secwatch.observer — SEC 8-K summary
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Issuer:     Ambiq Micro, Inc. (AMBQ)
CIK:        0001500412
Form:       8-K
Filed at:   2025-11-06T23:59:59+00:00
Accession:  0001193125-25-269612
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Ambiq Q3 revenue $18.2M beats guidance, gross margin 42.3%; Q4 guide $18.5-19.5M
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1500412/000119312525269612/0001193125-25-269612-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1500412/000119312525269612/ambq-20251106.htm
  HTML page:      https://secwatch.observer/filing/0001193125-25-269612

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer