Ambiq Micro (AMBQ) Q2 FY26 earnings call

Ambiq Micro delivered robust Q2 FY26 results, driven by accelerating demand for edge AI solutions across diverse end markets, leading to strong revenue growth and gross margin expansion. The company is actively expanding its product portfolio and investing in next-generation technologies like Atomic, but faces significant industry-wide supply constraints that are limiting its ability to fully capitalize on surging demand. Management remains focused on securing additional capacity and advancing its product roadmap to convert deferred demand into future revenue, while maintaining a growth-orient