Ambiq Micro Q1 net sales $25.1M (+59% YoY), guides Q2 $31-32M

Ambiq Micro, Inc.

2026-Q1 EPS reported -$0.50 vs consensus -$0.36 ▼ miss (-37.6%)

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.

item 2.02 item 9.01

Key facts

Extracted from this filing and checked against the source text.

Earnings Releases SEC 8-K Item 2.02 confidence 0.95

Ambiq Micro, Inc. reported first quarter 2026 results: revenue $25,060, net income $(10,171 ). Guidance raised.

Period: first quarter 2026
Revenue: $25,060
Net income: $(10,171 )
Guidance: raised
Result: reported results

Exact text from the filing

thousands) Three months ended March 31, Three months ended December 31, Three months ended March 31, Quarter over quarter change Year over year change 2026 2025 2025 Net sales $ 25,060 $ 20,744 $ 15,732 20.8 % 59.3 % Gross profit $ 10,891 $ 8,859 $ 8,389 22.9 % 29.8 % Gross margin 43.5 % 42.7 % 53.3 % 0.8 pts -9.8 pts Operating expense $ 22,580 $ 20,821 $ 17,130

View on SEC.gov

Browse all earnings releases →

Ambiq Micro, Inc. filing history →

Source: SEC EDGAR

accession 0001193125-26-218189

view filing index on sec.gov

view primary document

Machine-readable: JSON · Markdown · Plain text

This headline and bullets were generated automatically by deepseek-v4-flash:cloud@v2 from the public filing. Read the source on SEC.gov before relying on any specific claim. Not investment advice. See methodology for how this pipeline works.