Ambiq Micro

Q2 FY2026 EarningsQ2 FY26 results significantly exceeded consensus expectations, with revenue reaching $33.9M vs. the $31.5M estimate (+7.6%) and Non-GAAP EPS of -$0.07 substantially beating the -$0.26 forecast. Performance was driven by a ~90% YoY surge in edge AI demand, leading to a record fifth consecutive quarter of growth. Guidance for Q3 FY26 net sales ($36M-$37M) is strong, although management noted industry-wide supply constraints.