Slide 1: Ambiq: Enabling AI Everywhere with SPOT
Ambiq: Enabling AI Everywhere with SPOT® March 2026 © 2026 ambiq | all rights reserved
Slide 2: Legal Disclaimer
Legal Disclaimer Forward-Looking Statements This presentation includes “forward-looking statements” within the meaning of the “safe harbor” provisions of the United States Private Securities Litigation Reform Act of 1995. Forward-looking statements may be identified by the use of words such as “futu
Slide 3: Legal Disclaimer
Legal Disclaimer Industry and Market Data This presentation includes statistical and other industry and market data that we obtained from industry publications and research, surveys, and studies conducted by third parties, as well as estimates by our management based on such data. Certain informatio
Slide 4: Driving Growth and Value Creation as We Enable AI Everywhere
Driving Growth and Value Creation as We Enable AI Everywhere Attractive Opportunity Market to grow almost 2x by 2029 across diverse end markets 4Q25 represented demand inflection for edge AI solutions Ultra-low Power Advantage SPOT 2-5X advantage is enabling edge AI solutions today Established scale
Slide 5: Company Overview
Company Overview © 2026 ambiq | all rights reserved
Slide 6: Ambiq at a Glance
Ambiq at a Glance One of the lowest power Established, scalable business Recognized leader semiconductor solutions model with growing reach in innovation 2-5X SPOT power 6 product $72.5M 200+ advantage families1 2025 net sales customers3 >290M >85 ~200 employees TSMC strategic units shipped1 Patents
Slide 7: AI Is Moving to the Edge and Bringing the Next Great Compute Revolution
AI Is Moving to the Edge and Bringing the Next Great Compute Revolution CLOUD AI EDGE AI Inference Key Benefits Driving AI Complete AI Happens to the Edge Stack at Here the Edge Lower Latency Reduced Energy Higher Availability Inference Happens Here Increased Privacy Reduced Cost 7 © 2026 ambiq | al
Slide 8: Diverse $11.0B Opportunity Growing Quickly
Diverse $11.0B Opportunity Growing Quickly Projected Addressable Market Size for Our Products ($B) CAGR 2024-29 CAGR 14% $21.1 Medical / 9% $1.1 Healthcare Body-worn AI Personal Devices Industrial Edge $5.2 Personal 8% Devices Wrist Worn Animal Husbandry Ear Worn Smart Farming Smart Home $11.0 $5.1
Slide 9: The SPOT Platform Makes Edge AI Possible
The SPOT Platform Makes Edge AI Possible SPOT: 2-5X Power Advantage Replace traditional Energy ∼ (Voltage)2 algorithm with an AI model Enable larger Voltage Voltage AI models Time Time Run faster Conventional Circuit Design inference rates 9 © 2026 ambiq | all rights reserved
Slide 10: Advancing Comprehensive Edge AI SoC Portfolio Through Innovation
Advancing Comprehensive Edge AI SoC Portfolio Through Innovation 10000 Performance / Energy Eff. (Normalized to Apollo2) AI Performance AI Energy Efficiency 1000 100 10 1 Apollo2 Apollo3 Apollo4 Apollo5 Atomiq Processor Core Cortex M4 Cortex M4 Cortex M4 Cortex M55 Dual Cortex M55 Process Node 40nm
Slide 11: SPOT Is the Foundation for a Full Stack Edge AI Solution
SPOT Is the Foundation for a Full Stack Edge AI Solution Helia AI SW Ecosystem AmbiqSuite and Enablement SW SPOT Chip Design Platform 11 © 2026 ambiq | all rights reserved
Slide 12: Our Power Efficient Product Suite Is Driving AI Adoption Today
Our Power Efficient Product Suite Is Driving AI Adoption Today Market Segments Customer Wins Personal Devices Medical / Healthcare Smart Rings Smart Watches ECG Heart Smart Glasses Monitoring Devices Smart Homes & Buildings Industrial Edge Hearing Devices Patient Monitoring Smart Industrial Animal H
Slide 13: Growth Strategy
Growth Strategy © 2026 ambiq | all rights reserved
Slide 14: Strategic Priorities to Capture Edge AI Opportunity
Strategic Priorities to Capture Edge AI Opportunity 2 Introduce Innovative New 1 Products to Push Power/Performance 3 and Enter New Markets Expand Establish an Aggressively IP Licensing into New Edge Variant for SPOT AI Markets 14 © 2026 ambiq | all rights reserved
Slide 15: Bringing SPOT to a Strong and Diverse Edge AI Pipeline
1 Bringing SPOT to a Strong and Diverse Edge AI Pipeline Ear Protection Worker Safety Smart Grid Sensors Case Study: RONDS • Leading intelligent industrial equipment solutions provider through its Novaseer brand Continuous Glucose Monitors Moisture Sensors Hearing Aids • Using SPOT to enable large-s
Slide 16: Unlocking Access to New Markets and Edge AI Use Cases
1 Unlocking Access to New Markets and Edge AI Use Cases more radio protocols extended temp lower prices smaller form factors mass market AI derivatives npu vision APOLLO510 APOLLO510 LITE APOLLO330 APOLLO340 ATOMIQ Personal Devices Industrial Edge Smart Home & Buildings Medical & Healthcare New Soft
Slide 17: Atomiq Platform Is Expected to Deliver a Major Leap Forward in Edge AI
2 Atomiq Platform Is Expected to Deliver a Major Leap Forward in Edge AI In-package SPOT on Vision & Audio NPU Pipelines Multi-core DRAM 12nm Smart Cameras With "Always On" Object Wearables With Conversational UI, Life AR Glasses With Eye Tracking, Detection and Scene Analysis Logging, and On-Board
Slide 18: Expected Atomiq Product Development Timeline
2 Expected Atomiq Product Development Timeline Redesign option 2 Product is deep in Initial customer design, with tape-out ramp expected planned for the latter to begin in late half of 2026 2027 2026 2027 2028 Meaningful Continue engaging Alpha customer revenue early customers sampling expected cont
Slide 19: SPOT Licensing Opens the Door to High Margin Revenue Stream
3 SPOT Licensing Opens the Door to High Margin Revenue Stream Product deliverables: soft/hard IP, foundation libraries, reference flows, and consulting services Business model: license fee plus royalty Focus markets: data center AI, automotive, mobile, life-critical medical Phase I Phase II Phase II
Slide 20: Financial Highlights
Financial Highlights © 2026 ambiq | all rights reserved
Slide 21: Repositioning Driving Higher Gross Profit & Unlocking Attractive Growth
Repositioning Driving Higher Gross Profit & Unlocking Attractive Growth Evolved Business Mix Higher Non-GAAP Gross Profit1 on Lower Structurally Reset Non-GAAP Gross Revenue Margin1 Profile $76.1 $72.5 45.0% 31.5% 50.0% $32.6 91.4% $24.3 50.0% 8.6% FY 2024 FY 2025 FY 2024 FY 2025 FY 2024 FY 2025 Chi
Slide 22: Edge AI Adoption Supports Accelerated Financial Momentum
Edge AI Adoption Supports Accelerated Financial Momentum Net Sales Non-GAAP Gross Profit1 Non-GAAP Gross Margin1 (dollars in millions) (dollars in millions) $20.74 $9.44 $18.17 47.1% 45.5% $17.87 $8.14 42.7% 44.8% $7.41 $7.64 $15.73 1Q25 2Q25 3Q25 4Q25 1Q25 2Q25 3Q25 4Q25 1Q25 2Q25 3Q25 4Q25 Ambiq d
Slide 23: Purposefully Investing in R&D And SG&A to Support Strategic Priorities
Purposefully Investing in R&D And SG&A to Support Strategic Priorities As of 12/31/25 Enhanced Product Sales and Innovation Marketing Total Assets $184.7 Million Total Liabilities $22.2 Million No Outstanding Debt Follow-on proceeds to accelerate Atomiq and Apollo family development to capture a rap
Slide 24: Financial Outlook
Financial Outlook1 1Q26 Drivers 1Q 2026 Outlook ▪ Strong underlying demand, ongoing customer launches and Apollo5 adoption ▪ Ramping of Apollo5, with improved yield as it scales Net Sales $21.0M - $22.0M through the year ▪ Increased investment to support strategic growth priorities ▪ Weighted averag
Slide 25: Well Positioned for Future Growth
Well Positioned for Future Growth Demonstrated strong execution with sequential net sales and non-GAAP gross profit growth in 2025 Accelerating demand for edge AI supports top-line momentum Continuing to expand into key end markets through Apollo and software innovation Enabling heavier edge AI capa
Slide 26: Seasoned Management and Board Of Directors
Seasoned Management and Board Of Directors Key Executive Leaders Board of Directors Fumihide Esaka CEO (Kyocera) (Infineon) Dr. Wen Hsieh Fumihide Esaka Dr. Scott Hanson Chairman of the Board Board Member, CEO Board Member, Dr. Scott Hanson CTO, Founder (Kyocera) Founder, CTO (Infineon) Jeff Winzele
Slide 27: Appendix: Non-GAAP Reconciliations
Appendix: Non-GAAP Reconciliations © 2026 ambiq | all rights reserved
Slide 28: Non-GAAP Financial Measures
Non-GAAP Financial Measures Three Months ended Three Months ended December 31, Year ended December 31, September 30, ($ in thousands) 2025 2024 2025 2024 2025 Net loss attributable to common $ (10,679) $ (10,191) $ (36,461) $ (42,385) $ (9,002) stockholders Add: Income taxes 19 3 40 28 3 Depreciatio
Slide 29: Non-GAAP Financial Measures
Non-GAAP Financial Measures Three Months Three Months Three Months Three Months ended December 31, Year ended December 31, ended ended ended September March 31, June 30, 30, ($ in thousands) 2025 2024 2025 2024 2025 Gross profit $ 8,859 $ 5,048 $ 32,095 $ 24,291 $ 8,389 $ 7,170 $ 7,677 Add: Deprecia
Slide 30: Non-GAAP Financial Measures
Non-GAAP Financial Measures Three Months ended Three Months ended December 31, Year ended December 31, September 30, ($ in thousands) 2025 2024 2025 2024 2025 Operating expenses $ 20,821 $ 15,419 $ 71,638 $ 64,904 $ 17,720 Less: Depreciation and amortization 1,173 1,443 5,309 5,351 1,315 Stock-based
Slide 31: Non-GAAP Financial Measures
Non-GAAP Financial Measures Three Months ended ($ in thousands) Three Months ended December 31, Year ended December 31, September 30, Research and development 2025 2024 2025 2024 2025 Operating expenses $ 12,012 $ 8,773 $ 38,486 $ 37,168 $ 8,889 Less: Depreciation and amortization 1,136 1,410 5,061
Slide 32: Non-GAAP Financial Measures
Non-GAAP Financial Measures Three Months ended ($ in thousands) Three Months ended December 31, Year ended December 31, September 30, Selling, general, and administrative 2025 2024 2025 2024 2025 Operating expenses $ 8,809 $ 6,646 $ 33,152 $ 27,736 $ 8,831 Less: Depreciation and amortization 37 33 2
Slide 33: Ambiq: Enabling AI Everywhere with SPOT
Ambiq: Enabling AI Everywhere with SPOT 33 © 2026 ambiq | all rights reserved