Ambiq Micro 2025 Q2 Earnings Loss Narrows, 45.4% EPS Improvement

Ambiq Micro reported its fiscal 2025 Q2 earnings on September 4, 2025. The company narrowly its losses both on a per-share and absolute basis compared to the prior year. The results exceeded sequential expectations driven by strong edge AI demand and align with the company's guidance for the quarter.

Revenue
The total revenue of Ambiq Micro decreased by 11.7% to $17.87 million in 2025 Q2, down from $20.25 million in 2024 Q2. All revenue for the quarter came from net sales, which totaled $17.87 million.

Earnings/Net Income
Ambiq Micro narrowed losses to $18.89 per share in 2025 Q2 from a loss of $34.59 per share in 2024 Q2, representing a 45.4% improvement. The company’s net loss also decreased by 20.1% to $-8.50 million, compared to $-10.63 million in 2024 Q2. This marks a notable reduction in losses and a record high for net income over the past two years. The improvement in earnings reflects the company’s progress in cost management and product efficiency.

Price Action
The stock price of Ambiq Micro has climbed 5.70% during the latest trading day, edged up 1.91% during the most recent full trading week, and gained 6.37% month-to-date. These positive trends highlight investor confidence in the company’s forward-looking strategy and product innovations.

Post-Earnings Price Action Review
Fumihide Asaka, CEO of Ambiq Micro, emphasized the company’s pivotal role in enabling the edge AI revolution through its SPOT technology, a foundational innovation for low-power, on-device AI. He noted the Q2 revenue growth and highlighted a strategic shift in geographic diversification, significantly reducing sales concentration in China from 42% in 2024 Q2 to 11.5% in 2025 Q2. Asaka outlined three strategic priorities: expanding into new markets and geographies with existing products, expanding the Apollo SoC family and introducing Atomiq, and developing SPOT for IP licensing. He expressed optimism about the company’s future, citing new customer wins like WHOOP as validation of Ambiq’s value proposition.

Guidance
Ambiq Micro provided Q3 2025 guidance, projecting revenue between $17.5 million and $18 million. Non-GAAP loss per share is expected to range between $0.35 and $0.28, based on a post-IPO share count of approximately 18.2 million. The company anticipates continued revenue and gross profit growth, driven by expansion into new edge AI applications and geographies. CFO Jeff Winzeler noted that Q2 revenue exceeded expectations due to strong demand ahead of potential tariff impacts, and the management expressed cautious optimism for the second half of the year.

Additional News
In the three weeks leading up to the earnings report, Ambiq announced the successful closing of an upsized Initial Public Offering (IPO) and the full exercise of the underwriters’ option to purchase additional shares. The company also launched two new edge AI runtime solutions, designed to accelerate ultra-low power AI deployment on its Apollo SoCs. Additionally, Ambiq’s Apollo510B SoC was highlighted for its energy-efficient wireless connectivity, marking a key enhancement in edge AI capabilities. These strategic and product-related developments underscore Ambiq’s commitment to innovation and growth in the edge AI semiconductor market.