Every material Form 8-K Ambiq Micro, Inc. has filed with the SEC since May 12, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Ambiq reported second-quarter 2026 net sales of $33.9 million, up 89.7% from a year earlier, and its GAAP net loss narrowed to $7.1 million from $8.5 million. The company expects third-quarter net sales of $36.0 million to $37.0 million, with growth partially constrained by industry-wide supply availability. A June public offering raised approximately $168 million in net proceeds, adding to the company's capital base.
Q2 2026 net sales of $33.9 million, up 89.7% from $17.9 million in Q2 2025
GAAP net loss of $7.1 million, compared with $8.5 million a year earlier; GAAP gross margin of 45.0%
Q3 2026 guidance: net sales of $36.0 million to $37.0 million; non-GAAP net loss per share of ($0.20) to ($0.12)
Completed an upsized public offering in June 2026, raising approximately $168 million in net proceeds
Ambiq Micro's CEO published a letter on July 30, 2026, marking one year since the company began trading on the NYSE under AMBQ. The letter reports approximately $372 million in gross proceeds from an IPO and two follow-on offerings and describes product, software and customer progress, but the filing contains no earnings, guidance or financial results.
Company began trading on the NYSE under AMBQ on July 30, 2025.
Approximately $372 million raised in gross proceeds from one IPO and two follow-on public offerings during the first year.
Letter says about 80% of customers are integrating AI into product designs and introduces the Atomiq family with an integrated NPU.
Filed as Exhibit 99.1 under Item 7.01 and furnished, not filed, under the Exchange Act.
Ambiq Micro reported first quarter 2026 net sales of $25.1 million, up 59.3% from $15.7 million a year earlier and up 20.8% from the fourth quarter. The net loss was $10.2 million, or $0.50 per share, compared with $8.3 million, or $18.96 per share, a year earlier, and the company guided second quarter net sales to $31.0 million to $32.0 million.
Q1 2026 net sales were $25.1 million, up 59.3% year over year and up 20.8% from the prior quarter.
GAAP gross margin was 43.5%, down from 53.3% a year earlier; non-GAAP gross margin was 46.2%.
GAAP net loss was $10.2 million ($0.50 per share) versus $8.3 million ($18.96 per share) in Q1 2025.
Q2 2026 outlook: net sales of $31.0 million to $32.0 million and non-GAAP net loss per share of ($0.29) to ($0.23).
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