Ambiq Micro, Inc. specializes in designing highly energy-efficient integrated circuits, tailored specifically for applications where power consumption is a critical factor. The ...
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Est. EPS $-0.15 · Revenue $36.58M · 4 analysts
Est. EPS $-0.06 · Revenue $39.59M · 4 analysts
Est. EPS $-0.53 · Revenue $135.15M · 5 analysts
Est. EPS $-0.10 · Revenue $39.76M · 1 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $72.5M | -4.7% | +35.3% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $-36.5M | +8.1% | +30.0% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +35.4% | +11.0% | +3.6% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | -56.7% | -6.3% | +44.7% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | -50.3% | +3.6% | +48.3% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $-27.1M | -7.8% | +36.1% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | -37.4% | -13.1% | +52.8% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 0.4% | -63.0% | +24.3% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 8.72x | +15.4% | +36.3% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $184.7M | +77.1% | +67.9% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | -4.57 vs -1.42 | -222.8% | -0.32 vs -0.15 | -111.0% |
| Revenue Surprise | $72.5M vs $70.8M | +2.5% | $33.9M vs $36.6M | -7.3% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Sep 2, 2026 | Esaka Fumihide | director, officer: Chief Executive Officer | Common Stock | A | 11,027 | $12.60 |
| Sep 2, 2026 | Esaka Fumihide | director, officer: Chief Executive Officer | Common Stock | D | 1,452 | $56.15 |
| Sep 2, 2026 | Esaka Fumihide | director, officer: Chief Executive Officer | Common Stock | D | 9,575 | $56.77 |
| Sep 2, 2026 | Esaka Fumihide | director, officer: Chief Executive Officer | Stock Option (Right to Buy) | D | 11,027 | $12.60 |
| Sep 1, 2026 | Esaka Fumihide | director, officer: Chief Executive Officer | Common Stock | A | 48,973 | $12.60 |
Operator: Good morning, and welcome to the Ambiq Micro Second Quarter 2026 Earnings Conference Call. As a reminder, this conference call is being recorded. [Operator Instructions] I'd now like to turn the call over to Ms. Charlene Wan, Ambiq's Vice President of Corporate Marketing and Investor Relations. Charlene, please go ahead. Charlene Wan: On today's call, Ambiq's CEO, Fumihide Esaka, will provide an overview of the company's performance and strategy. CFO, Jeffrey Winzeler, will then discuss the quarter's financial results and outlook. Following their remarks, Scott Hanson, Ambiq's Founder and CTO, will join Fumi and Jeff for Q&A. Our earnings release is available on the Investor Relations page of our website at www.ambiq.com. We have also posted our earnings presentation on the Investor Relations section of our website. Before I turn the call over to Fumi, I'd like to remind our listeners that during the course of this conference call, management will discuss non-GAAP financial measures. Reconciliations of these non-GAAP measures to their most directly comparable GAAP measures are included in our earnings release available on the company's Investor Relations website. In addition, today's call will contain forward-looking statements representing management's beliefs and assumptions only as of the date made. Our most recent quarterly report on Form 10-Q and other filings with the SEC provide more information on specific risks that may cause the actual results to differ materially from current expectations. And now it's my pleasure to turn the call over to Ambiq's CEO, Fumi Esaka. Fumihide Esaka: Good morning, everyone, and thank you for joining us. Since the start of the year, we've seen a step change in demand for Edge AI, which supports our strong performance and further increases our conviction in the magnitude and durability of the long-term opportunity. Across end markets, companies are embedding more sophisticated AI into a broader range of devices and end-user demand is far exceeding our expectations and those of our customers. With our full stack ultra-low power solutions, Ambiq's defining technologies are not only enabling but further accelerating this next chapter in AI. This positions us to continue outpacing the broader market as we take share and expand our addressable opportunity. This momentum is reflected in our second quarter results. Net sales were ahead of guidance, growing approximately 90% over last year and marking our fifth consecutive quarter of sequential growth. We also raised approximately $168 million in net proceeds through a successful follow-on offering. The strong investor interest serves as a proof point of confidence in our ability to capitalize on the meaningful opportunity ahead. Turning to the details of the quarter. Demand accelerated across customers, end markets and products. Customer programs grew on healthy end-user demand, positive response to customers' recent launches and continued ramping of our …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Fumihide Esaka | Chief Executive Officer & Director | USD 1,525,264 | Male | 1963 | Active |
Scott McLean Hanson | Co-Founder, Chief Technology Officer, Secretary & Director | USD 847,046 | — | 1984 | Active |
Sean Chihhsiang Chen | President & Chief Operating Officer | USD 676,946 | Male | 1969 | Active |
Jeffrey G. Winzeler | Chief Financial Officer | USD 651,052 | Male | 1960 | Active |
Charlene Wan | Vice President of Corporate Marketing & Investor Relations | — | Female | — | Active |
Lisa Standley | Senior Director of Finance and Administration | — | Female | — | Active |
Dennis Sylvester | Co-Founder | — | — | — | Active |
David Blaauw | Co-Founder | — | Male | — | Active |
Kris Potrafka | Vice President of Human Resources | — | — | — | Active |
Aaron Grassian | Executive Vice President of Global Sales & Marketing | — | Male | — | Active |
Ambiq Micro, Inc. (AMBQ) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
AUSTIN, Texas--(BUSINESS WIRE)---- $AMBQ #AI--Ambiq Announces the Launch of heliaPROFILER to Accelerate Edge AI Development.
AUSTIN, Texas--(BUSINESS WIRE)---- $AMBQ #AI--Ambiq Expands Global Capital Markets Presence Through Singapore Exchange Mainboard Dual Listing.
AUSTIN, Texas--(BUSINESS WIRE)---- $AMBQ #AI--Ambiq Micro to Report Second Quarter 2026 Financial Results.
SANTA CLARA, Calif.--(BUSINESS WIRE)--ChipAgents, a leader in agentic AI for semiconductor engineering, today announced that Ambiq, a leader in ultra-low power Edge AI semiconductor solutions, has expanded deployment of the ChipAgents platform following a successful evaluation. The expanded scope reflects the growing adoption of AI-native engineering tools as semiconductor companies seek new approaches to developing increasingly sophisticated products. ChipAgents develops agentic AI purpose-bui.
| Report Date | Employees | Form Type | Filing Date | SEC Filing |
|---|---|---|---|---|
| Dec 31, 2025 | 200 | 10-K | Mar 5, 2026 | View |
