Ambiq Micro (AMBQ) Corporate presentation summary

Market opportunity and growth drivers

• Addressable market projected to nearly double to $21.1B by 2029, with a 14% CAGR across diverse sectors including personal devices, healthcare, smart homes, and industrial edge.

• Demand inflection for edge AI solutions noted in 4Q25, supporting sequential net sales growth throughout 2025.

• Over 290 million devices shipped, with more than 200 customers and 85+ patents as of year-end 2025.

Technology and product innovation

• SPOT platform delivers a 2-5X power advantage, enabling larger AI models and faster inference at the edge.

• Product suite includes Apollo and Atomiq families, with Atomiq expected to deliver a major leap in edge AI via 12nm process, NPU, and in-package DRAM.

• Full-stack edge AI solution supported by Helia AI software ecosystem and enablement tools.

Strategic priorities and expansion

• Aggressively expanding into new edge AI markets and introducing innovative products to push power/performance boundaries.

• Establishing an IP licensing model for SPOT, targeting high-margin revenue streams in data center AI, automotive, mobile, and medical markets.

• Case study with RONDS highlights industrial edge growth via always-on, battery-powered AI sensors.