Esaka Fumihide sold $4.0M of AMBQ

Ambiq Micro reported Q2 2026 results and said revenue rose 90% year over year, driven by stronger Edge AI demand and growth across Apollo II and Apollo IV, with Apollo V more than doubling on a new large customer ramp. Management projected Q3 net sales up ~100% YoY and 2026 revenue about $135M, despite supply constraints limiting shipments. Gross margin expected to improve modestly in 2026.

Ambiq Micro reported Q2 net loss of $7.1 million, or $0.32 per share, narrowing from $8.5 million a year earlier, as revenue rose 89.7% on stronger demand for ultra-low power edge AI chips. Q2 gross profit more than doubled to $15.3 million and gross margin rose to 45%. H1 net loss was $17.3 million. Cash was $366.8 million after a June follow-on raising $167.9 million net proceeds.

Ambiq Micro (AMBQ) reported Q2 2026 net sales of $33.9 million, up 89.7% year over year, citing accelerating edge AI demand. Non-GAAP gross margin was 47.2%. Full-year net sales guidance is about $135 million, with Q3 revenue outlook of $36 million to $37 million. Management cited supply constraints limiting order fulfillment and said cash was $366.8 million as of June 30, 2026.

Ambiq Micro, Inc. (AMBQ) filed an SEC Form 8-K — Results of Operations and Financial Condition. Ambiq Reports Second Quarter 2026 Financial Results Delivered record quarterly net sales, increasing approximately 90% year-over-year, driven by strong demand for edge AI solutions Gross profit more than doubled year-over-year on higher net sales and margin expansion Expect third

Podbere Burt W. (CHIEF FINANCIAL OFFICER) sold 320,000 shares of CrowdStrike Holdings, Inc. (CRWD) at an average of $260.82 ($259.35–$262.29, $83.46M total) across 4 trades on 2026-09-24 under a Rule 10b5-1 trading plan.

BERKSHIRE HATHAWAY INC purchased 1,679,700 indirectly-held shares of LENNAR CORP /NEW/ (LEN) at an average of $81.19 ($79.42–$81.65, $136.38M total) across 9 trades over 2026-09-23 to 2026-09-25. Filed jointly with BUFFETT WARREN E (10% owner).