Ambiq Micro Guides Q3 Revenue to $36-37 Million After Q2 Beat

Earnings
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Summary · why it matters

Ambiq Micro reported second-quarter 2026 non-GAAP loss of 7 cents per share, narrower than the Zacks Consensus Estimate of a loss of 26 cents and the year-ago loss of 43 cents per share. Net sales rose 89.7% year over year to $33.9 million, beating the Zacks Consensus Estimate by 7.62%, marking the company's fifth consecutive quarter of sequential growth on accelerating edge AI demand. Non-GAAP gross margin expanded 450 basis points to 47.2%, and non-GAAP net loss narrowed to $1.8 million from $5.9 million a year earlier. For the third quarter of 2026, Ambiq expects net sales between $36 million and $37 million, non-GAAP gross margin of 46.5-47.5%, non-GAAP operating expenses of $24-$25 million and a non-GAAP loss per share of 12-20 cents, while full-year 2026 net sales are expected at approximately $135 million. The company ended the quarter with $366.8 million in cash and cash equivalents and no debt, strengthened by approximately $168 million in net proceeds from its June follow-on offering.

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Ambiq Micro, Inc.
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Q2 beat with narrower loss, 89.7% sales growth, margin expansion, and Q3 revenue guidance of $36-37M.

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