Amber International (AMBR) investor relations material

Executive summary

• Revenue reached $13.9 million in Q2 2026, up 39% sequentially, with gross margin expanding to 79.5%.

• Operating income and adjusted EBITDA both turned positive at $1.0 million and $1.9 million, reversing losses from Q1.

• The company completed its transition from digital wealth management to building specialized AI agents, launching Ambre (personal finance) and MIA (marketing/enterprise) as its first products.

• Agentic revenue reached $7.4 million, marking the first evidence of the strategic pivot to AI-enabled agents.

• The agentic business model leverages proprietary domain expertise and infrastructure, aiming for scalable, high-margin growth.

Financial highlights

• Q2 2026 revenue was $13.9 million, up from $10 million in Q1 (38.8% increase).

• Gross profit rose to $11.1 million from $6.8 million, with gross margin expanding to 79.5% from 67.7%.

• Operating expenses remained flat at $10 million, supporting improved operating leverage.

• Net income from continuing operations was $1.5 million, compared to a net loss of $3.7 million in Q1.

• Adjusted EBITDA improved to $1.9 million from -$3.2 million in Q1.

Outlook and guidance

• Previous financial guidance has been withdrawn due to the strategic transition to an agentic AI company; updated guidance will be provided once more operating history is established, expected at Investor Day before year-end.

• Q2 revenue of $13.9 million exceeded the previously communicated outlook of $9.0 million–$10.0 million.