{"filings":[{"id":2171719,"accession_number":"0001193125-26-343443","cik":1500412,"company_name":"Ambiq Micro, Inc.","ticker":"AMBQ","form_type":"8-K","filed_at":"2026-08-11T11:31:28+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ambiq Q2 net sales up 90% YoY to $33.9M; guides Q3 to $36-37M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 net sales $33.9M, up 89.7% YoY; gross profit $15.3M up 112.9%; GAAP gross margin 45.0% (up 490 bps).","Net loss improved to $7.1M from $8.5M loss in prior-year quarter; operating expenses up 50.3% YoY.","Q3 2026 guidance: net sales $36-37M, sixth consecutive sequential growth quarter.","Raised ~$168M net proceeds from upsized June public offering; dual listing on Singapore Exchange under ticker AMQ.","Launched heliaCORE, compressionKIT, and heliaPROFILER to accelerate edge AI deployment on Apollo SoC families."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":1766919769.438997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1950563,"accession_number":"0001193125-26-325025","cik":1500412,"company_name":"Ambiq Micro, Inc.","ticker":"AMBQ","form_type":"8-K","filed_at":"2026-07-30T12:30:05+00:00","items":["7.01","9.01"],"status":"ready","headline":"Ambiq CEO reflects on first year as public company; highlights $372M raised, AI platform expansion","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Raised ~$372M gross from IPO and two follow-on offerings in first year as public company.","~80% of customers integrating AI into product designs; SPOT platform named TIME Best Invention 2025 for AI.","Introduced HELIA AI ecosystem (heliaRT, heliaAOT, heliaCORE) and upcoming Atomiq family with integrated NPU.","Expanding global team across US, Taiwan, Singapore, and China to support edge AI growth.","Continued development of Apollo SoC families for healthcare, wearables, industrial, and smart devices."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1766919769.438997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":913836,"accession_number":"0001193125-26-261248","cik":1500412,"company_name":"Ambiq Micro, Inc.","ticker":"AMBQ","form_type":"8-K","filed_at":"2026-06-08T18:18:50+00:00","items":["5.07"],"status":"ready","headline":"Ambiq Micro announces 2026 annual meeting voting results; reelects two directors and ratifies KPMG as auditor","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Stockholders reelected Timothy Chen and Ker Zhang as Class I directors for terms expiring 2029.","Ratification of KPMG as independent auditor for FY 2026 approved with 13,831,891 votes for, 11,022 against.","Broker non-votes of 2,701,784 shares on director election due to discretionary voting restrictions.","Annual meeting held on June 8, 2026; proposals were described in the proxy filed April 22, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":1766919769.438997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":22483,"accession_number":"0001193125-26-218189","cik":1500412,"company_name":"Ambiq Micro, Inc.","ticker":"AMBQ","form_type":"8-K","filed_at":"2026-05-12T11:31:06+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ambiq Micro Q1 net sales $25.1M (+59% YoY), guides Q2 $31-32M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 2026 net sales $25.06M, up 59.3% YoY and 20.8% sequentially; GAAP gross margin 43.5%.","Non-GAAP gross margin 46.2%; net loss $10.17M vs $8.28M loss a year ago.","Q2 2026 revenue guidance $31.0-32.0M, driven by edge AI demand momentum.","Top 3 customers accounted for 71% of net sales vs 86% in Q1 2025, showing diversification.","Revealed 12nm SPOT platform enabling 300mV operation; announced Singapore R&D program."],"consensus_eps_estimate":-0.3633,"consensus_eps_actual":-0.5,"consensus_revenue_estimate":null,"consensus_revenue_actual":25060000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":1766919769.438997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":104676,"accession_number":"0001193125-26-092653","cik":1500412,"company_name":"Ambiq Micro, Inc.","ticker":"AMBQ","form_type":"8-K","filed_at":"2026-03-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ambiq Q4 net sales $20.7M, highest of 2025; gross margin 42.7%; guides Q1 $21-22M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net sales $20.7M, highest of 2025; 14.2% QoQ growth and 2.0% YoY growth.","GAAP gross margin 42.7% vs 24.8% YoY; non-GAAP 45.5%; full-year gross profit record.","Q4 GAAP net loss $10.7M ($0.58 per share); EPS improved from -$26.41 in Q4 2024.","Q1 2026 guidance: net sales $21-22M, signaling continued momentum.","Completed upsized IPO ($102.7M net) and follow-on ($76.8M net); launched Atomiq NPU SoC."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1766919769.438997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":104675,"accession_number":"0001193125-26-017259","cik":1500412,"company_name":"Ambiq Micro, Inc.","ticker":"AMBQ","form_type":"8-K","filed_at":"2026-01-21T23:59:59+00:00","items":["2.02"],"status":"ready","headline":"Ambiq Micro reports preliminary FY2025 net sales $71.8M-$72.5M; gross margin 43.7%","summary_kind":"llm","event_type":"earnings","confidence":"medium","bullets":["Preliminary FY2025 net sales range $71.8M-$72.5M; GAAP gross margin 43.7%, non-GAAP gross margin 44.3%-44.6%.","Sales outside mainland China represent 91.0%-91.6% of total; mainland China sales 8.4%-9.0%.","Non-GAAP adjustments include $1.6M gain on nonmonetary transaction, plus depreciation/amortization and stock-based comp.","Results are preliminary and subject to change pending completion of year-end closing and audit by KPMG."],"consensus_eps_estimate":-0.3896,"consensus_eps_actual":-4.57,"consensus_revenue_estimate":null,"consensus_revenue_actual":72514000.0,"consensus_period":"2025-FY","consensus_source":"xbrl+finnhub","sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1766919769.438997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":104674,"accession_number":"0001193125-26-007673","cik":1500412,"company_name":"Ambiq Micro, Inc.","ticker":"AMBQ","form_type":"8-K","filed_at":"2026-01-08T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Ambiq Micro appoints Dr. Bernard B. Banks to Board, expanding from 6 to 7 directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Effective Jan 5, 2026, Dr. Bernard B. Banks appointed to fill newly created Class III directorship until 2028 annual meeting.","Dr. Banks also joins the Audit Committee.","Background: Director of Rice University's Doerr Institute for New Leaders, former Northwestern Kellogg faculty, retired U.S. Army Brigadier General.","Compensated under same non-employee director policy as other board members; standard indemnification agreement executed.","No family relationships, arrangements, or related party transactions with the company."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":1766919769.438997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":120962,"accession_number":"0001193125-25-269612","cik":1500412,"company_name":"Ambiq Micro, Inc.","ticker":"AMBQ","form_type":"8-K","filed_at":"2025-11-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ambiq Q3 revenue $18.2M beats guidance, gross margin 42.3%; Q4 guide $18.5-19.5M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $18.2M, above guidance; GAAP gross margin 42.3% (+9.7pts YoY); non-GAAP gross margin 44.8%.","GAAP net loss improved to $9.0M ($0.72/share) from $9.7M YoY; non-GAAP net loss $4.0M ($0.22/share), better by $1.8M.","Q4 2025 guidance: net sales $18.5-19.5M, expected to be highest quarterly revenue of 2025, ahead of consensus.","Gross profit grew 16.4% YoY on lower revenue, reflecting pivot to higher-value Edge AI customers.","Launched Apollo510 Lite SoC and enhanced neuralSPOT SDK for edge AI deployment."],"consensus_eps_estimate":null,"consensus_eps_actual":-5.73,"consensus_revenue_estimate":null,"consensus_revenue_actual":51770000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1766919769.438997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":120961,"accession_number":"0001193125-25-230103","cik":1500412,"company_name":"Ambiq Micro, Inc.","ticker":"AMBQ","form_type":"8-K","filed_at":"2025-10-03T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Ambiq Micro awards IPO-related cash bonuses and RSUs to top four executives","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["CEO Esaka and CTO Hanson each receive $328K cash bonus; CFO Winzeler $120K, President Chen $105K, tied to IPO contributions and retention.","Board accelerates one-third of CFO Winzeler's stock options, effective Oct 1, 2025.","RSU grants: Esaka 159,907; Hanson 83,819; Winzeler 52,667; Chen 56,029, vesting 4 years with 25% cliff Oct 1, 2026 then quarterly.","Awards made under 2025 Equity Incentive Plan to ensure retention of key executives post-IPO."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1766919769.438997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":137548,"accession_number":"0000950170-25-113025","cik":1500412,"company_name":"Ambiq Micro, Inc.","ticker":"AMBQ","form_type":"8-K","filed_at":"2025-09-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ambiq Q2 revenue $17.9M (+13.6% seq); net loss $8.5M; IPO raised $97.2M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue of $17.9M up 13.6% sequentially, down 11.8% YoY from $20.3M.","Gross margin 40.1% GAAP, 42.7% non-GAAP; net loss $8.5M (pro forma loss $(0.43)/share).","Cash $47.5M at June 30; subsequent IPO generated net proceeds of $97.2M from 4.6M shares at $24.","Q3 guidance: revenue $17.5M-$18.0M, non-GAAP loss per share ($0.35)-($0.28).","China revenue mix fell to 11.5% from 42% a year ago as Ambiq diversifies geographically."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1766919769.438997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":137547,"accession_number":"0001193125-25-170496","cik":1500412,"company_name":"Ambiq Micro, Inc.","ticker":"AMBQ","form_type":"8-K","filed_at":"2025-07-31T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Ambiq Micro closes IPO, adopts amended governing documents","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["IPO closed July 31, 2025; amended and restated certificate of incorporation filed with Delaware.","Amended and restated bylaws adopted effective July 31, 2025, following board and stockholder approval.","Documents govern post-IPO operations; no financial terms disclosed in this filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1766919769.438997,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}