Nate Steinberg

Nate Steinberg asked about the specific possible sources of upside for the implied non-GAAP operating margin of roughly 2.5% for 2026, and then inquired about how the current AI landscape is affecting customers' analytics budgets and their propensity to invest.

Answer

CFO Andrew Casey attributed potential upside to driving revenue growth faster than expense growth, through efforts in go-to-market changes, process improvements, and modernizing application architectures. CEO Spenser Skates explained that AI makes analytics a critical bottleneck, increasing its comparative value and urgency, and that buyers are actively seeking education on how AI will reformat the analytics space.

Nate Steinberg from KeyBanc asked about potential sources of upside for Amplitude's implied non-GAAP operating margin of roughly 2.5% for 2026. He also inquired whether the current AI landscape has influenced customers' analytics budgets or their propensity to invest in analytics.

Answer

Andrew Casey, CFO of Amplitude, stated that upside to operating margin would come from continued efforts to grow revenue faster than expenses, driven by go-to-market changes, process improvements, and operational efficiencies across sales, marketing, and G&A. Spenser Skates, CEO of Amplitude, explained that AI has made analytics a critical bottleneck for product development, increasing its urgency and value, and customers are actively seeking education and guidance on leveraging AI in analytics, driving investment.