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BrainChip (BRN) investor relations material

BrainChip Q4 2026 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q4 2026 earnings summary26 Jul, 2026

Executive summary

  • Ended the quarter with a cash balance of $20.3M, down from $25.3M in the prior quarter.

  • Received first production batch of 2,000 AKD1500 neuromorphic processors, marking transition to commercial-scale manufacturing.

  • Expiration of LDA Put Option Agreement, with obligations settled through share liquidation.

  • Advanced commercialisation strategy via new agreements, ecosystem expansion, and reference platform launches.

Financial highlights

  • Net operating cash outflows were $4.7M, an improvement from $5.3M in the prior quarter.

  • Receipts from customers totaled $0.15M, down from $0.7M in the previous quarter.

  • Payments to suppliers and employees were $5.1M, down from $6.1M in the prior quarter.

  • Cash and cash equivalents at quarter end were $20.3M.

  • Estimated quarters of funding available: 4.43.

Outlook and guidance

  • Anticipates commercial shipments of AKD1500 beginning in the second half of 2026.

  • Focus remains on scaling commercialisation, expanding customer and partner ecosystem, and building recurring revenue through silicon sales, IP licensing, and royalties.

  • AKD2500 project remains on schedule for early December tapeout.

  • Internal demonstrations of the Generative AI platform expected in late Q3 2026.

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