Every 8-K 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 8-K covers material events a company has to report between its quarterly 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 second quarter 2026 results driven by demand for its ultra-low-power edge AI semiconductor solutions. Net sales were $33.9 million, up 89.7% year-over-year, marking the fifth consecutive quarter of sequential growth. GAAP gross profit was $15.3 million, up 112.9%, with GAAP gross margin expanding 4.9 percentage points to 45.0%. Non-GAAP gross margin rose to 47.2%. The company remained unprofitable, with a GAAP net loss of $7.1 million and non-GAAP net loss of $1.8 million, both improved versus the prior year.
Ambiq substantially strengthened its balance sheet, ending June 30, 2026 with $366.8 million in cash and cash equivalents, aided by an upsized June follow-on offering that generated approximately $168 million in net proceeds and total financing cash inflows of $253.0 million year-to-date. Shares outstanding increased to 24.1 million. For the third quarter 2026, Ambiq guides net sales to $36.0–$37.0 million, non-GAAP gross margin of 46.5%–47.5%, non-GAAP operating expenses of $24.0–$25.0 million, and non-GAAP net loss per share of ($0.20)–($0.12) on 24.17 million weighted-average shares.
Ambiq Micro, Inc. furnished a letter from its CEO reflecting on the company’s first year as a public company and outlining its strategy in ultra‑low‑power edge AI.
The CEO notes that Ambiq completed an IPO and two follow‑on equity offerings during that first year, raising approximately $372 million in gross proceeds to support long‑term growth. He highlights more than 15 years of innovation behind the SPOT platform and Apollo system‑on‑chips and reports that about 80% of customers are now integrating AI into their product designs.
Ambiq describes expanding its software ecosystem through the neuralSPOT AI Development Kit and the HELIA AI tools, and previews the Atomiq family, its first SPOT‑based products with an integrated neural processing unit aimed at more compute‑intensive, ultra‑low‑power edge AI workloads across healthcare, industrial, and consumer devices.
Ambiq Micro, Inc. held its 2026 Annual Meeting of Stockholders on June 8, 2026. Stockholders elected two Class I directors, Timothy Chen and Ker Zhang, Ph.D., to serve until the 2029 Annual Meeting and until their successors are elected and qualified.
Chen received 9,247,824 votes for and 1,931,909 votes withheld, while Zhang received 9,291,198 votes for and 1,888,535 votes withheld. There were 2,701,784 broker non-votes for each director. Stockholders also ratified the Audit Committee’s selection of KPMG LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026, with 13,831,891 votes for, 11,022 against, and 38,604 abstentions.
Ambiq Micro, Inc. reported strong first quarter 2026 growth but remained unprofitable. Net sales were $25.1 million, up 59.3% year-over-year and 20.8% sequentially, driven by expanding demand for ultra-low-power edge AI solutions and higher-value Apollo platforms.
GAAP gross margin was 43.5%, with non-GAAP gross margin at 46.2%. The company posted a GAAP net loss of $10.2 million and a non-GAAP net loss of $5.0 million, or $0.25 per share. Customer concentration improved, as the top three customers represented about 71% of net sales versus 86% a year earlier.
Cash and cash equivalents rose to $204.5 million, supported by $76.8 million of net proceeds from a follow-on common stock offering, despite $11.2 million of operating cash outflow. For the second quarter 2026, Ambiq expects net sales of $31.0 million to $32.0 million, non-GAAP gross margin of 45.0% to 46.0%, non-GAAP operating expenses of $21.0 million to $22.0 million, and non-GAAP net loss per share of $0.29 to $0.23.
Ambiq Micro, Inc. reported fourth quarter and full year 2025 results showing improving profitability metrics despite slightly lower annual revenue. Full year 2025 net sales were $72.5 million versus $76.1 million in 2024, but GAAP gross margin rose to 44.3% from 31.9%, lifting gross profit to $32.1 million, the highest in company history.
For Q4 2025, net sales reached $20.7 million, the highest quarter of the year, with GAAP gross margin of 42.7% and non-GAAP gross margin of 45.5%. Full year GAAP net loss attributable to common stockholders improved to $36.5 million, while non-GAAP net loss narrowed to $20.9 million.
Ambiq strengthened its balance sheet, ending 2025 with $140.3 million in cash and cash equivalents and converting preferred stock to common following an upsized IPO and follow-on offerings. For Q1 2026, the company guides net sales of $21.0–$22.0 million, non-GAAP gross margin of 44.0–45.0%, and non-GAAP net loss per share between ($0.39) and ($0.33) on 20.38 million weighted average shares.
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.
Ambiq Micro, Inc. expanded its Board of Directors from six to seven members and appointed Dr. Bernard B. Banks to fill the new seat, effective January 5, 2026. He will serve as a Class III director until the company’s 2028 annual meeting of stockholders, when he is expected to stand for election.
Dr. Banks is Director of Rice University’s Doerr Institute for New Leaders and previously served on the senior leadership team and faculty at Northwestern University’s Kellogg School of Management for six years. He is a retired U.S. Army Brigadier General with experience leading organizations from 10 to over 3,000 people and holds a Ph.D. in social-organizational psychology from Columbia University along with multiple graduate degrees from leading institutions.
He will receive compensation under Ambiq Micro’s Non-Employee Director Compensation Policy and has entered into the company’s standard director indemnification agreement.
Ambiq Micro, Inc. (AMBQ) furnished quarterly results via an Item 2.02 Form 8-K. The company issued a press release reporting financial results for the quarter ended September 30, 2025, attached as Exhibit 99.1 and incorporated by reference.
The disclosure is expressly deemed “furnished” and not “filed,” which limits Section 18 liability and affects how it may be incorporated into other filings. Ambiq’s common stock trades on the NYSE under the symbol AMBQ.
Ambiq Micro, Inc. reported Board-approved one-time cash bonuses awarded to four senior executives in recognition of their contributions during the company’s initial public offering and to promote retention. The specified cash awards were $328,000 to Fumihide Esaka (Chief Executive Officer), $328,000 to Scott Hanson (Chief Technology Officer), $120,000 to Jeff Winzeler (Chief Financial Officer) and $105,000 to Sean Chen (President and Chief Operating Officer). The filing also discloses that on September 29, 2025 the Board approved acceleration of one-third of Mr. Winzeler’s previously issued stock options, effective October 1, 2025. The disclosure was signed by Jeffery G. Winzeler as Chief Financial Officer.
Ambiq Micro, Inc. filed a current report to note that it released a press release on September 4, 2025 covering its financial results for the quarter ended June 30, 2025. The company states that this press release is attached as Exhibit 99.1 and is incorporated by reference.
The report clarifies that the earnings information is being "furnished" rather than "filed" under securities laws, which affects how it is treated for certain legal liability purposes and for inclusion in other regulatory documents. The filing is signed on behalf of Ambiq Micro, Inc. by its Chief Financial Officer, Jeffrey G. Winzeler.