Every 10-Q that Ambiq Micro, Inc. (AMBQ) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow AMBQ and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full AMBQ filings page.
Ambiq Micro, Inc. reported strong top-line growth while remaining unprofitable for the quarter ended June 30, 2026. Net sales rose 89.7% to $33.9 million for the quarter and 75.5% to $59.0 million for the first half of 2026, driven by broad-based demand and new product launches. Quarterly gross margin improved to 45.0%, up from 40.1%, as customers shifted to newer, higher-priced products.
The company still posted a net loss of $7.1 million for the quarter and $17.3 million year‑to‑date, but non‑GAAP net loss narrowed meaningfully. Operating expenses increased, with first‑half research and development at $27.0 million and selling, general and administrative at $19.6 million, reflecting heavy investment in engineering, stock-based compensation and public company costs.
Ambiq significantly strengthened its balance sheet through two follow-on offerings, generating $243.2 million in net proceeds and ending the period with $366.8 million in cash and cash equivalents. Operating cash outflow was $20.7 million, partly due to inventory build. Customer concentration remains high, with the top three end customers contributing about 78% of Q2 net sales, and the company continues to rely on TSMC in Taiwan as its sole wafer supplier.
Ambiq Micro, Inc. reported strong top-line growth but continued losses for the quarter ended March 31, 2026. Net sales rose to $25.1 million from $15.7 million, driven by broad-based demand and new product launch ramps at higher average selling prices, including a new major customer.
Gross profit increased to $10.9 million, though gross margin declined to 43.5% due mainly to a non-monetary gain recorded in the prior year that did not repeat. Research and development expense grew to $12.8 million and selling, general and administrative expense to $9.7 million as the company invested in technology, personnel and public-company infrastructure, resulting in a net loss of $10.2 million.
Ambiq ended the quarter with $204.5 million in cash and cash equivalents, helped by $75.3 million of net proceeds from a January 2026 follow-on stock offering and $3.0 million from warrant exercises. The top three end customers represented 71% of net sales, and management highlights ongoing customer and geographic concentration, industry cyclicality and macroeconomic conditions as key business risks.
Ambiq Micro, Inc. (AMBQ) reported Q3 2025 results with net sales of $18.165 million and a net loss of $9.002 million. Gross profit was $7.677 million, yielding a gross margin of 42.3%, up from 32.6% a year ago as the company shifted mix toward higher‑margin regions and products.
Operating expenses were $17.720 million (R&D $8.889 million; SG&A $8.831 million), and other income contributed $1.044 million. Cash and cash equivalents rose to $146.5 million as of September 30, 2025, supported by the completed IPO.
Capital and share structure updates: the company completed its IPO on July 31, 2025, issuing 4,600,000 shares and receiving $99.843 million in net cash proceeds; 12,729,240 preferred shares converted to common. A 1‑for‑28 reverse stock split occurred on July 18, 2025. Shares outstanding were 18,313,186 as of November 3, 2025.
Ambiq Micro, Inc. (AMBQ) discloses operational and risk details in its quarterly report. The company reported share counts of 347,983,712 shares authorized with 341,496,158 issued and outstanding at June 30, 2025 and December 31, 2024, and separately references a 500,000,000 authorized share figure with smaller issued counts of 450,682 and 434,720 for the same dates. No dividends have been declared and no deemed dividends were recorded for the three and six months ended June 30, 2025. Management (the CEO as CODM) evaluates consolidated revenue, gross margin, operating expenses and net loss for a single operating segment. The filing lists numerous operational risks, including a history of net losses, concentration of end customers, reliance on a single third-party wafer fabricator and limited suppliers, challenges in manufacturing and supply chain, potential IP and regulatory risks, material weakness in internal control over financial reporting, and exposure to geopolitical and macroeconomic events.