Ambiq Micro, Inc. (AMBQ) Q3 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

How such differences are described in AMBIC's SEC filing from time to time, including the section titled Risk Factors in AMBIC's Form 10-Q for the quarter ended September 30th, 2025, filed with SEC today. And now, it's my pleasure to turn the call over to AMBIC's CEO, Kumi Azaka. Good afternoon, everyone, and thank you for joining us today. On today's call, I will cover the key drivers for our third quarter results and our fourth quarter outlook. I will also highlight the three strategic priorities AMBICS continue to focus on before turning the call over to Jeff for financial performance. The third quarter marked a decisive step forward for Ambex, both financially and strategically. We exceeded net sales expectations, delivered one of our strongest growth margins to date, and closed the quarter with strengthened balance sheet following our IPO. These results underscore the success of our deliberate pivot towards high-value, AI-driven markets where AMBIC's ultra-low-power solution provides unique differentiation. Our design funnel is robust and increasingly diverse. Let me give you a few examples. Industrial customers are using Edge AI to monitor equipment in real-time to detect issues early and prevent costly downtime. A water management customer has reduced their cloud budget by 95% using an Apollo 3-based AI solution to analyze leaks right at the sensor. An AI-enabled headset are being deployed in retail and medical settings with the ability to listen for commands in multiple language and accents. Our Spot platform was recently recognized by Time Magazine as one of the best AI inventions of 2025 and will continue to build on this strong foundation as we introduce new energy-efficient hardware and software products. In late October, we launched Apollo 510 Light SoC ...