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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.
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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 a 35% Q4 revenue beat over consensus.

  • Customer base is diversifying, with three major disclosed customers and a fourth soon to be announced.

  • Blurring lines between consumer electronics and healthcare drive additional volume and growth.

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 NPU, is in development, with samples to customers by late 2026/early 2027 and meaningful revenue in 2028.

  • Apollo family continues to expand, supporting higher-margin industrial and medical markets.

  • Technical details and performance metrics for Atomic will be released at CES and throughout the coming year.

  • Robotics, AR glasses, and medical use cases are emerging as significant future opportunities.

Competitive landscape and customer adoption

  • Wins primarily against mainstream ARM-based MCU competitors due to superior power efficiency.

  • Barriers to adoption are decreasing post-IPO, with increased credibility and customer willingness to port software.

  • Some high-end opportunities missed due to current product limitations, to be addressed by Atomic.

  • Large consumer electronics companies prefer in-house chip development, but future collaboration remains possible.

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