Ambiq Micro, Inc. reported a net sales decline of 4.7% for the fiscal year ending December 31, 2025, generating $72.5 million compared to $76.1 million in 2024. The company also recorded a net loss of $36.5 million, a slight improvement from the $39.7 million loss reported in the previous year. The accumulated deficit as of December 31, 2025, stood at $356.7 million. The decrease in revenue was attributed to a strategic shift away from lower-margin sales in Mainland China, which fell from $38 million in 2024 to $6.2 million in 2025, while sales to customers outside of Mainland China increased significantly.
The company's gross profit increased by 32.1% to $32.1 million, resulting in a gross margin of 44.3%, up from 31.9% in 2024. This improvement was driven by a focus on higher-margin opportunities outside of Mainland China. Research and development expenses rose to $38.5 million, reflecting a 3.5% increase as the company ramped up product development efforts, particularly for its Atomiq product line. Selling, general, and administrative expenses also increased by 19.5% to $33.2 million, primarily due to costs associated with the company's IPO and other public company-related expenses.
Ambiq Micro's operational metrics indicate a strong customer base, with over 290 million devices powered by its technology. The company has shifted its focus to markets such as the United States, Europe, and Asia (excluding Mainland China), which accounted for 85.5% of net sales in 2025. The company continues to invest in research and development, with plans to expand its product offerings and enhance its technology platform, SPOT® (Sub-threshold Power Optimized Technology), which aims to improve power efficiency in edge AI applications.
Looking ahead, Ambiq Micro anticipates continued investment in product development and market expansion, particularly in the healthcare, industrial edge, and smart home sectors. The company has expressed confidence in its ability to navigate the challenges posed by the semiconductor industry's cyclical nature and geopolitical tensions, particularly in relation to its supply chain and customer base. The management's outlook remains cautious, emphasizing the need for ongoing innovation and adaptation to market demands to achieve sustainable growth.
About Ambiq Micro, Inc.
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