AMBQ

Ambiq Micro, Inc. (NYSE:AMBQ) just released its latest quarterly results and things are looking bullish. The results overall were credible, with revenues of US$25m beating expectations by 17%. Statutory losses were US$0.50 per share, 18% below what the analysts had forecast. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year. AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10bn in marketcap - there is still time to get in early. Taking into account the latest results, the consensus forecast from Ambiq Micro's five analysts is for revenues of US$121.8m in 2026. This reflects a substantial 49% improvement in revenue compared to the last 12 months. Per-share losses are expected to explode, reaching US$2.20 per share. Before this latest report, the consensus had been expecting revenues of US$100.8m and US$2.60 per share in losses. We can see there's definitely been a change in sentiment in this update, with the analysts administering a sizeable upgrade to this year's revenue estimates, while at the same time reducing their loss estimates. Check out our latest analysis for Ambiq Micro It will come as no surprise to learn thatthe analysts have increased their price target for Ambiq Micro 67% to US$70.20on the back of these upgrades. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. There are some variant perceptions on Ambiq Micro, with the most bullish analyst valuing it at US$72.00 and the most bearish at US$69.00 per share. With such a narrow range of valuations, the analysts apparently share similar views on what they think the business is worth. One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. It's clear from the latest estimates that Ambiq Micro's rate of growth is expected to accelerate meaningfully, with the forecast 70% annualised revenue growth to the end of 2026...

Interested in Ambiq Micro, Inc.? Here are five stocks we like better. Ambiq Micro reported first-quarter 2026 results that beat expectations, with net sales up 59.3% year over year to $25.1 million as edge AI demand accelerated and a new major customer entered production. The company gave a strong second-quarter outlook, forecasting $31 million to $32 million in sales, or roughly 75% year-over-year growth, and said demand is being driven by multiple customer launches and broader adoption beyond wearables. Management said Ambiq is expanding into healthcare, industrial, smart home and building applications while advancing its Apollo and Atomiq product roadmap, with new products expected to support revenue growth and potentially improve profitability over time. Ambiq Micro (NYSE:AMBQ) said first-quarter 2026 results exceeded its expectations as demand for edge artificial intelligence accelerated across its customer base, with management pointing to strong product launch ramps, a new customer entering production and expanding use cases beyond wearables. Chief Executive Officer Humi Esaka said Ambiq began 2026 with “exceptional momentum,” citing rapid growth in the edge AI market and demand for the company’s ultra-low power SPOT platform. She said more than 80% of units shipped in the quarter were running AI algorithms, and that inventory levels remain lean as the company sees more expedited customer requests. → Beyond NVIDIA: Picks-and-Shovels AI Plays with Strong Momentum “The market for Edge AI is growing rapidly and is outpacing our expectations from the start of the year,” Esaka said. She added that Ambiq expects momentum to continue through the rest of 2026. Chief Financial Officer Jeff Winzeler said first-quarter net sales were $25.1 million, up 59.3% year over year, driven by broad-based strength across the customer base. He said two customers showed particularly strong demand tied to new product launch ramps, while Ambiq also benefited from a new major customer that entered production during the quarter. → MercadoLibre Boldly Invests in Growth: Discount Deepens Non-GAAP gross profit rose 56.2% year over year to $11.6 million. Non-GAAP gross margin was 46.2%, down 90 basis points from a year earlier, which Winzeler attributed primarily to a nonrecurring credit in the prior-year quarter. Excluding that impact, he said non-GAAP gross margin increased 210 ba...

On Tuesday, Ambiq Micro (NYSE:AMBQ) discussed first-quarter financial results during its earnings call. The full transcript is provided below. This transcript is brought to you by Benzinga APIs. For real-time access to our entire catalog, please visit https://www.benzinga.com/apis/ for a consultation. Access the full call at https://events.q4inc.com/attendee/507165301 Ambiq Micro Inc reported strong first-quarter 2026 financial results, with net sales of $25.1 million, a 59.3% year-over-year increase driven by demand for Edge AI solutions. Strategic expansion into non-wearable markets such as medical, industrial, and smart home sectors is gaining traction, expected to contribute significantly to revenue growth. The company anticipates a 75% year-over-year sales increase in the second quarter of 2026, supported by rising demand for Apollo 5 and diversification across new product lines. Ambiq Micro Inc's gross margin was 46.2%, with ongoing investments in R&D and SG&A to support product development and market expansion. Management highlighted strong momentum in Edge AI markets, with plans to accelerate growth through product innovations such as Apollo 340 and Atomic series, projecting meaningful revenue growth for 2026. OPERATOR Good morning and welcome to Ambic micro first quarter 2026 earnings conference call. As a reminder, this conference call is being recorded. After today's prepared remarks, we will host a question and answer session. If you would like to ask a question, please press Star one on your telephone keypad. To withdraw your question, please press Star one again. I'd now like to turn the call over to Ms. Charlene Wan, Ambic's Vice President of Corporate Marketing and Investor Relations. Charlene, please go ahead. Charlene Wan (Vice President of Corporate Marketing and Investor Relations) On today's call, Ambic CEO Humi Asaka will provide an overview of the Company's performance and strategy. CFO Jeff Winsler will then discuss the quarter's financial results and second quarter outlook. Following their remarks, Scott Hansen, Ambiq Micro Inc's Founder and cto, and Aaron Gracchian, EVP of Global Sales and Marketing, will join Humi and Jeff for Q and A. Our earnings release is available on the Investor Relations page of our website at www.ambig.com. we have also posted our earnings presentation on the Investor Relations section of our website. Befor...

This article first appeared on GuruFocus. Release Date: May 12, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Ambiq Micro Inc (NYSE:AMBQ) reported net sales of $25.1 million for Q1 2026, marking a 59.3% year-over-year increase. The company is experiencing strong demand for its edge AI solutions, with more than 80% of units running AI algorithms. Ambiq Micro Inc (NYSE:AMBQ) is successfully diversifying its revenue stream, with its three largest customers accounting for a reduced percentage of sales compared to the previous year. The company expects net sales to grow approximately 75% year-over-year in the second quarter, driven by strong end-user demand and new customer production. Ambiq Micro Inc (NYSE:AMBQ) has a strong financial position with no debt and $204.5 million in cash and cash equivalents, providing flexibility for strategic investments. Non-GAAP gross margin decreased by 90 basis points year-over-year due to a non-recurring credit in Q1 2025. The company reported a non-GAAP net loss of $5 million for the quarter, with a non-GAAP net loss per share of $0.25. Operating expenses increased significantly, with non-GAAP R&D up 43.3% and SG&A expenses up 31.8% year-over-year. Ambiq Micro Inc (NYSE:AMBQ) anticipates continued pressure on gross margins due to industry-wide cost dynamics. The company is not yet profitable and requires further revenue growth to reach profitability, with expectations for this milestone potentially being pushed to 2028. Warning! GuruFocus has detected 4 Warning Sign with AMBQ. Is AMBQ fairly valued? Test your thesis with our free DCF calculator. Q: Could you provide an update on the percentage of your funnel that is non-wearables, and how much of Q1 revenue was consumer wearables versus medical, industrial, or smart home? A: Right now, about one quarter of our pipeline is non-wearables. In Q1, we grew 100% in the non-wearable market, and we expect to continue this growth trajectory. Q: With these strong results, you're rapidly approaching a $40 million quarter run rate. Can you provide an update on the timeline to profitability? A: At 46% margin, we need revenues of roughly $47 million a quarter to reach profitability. We are making significant investments in our product roadmap to pull in revenue streams, potentially achieving profitability in early 2028 or the seco...

The market expects Applied Materials (AMAT) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended April 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates. The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on May 14. On the other hand, if they miss, the stock may move lower. While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise. This maker of chipmaking equipment is expected to post quarterly earnings of $2.68 per share in its upcoming report, which represents a year-over-year change of +12.1%. Revenues are expected to be $7.69 billion, up 8.4% from the year-ago quarter. The consensus EPS estimate for the quarter has been revised 1.15% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction). The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive...

Wall Street expects a year-over-year increase in earnings on higher revenues when Ambiq Micro, Inc. (AMBQ) reports results for the quarter ended March 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates. The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on May 12. On the other hand, if they miss, the stock may move lower. While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise. This company is expected to post quarterly loss of $0.36 per share in its upcoming report, which represents a year-over-year change of +98.1%. Revenues are expected to be $21.5 million, up 36.7% from the year-ago quarter. The consensus EPS estimate for the quarter has been revised 1.69% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for...

AUSTIN, Texas, April 28, 2026--(BUSINESS WIRE)--Ambiq Micro, Inc. (NYSE: AMBQ), a technology leader in ultra-low-power semiconductor solutions for edge AI, today announced that it will report its first quarter 2026 financial results on Tuesday, May 12, 2026 before the market opens. The Company will host a conference call at 7:30 a.m. Central Time (8:30 a.m. Eastern Time) to discuss the results. Analysts and investors are invited to join the live conference call using the following information: Date: Tuesday, May 12, 2026 Time: 7:30 a.m. Central Time (8:30 a.m. Eastern Time) Webcast Link: https://events.q4inc.com/attendee/507165301 Conference Call Number: (833) 461-5787 International Call Number: +1 (585) 542-9983 Conference ID: 507165301 Additionally, a live public webcast of the earnings conference call can be accessed on the Events & Presentations section of the Company’s Investor Relations website. For those unable to join the live broadcast, a replay of the webcast will be available on Ambiq’s Investor Relations website for approximately one year. About Ambiq Headquartered in Austin, Texas, Ambiq’s mission is to enable intelligence (artificial intelligence (AI) and beyond) everywhere by delivering the lowest power semiconductor solutions. Ambiq enables its customers to deliver AI compute at the edge where power consumption challenges are the most severe. Ambiq’s technology innovations, built on the patented and proprietary subthreshold power optimized technology (SPOT®), fundamentally deliver a multi-fold improvement in power consumption over traditional semiconductor designs. Ambiq has powered over 290 million devices to date. For more information, visit www.ambiq.com. View source version on businesswire.com: https://www.businesswire.com/news/home/20260428639069/en/ Contacts Company Contact: Charlene Wan VP of Corporate Marketing and Investor Relations P: +1-512-879-2850 E: [email protected] Investor Relations Contact: Teneo Christina Coronios E: [email protected]

Successfully executed a strategic pivot to prioritize high-value customers who utilize ultra-low-power technology for edge AI, significantly reducing exposure to feature-neutral markets in Mainland China. Achieved record annual gross profit despite lower net sales, validating the shift toward higher-margin, AI-driven applications where over 80% of shipped units now run AI algorithms. Attributed Q4 outperformance to a combination of strong end-market demand, broader adoption across customer portfolios, and a migration toward the more advanced Apollo 5 platform. Expanded the design funnel into diversified, long-cycle markets including medical, industrial, and smart home sectors to reduce long-term reliance on the wearables market. Leveraged the proprietary SPOT platform to enable sophisticated AI capabilities in power-constrained devices, such as real-time health monitoring and predictive industrial maintenance. Secured and began ramping a new scaled global customer, which is expected to contribute significantly to volume growth throughout 2026 and into 2027. Management anticipates 2026 net sales to exceed $100 million, driven by an inflection point in customer forecasts and new product launches across diverse form factors like smart rings and eyewear. Accelerating the product roadmap by starting development of Apollo 340 and Atomic 120 families concurrently to capture immediate demand for mass-market and high-end edge AI. Projecting a $30 million increase in operating expenses for 2026 to fund expanded engineering headcount and critical IP acquisitions necessary for the transition to FinFET-based products. Guidance for 2026 assumes a non-linear spending pattern, with heavy R&D and IP investments concentrated in the second and third quarters to support upcoming product tape-outs. Expects gross margins to remain in the 44% to 45% range, balancing yield improvements from the Apollo 5 ramp against potential industry-wide supply chain cost pressures in the second half of the year. Announced 'Atomic,' the first SPOT family built on a 12nm FinFET process, capable of operating at 300 millivolts—the lowest voltage in company history. Mainland China revenue exposure decreased to 8.6% of net sales in Q4 2025, down from 50% in 2024, following the deliberate exit from low-margin commodity segments. Identified potential headwinds from increasing fabless semiconductor costs...

Ambiq delivered its highest quarter of 2025 with net sales of $20.7 million (up 2% YoY, 14.2% sequentially) and expanded non-GAAP gross margin to 45.5%, driven by a favorable product mix and broader adoption of Apollo5. Management expects 2026 to be a strong growth year and sees a “clear path to more than $100 million” in revenue, guiding Q1 net sales to $21–$22 million with non-GAAP gross margin of 44%–45%. Operating expense will increase sharply—about $30 million higher in 2026 (including $7–$10 million of IP purchases) to accelerate Apollo and Atomic development, while the company has no debt and roughly $217.1 million in cash after a $76.8 million follow-on to fund growth. Interested in Ambiq Micro, Inc.? Here are five stocks we like better. Ambiq Micro (NYSE:AMBQ) reported fourth-quarter and full-year fiscal 2025 results that management said reflected accelerating demand for edge AI, improved business mix, and benefits from the company’s strategic repositioning away from “efficiency-focused, feature-neutral” customers. Executives also outlined a 2026 outlook calling for strong revenue growth alongside significantly higher operating expense as the company accelerates development across its Apollo and Atomic product families. CEO Fumihide Esaka said the company delivered its highest net sales quarter of 2025 in the fourth quarter, exceeding guidance as end-user demand outpaced customers’ expectations and led to incremental expedited orders late in the quarter. He attributed the sequential net sales increase from the third quarter to three factors: strong end demand for customers’ products, broader adoption of Ambiq solutions within customer portfolios, and customers upgrading to Apollo5 for more advanced edge AI functionality. → Uber and Joby Aviation Team Up: Game Changer or Hype? CFO Jeff Winzeler reported fourth-quarter net sales of $20.7 million, up 2% year over year and up 14.2% sequentially. Non-GAAP gross profit rose 75.5% year over year to $9.4 million, and non-GAAP gross margin expanded to 45.5%, which Winzeler said was driven by a more favorable product mix and higher sales to customers deploying multiple edge AI capabilities on Ambiq’s SPOT platform. Winzeler also highlighted that mainland China accounted for 8.6% of net sales in the fourth quarter, down from 50% in the fourth quarter of 2024, reflecting the company’s shift in customer mix. Fou...

Full Year 2025 net sales of $72.5 million, with sequential growth in net sales in every quarter of the year Fourth quarter net sales of $20.7 million exceeded guidance and marked the highest quarterly net sales of 2025 driven by accelerated customer demand and strong operational execution Fourth quarter GAAP gross margin of 42.7%; non-GAAP gross margin of 45.5%, reflecting successful scaling across higher-value customers and broader market diversification Expect strong first quarter net sales of $21.0 million to $22.0 million, reflecting growing momentum in advanced edge AI adoption AUSTIN, Texas, March 05, 2026--(BUSINESS WIRE)--Ambiq Micro, Inc. ("Ambiq") (NYSE: AMBQ), a technology leader in ultra-low-power semiconductor solutions for edge AI, today announced financial results for the fourth quarter and full year 2025. Full Year 2025 and Recent Highlights Strong performance on accelerating demand for edge AI solutions: Fourth quarter net sales were ahead of guidance with sequential net sales growth in every quarter of 2025. Continued AI-driven margin expansion: Delivered year-over-year margin expansion in the fourth quarter and full year 2025, driven by a shift toward higher-value revenue streams and greater geographic diversification. Full year 2025 gross profit was the highest in Company history. Advanced ultra-low-power AI silicon innovation: Unveiled Atomiq®, the world’s first ultra-low-power NPU SoC built on Ambiq’s SPOT® architecture. Launched three new Apollo variants, expanding our portfolio and enabling edge AI capabilities across a broader range of devices and end-markets. Expanded industrial edge AI presence: Announced partnership with RONDS to enable large-scale deployment of always-on, battery-powered AI sensors for heavy industrial applications. Recognized as an award-winning edge AI platform: neuralSPOT® software development kit (SDK) was honored as EDN’s 2025 Product of the Year, highlighting Ambiq’s differentiated approach to accelerating ultra-low-power edge AI development and deployment across key end markets. Received strong market interest in Ambiq’s strategy and growth opportunity: Ambiq completed an upsized initial public offering and a follow-on offering, generating $102.7 million and $76.8 million in net proceeds, respectively. Strengthened leadership and governance: Ambiq welcomed Dr. Bernard (Bernie) Banks to its Board of Directo...

Image source: The Motley Fool. Mar. 5, 2026, 8:30 a.m. ET Chief Executive Officer — Fumihide Esaka Chief Financial Officer — Jeffrey Winzeler Founder & Chief Technology Officer — Scott Hanson EVP, Global Sales and Marketing — Aaron Grashian Charlene Wan: On today’s call, Ambiq Micro, Inc.’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 2026 outlook. Following their remarks, Scott Hanson, Ambiq Micro, Inc.’s Founder and CTO, and Aaron Grashian, EVP of Global Sales and Marketing, 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 would 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 annual 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 is my pleasure to turn the call over to Ambiq Micro, Inc.’s CEO, Fumihide Esaka. Fumihide Esaka: Good morning, everyone, and thank you for joining us. 2025 was a strong year for Ambiq Micro, Inc., defined by disciplined execution and accelerating demand for edge AI across our end markets. Our performance reflects both share gains and market expansion as we enable AI on more devices across more markets and in a growing number of use cases. We are entering 2026 with strong momentum. Based on current demand indicators, we expect outsized top-line growth. We remain confident in our long-term opportunity as we partner with customers to advance their edge AI roadmaps and deliver sustained growth. Starting with Q4 performance, we delivered our highest net sales quarter of 2025, exceeding guidance. End-user demand outpaced our customers’ expectations, res...