Replay available

Raspberry Pi Holdings plc (RPI) Q2 2026 Earnings Call

Raspberry Pi Holdings plc (LSE: RPI) Q2 2026 earnings conference call, held 2026-09-24. Replay captured from the company's public earnings webcast.

Thu, September 24, 2026 at 9:00 AMendedReplay
Raspberry Pi Holdings plc (RPI) Q2 2026 Earnings Call

Investor webinar replay

Meeting Overview The meeting focused on the interim results for Raspberry Pi Holdings PLC for the first half of 2026. Key highlights included record revenue and profitability, significant unit shipments, and updates on strategic initiatives despite supply chain challenges. Key Discussion Points - Overview of financial results for the first half of 2026, highlighting record revenue and profitability. - Shipment of 4.2 million Raspberry Pi units and a doubling of customer order backlog to 2.6 million units. - Introduction of five new products and platform improvements, including enhanced AI support and memory density options. - Investment in operational capacity and hiring of a Chief Operating Officer to streamline processes. - Strong demand for higher-margin products, particularly compute modules and Raspberry Pi 4 and 5. - Significant growth in gross profit and revenue, driven by unit sales and price increases due to rising memory costs. - Performance of accessories, with notable gr...

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Featured Presenters

Eben Upton

Chief Executive Officer

Replay transcript excerpt

Speaker 1: Good afternoon and welcome to the Raspberry Pi Holdings PLC interim results 2026 Speaker 1: investor presentation. Speaker 1: Throughout this recorded presentation, investors will be in listen-only mode. Questions are encouraged and they can be submitted at any time using the Q&A tab situated on the right-hand corner of your screen. Simply type in your questions and press send. Before we begin, I would like to submit the following poll and I would now like to hand you over to CEO Evan Upton. Good afternoon. Speaker 2: Good afternoon and welcome everybody. Speaker 2: Welcome to our 2026 interim results. I'm Evan, joined today by my colleague Richard. Speaker 2: We're going to take you through the 1st 0.5 Speaker 2: financial results for the business, Speaker 2: give you some updates on progress against our strategy, but I think 1st perhaps we could just take a quick look at some of the highlights of that. Speaker 2: I mean, quite simply, this was an exceptional Speaker 2: 1st 0.5 for us. Speaker 2: So record revenue, record profitability in the business. We shipped over 4 million units. We shipped 4.2 million Raspberry Pis and 0.5 with our customer order backlog doubling Speaker 2: to 2.6 million units. Speaker 2: And all of this happened despite an incredibly Speaker 2: challenging supply chain environment. Speaker 2: Our diversified Speaker 2: DRAM supplier base Speaker 2: helped us weather the worst of that, helped us keep our products Speaker 2: in production and in availability Speaker 2: through the 0.5. Speaker 2: Despite these challenges, we kept innovating. Speaker 2: The 0.5 saw 5 new product and platform launches, Speaker 2: improving support for AI workloads on Raspberry Pi 5, Speaker 2: helping our OEM users Speaker 2: through the memory crisis...

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