Ambiq Micro — Third Quarter 2026 Earnings Summary

Ambiq Micro reported third-quarter 2026 net sales of $38.1 million, representing an 110% year-over-year increase driven by strong demand for edge AI solutions. Gross profit more than doubled to $17.8 million, expanding the GAAP gross margin by 440 basis points to 46.7% compared to the prior year. The company's active customer base grew by approximately 50% year-over-year, with seven customers now generating over $1 million in quarterly net sales. Looking ahead to the fourth quarter, Ambiq forecasts net sales between $43.5 million and $44.5 million, supported by accelerating demand and manufacturing efficiencies.