Inferra AI / Company / AMBQ

Ambiq Micro, Inc.

AMBQ · Information Technology

Last earnings Aug 11, 2026

Key results

Revenuequarter

13.6%

htm EX-99.1 EX-99.1 Ambiq Reports Second Quarter 2025 Financial Results Revenue Increases 13.6% Sequentially on Strong Demand for Edge AI AUSTIN, Texas, Sept.

SEC original ↗Ambiq Micro, Inc. — Earnings release (8-K exhibit)EX-99Sep 4, 2025

AI analysis

Q2 2025 · reported Sep 4, 2025

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Headline figures

MetricQ2 2025Prior qtrYear ago
Revenue13.6%——

EX-99 · Sep 4, 2025

Guidance · company-stated

No guidance located in the held release

Stated figure46.5%

“gross margin between 46.5% and 47.5%”

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

The holders of common stock are entitled to receive dividends at the discretion of the board of directors, subject to preferences that may apply to shares of preferred stock outstanding at the time.

If we have limited access to additional financing sources, we may be required to defer capital expenditures or seek other sources of liquidity, which may not be available to us on acceptable terms or at all.

Company-stated claims

Aug 11, 2026

Historical · increased approximately 113% · revenue

“  • Gross profit outpaced net sales growth: GAAP gross profit increased approximately 113% and non-GAAP gross profit increased approximately 109% year-over-year, with GAAP gross margin and non-GAAP gross margin expanding by 490 basis points and 450 basis points respectively.”

EX-99 · Aug 11, 2026
General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Ambiq Reports Second Quarter 2025 Financial Results Revenue Increases 13.6% Sequentially on Strong Demand for Edge AI

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

The holders of common stock are entitled to receive dividends at the discretion of the board of directors, subject to preferences that may apply to shares of preferred stock outstanding at the time.

SEC original ↗Ambiq Micro, Inc. — 10-Q Quarterly report10-QAug 11, 2026

If we have limited access to additional financing sources, we may be required to defer capital expenditures or seek other sources of liquidity, which may not be available to us on acceptable terms or at all.

SEC original ↗Ambiq Micro, Inc. — 10-Q Quarterly report10-QAug 11, 2026

Strategy & priorities

“One of our top priorities is the continued expansion of our technical innovation and product development roadmap.

SEC original ↗Ambiq Micro, Inc. — Earnings release (8-K exhibit)EX-99Sep 4, 2025

As evidence of our progress, we recently announced the expansion of our successful Apollo5 product family with the introduction of the Apollo510B wireless SoC.

SEC original ↗Ambiq Micro, Inc. — Earnings release (8-K exhibit)EX-99Sep 4, 2025

Esaka concluded by stating, “Looking ahead, our well-received IPO provides us with the additional capital necessary to accelerate our strategic initiatives that include broadening our customer base as well as penetrating new end markets and geographies in support of driving long-term profitable growth.

SEC original ↗Ambiq Micro, Inc. — Earnings release (8-K exhibit)EX-99Sep 4, 2025

The year-over-year decrease in net sales reflected Ambiq's strategic decision to diversify revenue toward higher value opportunities in geographies outside of China.

SEC original ↗Ambiq Micro, Inc. — Earnings release (8-K exhibit)EX-99Sep 4, 2025

The sequential and year-over-year increase in non-GAAP gross profit for the second quarter of 2025 was primarily driven by a more favorable product and customer mix as Ambiq continued to execute on its strategic prioritization of geographies outside of China.

SEC original ↗Ambiq Micro, Inc. — Earnings release (8-K exhibit)EX-99Sep 4, 2025

Risks & headwinds

Ambiq enables its customers to deliver AI compute at the edge where power consumption challenges are the most severe.

SEC original ↗Ambiq Micro, Inc. — Earnings release (8-K exhibit)EX-99Sep 4, 2025

By their nature, forward-looking statements are not statements of historical fact or guarantees of future performance and are subject to risks, uncertainties, assumptions or changes in circumstances that are difficult to predict or quantify including those described in the section titled Risk Factors in Ambiq's prospectus filed with the Securities and Exchange Commission ( SEC ) on July 31, 2025, as well as in other filings Ambiq may make with the SEC in the future.

SEC original ↗Ambiq Micro, Inc. — Earnings release (8-K exhibit)EX-99Sep 4, 2025

Legal Proceedings 25 Item 1A.

SEC original ↗Ambiq Micro, Inc. — 10-Q Quarterly report10-QAug 11, 2026

End Customer Concentration Although the Company recognizes revenue and directly invoices distributors for sales of its products, the timing and uncertainty of its revenue and cash flows are most impacted by the ultimate end customer.

SEC original ↗Ambiq Micro, Inc. — 10-Q Quarterly report10-QAug 11, 2026

Litigation From time to time, the Company may become involved in various legal actions arising in the ordinary course of business.

SEC original ↗Ambiq Micro, Inc. — 10-Q Quarterly report10-QAug 11, 2026

Due to the uncertainty of the Company s ability to realize the benefit of the deferred tax assets, the net deferred tax assets are fully offset by a valuation allowance at June 30, 2026 and December 31, 2025 .

SEC original ↗Ambiq Micro, Inc. — 10-Q Quarterly report10-QAug 11, 2026

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Documents

Filings

16 documents

Earnings releases

6 documents

Presentations

0 documents

No presentations for Ambiq Micro, Inc. are held in this edition of the library.

Transcripts

0 documents

No transcripts for Ambiq Micro, Inc. are held in this edition of the library.

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