Earnings Releases·Nov 10, 2026, 7:31 AM ET

Ambiq Micro — Third Quarter 2026 Earnings Summary

Net sales surged 110% year-over-year to $38.1 million, while GAAP net loss narrowed to $7.1 million from $9.0 million and non-GAAP net loss decreased to $1.2 million from $4.0 million.
Fourth quarter 2026 net sales guidance is set between $43.5 million and $44.5 million, with non-GAAP operating expenses forecasted at $25.5 million to $26.5 million to cover new product tape-outs.
The active customer base grew approximately 50% year-over-year, and the company raised $245.5 million from follow-on offerings during the first nine months of 2026.
Management anticipates another year of strong growth in 2027, driven by accelerating demand for edge AI and the expansion of the HELIA AI ecosystem.