Ambiq Micro, Inc. (AMBQ)

NYSE:AMBQ

AMBQ

Ambiq Micro, Inc.

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Ambiq Micro, Inc. (AMBQ) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Sep 03, 2026

After Close (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

-0.26

Last Year’s EPS

-0.43

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 5 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:May 12, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call presents a strongly positive operational picture with rapid revenue growth (Q1 sales +59.3% YoY), expanding product pipeline and meaningful customer diversification, supported by a healthy cash position. Key risks include continued non-GAAP losses, rising OpEx, industry-wide input cost pressure that keeps margins roughly flat, and occasional inability to satisfy very short lead-time orders. Overall momentum and visibility into significant near-term revenue acceleration outweigh the near-term margin and expense headwinds.

Company Guidance

Guidance highlighted a strong Q1 to Q2 cadence and clear financial targets: Q1 net sales were $25.1M (+59.3% YoY) with non‑GAAP gross profit $11.6M (+56.2%) and a non‑GAAP gross margin of 46.2% (‑90 bps YoY, +210 bps ex‑one‑time credit); non‑GAAP R&D was $10.1M (+43.3%) and SG&A $8.1M (+31.8%), non‑GAAP net loss was $5.0M (‑$0.25/sh), cash was $204.5M with no debt. For Q2 management guided net sales of $31–32M (roughly +75% YoY), non‑GAAP gross margin of 45–46%, non‑GAAP operating expense of $21–22M (including ~$1.7M of IP purchases), and non‑GAAP loss per share of $0.29–0.23 on ~21.38M weighted shares. For 2026 they expect roughly flat YoY gross margins, ~ $85M of operating expense (including $7–10M of IP purchases), second‑half YoY revenue growth similar to the first half, and noted that at ~46% margin and ~$21M quarterly OpEx breakeven would be near ~$47M of revenue per quarter with profitability targeted by mid‑2028 (potentially as early as H2‑2027).

Strong Revenue Growth

Q1 net sales of $25.1 million, up 59.3% year-over-year, driven by broad-based demand for Edge AI and new customer production ramps.

Gross Profit and Margin Performance

Q1 non-GAAP gross profit of $11.6 million, up 56.2% year-over-year. Non-GAAP gross margin was 46.2% (down 90 basis points YoY due to a Q1 2025 nonrecurring credit; excluding that credit, margin increased ~210 basis points YoY).

Confident Near-Term Outlook

Company expects Q2 net sales of $31 million to $32 million (approximately 75% year-over-year growth) and projects continued momentum for the second half of 2026; Q2 non-GAAP gross margin guided at 45%–46%.

Diversifying Customer Base

Top 3 customers accounted for ~71% of Q1 2026 sales versus 86% in Q1 2025, indicating meaningful revenue diversification and the addition of a new major customer that entered production during the quarter.

Growing End-Market Diversification

Non-wearables represent ~25% of the pipeline and non-wearable revenue grew 100% in Q1; management expects revenue from medical, industrial and smart home/ building segments to more than double in 2026.

Product Roadmap Progress and Design Wins

Apollo 5 scaling and contributing to ASP uplift; Apollo 340 in design with samples expected in H1 2027 and meaningful revenue in 2028; Atomic 110 on track for tape‑out late 2026 (customer ramp late 2027); Atomic 120 engaging alpha customers with strong interest in smart glasses. New design wins include next-generation product line entering production in 2027.

Strong Balance Sheet

Ended Q1 with $204.5 million in cash and cash equivalents and no debt, providing flexibility to invest in product development, software and go-to-market initiatives.

Software and System-Level Differentiation

Introduced a Compression Kit software offering (restricted to Ambiq products initially) to enable multi-day battery life while storing large volumes of raw data and enabling on-device anomaly detection.

Ambiq Micro, Inc. (AMBQ) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

AMBQ Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Sep 03, 2026	2026 (Q2)	-0.26 / -	-0.43	―	―	―
May 12, 2026	2026 (Q1)	-0.35 / -0.25	-0.383	34.73% (+0.13)
Feb 12, 2026	2025 (Q4)	-0.38 / -0.32	-0.559	42.75% (+0.24)	―	―
Nov 06, 2025	2025 (Q3)	-0.33 / -0.22	-0.534	58.80% (+0.31)	―
Sep 04, 2025	2025 (Q2)	-0.44 / -0.43	―	―	―

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
May 12, 2026	$45.67	$66.37	+45.33%
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 Sep 03, 2026, After Close (Confirmed).

What is Ambiq Micro, Inc. (AMBQ) earnings time?

Ambiq Micro, Inc. (AMBQ) earnings time is at Sep 03, 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 (Q2) is -0.26.