You might also like
Amplitude, Inc. (AMPL) is a technology company that provides a Digital Analytics Platform to help businesses analyze customer behavior within digital products. Delivered through a subscription-based software-as-a-service (SaaS) model, the platform enables customers to gain actionable insights and optimize their digital product experiences. The company also offers customer support services, including implementation, training, and ongoing assistance, to enhance the value of its analytics solutions.
- Digital Analytics Platform - Provides cloud-based tools for analyzing customer behavior and generating insights to improve digital product experiences. Customers access the platform via a SaaS model, ensuring scalability and ease of use.
- Customer Support Services - Offers implementation setup, application training, and ongoing support to help customers maximize the benefits of the analytics platform.
| Name | Position | External Roles | Short Bio | |
|---|---|---|---|---|
Curtis Liu ExecutiveBoard | Chief Technology Officer (CTO) | Curtis Liu is the co-founder of Amplitude, Inc. and has served as its Chief Technology Officer (CTO) and a member of the Board of Directors since 2011. Previously, he worked as a Software Engineer at Google LLC from August 2010 to August 2011. | ||
Spenser Skates ExecutiveBoard | Chief Executive Officer (CEO) | Spenser Skates is the co-founder and Chief Executive Officer (CEO) of Amplitude, Inc., a position he has held since 2011. He also serves as a member of the Board of Directors and Chairperson of the Board, playing a key role in driving the company's strategic growth. | View Report → | |
Andrew Casey Executive | Chief Financial Officer (CFO) | Andrew Casey is the CFO of Amplitude, Inc. since August 1, 2024. He leads the company's General & Administrative organization and brings over 25 years of finance experience from his previous roles at Lacework, WalkMe, and ServiceNow. | ||
Thomas Hansen Executive | President | Board member at Forter, Inc. since July 2019; Board member at Dixa ApS since April 2021 | Thomas Hansen is President of Amplitude, Inc. since June 2022. He previously served as Chief Revenue Officer at UiPath, Inc. (April 2020 to May 2022) and held executive roles at VMware, Inc. and Dropbox, Inc.. | |
Catherine Wong Board | Member of the Board of Directors | Member of the Board of Directors at Human Interest, Inc.; Member of the Board of Directors at Women Tech Council | Catherine Wong has served as a member of the Board of Directors at Amplitude, Inc. since June 2021. She has built an extensive career holding senior leadership roles at Entrata, Inc., Domo, Inc., Adobe Inc., and Omniture, Inc., contributing significantly to technology and product strategy. | |
Elisa Steele Board | Class III Director | Board Member at Bumble Inc. since July 2020; Board Member at JFrog Ltd. since March 2020; Board Member at Procore Technologies, Inc. since February 2020 | Elisa Steele has served as a Member of the Board of Directors (Class III Director) for Amplitude, Inc. since March 2021 with her term set to expire in 2024. She is scheduled to resign from the board following the annual meeting on June 12, 2025. | |
Eric Vishria Board | Board Member | General Partner at Benchmark Capital; Board Member at Confluent, Inc. | Eric Vishria has served as a board member at Amplitude, Inc. since December 2014. He has extensive experience in technology and venture capital, including his role as General Partner at Benchmark Capital and serving as a board member at Confluent, Inc.. | |
Erica Schultz Board | Member of the Board of Directors | President of Field Operations at Confluent, Inc; Limited Partner and Fund Advisor at Operator Collective; Member of the Board of Trustees at Dartmouth College | Erica Schultz has served as a board member at Amplitude, Inc. since December 2020. She brings extensive experience from the technology sector, having been President of Field Operations at Confluent, Inc. since October 2019 and holding leadership roles at New Relic, LivePerson, and Oracle. | |
James Whitehurst Board | Lead Director | Interim CEO and President at Unity Software Inc. (October 2023); Special Advisor at Silver Lake Partners (March 2021 – Present); Board member at United Airlines Holdings, Inc. (March 2016 – Present); Board member at Tanium Inc. (January 2022 – Present); Board member at Software AG (January 2023 – Present) | James Whitehurst serves as the Lead Director at Amplitude, Inc. since September 2021. He has extensive leadership experience including his role as Interim CEO and President at Unity Software Inc. since October 2023 and key advisory positions at other companies. | |
Pat Grady Board | Member of the Board of Directors | Partner at Sequoia Capital; Board member at Attentive Mobile, Inc.; Board member at Cribl, Inc.; Board member at Pilot.com, Inc.; Board member at Watershed; Board member at Harvey | Pat Grady has served as a board member at Amplitude, Inc. since November 2018. Previously, he became a Partner at Sequoia Capital in March 2007 and has extensive experience in venture capital along with board roles at companies such as Okta, Inc. and Embark Trucks Inc.. | |
Ron Gill Board | Director | Operating Partner at Lead Edge Capital ; Board Member at HubSpot, Inc. | Ron Gill has served as a Director for Amplitude, Inc. since June 2019 and brings extensive financial leadership experience from roles such as CFO at NetSuite and Operating Partner at Lead Edge Capital. | |
Tien Tzuo Board | Class I Director | CEO of Zuora | Tien Tzuo is a seasoned leader who founded and led Zuora as CEO and served in executive roles at Salesforce. He joined Amplitude, Inc. as a Class I Director on February 22, 2025. |
-
Andrew, you mentioned that investments in sales and marketing during 2024 did not reach the expected productivity levels. What specific actions are you taking in 2025 to improve sales efficiency and ensure that future investments yield better results?
-
Spenser, as churn begins to stabilize and NRR shows signs of improvement, can you provide more details on the factors driving this stabilization and what measures you're implementing to drive NRR higher throughout 2025?
-
Andrew, given your assumption that the macroeconomic environment will continue to be challenging, what risks do you foresee to achieving your 10% revenue growth guidance for 2025 if conditions worsen, and how are you planning to mitigate them?
-
Spenser, with the shift towards enterprise customers and longer sales cycles, how are you managing the increased quarter-to-quarter variability in revenue, and what strategies are in place to prevent deal slippage from impacting your quarterly performance?
-
Andrew, you've noted that RPO accelerated by 29% year-over-year, yet your revenue growth guidance for 2025 is 10%. Can you explain how this aligns and provide insight into your confidence in converting RPO into recognized revenue?
Competitors mentioned in the company's latest 10K filing.
| Company | Description |
|---|---|
Mixpanel | This company is identified as a provider of product analytics point solutions, which offer functionality similar to aspects of the company's platform. |
Posthog | This company is listed as a competitor in the product analytics point solutions category, offering certain functionalities that overlap with the company's platform. |
ContentSquare | This company competes in both product analytics point solutions and session replay solutions, providing functionalities that are similar to aspects of the company's platform. |
Optimizely | This company is mentioned as an experimentation vendor, offering services that compete with certain aspects of the company's platform. |
Statsig | This company is identified as an experimentation vendor, providing competing functionalities to the company's platform. |
LaunchDarkly | This company is listed as an experimentation vendor, offering services that overlap with the company's platform. |
mParticle | This company is categorized as a CDP (Customer Data Platform) provider, competing with certain functionalities of the company's platform. |
This company is identified as a CDP provider, offering functionalities that compete with the company's platform. | |
Fullstory | This company is mentioned as a session replay solution provider, competing with certain functionalities of the company's platform. |
Quantum Metric | This company is listed as a session replay solution provider, offering competing functionalities to the company's platform. |
This company is identified as a web and marketing analytics vendor, providing functionalities that compete with the company's platform. | |
Google Analytics | This company is mentioned as a web and marketing analytics vendor, offering services that overlap with the company's platform. |
Pendo | This company is categorized as a guides and surveys vendor, competing with certain functionalities of the company's platform. |
Notable M&A activity and strategic investments in the past 3 years.
| Company | Year | Details |
|---|---|---|
Foobar, Inc. | 2024 | Deal Value and Structure: The acquisition was valued at $23.9 million, consisting of $17.0 million in net cash, $6.9 million in equity (0.8 million shares), plus additional equity payments (1.5 million shares valued at $13.0 million) and 2,219,029 shares issued to certain equityholders. Strategic Rationale and Capabilities: The acquisition is intended to enhance Amplitude’s digital analytics platform by integrating Foobar’s AI-powered user assistance technology, simplifying the adoption and navigation of complex software. Notable Terms: It will be accounted for as a business combination with further fair value assumptions being developed, and relies on exemptions from registration under securities regulations. |
No recent press releases or 8-K filings found for AMPL.