{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-26-218189","form_type":"8-K","ticker":"AMBQ","cik":"0001500412","company_name":"Ambiq Micro, Inc.","filed_at":"2026-05-12T11:31:06+00:00","discovered_at":"2026-05-12T11:35:00.340358+00:00","generated_at":"2026-05-12T11:37:51.327209+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Ambiq Micro Q1 net sales $25.1M (+59% YoY), guides Q2 $31-32M","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-218189","json":"https://secwatch.observer/filing/0001193125-26-218189.json","markdown":"https://secwatch.observer/filing/0001193125-26-218189.md","text":"https://secwatch.observer/filing/0001193125-26-218189.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1500412/000119312526218189/0001193125-26-218189-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1500412/000119312526218189/ambq-20260512.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-12T11:37:51.327209+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"2463efce1593751ba6e01d183f1ea78a0e8d4a79","claim":"Ambiq Micro, Inc. reported first quarter 2026 results: revenue $25,060, net income $(10,171 ). Guidance raised.","evidence_excerpt":"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","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1500412/000119312526218189/0001193125-26-218189-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter 2026"},{"label":"Revenue","value":"$25,060"},{"label":"Net income","value":"$(10,171 )"},{"label":"Guidance","value":"raised"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}