Slide 1: Ambiq: Enabling AI Everywhere with SPOT
Ambiq: Enabling AI Everywhere with SPOT August 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 expected to grow >2x1 by 2030 across diverse end markets Well-positioned as edge AI partner of choice Ultra-low Power Advantage SPOT 2-5X advantage is enabling edge AI solutions today Established scale with >3
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 ~+90% 200+ advantage families1 2Q26 net sales YoY customers3 >300M >90 200+ employees TSMC & ASE units shipped1 patents2
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 AGENTS EDGE AI AGENTS 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 Power
Slide 8: Diverse $12.1B Opportunity Growing Quickly
Diverse $12.1B Opportunity Growing Quickly Projected Market Size for Our Products ($B) CAGR 18% $27.2 CAGR 2025-30 $1.0 Medical / 10% Healthcare $6.3 Body-worn AI Personal Devices Industrial Edge Personal 11% Devices Wrist Worn Animal Husbandry Ear Worn Smart Farming $5.9 Smart Home 15% Clothing Aut
Slide 9: The SPOT Platform Makes Edge AI Possible
The SPOT Platform Makes Edge AI Possible SPOT: 2-5X Power Advantage Enable always-on AI in edge devices Energy ∼ (Voltage)2 Run larger AI models within existing power budgets Voltage Voltage Increase inference rates without sacrificing battery life Time Time Extend battery life or reduce Conventiona
Slide 10: 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 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 Non-Personal Device Revenue Growth Expected Ear Protection Worker Safety Smart Grid Sensors >2X Continuous Glucose Monitors Moisture Sensors Hearing Aids Vibrational Sensors Water & Gas Meters Cardiac Monitors 2025A 2026E 15 © 2026 ambiq | all
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 Continue engaging Expect to early customers Alpha customer generate who are aligning sampl
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% $23.9 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) $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
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 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, so
Slide 24: Financial Outlook
Financial Outlook1 3Q 2026 Outlook 3Q26 Drivers Expect underlying edge AI demand to further strengthen in 2H26 Net Sales $36.0M - $37.0M Net sales constrained by industry-wide supply availability Working closely with supply chain partners to improve supply flexibility Gross margin benefittin
Slide 25: Well Positioned for Future Growth
Well Positioned for Future Growth Delivered sequential and YOY growth in net sales, non-GAAP gross profit and non-GAAP gross margin Accelerating demand for edge AI supports continued top-line momentum Continuing to expand into key end markets through Apollo and software innovation Enabling heavier e
Slide 26: Seasoned Management and Board Of Directors
Seasoned Management and Board Of Directors Key Executive Leaders Board of Directors Fumihide Esaka CEO (Kyocera) (Infineon) Dr. Wen Hsieh Fumihide Esaka Dr. Scott Hanson Chairman of the Board Board Member, CEO Board Member, Dr. Scott Hanson CTO, Founder (Kyocera) Founder, CTO (Infineon) Jeff Winzele
Slide 27: Appendix: Non-GAAP Reconciliations
Appendix: Non-GAAP Reconciliations © 2026 ambiq | all rights reserved
Slide 28: Non-GAAP Financial Measures
Non-GAAP Financial Measures Year ended December 31, ($ in thousands) 2025 2024 Gross profit $ 32,095 $ 24,291 Add: Depreciation and amortization 1,906 895 Stock-based compensation 227 356 Gain on nonmonetary transaction (1,600) (1,600) Non-GAAP gross profit $ $32,628 $ 23,942 Gross Margin 44.3% 31.9
Slide 29: 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 $11,577 Gross Margin 45.0%
Slide 30: Non-GAAP Financial Measures
Non-GAAP Financial Measures Three Months ended June 30, ($ 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 30 © 2026 ambiq | all rights reserved
Slide 31: Ambiq: Enabling AI Everywhere with SPOT
Ambiq: Enabling AI Everywhere with SPOT 31 © 2026 ambiq | all rights reserved