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Ambiq Micro (AMBQ) earnings and revenue breakdown
Latest: Q2 2026 · 10-Q filed Aug 11, 2026 · Ambiq Micro (AMBQ) Q2 2026 earnings results →
Q2 2026 Revenue up 90% year over year to $33.9M · 21¢ of every $1 of revenue lost · operating margin -25.7%
Ambiq Micro made $33.9M in Q2 2026 (+90% Y/Y). Operating margin -25.7%, net loss $7.1M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Aug 11, 2026.
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What changed this quarter
Revenue was $33.9M in Q2 2026, up 90% year over year and up 35% from the previous quarter.
Gross margin was 45.0%, up 4.9 points from Q2 2025. Operating costs exceeded revenue by $8.7M, an operating margin of -25.7%. Operating expenses grew 50% against revenue growth of 90%. The fastest-growing cost line was Research & development (+59%). The quarter ended with a net loss of $7.1M, narrower than the previous quarter's $10.2M loss. Non-operating items added $1.6M, -23% of pre-tax earnings, so the bottom line overstates operating performance.
Operating cash flow was −$9.5M. Non-cash charges added back $1.8M of depreciation and amortization and $3.6M of share-based compensation. Working capital and other items used $7.7M.
Quarterly history
| Quarter | Form | Filed | Revenue | Y/Y | Op. margin | Net earnings | Op. cash flow |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 10-Q | Aug 11, 2026 | $33.9M | +90% | -25.7% | −$7.1M | −$9.5M |
| Q1 2026 | 10-Q | May 12, 2026 | $25.1M | +59% | -46.6% | −$10.2M | −$11.2M |
| Q4 2025 | 10-K | Mar 5, 2026 | $20.7M | +2% | -57.7% | −$10.7M | −$4.1M |
| Q3 2025 | 10-Q | Nov 6, 2025 | $18.2M | -10% | -55.3% | −$9.0M | −$5.0M |
| Q2 2025 | 10-Q | Sep 4, 2025 | $17.9M | -12% | -49.2% | −$8.5M | −$12.0M |
Charts
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🔄Rotation against the market and its industry (RRG)interactive
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📈Investments: gains and what it boughtinteractive
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Customers and suppliers named in filings
Sells to
- Huawei — 41% of its revenue · Stated in 10-K (sentence) · source
About Ambiq Micro
Ambiq’s mission is to enable intelligence (artificial intelligence (AI) and beyond) everywhere by delivering the lowest power semiconductor solutions. Built on its patented Subthreshold Power Optimized Technology (SPOT®) and the HELIA™ AI platform, Ambiq empowers manufacturers to bring more capable AI to the edge, where power, memory, and energy efficiency are most critical. Ambiq enables more intelligent, always-on edge devices across healthcare, wearables, industrial automation, smart environments, and other emerging AI applications. With more than 300 million devices shipped worldwide, Ambiq continues to shape the future of always-on Edge AI. Headquartered in Austin, Texas, Ambiq serves customers globally. For more information, visit www.ambiq.com .
In its own words, from its 8-K, filed Aug 11, 2026.
Ambiq Micro against its Semiconductors & Related Devices peers
The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +90% against the peers' median +45%. Operating margin: -25.7% against the peers' median 40.1%.
| Company | Quarter | Revenue | Y/Y | Op. margin |
|---|---|---|---|---|
| AMBQ Ambiq Micro | Q2 2026 | $33.9M | +90% | -25.7% |
| NVDA NVIDIA | Q2 FY27 | $96.2B | +106% | 66.2% |
| MU Micron Technology | Q4 FY26 | $54.2B | +379% | 80.7% |
| AVGO Broadcom | Q3 FY26 | $29.6B | +86% | 53.9% |
| INTC Intel | Q3 2026 | $16.5B | +21% | 15.3% |
| AMD Advanced Micro Devices | Q3 2026 | $13.4B | +45% | 21.2% |
| AMAT Applied Materials | Q3 FY26 | $9.1B | +25% | 33.7% |
| TXN Texas Instruments | Q3 2026 | $6.1B | +28% | 47.5% |
| ADI Analog Devices | Q3 FY26 | $4.0B | +40% | 40.1% |
Source: Ambiq Micro 10-Q on SEC EDGAR · CIK 1500412 · Semiconductors & Related Devices
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History
Every quarter: Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results