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Ambiq Micro AMBQ Q2 2026 earnings

Reported August 11, 2026 · Before market open

Revenue$33.9MBeat by $2.4M
EPS-$0.07Beat by $0.19
Revenue estimate$31.5M
EPS estimate-$0.26
Since the start of the year, we have seen a step-change in demand, further reinforcing our belief in the scale and durability of the edge AI opportunity. That momentum drove our net sales up approximately 90% year over year, marking our fifth consecutive quarter of growth, and we expect demand to strengthen even further in the second half of the year. Given the rapid acceleration in AI demand, we and the broader semiconductor industry are facing supply constraints. Even with this, we are on pace to more than double net sales in the second half of 2026 compared to last year. We are acting decisively to expand capacity, support our customers and capture the full opportunity we see to enable the next generation of intelligent edge products.
Fumihide Esaka

Next report

Nov 5, 2026 (in 2 months)
Revenue estimate$36.6M
EPS estimate-$0.16

Financials

Q2 2026

Income statement

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Revenue$33.9M+89.7%
Gross profit$15.3M+113%
Operating income-$8.7M+0.8%
Net income-$7.1M+16.3%
EPS (diluted)-$0.32+98.3%

Balance sheet

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Cash & equivalents$366.8M+672%
Total debt$4.6M+425%
Total equity$404.7M+232%
Total assets$435.6M+389%

Cash flow

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Operating cash flow-$9.5M+20.5%

Valuation & ratios

Valuation

as of 08/27/26
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Market cap$1.43B+103%
Enterprise value$1.06B
P/S14.6×

Profitability

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Gross margin43.6%+7.0pp
Operating margin-43.3%-5.8pp
Net margin-37.8%-7.1pp

Returns & leverage

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Debt / equity
Current ratio16×+10.3×

FAQ

When did Ambiq Micro report Q2 2026 earnings?
Ambiq Micro (AMBQ) reported Q2 2026 earnings on August 11, 2026 before market open.
What were Ambiq Micro's Q2 2026 revenue and EPS?
Ambiq Micro reported revenue of $33.9M and eps of $-0.07 for Q2 2026.
Did Ambiq Micro beat estimates in Q2 2026?
Revenue beat the consensus estimate of $31.5M by $2.4M. EPS beat the consensus estimate of $-0.26 by $0.19.
How did Ambiq Micro's Q2 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 89.7% from $17.9M a year earlier and eps grew 83.7% from $-0.43.
Where can I find Ambiq Micro's Q2 2026 SEC filings?
You can read the 8-K earnings release (0001193125-26-343443) and the 10-Q periodic report (0001193125-26-344145) directly on SEC EDGAR. The filing index links above go to sec.gov.