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Ambiq Micro (AMBQ) investor relations material
Ambiq Micro UBS’s 2025 Global Technology and AI Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.UBS’s 2025 Global Technology and AI Conference summary3 Dec, 2025
Company overview and market positioning
Founded 15 years ago to enable intelligence everywhere, focusing on ultra-low-power chips for edge AI applications.
Core technology, SPOT, enables 2–5x lower power consumption than competitors, targeting personal devices, medical, industrial, and smart home markets.
Shipped nearly 300 million units, with strong sequential growth and Q4 guidance 35% above consensus.
Customer base is diversifying, with three major disclosed customers and a fourth soon to be announced.
Blurring lines between consumer electronics and healthcare are driving additional volume.
Growth drivers and product roadmap
Diversification into non-personal device markets is expected to represent 25% of 2027 production funnel by dollar value.
New Atomic product, an AI-first chip with an integrated NPU and DRAM, is set to sample in late 2025/early 2027, with revenue expected in 2028.
Existing Apollo family will continue to expand, supporting higher-margin markets.
Edge AI market growth is outpacing initial expectations, fueling optimism for 2026 and 2027.
Competitive landscape and customer adoption
Wins are primarily against mainstream MCU vendors, with power efficiency as the key differentiator.
Some high-end opportunities missed due to lack of features like camera support, to be addressed by Atomic.
Major consumer electronics companies prefer in-house chip development, limiting immediate opportunities.
Software tools and AI models are being rapidly developed to ease customer adoption and accelerate design cycles.
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Next Ambiq Micro earnings date
Q4 202519 Feb, 2026
Next Ambiq Micro earnings date
Q4 202519 Feb, 2026
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