---
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"
generated_at: "2026-05-12T11:37:51.327209+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-26-218189
- JSON: https://secwatch.observer/filing/0001193125-26-218189.json
- Plain text: https://secwatch.observer/filing/0001193125-26-218189.txt

## Key facts
- Earnings Releases
  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
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1500412/000119312526218189/0001193125-26-218189-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.