The earnings call highlighted Ambiq's strategic shift away from the Chinese market, successful IPO, and increased gross profit, which were offset by a year-over-year revenue decline and increased net loss. The company is focusing on expanding into new markets and introducing new products, suggesting a positive long-term outlook despite current challenges.

Company Guidance

During Ambiq Micro's second quarter 2025 earnings call, the company provided financial guidance for the third quarter of 2025, expecting revenue to range between $17.5 million and $18 million. The non-GAAP loss per share is anticipated to be between $0.35 and $0.28, based on a weighted average post-IPO share count of approximately 18.2 million shares. The call highlighted that Ambiq's strategic shift away from sales in Mainland China contributed to a decrease from 42% of net sales in Q2 2024 to 11.5% in Q2 2025. The company also reported a second quarter revenue of $17.9 million, a sequential increase from $15.7 million in Q1 2025, although a decline from $20.3 million in Q2 2024. Ambiq's non-GAAP gross profit was $7.6 million, or 42.7% of revenue, up from $6.7 million in the previous year. The call emphasized the company's focus on expanding its presence in new markets and geographies and the development of its Atomic product line to capture edge AI opportunities.

Increased Revenue and Gross Profit

Revenue for Q2 2025 was $17.9 million, up from $15.7 million in Q1, driven by increased customer demand and favorable product mix. Gross profit also increased to $7.6 million, representing 42.7% of revenue, up from $6.7 million or 32.9% a year ago.

Successful IPO and Financial Position

The company completed an IPO, raising $97.2 million in net proceeds. Cash and cash equivalents were $47.5 million at the end of Q2 2025.

Strategic Shift in Market Focus

Net sales to end customers in Mainland China decreased from 42% in Q2 2024 to 11.5% in Q2 2025, reflecting a strategic shift towards higher-value opportunities outside of China.

New High-Profile Customer Win

Ambiq announced a significant design win with Whoop for their newest fitness tracker product line, showcasing the company's capability in the wearables market.

Ambiq Micro, Inc. (AMBQ) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

AMBQ Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Press Release	Slides	Play Transcript
Sep 04, 2025	2025 (Q2)	-0.44 / -0.43	―	―		―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

AMBQ Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Sep 04, 2025	$40.59	$34.44	-15.15%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Ambiq Micro, Inc. (AMBQ) report earnings?

Currently, no data Available

What is Ambiq Micro, Inc. (AMBQ) earnings time?

Currently, no data Available

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is AMBQ EPS forecast?

Currently, no data Available

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing