Amprius Technologies Inc (NYSE:AMPX)

Q3 2025 Amprius Technologies Inc Earnings Call Transcript

Nov 6, 2025 / 10:00 PM GMT

Release Date Price: $11.26 (-13.65%)

Transcript 10-Q8-K

Key Points

Positve

Amprius Technologies Inc (AMPX) achieved record revenue in Q3 2025, totaling $21.4 million, a 42% increase from the previous quarter and a 173% increase year-over-year.
The company shipped batteries to 159 end customers, including 80 new customers, demonstrating strong customer acquisition and retention.
Amprius Technologies Inc (AMPX) secured a significant $35 million purchase order from a leading UAS manufacturer, highlighting strong demand for its products.
The company reported a positive gross margin for the second consecutive quarter, improving from 9% to 15%, driven by a favorable product mix and higher volumes.
Amprius Technologies Inc (AMPX) continues to expand its manufacturing capacity through a capital-efficient contract manufacturing model, with 1.8 gigawatt hours of capacity available through partners.

Negative

The company faces challenges related to the lumpiness of revenue and gross margins due to customer diversity and product mix.
Amprius Technologies Inc (AMPX) is still working towards achieving cash flow break-even, with a need for additional revenue to reach positive EBITA.
The company is navigating a dynamic tariff and logistics environment, which could impact cost structures and margins.
There is uncertainty regarding the timing and availability of funding for the planned Colorado facility, affecting future manufacturing expansion plans.
Amprius Technologies Inc (AMPX) must continue to manage the complexities of qualifying battery components to meet NDAA compliance, which could impact timelines and costs.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

AMPX.N - Amprius Technologies Inc
Q3 2025 Amprius Technologies Inc Earnings Call
Nov 06, 2025 / 10:00PM GMT

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Presentation
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Unidentified_1 [1]
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Ambrus Technologies 3rd quarter 2025 earnings conference call. Joining us for today is Dr. Kang Sun, President Tom Stepien, and CFO Ricardo Rodriguez. At this time, all participants are in listen-only mode. Following management's remarks, we will open the call for questions.

Please note that this presentation contains forward-looking statements, including, but not limited to, statements regarding our financial and business performance, our business strategy, future product development or commercialization, new customer adoption and new applications, our growth and the growth of the markets in which we operate, and the timing and ability of Ambrus to expand its manufacturing capacity, scale its business, and achieve a

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