Ambiq Micro, Inc. · NYSE:AMBQ
Ambiq Micro — Q2 2026 Earnings Presentation
23 slides from Ambiq Micro's earnings presentation, Aug 11, 2026
Slide 1: Second Quarter 2026 Conference Call
Second Quarter 2026 Conference Call August 11, 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: Today's Agenda
Charlene Wan Vice President of Corporate Welcome Marketing & Investor Relations Fumihide Esaka Today’s Chief Executive Officer Business Update Agenda Jeffrey Winzeler Chief Financial Officer Results and Outlook 3 © 2026 ambiq © 2026 | all|rights ambiq reserved all rights reserved
Slide 4: Business Update
Business Update © 2026 ambiq | all rights reserved
Slide 5: Executive Summary
Executive Summary Step-change in demand strengthens conviction in long-term opportunity ~90% ~100% 3Q26 Expected 2Q26 Net Sales Growth YoY Net Sales Growth1 Continuing to outpace market growth through differentiated technology Accelerating demand in 2H26, constrained by supply availability >2X 3 Exp
Slide 6: Second Quarter Highlights
Second Quarter Highlights $33.9M Net sales exceeded guidance Net Sales • Healthy end user demand, new launches and ramp of new large customer • Strong year-over-year growth across Apollo3, Apollo4 and Apollo5 • Lean channel inventory and continued expedite requests 47.2% Non-GAAP Gross Margin1 Posit
Slide 7: Secular Tailwinds Powering Our Growth
Secular Tailwinds Powering Our Growth Ambiq is positioned to lead in edge AI with unmatched ultra-low power technology and a broad, scalable platform across devices and use cases Smart Rings Smart Watches Smart Bands Smart Eyewear ▪ Customers increasingly embedding sophisticated AI capabilities acro
Slide 8: Advancing Comprehensive Edge AI SoC Portfolio Through Innovation
Advancing Comprehensive Edge AI SoC Portfolio Through Innovation Apollo3 Apollo4 Apollo5 Atomiq Processor Core Cortex M4 or M55 Cortex M4 Cortex M55 Cortex M55 Process Node 40nm or 22nm 22nm 22nm 12nm Features GPU GPU NPU, DRAM, GPU Bluetooth LE, Bluetooth Bluetooth LE, Bluetooth Connectivity Classi
Slide 9: Strong and Diverse Edge AI Pipeline
Strong and Diverse Edge AI Pipeline Ear Protection Worker Safety Smart Grid Sensors Smart Sleep Mask ▪ Monitors and interprets and improves sleep quality Continuous Glucose Monitors Smart Remote Hearing Aids ▪ Adaptive sleep aid music adjusts in real-time ▪ Provides personalized sleep solutions Vibr
Slide 10: Unlocking Access to New Markets and Edge AI Use Cases
Unlocking Access to New Markets and Edge AI Use Cases more radio protocols extended temp lower prices smaller form factors APOLLO510 APOLLO510 LITE APOLLO330 Personal Devices Industrial Edge Smart Home & Buildings Medical & Healthcare New Software Tools and AI Models 10 © 2026 ambiq | all rights res
Slide 11: Unlocking Access to New Markets and Edge AI Use Cases
Unlocking Access to New Markets and Edge AI Use Cases more radio protocols extended temp lower prices smaller form factors mass market AI derivatives APOLLO510 APOLLO510 LITE APOLLO330 APOLLO340 Personal Devices Industrial Edge Smart Home & Buildings Medical & Healthcare New Software Tools and AI Mo
Slide 12: Unlocking Access to New Markets and Edge AI Use Cases
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 Softwa
Slide 13: Results & Outlook
Results & Outlook © 2026 ambiq | all rights reserved
Slide 14: Quarterly Financial Results
Quarterly Financial Results Net Sales Non-GAAP Gross Profit1 Non-GAAP Gross Margin1 (dollars in millions) (dollars in millions) $33.9 47.2% $16.0 46.2% $25.1 42.7% $11.6 $17.9 $7.6 2Q25 1Q26 2Q26 2Q25 1Q26 2Q26 2Q25 1Q26 2Q26 Strong momentum in 2Q with year-over-year and sequential growth in net sal
Slide 15: Second Quarter Key Takeaways
Second Quarter Key Takeaways ❑ Meaningful net sales growth reflected accelerating demand across 2Q26 YoY our business Net Sales $33.9M +89.7% ❑ Continued to diversify revenue across customers, end markets and geographies Non-GAAP Gross Profit1 $16.0M +109.3% ❑ Non-GAAP gross margin1 expansion suppor
Slide 16: Strong Balance Sheet
Strong Balance Sheet As of 6/30/26 Enhanced Product Sales and Innovation Marketing Total Assets $435.6 Million Total Liabilities $31.0 Million No Outstanding Debt Strong financial position provides the flexibility to invest in product development, software and working capital needs to support growth
Slide 17: Financial Outlook
Financial Outlook1 3Q 2026 Outlook 3Q26 Drivers ▪ Expect underlying edge AI demand to further strengthen in 2H26 Net Sales $36.0M - $37.0M ▪ Net sales constrained by industry-wide supply availability ▪ Working closely with supply chain partners to improve supply flexibility ▪ Gross margin benefittin
Slide 18: Well Positioned for Future Growth
Well Positioned for Future Growth Delivered sequential and YOY growth in net sales, non-GAAP gross profit and non-GAAP gross margin Accelerating demand for edge AI supports continued top-line momentum Continuing to expand into key end markets through Apollo and software innovation Enabling heavier e
Slide 19: Appendix: Non-GAAP Reconciliations
Appendix: Non-GAAP Reconciliations © 2026 ambiq | all rights reserved
Slide 20: Non-GAAP Financial Measures
Non-GAAP Financial Measures Three Months ended June 30, ($ in thousands) 2026 2025 Net loss $(7,115) $(8,496) Add: Income taxes 1 14 Depreciation and amortization 1,785 1,853 Stock-based compensation 3,557 765 __ Warrant valuation 2 Non-GAAP net loss $(1,772) $(5,862) Non-GAAP net loss per share $(0
Slide 21: Non-GAAP Financial Measures
Non-GAAP Financial Measures Three Months ended Three Months ended June 30, March 31, ($ in thousands) 2026 2025 2026 Gross profit $15,267 $7,170 $10,891 Add: Depreciation and amortization 504 430 499 Stock-based compensation 218 40 187 Non-GAAP gross profit $15,989 $7,640 $11,577 Gross Margin 45.0%
Slide 22: Non-GAAP Financial Measures
Non-GAAP Financial Measures Three Months ended June 30, ($ in thousands) 2026 2025 Operating expenses $23,994 $15,967 Less: Depreciation and amortization 1,281 1,423 Stock-based compensation 3,339 725 Non-GAAP operating expenses $19,374 $13,819 22 © 2026 ambiq | all rights reserved
Slide 23: Ambiq: Enabling AI Everywhere with SPOT
Ambiq: Enabling AI Everywhere with SPOT 23 © 2026 ambiq | all rights reserved