Raspberry Pi (RPI) Investor Presentation summary

Mission and market overview

• Aims to provide high-performance, low-cost computing platforms globally, with over 60 million units sold since 2012.

• Addresses a $21bn combined market across industrial, embedded, enthusiast, and educational segments.

• Seven generations of single board computers and compute modules serve diverse customer needs.

• FY23 revenue reached $266M, with $66M gross profit and $43M adjusted EBITDA.

• Strong links to Cambridge University and a supportive strategic shareholder base underpin growth.

Product portfolio and customer segments

• Offers single board computers (SBCs), compute modules, and custom products for various applications.

• SBCs target enthusiasts, education, and low-to-medium volume industrial uses, priced from $4–$80.

• Compute modules serve medium-to-high volume, form-factor-sensitive OEMs, priced from $25–$95.

• Custom products retain high-volume OEMs by offering tailored solutions and higher ASPs.

• Products are widely adopted in sectors like EV charging, industrial automation, smart buildings, and digital signage.

Technology and competitive advantages

• End-to-end engineering capabilities span semiconductor IP, chip and board design, manufacturing, and software.

• In-house and collaborative silicon design with partners like Broadcom and Renesas creates unique features and cost advantages.

• Exclusive software investments and in-house silicon provide moats against clones and workalikes.

• Full technology stack integration, from hardware to Raspberry Pi OS, simplifies OEM product development.

• Strong community, brand awareness, and network effects drive adoption across consumer and industrial markets.