Ambiq Micro Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
6analysts covering
FY EPS (est.)
-$0.53next fiscal year
Monitoring Framework
Key Performance Indicators
Net Sales Quarterly25.1MTarget: 31000000 to 32000000
Non-GAAP Gross Margin Quarterly4,620.0%Target: Maintain or expand above 45%
Percentage of Shipped Units Running AI Algorithms Quarterly80Target: Increase adoption across higher-value Apollo and Atomiq platforms
Watch Items
- Customer Concentration RiskTrigger: Top three customers accounting for more than 70% of net salesAction: Accelerate diversification into medical/healthcare, industrial edge, and smart home markets to reduce reliance on top consumer electronics brands.
- Foundry Supply Chain ExposureTrigger: 100% reliance on Taiwan Semiconductor Manufacturing Co. (TSMC) as sole foundry partnerAction: Monitor geopolitical risks in Taiwan and evaluate secondary foundry qualification options for future nodes.
- Operating Cash BurnTrigger: Quarterly operating cash outflow exceeding $11 millionAction: Optimize R&D and SG&A spending relative to revenue growth to transition toward self-funded operations.
Research as of 19 Jun 2026