EarningsQ2 2026 Earnings Report
BRCHF Q2 2026 EPS Results
Actual EPS>-$0.01
Consensus EPS―
Beat/Miss―
One Year Ago EPS>-$0.01
BRCHF Q2 2026 Revenue Results
Actual Revenue$1.25M
Expected Revenue―
Beat/Miss―
YoY Revenue Growth+7.87%
Earnings Announcement Details
QuarterQ2 2026
Date08/26/2026
TimeBefore Open
Conference CallWednesday, August 26, 2026
BRCHF Upcoming Earnings
BrainChip Holdings's next earnings date is estimated for February 25, 2027, based on past reporting schedules.
Q2 2026 Earnings Call Audio
No earnings call audio is available for this earnings event.
Q2 2026 Earnings Slide Deck
No slide deck is available for this earnings event.
Q2 2026 Earnings Call Summary
Earnings Call Sentiment|Positive
The call was predominantly positive, with management highlighting a growing quarter-over-quarter funnel, expanded IP, chip and module offerings, strong traction in defense and wearables, 25% of Akida 1500 chips already sold, several thousand chips ordered by Parsons, progress on the Akida 2500 tape-out and a road map that is on schedule. The main concerns were lower-than-expected Akida 1500 yield, the missed bookings goal, limited financial predictability, the $20 million cash position and shareholder frustration. Highlights significantly outweighed the lowlights.Company Guidance
Strong and Growing Commercial Funnel
Management said the sales funnel is 'incredibly strong' and continues to grow quarter-over-quarter, with the defense and wearables sectors, including medical and health care, showing significant traction.
Defense, Wearables and IoT Demand
Defense organizations and wearables are identified as near-term demand drivers because their requirements align with BrainChip's ultra-low-power technology. Management also reported strong interest across other verticals, including IoT, preventive maintenance, monitoring, radar and drones.
Expanded Product Portfolio
BrainChip has expanded from a single IP offering to plans for 4 levels of IP, alongside a broader range of hardware offerings and modules. Management said the expansion is based on customer feedback and is part of the company's multiyear strategy.
Neuromorphic and Ultra-Low-Power Positioning
Management said BrainChip was the first to commercialize neuromorphic technology and has a strong technology lead in its targeted ultra-low-power Edge AI segment. The company described its offering as operating in sub-watt to slightly over one watt situations with more modest compute requirements.
Growing Intellectual Property Portfolio
Management highlighted a strong patent portfolio covering critical elements of BrainChip's technology and said the portfolio has continued to grow every quarter.
Akida 1500 Chip Sales and Inventory Traction
Since the original Akida 1500 chip order was placed, 25% of the chips have already been sold. BrainChip is also using part of its inventory to build modules, and management said the pipeline has been growing very rapidly now that chips are in-house.
Initial Parsons Defense Order
Parsons, a large defense contractor, placed an initial order for several thousand chips. Management described this as the first order in a multiyear partnership and said the engagement involves using more than one chip on an individual board to advance hybrid computing.
Akida 2500 Tape-Out Progress
Management said the Akida 2500 tape-out is progressing 'incredibly well.'
Licensee and Channel Development
BrainChip's first major licensee, Edge AI, is on track to tape out its chip later this year. ASICLAND has purchased MPW licenses that it can deploy with customers, creating potential downstream licensee opportunities.
Hybrid Computing Momentum
Management highlighted work with the IBM Symphony community bundle and ongoing activity with other organizations using hybrid computing. BrainChip also identified Neuromorphyx as an important chip customer introducing new modules and described hybrid computing across Akida, CPUs, GPUs and other NPUs as a significant future use case.
Medical Seizure-Prediction Deployment
Onsor is using BrainChip chips in glasses that can predict within 1 hour, with 98% accuracy, whether a person with epilepsy is about to have an epileptic seizure.
Defense Radar and Drone Applications
Management said BrainChip's solution developed with Raytheon and the Air Force Research Laboratory enables radar systems to detect and classify incoming objects while supporting mobility, compared with traditional radar that lacked classification and mobility capabilities.
IP, Chips and Modules Revenue Model
Management said BrainChip is not moving away from IP. IP is intended to address large companies building custom chips and can generate royalties as those chips come off the line, while silicon chips and modules address companies without the resources to develop custom hardware. Management described the offerings as additive and said customers can use chips for prototypes before refining final IP designs.
Road Map Execution
Management said the product road map is 'definitely on schedule,' including the expansion of the IP offering and a new IP offering expected in the next 6 months.
Customer Adoption Focus
Management emphasized ease of adoption through hardware deployment, IP integration, model support, software, modules and customer support, stating that the company is focused on making BrainChip technology easy for customers to deploy.
Potential Robotics Applications
Management said humanoid robotics and other mobile robots are ideal use cases because they require mobility, quick decision-making and typically battery-powered operation.
Strategic Market Timing
Management said BrainChip's product expansion and the maturation of the Edge AI market are occurring at the same time, creating what it described as favorable timing and positioning to capitalize on the opportunity.
Management Accountability Framework
Management said short-term incentives are tied to annual goals, while the long-term incentive plan vests over 3 years and is aligned with bookings, revenue and share price. The company also stated that the CEO received no bonus because the bookings goal was not achieved.
BRCHF Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed