BRN Discussion Ongoing

[Stable Genius]

I seem to remember in the half yearly numbers a couple of $1 million dollar licence fees from (was it) MegaChips. And the ARM model is similar? But what if a smaller company with lesser aspirations wanted to use Akida for say, a small family owned home security company. Would they pay a scaled down licensing fee to ARM based on their future revenue projections?

Hi Dhm,

I would expect the Large OEM’s such as Megachips would be paying the fee for the license and put Akida in a SOC to put in for example a security camera for which we also get a royalty.

The security camera company would badge the camera as theirs and sell them to the smaller family owned company to use. They wouldn’t pay a licensing fee.

But I’m not in the industry so that’s a guess!

 

[Fact Finder]

But playing devils advocate here, that isn’t primarily what we are after because our forte is edge sensor inference and processing on chip without the need of cloud computing. I guess we can’t be all the solutions for all the problems.

Why not. I want it all.

I expect that it will work this way:

1. Prospective customer has a system on a chip or a chiplet or an FPGA and they like the idea of additional AKIDA functionality for voice.

2. They download from ARM AKIDA in software and trial it with sample customers at the same time saying we can bring this to you as part of our next hardware offering where we will also deliver ‘x’ power and ‘x’ latency improvements if your interested.

3. Customers say great they say thanks ARM we are keen and so ARM chucks some AKIDA IP into the customers System on a Chip, Chiplet or FPGA and Brainchips their uncle.

4. This dramatically reducing the design and adoption cycle times as discussed in todays podcast.

My technophobe opinion only so wait till @wilzy123 or @Diogenese says it makes sense.
FF

AKIDA BALLISTA

 

[Stable Genius]

I’m surprised no one’s done the 1% math yet on ARM’s 1/4 figures.

7B - 1% = 70 000 000

Times 20c (cheap) = $14M

14M x 4 (quarters) = 56M

Not sure how that equates to a share price but I’m guessing it would be more than now!

Feel free to fix any errors!

 

[Dhm]

I’m surprised no one’s done the 1% math yet on ARM’s 1/4 figures.

7B - 1% = 70 000 000

Times 20c (cheap) = $14M

14M x 4 (quarters) = 56M

Not sure how that equates to a share price but I’m guessing it would be more than now!

Feel free to fix any errors!

Fix them? I’ve just opened some champagne and am in the process of booking my next holiday!

But seriously, that looks like a conservative allocation with 1%. It could be…….. 2%!!

 

[LexLuther77]

Wow it’s a tough crowd today. ASX up 190 pts and Nasdaq up 7% and we’re struggling to hold 63 cents… could be a tough road a head

 

[Fact Finder]

I’m surprised no one’s done the 1% math yet on ARM’s 1/4 figures.

7B - 1% = 70 000 000

Times 20c (cheap) = $14M

14M x 4 (quarters) = 56M

Not sure how that equates to a share price but I’m guessing it would be more than now!

Feel free to fix any errors!

As to the share price that may result I have written the first draft of the MF response.

“While these quarterly figures from Brainchip appear impressive digging in more deeply it can be seen that they come solely from one customer ARM. ARM has over 1,000 Ecco system partners and many of these partners are competing in the same space and provide significant competitive headwinds for Brainchip going forward.

The other Red Flag for us is the extreme uncertainty about ARM’s market dominance faced with the rise of RSIC-V and its floundering IPO plans in the present market.

Accordingly Brainchip is one to avoid but if you pay us lots of money we will give you the names of five runners who have never won at Caulfield from their last twenty starts.”

Regards
FF

AKIDA BALLISTA

 

[wilzy123]

As to the share price that may result I have written the first draft of the MF response.

“While these quarterly figures from Brainchip appear impressive digging in more deeply it can be seen that they come solely from one customer ARM. ARM has over 1,000 Ecco system partners and many of these partners are competing in the same space and provide significant competitive headwinds for Brainchip going forward.

The other Red Flag for us is the extreme uncertainty about ARM’s market dominance faced with the rise of RSIC-V and its floundering IPO plans in the present market.

Accordingly Brainchip is one to avoid but if you pay us lots of money we will give you the names of five runners who have never won at Caulfield from their last twenty starts.”

Regards
FF

AKIDA BALLISTA

Authorised by Scott Phillips.

 

[Newk R]

Wow it’s a tough crowd today. ASX up 190 pts and Nasdaq up 7% and we’re struggling to hold 63 cents… could be a tough road a head

Well 0.63 is up 6.25% so it is in line I reckon.

 

[MrNick]

Shall I tell the academics or will you...?

New AI Chip Twice As Energy Efficient As Alternatives

RRAM-based neuromorphic chips are more versatile and accurate as well

spectrum.ieee.org

 

[MrRomper]

I’m surprised no one’s done the 1% math yet on ARM’s 1/4 figures.

7B - 1% = 70 000 000

Times 20c (cheap) = $14M

14M x 4 (quarters) = 56M

Not sure how that equates to a share price but I’m guessing it would be more than now!

Feel free to fix any errors!

I was thinking about this. In the podcast they spoke of a standard chip with IP from various ecosystem partners of ARM for IoT customers. An 'Off the shelf' product.

There are a lot of ARM ecosystem partners. But how many offer the same benefit as the Brainchip IP? None! Just the low power consumption alone is easily worth the 20 cents price of admission. Plus imagine what a basic 4 nodes would do to a device.

Optimistically I am looking at a higher percentage. Price is anyone's guess.

 

[wilzy123]

Wow it’s a tough crowd today. ASX up 190 pts and Nasdaq up 7% and we’re struggling to hold 63 cents… could be a tough road a head

 

[alwaysgreen]

As to the share price that may result I have written the first draft of the MF response.

“While these quarterly figures from Brainchip appear impressive digging in more deeply it can be seen that they come solely from one customer ARM. ARM has over 1,000 Ecco system partners and many of these partners are competing in the same space and provide significant competitive headwinds for Brainchip going forward.

The other Red Flag for us is the extreme uncertainty about ARM’s market dominance faced with the rise of RSIC-V and its floundering IPO plans in the present market.

Accordingly Brainchip is one to avoid but if you pay us lots of money we will give you the names of five runners who have never won at Caulfield from their last twenty starts.”

Regards
FF

AKIDA BALLISTA

Isn't xro one of their recommendations?

 

[Fact Finder]

Hi Dhm,

I would expect the Large OEM’s such as Megachips would be paying the fee for the license and put Akida in a SOC to put in for example a security camera for which we also get a royalty.

The security camera company would badge the camera as theirs and sell them to the smaller family owned company to use. They wouldn’t pay a licensing fee.

But I’m not in the industry so that’s a guess!

Hi @Stable Genius

In the podcast with Doug CEO MegaChips he made clear much of what you suggest.

They like Brainchip are targeting the big companies but MegaChips is seeing increasing equiries from the smaller end of the market and they are looking at producing a Commercial Off the Shelf (COTS) semiconductor incorporating AKIDA to meet this market.

Some of the interviews with Jerome Nadel contain a great description of simple verses sophisticated customers. The last one I recall was the one with Alex the Rocket Scientist and his partner.

Brainchip have universally said that when a simple customer turns up at Brainchip having ecosystem partners like Edge Impulse and MegaChips gives them the ability to introduce these simple customers to them for assistance.

My clear understanding is that there are going to be multiple ways in which customers will pay for the AKIDA technology advantage and these multiple ways will be a closely guarded commercial in confidence secret.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[MrRomper]

Isn't xro one of their recommendations?

View attachment 21734

I have spoken to Scott Phillips and XRO are in the MF Top 5. Must be going gangbusters.

 

[AARONASX]

Isn't xro one of their recommendations?

View attachment 21734

This? https://www.fool.com.au/2022/09/23/xero-share-price-is-tumbling-5-but-could-it-be-worth-a-buy/

 

[JK200SX]

I’m surprised no one’s done the 1% math yet on ARM’s 1/4 figures.

7B - 1% = 70 000 000

Times 20c (cheap) = $14M

14M x 4 (quarters) = 56M

Not sure how that equates to a share price but I’m guessing it would be more than now!

Feel free to fix any errors!

$1.30

 

[Stable Genius]

$1.30

Thanks @JK200SX ,

I must admit that’s a bit underwhelming.

However that’s based on 1% from Arm which I’m sure we’ll achieve more!

It’s not including the other partners, NASA, Valeo, Si Five, Defence, MB and Megachips etc.

So I’m sure it’ll all add up to a healthy SP in time!

 

[equanimous]

Wow it’s a tough crowd today. ASX up 190 pts and Nasdaq up 7% and we’re struggling to hold 63 cents… could be a tough road a head

thats what Jim Cramer said

 

[supersonic001]

#podcast | BrainChip

The BrainChip Podcast is up - Kevin Ryan from ARM joins Rob Telson to discuss the BrainChip/Arm partnership and how it accelerates IoT design and developer enablement. - Podcast available here: https://lnkd.in/grT9RKVQ #podcast

www.linkedin.com

Is this an out of sync Nov edition

 

[Foxdog]

Isn't xro one of their recommendations?

View attachment 21734

Can't believe you put this up - I was so close to mentioning XRO when I was having a crack at MF earlier. They absolutely love this company and it has never been profitable as far as I know. You just have to 'smile and wave boys, smile and wave'