Ambiq Micro, Inc. (AMBQ) Form 10-Q — Aug 11, 2026
Ambiq Micro's Q2 2026 net sales nearly doubled year over year to $33.9 million, up 89.7%, with gross margin expanding 490 basis points to 45.0% and GAAP net loss narrowing to $7.1 million ($0.32 per share) from $8.5 million. Non-GAAP net loss narrowed to $1.8 million from $5.9 million. Six-month revenue rose 75.5% to $59.0 million, and the balance sheet is backed by $366.8 million in cash after two follow-on offerings: $75.3 million net in January at $31.00 per share and $167.9 million net in June at $78.00 per share. Management believes cash on hand funds operations for at least the next twelve months, though operating cash burn was $20.7 million in the first half.
Key figures
- Revenue
- 33901000
- Revenue Yoy
- 89.7% (Q2 2026 YoY; six-month revenue +75.5% to $59.0M)
- Total Assets
- 435622000
- Cash Position
- 366774000
- Shares Outstanding
- 24184536
- Q2 gross margin
- 45.0%
- Follow on jan 2026
- 2,636,651 company shares at $31.00; $75.3M net proceeds
- Follow on jun 2026
- 2,300,000 shares at $78.00; $167.9M net proceeds
- Accumulated deficit
- 373997000
- Six month net sales
- 58961000
- Q2 gross margin prior year
- 40.1%
- Sgx secondary listing date
- 2026-07-30
- Financing inflows six months
- 253035000
- Manufacturing purchase commitments
- 32200000
- China end customer sales pct q2 2026
- 13.7%
- Related party warrant exercise proceeds
- 3000000
- Top3 customer concentration q2 net sales
- 78%
Price after filing
Close on the filing date to close N calendar days later (from $67.49). Historical, not a forecast.
AI analysis
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