AMBQ

• Net sales for Q2 2026 were $33.9 million, up 89.7% year-over-year from $17.9 million.
• GAAP net loss narrowed to $7.1 million from $8.5 million in the prior-year quarter.
• The company expects Q3 2026 net sales of $36.0 million to $37.0 million, representing the sixth consecutive quarter of sequential growth.
• Ambiq completed an upsized public offering in June, raising approximately $168 million in net proceeds.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• Ambiq Micro, Inc. furnished a CEO letter dated July 30, 2026, reflecting on its first year as a public company.
• The letter highlights the SPOT platform, Apollo SoCs, and the new Atomiq family with integrated NPU.
• Approximately 80% of customers are integrating AI into their product designs.
• The letter was furnished under Item 7.01 Regulation FD Disclosure and is not considered filed for SEC purposes.

7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits

• Ambiq Micro, Inc. held its 2026 Annual Meeting of Stockholders on June 8, 2026.
• Timothy Chen received 9,247,824 votes for and 1,931,909 withheld; Ker Zhang received 9,291,198 votes for and 1,888,535 withheld; broker non-votes were 2,701,784 for each.
• Stockholders ratified the appointment of KPMG LLP as the independent registered public accounting firm for fiscal year ending December 31, 2026, with 13,831,891 votes for, 11,022 against, and 38,604 abstentions.
• The report was filed under Item 5.07 to disclose the final voting results of the matters submitted to a vote of security holders.

5.07 Submission of Matters to a Vote of Security Holders

• GAAP gross margin was 43.5%; non-GAAP gross margin was 46.2%.
• GAAP net loss was $10.17 million; non-GAAP net loss was $5.05 million.
• Second quarter 2026 guidance: net sales of $31.0M to $32.0M, non-GAAP gross margin 45.0%-46.0%, non-GAAP net loss per share ($0.29)-($0.23).
• Top three customers accounted for ~71% of net sales in Q1 2026, down from 86% in Q1 2025.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• Fourth quarter 2025 net sales were $20.7 million, exceeding guidance and marking the highest quarterly net sales of 2025.
• Fourth quarter GAAP gross margin was 42.7%; non-GAAP gross margin was 45.5%.
• Full year 2025 GAAP net loss attributable to common stockholders was $36.5 million, or $4.57 per share.
• First quarter 2026 guidance: net sales of $21.0 million to $22.0 million, non-GAAP gross margin of 44.0% to 45.0%.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• Preliminary estimated net sales for year ended Dec 31, 2025: $71.77M-$72.47M.
• Net sales outside Mainland China estimated at $65.33M-$66.37M (91.0%-91.6% of net sales).
• Net sales in Mainland China estimated at $6.44M-$6.10M (9.0%-8.4% of net sales).
• Non-GAAP gross profit estimated at $31.79M-$32.30M; non-GAAP gross margin 44.3%-44.6%.

2.02 Results of Operations and Financial Condition

• Dr. Banks will serve as a Class III director until the 2028 annual meeting, when he is expected to stand for election.
• He was also appointed to the Audit Committee of the board.
• Dr. Banks is compensated under the company's Non-Employee Director Compensation Policy, same as other non-employee directors.
• He entered into an indemnification agreement with the company; no family relationships or reportable related-party transactions exist.

5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements

• GAAP gross margin was 42.3% and non-GAAP gross margin was 44.8%, reflecting a strategic shift to higher-value Edge AI customers.
• GAAP net loss attributable to common stockholders improved to $9.0 million ($0.72 per share) from $9.7 million in Q3 2024.
• Non-GAAP net loss attributable to common stockholders improved to $4.0 million ($0.22 per share pro forma) from $5.7 million in Q3 2024.
• Fourth quarter 2025 guidance: net sales of $18.5-$19.5 million and non-GAAP loss per share of ($0.44)-($0.34).

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits