secwatch.observer — SEC 8-K summary
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Issuer:     Ambiq Micro, Inc. (AMBQ)
CIK:        0001500412
Form:       8-K
Filed at:   2026-05-12T11:31:06+00:00
Accession:  0001193125-26-218189
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1500412/000119312526218189/0001193125-26-218189-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1500412/000119312526218189/ambq-20260512.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-218189

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