Research analysts who have asked questions during Ambiq Micro earnings calls.
QB
Quinn Bolton
Needham & Company, LLC
2 questions for AMBQ
Also covers: ALAB, ALGM, AMBA +22 more
VA
Vivek Arya
Bank of America Corporation
2 questions for AMBQ
Also covers: ADI, ALGM, AMAT +24 more
Tore Svanberg
Stifel Financial Corp.
1 question for AMBQ
Also covers: ADI, ALAB, AMBA +15 more
TS
Tor Swenberg
Stapel
1 question for AMBQ
Recent press releases and 8-K filings for AMBQ.
Ambiq Micro, Inc. Announces Preliminary Estimated Unaudited Financial Results for FY 2025
AMBQ
Earnings
Guidance Update
- Ambiq Micro, Inc. (AMBQ) disclosed preliminary estimated unaudited financial results for the year ended December 31, 2025, as of January 21, 2026.
- The company expects net sales for FY 2025 to range from $71,770 thousand to $72,470 thousand.
- Gross profit is estimated between $31,359 thousand and $31,667 thousand, with a gross margin of 43.7%.
- A significant portion of net sales, 91.0% to 91.6%, was generated outside Mainland China.
- These preliminary results are subject to change as closing procedures are not yet complete and have not been audited by KPMG LLP.
Jan 21, 2026, 1:12 PM
Ambiq Discusses Growth Drivers, Product Roadmap, and Financial Outlook
AMBQ
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
- Ambiq, leveraging its proprietary SPOT technology, develops microprocessors that consume two to five times less power than competitors, enabling AI at the edge across personal devices, medical, industrial, and smart home markets.
- The company projects a strong 2025 with sequential growth, including Q4 guidance 35% higher than consensus, driven by new customer additions and the expanding Edge AI market.
- Key future growth drivers include diversification into higher-margin industrial and medical markets, expected to represent 25% of the 2027 design funnel by dollar value, and the introduction of its Atomic product, an AI-first NPU, with meaningful revenue anticipated in 2028.
- Ambiq believes it can fund its growth and achieve profitability without further market funding, having raised $100 million in its IPO, and has limited its China business to 10% to manage geopolitical risk.
Dec 3, 2025, 11:15 PM
Ambiq Discusses Growth Drivers, New Products, and Market Strategy at UBS Conference
AMBQ
Guidance Update
Product Launch
New Projects/Investments
- Ambiq guided Q4 2025 revenue 35% higher than consensus, attributed to diversification in personal devices and the addition of a third major customer.
- The company is developing Atomic, its first AI-first product, with samples anticipated in late 2026/early 2027 and meaningful revenue expected by 2028.
- Ambiq plans to license its proprietary Spot technology in the automotive and data center markets over a three to five-year timeline, with initial focus on proving 12-nanometer Spot technology.
- Ambiq expects to overcome typical consumer market seasonality in 2025 and 2026 due to strong growth in the Edge AI market and increasing customer demand.
- The company limits its China business to a maximum of 10% of total revenue to mitigate geopolitical risks, though this cap will grow in absolute terms with overall revenue.
Dec 3, 2025, 11:15 PM
Ambiq Discusses Growth Drivers, Product Roadmap, and Funding Strategy
AMBQ
Revenue Acceleration/Inflection
New Projects/Investments
Product Launch
- Ambiq, founded 15 years ago, specializes in energy-efficient microprocessors that consume two to five times less power than competitors, utilizing its proprietary Spot technology for edge AI applications across personal devices, medical/healthcare, industrial, and smart homes/buildings.
- The company has shipped nearly 300 million units and guided Q4 revenue 35% higher than consensus, driven by diversification in personal devices and new customer additions. Ambiq expects to overcome typical consumer market seasonality in 2025 and 2026 due to rapid growth in the Edge AI market and new applications.
- Ambiq is developing its new Atomic NPU/AI-first product, with samples expected in late 2026/early 2027 and meaningful revenue by 2028, and is also working on taking its Spot technology to a 12 nanometer node for potential licensing in automotive and data center markets within a 3-5 year timeline.
- The company de-emphasized its business in China to a maximum of 10% of its business to minimize geopolitical risk for shareholders, though it still conducts some business there.
- Ambiq believes it can fund its growth ambitions and reach profitability without needing to return to the market for additional funding, although it remains open to further funding if it enhances shareholder value.
Dec 3, 2025, 11:15 PM
Ambiq Micro Reports Q3 2025 Results and Provides Strong Q4 Outlook
AMBQ
Earnings
Guidance Update
Product Launch
- Ambiq Micro reported Q3 2025 net sales of $18.2 million and a non-GAAP gross margin of 44.8%, reflecting a strategic pivot towards high-value, AI-driven markets.
- The company provided strong Q4 2025 revenue guidance of $18.5 million to $19.5 million, which meaningfully exceeds the consensus estimate of $14.2 million, driven by strong demand from existing and new customers and increased adoption of Apollo 5 products.
- Ambiq is advancing three strategic growth priorities: expanding into new edge AI markets, introducing new products like the Apollo 5 family and the upcoming Atomic platform, and establishing an IP licensing variant for Spot.
- The company ended Q3 2025 with $146.5 million in cash and cash equivalents and no debt, providing flexibility to fund growth initiatives.
Nov 6, 2025, 10:00 PM
Ambiq Micro, Inc. Reports Q3 2025 Financial Results and Provides Q4 2025 Outlook
AMBQ
Earnings
Guidance Update
Product Launch
- Ambiq Micro, Inc. reported net sales of $18.165 million for the third quarter ended September 30, 2025, exceeding guidance.
- For Q3 2025, the company achieved a GAAP gross margin of 42.3% and a Non-GAAP gross margin of 44.8%, reflecting a strategic pivot to higher-value Edge AI markets.
- The GAAP net loss attributable to common stockholders for Q3 2025 was $9.002 million, or $0.72 per share, while the Non-GAAP net loss was $3.977 million, or $0.22 per share.
- Ambiq Micro, Inc. expects net sales between $18.5 million and $19.5 million for the fourth quarter of 2025, which would be the highest quarterly revenue of the year.
- The company's outlook for Q4 2025 includes a Non-GAAP loss per share between $(0.44) and $(0.34), based on 18.2 million pro forma shares.
Nov 6, 2025, 9:19 PM
Quarterly earnings call transcripts for Ambiq Micro.
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