2025年全年淨銷售額為7,250萬美元，且全年淨銷售額連續成長
第四季淨銷售額達2070萬美元，超越指引，創下2025年最高季度淨銷售額，這得益於加速的客戶需求與強勁的營運執行力
第四季 GAAP 毛利率為 42.7%;非GAAP毛利率為45.5%，反映出成功擴展至高價值客戶及更廣泛的市場多元化
預期第一季淨銷售額將強勁，介於2,100萬至2,200萬美元之間，反映出先進邊緣人工智慧採用的動能日益增長
德州奧斯汀，2026年3月5日 — Ambiq Micro， Inc.（簡稱「Ambiq」）（紐約證券交易所代碼：AMBQ）是一家 專注於邊緣人工智慧超低功耗半導體解決方案的技術領導者，今日公布了2025年第四季及全年財務業績。
2025年全年及近期亮點
- Strong performance on accelerating demand for edge AI solutions: Fourth quarter net sales were ahead of guidance with sequential net sales growth in every quarter of 2025.
- 持續由AI驅動的利潤擴張： 2025年第四季及全年毛利率均擴大，主要因轉向高價值營收及更廣泛的地域多元化。2025年全年毛利創下公司歷史新高。
- 先進超低功耗AI晶片創新： 發表 Atomiq®，全球首款基於 Ambiq SPOT® 架構打造的超低功耗 NPU SoC。推出三款全新 Apollo 變體，擴展產品線，並推動邊緣 AI 能力，涵蓋更廣泛的裝置與終端市場。
- 擴展工業尖端 AI 存在感： 宣布與 RONDS 合作，推動大規模部署全天候、電池供電的 AI 感測器，應用於重工業應用。
- neuralSPOT® 軟體開發套件（SDK）被譽為屢獲殊榮的邊緣 AI 平台，榮獲 EDN 2025 年度產品，彰顯 Ambiq 在加速超低功耗邊緣 AI 開發與部署於關鍵終端市場的差異化策略。
- Received strong market interest in Ambiq’s strategy and growth opportunity: Ambiq completed an upsized initial public offering and a follow-on offering, generating $102.7 million and $76.8 million in net proceeds, respectively.
- 強化領導與治理： Ambiq 歡迎 Dr. Bernard （Bernie） Banks 加入董事會，Michele Connors 擔任總法律顧問。
管理層評論
「我們第四季的業績是 2025 年季度最高的淨銷售額，2025 年全年毛利也創公司歷史新高，反映出強勁的終端客戶需求及持續採用我們高價值的 Apollo 平台。Ambiq執行長江坂文英表示：「全年中，我們擴大並多元化客戶群，推出提升更複雜邊緣AI能力的產品，並於2026年初成功完成IPO及後續發行。」「我們正以有意義的動能進入 2026 年，並預期這一年將有強勁成長，因為我們差異化的超低功耗 SPOT 平台推動下一波邊緣 AI 採用浪潮，並協助讓智慧且全天候運作的裝置在各市場成為現實。」
Summary of Fourth Quarter 2025 Results
Summary of Full Year 2025 Results
First Quarter Business Outlook1
Ambiq 對截至 2026 年 3 月 31 日的季度目前預期包括以下內容：
- 淨銷售額介於2,100萬至2,200萬美元之間
- 非GAAP毛利率介於44.0%至45.0%
- 非GAAP營運費用從1800萬美元降至1850萬美元
- 根據2,038萬股的加權平均股數，非GAAP每股淨虧損介於0.39至0.33美元之間
1Ambiq’s financial outlook is based on assumptions that it believes to be reasonable as of the date of this release, but may be materially affected by many factors, as discussed below in “Forward-Looking Statements.” Actual results may vary from the guidance and the variations may be material. We undertake no intent or obligation to publicly update or revise this outlook, whether as a result of new information, future events or otherwise, except as required by law. The Company is unable to include a reconciliation of forward-looking non-GAAP net loss per share, non-GAAP gross margin and non-GAAP operating expense to the most directly comparable GAAP measure without unreasonable effort due to the high variability with respect to the impact of items such as depreciation and amortization, stock-based compensation expense and other items that are excluded from these non-GAAP measures.
電話會議
Ambiq 將於今日美東時間上午 8：30 舉辦分析師與投資人電話會議。有興趣的參與者可撥打 1-800-715-9871 並提供會議編號3633496來接聽會議。國際來電者可撥打 +1-646-307-1963，使用相同代碼加入通話。該電話會議也將以線上直播及存檔形式，於安比克投資者關係網站的活動與簡報區提供。
A telephone replay of the conference call will be available approximately two hours after the call through Thursday, March 12th, 2026, at 11:59 PM EST. The replay can be accessed by dialing +1-800-770-2030 and using the playback ID 3633496. International callers should dial +1-609-800-9909 and enter the same ID at the prompt.
關於 Ambiq Micro
Ambiq 總部位於德州奧斯汀，使命是透過提供最低功耗半導體解決方案，實現全球智慧（人工智慧（AI）及其他領域）。 Ambiq 讓客戶能在電力消耗最嚴峻的邊緣提供 AI 運算。 Ambiq 的技術創新建立在專利且專有的次閾值功率優化技術（SPOT）®之上，根本上比傳統半導體設計在功耗上帶來多倍提升。 迄今為止，Ambiq 已為超過 2.9 億台裝置提供動力。 欲了解更多資訊，請造訪 www.ambiq.com。
非公認會計準則財務指標
Ambiq supplements its reporting of financial information determined under generally accepted accounting principles in the United States of America (GAAP), including the use of non-GAAP gross profit, non-GAAP gross margin, non-GAAP operating expenses, non-GAAP R&D expenses, non-GAAP SG&A expenses and non-GAAP net loss attributable to common stockholders. These non-GAAP financial measures help management make strategic decisions, establish budgets and operational goals for managing the business, analyze financial results, and evaluate business performance. Ambiq defines non-GAAP gross profit as gross profit adjusted to exclude expenses not directly attributable to gross profit, such as depreciation and amortization, stock-based compensation and gain on nonmonetary transaction. Ambiq defines non-GAAP gross margin as non-GAAP gross profit as a percentage of net sales. Ambiq defines non-GAAP operating expenses, non-GAAP R&D expenses and non-GAAP SG&A expenses as operating expenses, R&D expenses and SG&A expenses, as applicable, adjusted to exclude expenses not directly attributable to operating expenses, R&D expenses and SG&A expenses, as applicable, such as depreciation and amortization, stock-based compensation, severance costs, IPO-related bonus and IPO and other transaction costs, as applicable. Ambiq defines non-GAAP net loss attributable to common stockholders as net loss attributable to common stockholders adjusted to exclude expenses not directly attributable to the performance of operations, such as income taxes, depreciation and amortization, stock-based compensation, gain on nonmonetary transaction, severance costs, IPO-related bonus, IPO and other transaction costs and warrant valuation.
Ambiq believes these non-GAAP financial measures provide additional tools for investors to use in comparing core business and results of operations over multiple periods with other companies in the industry, many of which present similar non-GAAP financial measures. However, Ambiq’s presentation of non-GAAP gross profit, non-GAAP gross margin, non-GAAP operating expenses, non-GAAP R&D expenses, non-GAAP SG&A expenses, and non-GAAP net loss attributable to common stockholders may not be comparable to similarly titled measures reported by other companies due to differences in the way that these measures are calculated. These non-GAAP measures have limitations, and should not be considered as the sole measures of our performance and should not be considered in isolation from, or as a substitute for, the most comparable measure calculated in accordance with GAAP.
前瞻性陳述
本新聞稿中非歷史事實的陳述為前瞻性陳述。 您可以辨識前瞻性陳述，因為它們包含「相信」、「期望」、「可能」、「將」、「應該」、「尋求」、「意圖」、「計畫」、「估計」或「預期」等詞彙，或類似的表達，這些詞彙涉及我們的策略、計畫、預測或意圖。這些前瞻性陳述可能會貫穿本新聞稿，內容包括但不限於 Ambiq 對其策略計畫、成長軌跡及預期第一季及全年業務展望的相關陳述。前瞻性陳述本質上並非歷史事實陳述或未來績效保證，且受難以預測或量化的風險、不確定性、假設或情況變化影響，包括 Ambiq 10-Q 季度報告中「風險因素」章節所述，該部分截至 9 月 30 日止。 2025年，以及Ambiq未來可能向SEC提交的其他文件。Ambiq 的期望、信念與預測皆出於善意，且他相信這些有合理依據。然而，無法保證管理層的期望、信念及預測會實現或實現，實際結果可能與前瞻性陳述中表達或所示有重大差異。 本新聞稿中的任何前瞻性陳述僅以發布日期為準。 Ambiq 不承擔公開更新或審查任何前瞻性陳述的義務，無論是因新資訊、未來發展或其他原因，除非適用證券法可能有要求。
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