Ambiq Micro (NYSE: AMBQ) issues 2025 preliminary sales and margin ranges

Rhea-AI Filing Summary

Ambiq Micro, Inc. released preliminary, estimated unaudited financial results for the year ended December 31, 2025. The company expects net sales between $71,770 thousand and $72,470 thousand, with net sales outside Mainland China between $65,331 thousand and $66,368 thousand.

Net sales in Mainland China are estimated between $6,102 thousand and $6,439 thousand, representing about 8.4% to 9.0% of total net sales, while sales outside Mainland China represent about 91.0% to 91.6%. Estimated gross profit ranges from $31,359 thousand to $31,667 thousand, with a gross margin of 43.7%.

On a non-GAAP basis, Ambiq estimates gross profit between $31,792 thousand and $32,300 thousand and non-GAAP gross margin between 44.3% and 44.6%. These figures are preliminary, based on internal records, have not been audited or reviewed by KPMG LLP, and may change after completion of the year-end closing and audit.

Insights

Equity research analyst

Ambiq gives preliminary 2025 sales and margin ranges with China exposure detail.

Ambiq Micro is providing investors an early look at full-year 2025 results, with net sales estimated between $71,770 thousand and $72,470 thousand and gross margin around 43.7%. The disclosure also highlights geographic mix, with roughly nine-tenths of revenue expected from outside Mainland China.

The company supplies both GAAP and non-GAAP gross profit, adding back depreciation, amortization, stock-based compensation, and a gain on a nonmonetary transaction to reach non-GAAP gross profit of $31,792 thousand to $32,300 thousand and non-GAAP gross margin of 44.3% to 44.6%. This helps clarify underlying profitability excluding certain non-cash and unusual items.

Management emphasizes that these figures are preliminary, derived from internal records, and not audited or reviewed by KPMG LLP, with explicit caution that final results for the year ended December 31, 2025 may differ materially. The information is furnished rather than filed, limiting certain liability, and future audited statements will provide the definitive view of 2025 performance.

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d)

of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): January 21, 2026

Ambiq Micro, Inc.

(Exact name of registrant as specified in its charter)

Delaware		001-42766		27-1911389
(State or other jurisdiction of incorporation)		(Commission File Number)		(IRS Employer Identification No.)

6500 River Place Blvd. Building 7 Austin, Texas				78730
(Address of principal executive offices)				(Zip Code)

Registrant’s telephone number, including area code: 512 879-2850

(Former Name of Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligations of the registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class		Trading Symbol(s)		Name of each exchange on which registered
Common Stock, $0.000001 par value per share		AMBQ		New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☒

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02. Results of Operations and Financial Condition.

On January 21, 2026, Ambiq Micro, Inc. (“Ambiq” or the “Company”) disclosed the following selected preliminary estimated unaudited financial results for the year ended December 31, 2025:

		Year ended December 31, 2025
		(Estimated)
		Low				High
		(in thousands)
		(unaudited)
Net sales		$	71,770			$	72,470
Net sales outside Mainland China		$	65,331			$	66,368
Percentage of net sales outside of Mainland China			91.0	%			91.6	%
Net sales in Mainland China		$	6,439			$	6,102
Percentage of net sales in Mainland China			9.0	%			8.4	%
Gross profit		$	31,359			$	31,667
Gross margin			43.7	%			43.7	%
Non-GAAP gross profit(1)		$	31,792			$	32,300
Non-GAAP gross margin			44.3	%			44.6	%

(1) The Company uses non-GAAP gross profit and non-GAAP gross profit margin, both non-GAAP financial measures, to help it make strategic decisions, establish budgets and operational goals for managing its business, analyzing its financial results, and evaluating its performance. The Company believes these non-GAAP financial measures provide additional tools for investors to use in comparing the Company’s core business and results of operations over multiple periods with other companies in its industry, many of which present similar non-GAAP financial measures to investors. However, the Company’s presentation of non-GAAP gross profit and non-GAAP gross margin may not be comparable to similarly titled measures reported by other companies due to differences in the way that these measures are calculated. Non-GAAP gross profit and non-GAAP gross margin should not be considered as the sole measures of the Company’s performance and should not be considered in isolation from, or as a substitute for gross profit or gross margin calculated in accordance with GAAP. The Company defines non-GAAP gross profit as gross profit adjusted to exclude expenses not directly attributable to gross profit, such as depreciation and amortization, gain on nonmonetary transaction, and stock-based compensation. The Company defines non-GAAP gross profit margin as non-GAAP gross profit as a percentage of net sales. For further information about the limitations of the use of non-GAAP financial measures, see the section titled “Management’s Discussion and Analysis of Financial Condition and Results of Operations—Non-GAAP Financial Measures” in the Company’s Quarterly Report on Form 10-Q for the quarter ended September 30, 2025, filed with the Securities and Exchange Commission (“SEC”) on November 6, 2025. A reconciliation of the ranges presented above for preliminary Non-GAAP gross profit to gross profit, the most directly comparable financial measures stated in accordance with GAAP, is provided below.

		Year ended December 31, 2025
		(Estimated)
		Low				High
		(in thousands)
		(unaudited)
Gross profit		$	31,359			$	31,667
Add:
Depreciation and amortization		$	1,856			$	1,956
Stock-based compensation		$	177			$	277
Gain on nonmonetary transaction		$	(1,600	)		$	(1,600	)
Non-GAAP gross profit		$	31,792			$	32,300
Gross margin			43.7	%			43.7	%
Non-GAAP gross margin			44.3	%			44.6	%

The Company has provided ranges, rather than specific amounts, because the Company’s closing procedures for the year ended December 31, 2025 are not yet complete. These results are preliminary and subject to change, and there is a possibility that the Company’s actual results may differ materially from these preliminary estimates. These ranges are based on the information available to the Company as of the date of this Current Report. These preliminary estimated results for the year ended December 31, 2025 are derived from the Company’s preliminary internal financial records and are subject to revisions based on the Company’s procedures and controls associated with the completion of the financial close process. These preliminary estimates have been prepared by, and are the responsibility of, management. The Company’s independent registered public accounting firm, KPMG LLP, has not audited, reviewed, examined, compiled, nor applied agreed-upon procedures with respect to this preliminary estimated unaudited financial information. Accordingly, KPMG LLP does not express an opinion or any other form of assurance with respect thereto. It is possible that the Company or KPMG LLP may identify items that would require the Company to make adjustments to these preliminary estimates as the Company completes its audit and that the Company’s actual results may differ materially from these preliminary estimates. Accordingly, these preliminary estimates should not be viewed as a substitute for audited financial statements prepared in accordance with generally accepted accounting principles in the United States and undue reliance should not be placed on these preliminary estimates. These preliminary estimates are not necessarily indicative of results for any future period.

The information set forth in this Item 2.02 shall be deemed “furnished” and not “filed” for purposes of Section 18 of the Securities and Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, and shall not be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such filing.

Forward-Looking Statements

The statements contained in this Current Report on Form 8-K that are not historical facts are forward-looking statements. You can identify forward-looking statements because they contain words such as “believes,” “expects,” “may,” “will,” “should,” “seeks,” “intends,” “plans,” “estimates,” or “anticipates,” or similar expressions. These forward-looking statements include statements relating to Ambiq’s expected financial results for the year ended December 31, 2025. By their nature, forward-looking statements are not statements of historical fact or guarantees of future performance and are subject to risks, uncertainties, assumptions or changes in circumstances that are difficult to predict or quantify including those described in the section titled “Risk Factors” in Ambiq’s Quarterly Report on 10-Q for the quarter ended September 30, 2025, as well as in other filings Ambiq may make with the SEC in the future. Ambiq’s expectations, beliefs and projections are expressed in good faith and Ambiq believes there is a reasonable basis for them. However, there can be no assurance that management’s expectations, beliefs and projections will result or be achieved and actual results may vary materially from what is expressed in or indicated by the forward-looking statements. Any forward-looking statement in this Current Report speaks only as of the date of this report. Ambiq undertakes no obligation to publicly update or review any forward-looking statement, whether as a result of new information, future developments or otherwise, except as may be required by any applicable securities laws.

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Date: January 21, 2026				Ambiq Micro, Inc.
				By:		/s/ Michele Connors
						Michele Connors
						General Counsel

FAQ

What preliminary 2025 net sales did Ambiq Micro, Inc. (AMBQ) report?

Ambiq Micro estimates 2025 net sales between $71,770 thousand and $72,470 thousand, based on preliminary, unaudited internal financial records.

How much of Ambiq Micro’s 2025 net sales came from outside Mainland China?

For 2025, Ambiq Micro estimates net sales outside Mainland China between $65,331 thousand and $66,368 thousand, or about 91.0% to 91.6% of total net sales.

What are Ambiq Micro’s estimated 2025 gross profit and gross margin?

Ambiq Micro expects 2025 gross profit between $31,359 thousand and $31,667 thousand, with an estimated gross margin of 43.7%.

What non-GAAP gross margin did Ambiq Micro, Inc. estimate for 2025?

On a non-GAAP basis, Ambiq Micro estimates 2025 gross profit of $31,792 thousand to $32,300 thousand, yielding a non-GAAP gross margin of about 44.3% to 44.6%.

Are Ambiq Micro’s 2025 financial figures audited?

No. The 2025 figures are preliminary, estimated, and unaudited. Ambiq states that KPMG LLP has not audited, reviewed, examined, compiled, or applied procedures to this information, and actual results for the year ended December 31, 2025 may differ materially.

How significant are Mainland China sales in Ambiq Micro’s 2025 results?

Ambiq Micro estimates 2025 net sales in Mainland China between $6,102 thousand and $6,439 thousand, representing about 8.4% to 9.0% of total net sales.