Ambiq Micro, Inc. filings document the public-company record for a fabless semiconductor issuer focused on ultra-low-power edge AI chips and software. Its SEC disclosures include S-1 registration materials for common stock offerings, 8-K reports on quarterly and annual financial results, and exchange-listing details for AMBQ common stock on the New York Stock Exchange.
Proxy and current-report filings cover shareholder voting matters, director elections, audit-firm ratification, board composition, executive compensation, equity awards, and other governance subjects. Capital-structure disclosures identify common stock terms and offering-related updates.
Ambiq Micro, Inc. reported strong top-line growth but continued losses for the quarter ended March 31, 2026. Net sales rose to $25.1 million from $15.7 million, driven by broad-based demand and new product launch ramps at higher average selling prices, including a new major customer.
Gross profit increased to $10.9 million, though gross margin declined to 43.5% due mainly to a non-monetary gain recorded in the prior year that did not repeat. Research and development expense grew to $12.8 million and selling, general and administrative expense to $9.7 million as the company invested in technology, personnel and public-company infrastructure, resulting in a net loss of $10.2 million.
Ambiq ended the quarter with $204.5 million in cash and cash equivalents, helped by $75.3 million of net proceeds from a January 2026 follow-on stock offering and $3.0 million from warrant exercises. The top three end customers represented 71% of net sales, and management highlights ongoing customer and geographic concentration, industry cyclicality and macroeconomic conditions as key business risks.
Ambiq Micro, Inc. reported strong first quarter 2026 growth but remained unprofitable. Net sales were $25.1 million, up 59.3% year-over-year and 20.8% sequentially, driven by expanding demand for ultra-low-power edge AI solutions and higher-value Apollo platforms.
GAAP gross margin was 43.5%, with non-GAAP gross margin at 46.2%. The company posted a GAAP net loss of $10.2 million and a non-GAAP net loss of $5.0 million, or $0.25 per share. Customer concentration improved, as the top three customers represented about 71% of net sales versus 86% a year earlier.
Cash and cash equivalents rose to $204.5 million, supported by $76.8 million of net proceeds from a follow-on common stock offering, despite $11.2 million of operating cash outflow. For the second quarter 2026, Ambiq expects net sales of $31.0 million to $32.0 million, non-GAAP gross margin of 45.0% to 46.0%, non-GAAP operating expenses of $21.0 million to $22.0 million, and non-GAAP net loss per share of $0.29 to $0.23.
Ambiq Micro, Inc. is holding its 2026 Annual Meeting of Stockholders virtually on June 8, 2026 at 10:00 a.m. Central Daylight Time. Stockholders must register at www.proxydocs.com/AMBQ by 11:59 p.m. Eastern Daylight Time on June 7, 2026 to receive the webcast link and participate.
Holders of Ambiq’s common stock at the close of business on April 13, 2026, when 21,364,914 shares were outstanding, are entitled to vote. Investors will elect two Class I directors, Timothy Chen and Ker Zhang, Ph.D., to serve until the 2029 annual meeting, and vote on ratifying KPMG LLP as independent registered public accounting firm for the year ending December 31, 2026.
The proxy describes virtual voting procedures, treatment of broker non-votes and quorum requirements, and outlines Ambiq’s board structure, committee composition and independence under NYSE rules. It also details 2025 executive pay, including total compensation of $6.27 million for CEO Fumihide Esaka, $4.21 million for CFO Jeff Winzeler and $3.33 million for CTO Scott Hanson, Ph.D., largely driven by stock awards tied to long-term incentives.
Ambiq Micro, Inc. General Counsel Michele Kim Connors reported routine share dispositions tied to tax withholding. On April 2, 2026, she disposed of a total of 811 shares of Common Stock in transactions used to satisfy her tax withholding obligations upon vesting and settlement of previously reported restricted stock units.
The reported weighted average prices were $26.0385 for 660 shares and $26.6509 for 151 shares, executed across multiple trades within disclosed price ranges. After these transactions, she continued to hold 60,554 shares of Ambiq Micro common stock directly, indicating that the dispositions represented a small portion of her overall holdings and were mechanically driven by tax requirements rather than discretionary open‑market selling.
Ambiq Micro, Inc. Chief Financial Officer Jeffrey G. Winzeler received a grant of 41,728 shares of Common Stock in the form of restricted stock units at no cash cost. Each RSU converts into one share of common stock when it vests.
According to the award terms, 25% of the RSUs will vest on October 1, 2027, and the remaining units will vest in equal quarterly installments thereafter, contingent on his continued service under the company’s 2025 Equity Incentive Plan. Following this grant, Winzeler directly holds 94,395 shares of Ambiq Micro common stock.
Chen Sean Chihhsiang reported acquisition or exercise transactions in this Form 4 filing.
Ambiq Micro, Inc. reported that President and COO Sean Chihhsiang Chen received an equity grant of 64,246 shares of common stock in the form of restricted stock units. These RSUs were granted at no cash purchase price and increase his direct holdings to 120,275 shares after the award.
Each RSU represents a contingent right to receive one share of Ambiq Micro common stock upon settlement. According to the vesting schedule, 25% of the RSUs will vest on October 1, 2027, and the remaining shares will vest in equal quarterly installments over the following three years, as long as Chen maintains continuous service under the company’s 2025 Equity Incentive Plan.