement For personal use only Q2 2026 Investor Presentation Sydney, Australia – 11 September 2026 – BrainChip Holdings Ltd (ASX: BRN, OTCQX: BRCHF, BCHPY) a global leader in ultra-low power, fully digital, event-based neuromorphic AI, is hosting an investor update with CEO, Sean Hehir at 10
Slide 2: Quarterly investor update Q2 2026
Quarterly investor rsonal use only update Q2 2026 11 September 2026
Slide 3: Agenda
Agenda rsonal use only 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 4: Edge AI – an early growth story
Quarterly Investor Update – Q2 2026 Edge AI – an early growth story rsonal use only 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 c
Slide 5: Why BrainChip? Strategy built to win
Quarterly Investor Update – Q2 2026 Why BrainChip? Strategy built to win rsonal use only 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 e
Slide 6: Why BrainChip? More to offer
Quarterly Investor Update – Q2 2026 Why BrainChip? More to offer rsonal use only 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 d
Slide 7: Why BrainChip? Growing opportunity pipeline
Quarterly Investor Update – Q2 2026 Why BrainChip? Growing opportunity pipeline rsonal use only 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/Ro
Slide 8: Why BrainChip? Key competitive advantages
Quarterly Investor Update – Q2 2026 Why BrainChip? Key competitive advantages rsonal use only 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 • Ultima
Slide 9: Why BrainChip? Diversified Customer Base
Quarterly Investor Update – Q2 2026 Why BrainChip? Diversified Customer Base rsonal use only 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 Rada
Slide 10: Q2 highlights
Quarterly Investor Update – Q2 2026 Q2 highlights rsonal use only 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 Accelerate
Slide 11: AKD1500 chips create a new revenue stream
Quarterly Investor Update – Q2 2026 AKD1500 chips create a new revenue stream rsonal use only 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
Slide 12: Akida powers hybrid computing
Quarterly Investor Update – Q2 2026 Akida powers hybrid computing rsonal use only 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
Slide 13: Investor questions
rsonal use only Investor questions
Slide 14: Appendices
rsonal use only Appendices 13
Slide 15: Investor calendar
Quarterly Investor Update – Q2 2026 Investor calendar rsonal use only 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
Slide 16: More on BrainChip
Quarterly Investor Update – Q2 2026 More on BrainChip rsonal use only 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 Cust
Slide 17: Glossary
Quarterly Investor Update – Q2 2026 Glossary rsonal use only 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 b
Slide 18: Sparse by Design, Always-On by Default
Sparse by Design, Always-On by Default Real-Time Intelligence That Never Sleeps rsonal use only 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
Slide 19: 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. rsonal use only Where the Data Goes The Result? Cloud-Dependent AI Sensor Network Cloud Decision Zero Data Tran
Slide 20: BrainChip Offerings
BrainChip Offerings Scalable Platform from IP to Solutions rsonal use only 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 AKD150
Slide 21: Edge AI Solution Provider
Edge AI Solution Provider rsonal use only 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-cos
Slide 22: Edge AI Use Cases
Edge AI Use Cases rsonal use only 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
Slide 23: Partner Ecosystem
Partner Ecosystem Why BrainChip? Trusted By Industry Leaders rsonal use only Semiconductor, software, supply chain and AI leaders turn ing Akida from licensable core into a production system IP Technology CPU and processor IP validated with Akida Solutions Enablement Models, tools and applications b
Slide 24: Getting Started with Akida
Getting Started with Akida Resources rsonal use only 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
Slide 25: 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 rsonal use only Powered by BrainChip AKD1500 processor and Nordic nRF5340 SoC Target Applications Keyword Spot
Slide 26: 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 - rsonal use only Doppler feature extraction, and ne
Slide 27: 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 rsonal use only 70 MHz –6 GHz
Slide 28: 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 rsonal use only performance for edge applications. Target Applications Private V
Slide 29: Brainchip.com
rsonal use only Brainchip.com investor.Brainchip.com Troy Dahms Head of Investor Relations and Financial Communications IR@Brainchip.com 28