BRN 3.92% 24.5¢ brainchip holdings ltd

Ann: Appendix 4C and Quarterly Activities Report, page-66

  1. 1,464 Posts.
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    I’m honestly baffled people we’re expecting more.

    the revenue model is simple and has been explained thoroughly by brainchip…

    the company sells IP
    they receive an upfront license fee.
    there have been 0 IP deals in over 2 years…

    where are people expecting imaginary money turn up from?

    maybe people are expecting royalties? Renesas bought a license over 3 years ago. Taped out a chip with akida IP and clearly it is not and might not ever go to market.

    megachips signed a license over 2 years ago clearly non of their customers have produced a chip with akida IP in it YET.

    WITHOUT new IP licenses there will be little to NO revenue.
    IP LICENSES AVAILABLE
    akida 1000 (available since 2019)
    akida 1500 (available since 2023)
    akida 2.0 (available since 2023)

    2 licenses have been sold
    renesas 2020
    megachips 2021.

    no new licenses no new revenue end of story.
 
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