Ambiq Micro, Inc.
ambiq.comWhat Do They Do?
Sells ultra-low-power chips and software for artificial intelligence in wearable, healthcare and industrial devices to consumer and industrial device makers.
10-K for FY2025, filed Mar 5, 2026We provide a full-stack solution encompassing tightly integrated hardware and software. Our solutions include a diverse family of…View ↗
Our ultra-low power SoCs serve a wide range of markets requiring on-device and real-time AI, including smartwatches and fitness trackers…View ↗
The Company’s revenues consist of the sale of its products to the Company’s customers recognized on a point-in-time basis. The Company’s…View ↗
How Do They Make Money?
Ambiq sells products to distributors and device makers; products are shipped to distributors, while direct customers receive them by shipment or delivery depending on the contract. Payment is typically due within 60 to 90 days of invoicing.
10-K for FY2025, filed Mar 5, 2026The Company’s revenues consist of the sale of its products to the Company’s customers recognized on a point-in-time basis. The Company’s…View ↗
Revenues are recognized when control of the product is transferred to a customer in an amount that reflects the consideration the Company…View ↗
Payments are typically due within 60 to 90 days of invoicing and terms do not include a significant financing component or non-cash…View ↗
$72.5M
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10-K for FY2025, filed Mar 5, 2026
$72.5M ↗
Who Are Their Customers?
Works with brands and device makers, including original equipment and design manufacturers. Sales are fulfilled mainly through distributors, with some reseller and direct sales; the company also works directly with brand and device-maker customers.
10-K for FY2025, filed Mar 5, 2026We work closely with leading brands as well as OEM and original design manufacturers (ODM) throughout their design cycles, allowing us to…View ↗
We typically fulfill the needs of our leading brand, OEM, and ODM customers through direct relationships and select distributors. For the…View ↗
We primarily engage with our end customers directly using a combination of a direct sales force and field application engineers, fulfilling…View ↗
We have contracts in place with distributors and third-party sales representatives throughout Asia, particularly in Taiwan, Korea, Japan…View ↗
10-K for FY2025, filed Mar 5, 2026
There were three end customers representing 35.6%, 28.8% and 20.2%, respectively, of total net sales for the year ended December 31, 2025.…View ↗
Do Revenues Turn Into Profits?
No. It lost $36.5M in FY2025.
10-K for FY2025, filed Mar 5, 2026
How Are They Changing?
- Net income
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Sources
10-Q for Q2 FY2026, filed Aug 11, 2026
−$7.1MView ↗
- ▼ −16% (Loss)
- vs −$8.5M in Q2 FY2025
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Aug 11, 2026
Sets third-quarter sales and earnings guidance
Projects net sales of $36.0 million to $37.0 million and non-GAAP net loss per share of ($0.20) to ($0.12).
Sources
8-K, filed Aug 11, 2026
Net sales within a range of $36.0 million to $37.0 million, reflecting accelerating demand for edge AI, partially constrained by…View ↗
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