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.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Ambiq Micro(AMBQ) the Revenue is 33.9 M (+89.68%), Beat estimate;the EBIT is -3.385 M (+45.22%), Beat estimate;the EPS is -0.32 (-69.4%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.03B89.68%
0.03B76.31%
+0.00B13.37%
EBITExceed expectations
-0.00B45.22%
-0.01B15.52%
+0.00B60.74%
EPSExceed expectations
-0.3269.40%
-0.5149172.57%
+0.1949103.17%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf