BRN Discussion Ongoing

[Jacob Kiraz]

I’m genuinely excited about Brainchips prospects over the coming years. There has been a clear and growing signal across the industry that many companies intend to move to the edge, and with the ecosystem we have built, I believe we are well positioned to take advantage of that shift. I would expect that partnerships with the likes of Frontgrade, RTX, Onsor, Metaguard, Andes, SiFive, Arquimea, Tata Elxsi, etc., should start to bear fruit over the next one to two years.

With that in mind, I think this year’s AGM provides an appropriate forum to ask Sean and the Board for a clearer view on the expected timing of royalties and any meaningful revenue. To date, the only guidance I recall being provided was during the ASX Investors youtube interview in May 2023, where Sean indicated that 6–12 months was too soon, while 3–5 years was too far out, suggesting somewhere in between. We are now at the point he suggested he should be able to provide some cadence around sales.

Sean would have visibility over the company’s commercial engagements, and his team would be in regular contact with partners who are working to integrate Akida into end products. Six years into commercialisation, and with multiple partnerships in place, I think it is reasonable to expect that management is forming internal forecasts around upcoming revenue to ensure the company remains in a financially strong position.

As shareholders, I think it is fair to ask at a high level, when management expects the commencement of royalties and meaningful revenue so that we can make informed decisions about our investment. I’m not expecting any NDAs to be breached or partner-specific details to be disclosed, but some clear commentary around what the financial outlook is over the next few years.

If management is unable to provide any meaningful guidance on this question, that would be a concern for me. To me it would suggest that material revenue may still be several years away. Greater clarity here would go a long way toward reassuring investors, particularly given how challenging the past five years have been for shareholders when focusing on the shareprice.

I enjoy 2 questions at the AGM,
1 when will we see dividends
2 Public Relations need to improve

 

[Pom down under]

Let's just all put him on ignore, I've had him on ignore from pretty much day one.

If I blocked him and many more that deserved to be blocked I struggle to post any more gifs

 

[SiDEvans]

https://neuromorphiccore.ai/neuromo...editerranean-wildfire-monitoring-simulations/

 

[perceptron]

Variable costs in manufacturing an item is $2.94. That is a small number. I wonder, are there any other costs that need to be considered such as capital expenditure, leases, salaries, land taxes and other costs that are fixed regardless of volume order. I wonder....

 

[Gazzafish]

We are standing proud in good company..

GO BRAINCHIP!!!

https://neuromorphiccore.ai/companies/

Extract :-“

1. The “Engineer vs. Scientist” Gap​

• The Conflict: Intel and IBM have built “science projects.” Intel’s Loihi 3 is brilliant but requires deep neuroscientific knowledge to program. IBM’s NorthPole is a closed-box powerhouse.
• The BrainChip Edge: BrainChip has effectively “democratized” neuromorphic. By building a digital-only architecture that talks to TensorFlow, they allow a standard software engineer to deploy a brain-inspired model in hours rather than months. They are winning the Ease-of-Integration battle, which is the key to mass-market adoption.

2. The “Tethered vs. Untethered” Gap​

• The Conflict: Most AI today is a “leash” technology—it requires a connection to the cloud or a massive power supply. IBM’s neuromorphic solutions are tied to the mainframe.
• The BrainChip Edge: Akida is built for “The Untethered Edge.” It is the only solution in 2026 that can perform complex “Ensemble AI” (running multiple models at once) on a device that is totally disconnected from the internet and running on a battery. For your audience, the message is clear: If it moves, flies, or is worn on the body, BrainChip is the only viable neuromorphic architecture.”

 

[Gazzafish]

https://www.navalnews.com/naval-new...f-war-to-expand-critical-munition-production/

Extract :-“

Extract:- "
Raytheon entered into five landmark framework agreements with the U.S. Department of War to significantly increase production capacity and speed deliveries of Land Attack and Maritime Strike variants of Tomahawk, AMRAAM missiles, Standard Missile-3 Block IB interceptors (SM-3 IB), Standard Missile-3 Block IIA interceptors (SM-3 IIA), and Standard Missile-6 (SM-6)."

 

[Frangipani]

#embeddedworld #embeddedworld2026 #edgeai #embeddedsystems | BrainChip

𝗘𝘅𝗰𝗶𝘁𝗲𝗱 𝘁𝗼 𝗮𝗻𝗻𝗼𝘂𝗻𝗰𝗲: 𝗕𝗿𝗮𝗶𝗻𝗖𝗵𝗶𝗽 𝘄𝗶𝗹𝗹 𝗯𝗲 𝗲𝘅𝗵𝗶𝗯𝗶𝘁𝗶𝗻𝗴 𝗮𝘁 𝗘𝗺𝗯𝗲𝗱𝗱𝗲𝗱 𝗪𝗼𝗿𝗹𝗱 𝟮𝟬𝟮𝟲! 🚀 Join us March 10-12 in Nuremberg, Germany. Looking forward to connecting with the embedded community and exploring the future of edge AI together. 𝙎𝙚𝙚 𝙮𝙤𝙪 𝙩𝙝𝙚𝙧𝙚! 📍 Nuremberg, Germany 📅 March 10-12, 2026...

www.linkedin.com

 

[HopalongPetrovski]

Anyone else noticed the 10 million prop bids that have appeared down the bottom of the buy side?
Given the current shaky global situation and the collapse of our American friends reliability it maybe
signals another tree shake is imminent?
Guess they have to break .145 to try and set up a cascade.
Maybe the last really good opportunity to load up coming round the bend.
If it does I will be indulging as I have been expecting this as a likelihood, but I don't know the future so am not suggesting this as advise for anyone else.
GLTAH

 

[7für7]

If someone is in Germany, take a visit

#embeddedworld #embeddedworld2026 #edgeai #embeddedsystems | BrainChip

𝗘𝘅𝗰𝗶𝘁𝗲𝗱 𝘁𝗼 𝗮𝗻𝗻𝗼𝘂𝗻𝗰𝗲: 𝗕𝗿𝗮𝗶𝗻𝗖𝗵𝗶𝗽 𝘄𝗶𝗹𝗹 𝗯𝗲 𝗲𝘅𝗵𝗶𝗯𝗶𝘁𝗶𝗻𝗴 𝗮𝘁 𝗘𝗺𝗯𝗲𝗱𝗱𝗲𝗱 𝗪𝗼𝗿𝗹𝗱 𝟮𝟬𝟮𝟲! 🚀 Join us March 10-12 in Nuremberg, Germany. Looking forward to connecting with the embedded community and exploring the future of edge AI together. 𝙎𝙚𝙚 𝙮𝙤𝙪 𝙩𝙝𝙚𝙧𝙚! 📍 Nuremberg, Germany 📅 March 10-12, 2026...

www.linkedin.com

 

[4jct]

I’m genuinely excited about Brainchips prospects over the coming years. There has been a clear and growing signal across the industry that many companies intend to move to the edge, and with the ecosystem we have built, I believe we are well positioned to take advantage of that shift. I would expect that partnerships with the likes of Frontgrade, RTX, Onsor, Metaguard, Andes, SiFive, Arquimea, Tata Elxsi, etc., should start to bear fruit over the next one to two years.

With that in mind, I think this year’s AGM provides an appropriate forum to ask Sean and the Board for a clearer view on the expected timing of royalties and any meaningful revenue. To date, the only guidance I recall being provided was during the ASX Investors youtube interview in May 2023, where Sean indicated that 6–12 months was too soon, while 3–5 years was too far out, suggesting somewhere in between. We are now at the point he suggested he should be able to provide some cadence around sales.

Sean would have visibility over the company’s commercial engagements, and his team would be in regular contact with partners who are working to integrate Akida into end products. Six years into commercialisation, and with multiple partnerships in place, I think it is reasonable to expect that management is forming internal forecasts around upcoming revenue to ensure the company remains in a financially strong position.

As shareholders, I think it is fair to ask at a high level, when management expects the commencement of royalties and meaningful revenue so that we can make informed decisions about our investment. I’m not expecting any NDAs to be breached or partner-specific details to be disclosed, but some clear commentary around what the financial outlook is over the next few years.

If management is unable to provide any meaningful guidance on this question, that would be a concern for me. To me it would suggest that material revenue may still be several years away. Greater clarity here would go a long way toward reassuring investors, particularly given how challenging the past five years have been for shareholders when focusing on the shareprice.

The most sensible shareholder viewpoint I’ve heard. I vote JB49 pen this directive in a format we can all endorse then submit to the company directly in the appropriate timeframe for clear consideration at the AGM.

 

[H2 goes up]

Variable costs in manufacturing an item is $2.94. That is a small number. I wonder, are there any other costs that need to be considered such as capital expenditure, leases, salaries, land taxes and other costs that are fixed regardless of volume order. I wonder....

An electron - the absolute smallest piece of electricity.

A perceptron - the absolute smallest piece of perception.

You obviously perceive that the $2.94 is important. Nobody here has been able to fill you/us in on what it is exactly. However, you continue to ask. So, go and do some research and come back and let us know your findings. Depending on the outcome of your effort, I will either apologise for being a bit too forward or I will click the ignore button.

Cheers,
H

 

[Jacob Kiraz]

The most sensible shareholder viewpoint I’ve heard. I vote JB49 pen this directive in a format we can all endorse then submit to the company directly in the appropriate timeframe for clear consideration at the AGM.

I totally agree and yes a good post,
In all that said arent we experiencing this now with a Watch us now comment,
If you give them notice they'll say anything to please the room,
The AGM Is the only time the holders get a good go at them,
2 years ago 1 gentleman raised serious questions and they spoke abput 1 deal will get us profitable overnight,
That deal hasnt come,
I was hoping Favt finder would speak but his another up ramper on hot crapper

 

[itsol4605]

Intel

AI Software Architect – Neuromorphic Computing | Andreas Wild

We’re hiring! My team at Intel is looking for an experienced AI Software Architect to drive the development of Intel’s AI software stack and bring our leading neuromorphic technology to market — enabling the coming era of physical AI. If you’re passionate about AI frameworks, compilers...

www.linkedin.com

 

[Newk R]

Just imagine for one moment, being excited about the share price....

The share price is the market’s verdict on BrainChip's credibility, not effort

Oh FFS. Can you stop talking sense.

 

[smoothsailing18]

That's very interesting, seems to mean intels own neuromorphic chips are getting ready to go market . Competition is coming.

 

[smoothsailing18]

FF


"Scale Effortlessly: Access various configurations from one to six neural nodes. (This is new. Pico was only previously being offered as 1 or 2 nodes.)

Rapid Prototyping: Immediately test the capabilities of Akida 2's event-based engine through a secure, browser-based Jupyter Labs environment.

“By providing remote access to our Akida IP via FPGAs, we are removing the traditional hardware barriers for engineers,” said Sean Hehir, CEO at BrainChip. “Whether they are optimizing a high-performance robot or a sub-milliwatt wearable, developers can now prove their AI concepts in minutes, not months”."

This is amazing the idea that developers can prove their Ai concepts in minutes. Who was complaining that adoption had barriers related to the complexity of the AKIDA technologies. If this was correct it can no longer be argued as the case.

And not just for AKIDA Pico having regard to the seamless way in which Kevin D. Johnson at IBM proved out Symphony working with AKD1000 Brainchip's first generation technology

 

[IloveLamp]

That's very interesting, seems to mean intels own neuromorphic chips are getting ready to go market . Competition is coming.

Loihi is not really competition, that is well established. So unless they have miraculously bypassed our patents and chosen to ignore the fact that we are partnered with Intel Foundry Services then I see this as a good development.

Good chance any future neuromorphic technology they're going to commercialise will have our ip imo dyor

 

[Mercfan]

Im sorry for that but im attacking Tech for the upbeat over and over again?
Scoreboard doesnt look good because where rewarding underperformance

just shut up lowlife

 

[Jacob Kiraz]

What a start of the new year

Watch us now

 

[Jacob Kiraz]

How will the chat room go if the shareprice goes under 10 cents,Stick to the fundamentals, leadership group and Tech's reviews, i spoke to peter all is good