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Ambiq Micro, Inc. (AMBQ)
NYSE:AMBQ
Earnings Data
Report Date
May 07, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.35Last Year’s EPS
-0.38Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented strong operational and technological momentum: record quarterly sales, meaningful gross profit and margin expansion, strengthened cash and capitalization, validated product and software progress (including an advanced FinFET-based Atomic family), and diversified customer engagement with increasing edge AI adoption. Offsetting these positives are a modest full-year revenue decline, continued non-GAAP losses, and a substantial planned increase in operating expenses (including project-timed IP and contract engineering spend) that introduce near-term margin and cash-flow risks. Management expressed high confidence in 2026 demand and long-term growth, but there is some short-term visibility ambiguity tied to guidance and the timing of customer ramps and investment outlays.Company Guidance
Highest Quarterly Net Sales in 2025
Q4 net sales of $20.7 million, up 2% year-over-year and up 14.2% sequentially, representing the company’s highest net sales quarter of 2025 and exceeding guidance.
Large Gross Profit and Margin Expansion
Q4 non-GAAP gross profit increased 75.5% to $9.4 million with non-GAAP gross margin expanding almost 20 percentage points to 45.5%; full-year non-GAAP gross profit dollars rose 32.1%.
Strong Cash Position and Capital Raises
Ended the quarter with no debt and $140.3 million in cash and cash equivalents from IPO proceeds, plus a subsequent follow-on offering that raised an additional $76.8 million, providing substantial runway to fund growth initiatives.
Strategic Repositioning and Improved Revenue Quality
Deliberate prioritization of customers enabling edge AI reduced Mainland China exposure from 50% of net sales in 2024 to 8.6% in Q4 2025, contributing to a more favorable product mix and higher-margin revenue.
Product and Software Momentum
Expanded product portfolio with Apollo 510 Lite, Apollo 510B, and Apollo 330 and launched Helia AOT and Helia RT AI runtimes; announced Atomic (first SPOT family on TSMC FinFET) enabling operation down to 300 mV and designed for advanced AI workloads.
Customer Adoption and Market Diversification
Full-year 2025 saw expanded customer base including a large wearable customer and broader design funnel across medical, industrial, and smart home/building markets; company estimates >80% of shipped units ran AI algorithms.
Confident 2026 Demand Outlook and Long-Term Upside
Management sees an inflection into 2026 with strong customer forecasts, expects outsized top-line growth, anticipates migration to Apollo 5, and management articulated a path to more than $100 million in revenue based on customer ramps.
AMBQ Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
AMBQ Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 12, 2026 | $29.32 | $29.32 | 0.00% |
Nov 06, 2025 | $29.21 | $27.27 | -6.64% |
Sep 04, 2025 | $40.59 | $34.44 | -15.15% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Ambiq Micro, Inc. (AMBQ) report earnings?
Ambiq Micro, Inc. (AMBQ) is schdueled to report earning on May 07, 2026, After Close (Confirmed).
What is Ambiq Micro, Inc. (AMBQ) earnings time?
Ambiq Micro, Inc. (AMBQ) earnings time is at May 07, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is AMBQ EPS forecast?
AMBQ EPS forecast for the fiscal quarter 2026 (Q1) is -0.35.