Ambiq Micro (AMBQ) Q4 2025 Earnings Transcript

Motley Fool Transcribing, The Motley Fool

Thu, March 5, 2026 astatine 8:54 AM CST 24 min read

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Mar. 5, 2026, 8:30 a.m. ET

• Chief Executive Officer — Fumihide Esaka

• Chief Financial Officer — Jeffrey Winzeler

• Founder & Chief Technology Officer — Scott Hanson

• EVP, Global Sales and Marketing — Aaron Grashian

Charlene Wan: On today’s call, Ambiq Micro, Inc.’s CEO, Fumihide Esaka, volition supply an overview of the company’s show and strategy. CFO, Jeffrey Winzeler, volition past sermon the quarter’s fiscal results and 2026 outlook. Following their remarks, Scott Hanson, Ambiq Micro, Inc.’s Founder and CTO, and Aaron Grashian, EVP of Global Sales and Marketing, volition articulation Fumi and Jeff for Q&A. Our net merchandise is disposable connected the Investor Relations leafage of our website astatine www.ambiq.com. We person besides posted our net presumption connected the Investor Relations conception of our website. Before I crook the telephone implicit to Fumi, I would similar to punctual our listeners that during the people of this league call, absorption volition sermon non-GAAP fiscal measures.

Reconciliations of these non-GAAP measures to their astir straight comparable GAAP measures are included successful our net merchandise disposable connected the company’s Investor Relations website. In addition, today’s telephone volition incorporate forward-looking statements, representing management’s beliefs and assumptions lone arsenic of the day made. Our astir caller yearly study connected Form 10-Q and different filings with the SEC supply much accusation connected circumstantial risks that whitethorn origin the existent results to disagree materially from existent expectations. And present it is my pleasance to crook the telephone implicit to Ambiq Micro, Inc.’s CEO, Fumihide Esaka.

Fumihide Esaka: Good morning, everyone, and convey you for joining us. 2025 was a beardown twelvemonth for Ambiq Micro, Inc., defined by disciplined execution and accelerating request for borderline AI crossed our extremity markets. Our show reflects some stock gains and marketplace enlargement arsenic we alteration AI connected much devices crossed much markets and successful a increasing fig of usage cases. We are entering 2026 with beardown momentum. Based connected existent request indicators, we expect outsized top-line growth. We stay assured successful our semipermanent accidental arsenic we spouse with customers to beforehand their borderline AI roadmaps and present sustained growth. Starting with Q4 performance, we delivered our highest nett income 4th of 2025, exceeding guidance.

End-user request outpaced our customers’ expectations, resulting successful incremental expedited orders precocious successful the quarter. Three cardinal factors down the nett income summation from Q3 were, first, beardown extremity request for our customers’ products; second, broader adoption of Ambiq Micro, Inc. solutions wrong lawsuit portfolios; and third, customers upgrading to Apollo 5 for much precocious borderline AI functionalities. Turning to the afloat year, 2025 was a milestone twelvemonth for Ambiq Micro, Inc. Edge AI adoption was a wide maturation driver, and we estimation that much than 80% of the units we shipped were moving AI algorithms. Net income and non-GAAP gross nett accrued successful each 4th of the year, and we delivered our highest-ever gross nett for the year.