Earnings summaries and quarterly performance for Amplitude.
Executive leadership at Amplitude.
Board of directors at Amplitude.
Research analysts who have asked questions during Amplitude earnings calls.
Brent Bracelin
Piper Sandler Companies
4 questions for AMPL
Also covers: ADBE, ASAN, BASE +20 more
Clark Wright
D.A. Davidson & Co.
4 questions for AMPL
Also covers: CXM, MSBI, PDFS +4 more
Elizabeth Porter
Morgan Stanley
3 questions for AMPL
Also covers: ADSK, CXM, FRSH +12 more
Tyler Radke
Citigroup Inc.
3 questions for AMPL
Also covers: ADBE, ADSK, ANSS +22 more
Arjun Bhatia
William Blair
2 questions for AMPL
Also covers: BAND, BRZE, CXM +19 more
George McGreehan
Bank of America
2 questions for AMPL
Also covers: ESTC, FROG, GLBE +1 more
Jackson Ader
KeyBanc Capital Markets
2 questions for AMPL
Also covers: AKAM, ASAN, CXM +13 more
Koji Ikeda
Bank of America
2 questions for AMPL
Also covers: ADSK, BL, BLKB +19 more
Robert Oliver
Robert W. Baird & Co.
2 questions for AMPL
Also covers: ASAN, AZPN, BASE +17 more
Scott Berg
Needham & Company, LLC
2 questions for AMPL
Also covers: BILL, BRZE, DAY +23 more
Taylor McGinnis
UBS
2 questions for AMPL
Also covers: ADSK, ASAN, BILL +15 more
Willow Miller
William Blair & Company, L.L.C.
2 questions for AMPL
Also covers: BRZE, CXM, GDDY +2 more
Elizabeth Elliott
Morgan Stanley
1 question for AMPL
Also covers: ADSK, CXM, FRSH +8 more
Jack Nichols
KeyBanc Capital Markets Inc.
1 question for AMPL
Matt Pryde
Citigroup Inc.
1 question for AMPL
Nicholas Altmann
Scotiabank
1 question for AMPL
Also covers: APPN, BRZE, GTLB +8 more
Nick Altmann
Scotiabank
1 question for AMPL
Also covers: BRZE, GTLB, HCP +3 more
Recent press releases and 8-K filings for AMPL.
Amplitude Discusses 18% Growth Reacceleration and Path to Rule of 40 at UBS Conference
AMPL
Revenue Acceleration/Inflection
New Projects/Investments
Guidance Update
- Amplitude has achieved an impressive reacceleration to 18% growth, with Net Revenue Retention (NRR) at approximately 104% last quarter. This growth is attributed to strategic changes implemented in late 2024, including a focus on enterprise sales and an expanded product portfolio.
- The company's strategy to drive growth and profitability involves increasing multi-product adoption, with 71% of ARR now coming from multi-product customers (up from virtually zero two years ago), and other products contributing 30% of revenue.
- Amplitude aims to reach 20%+ revenue growth and 110%+ NRR, and is actively mapping a path to achieve the Rule of 40 (growth plus free cash flow margin).
- Operational improvements, such as shifting sales quotas to net ARR and emphasizing multi-year contracts, have reduced the installed base requiring renewal from 89% in late 2024 to 74% in 2025, enhancing sales efficiency and gross retention.
- The company is expanding its market reach into traditional industries and leveraging AI capabilities, including agentic experimentation and the MCP server, to drive engagement and plans to monetize new AI modules.
Dec 3, 2025, 11:15 PM
Amplitude Discusses Growth Reacceleration and Future Strategy at UBS Conference
AMPL
Revenue Acceleration/Inflection
New Projects/Investments
Product Launch
- Amplitude (AMPL) has achieved an 18% growth reacceleration, attributed to strategic changes implemented in late 2024, including a shift to an enterprise sales model and a broader product platform.
- The company's go-to-market strategy has been refined, leading to a reduction in the installed base requiring renewal from 89% in late 2024 to 74% in 2025, which is expected to free up sales capacity for new customer acquisition and expansions.
- Amplitude's product strategy emphasizes platform expansion, with 71% of ARR now derived from multi-product customers, and new agentic AI capabilities are planned for January 2025 to drive further adoption and monetization.
- The company is focused on balancing growth and profitability, with a stated goal of mapping out a path to achieve the Rule of 40.
Dec 3, 2025, 11:15 PM
Amplitude Launches AI Feedback Product
AMPL
Product Launch
M&A
New Projects/Investments
- Amplitude (Nasdaq: AMPL) has launched AI Feedback, an industry-first customer feedback engine that uses a proprietary LLM process to transform raw customer input into prioritized, actionable insights.
- This new AI product enables organizations to analyze massive volumes of customer feedback to build what matters most, perfect product positioning, proactively address complaints, and monitor at-risk signals to reduce churn.
- The development of AI Feedback follows Amplitude's July acquisition of Kraftful, an AI company, which was aimed at accelerating Amplitude's AI product strategy.
- AI Feedback is now fully integrated and available across all Amplitude plans, with the option to purchase larger volumes of feedback analysis as an add-on.
Nov 12, 2025, 2:00 PM
AMPL Announces Q3 2025 Results and Raises Full-Year Guidance
AMPL
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Amplitude reported Q3 2025 revenue of $88.6 million, an 18% year-over-year increase, and total Annual Recurring Revenue (ARR) of $347 million, up 16% year-over-year.
- The company provided Q4 2025 revenue guidance of $89 million to $91 million and raised its full-year 2025 revenue expectation to $340.8 million to $342.8 million.
- Amplitude saw significant growth in its Remaining Performance Obligations (RPO), with total RPO increasing 37% year-over-year, and average contract duration growing to nearly 22 months.
- Strategic initiatives include a focus on enterprise customers, with 71% of ARR coming from customers using multiple products, and the development of new AI-native products and agents to expand market opportunity and adoption.
Nov 5, 2025, 10:00 PM
Amplitude Announces Q3 2025 Results and Updates Full-Year Guidance
AMPL
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Amplitude reported Q3 2025 revenue of $88.6 million, an 18% increase year-over-year, and Annual Recurring Revenue (ARR) of $347 million, up 16% year-over-year.
- The company achieved non-GAAP operating income of $0.6 million (1% operating margin) and free cash flow of $3.4 million (4% FCF margin) for Q3 2025.
- Dollar-based net retention rate improved to 104% in Q3 2025, compared to 98% in Q3 2024, and the number of customers with over $100,000 ARR increased by 15% year-over-year to 653.
- For Q4 2025, Amplitude expects revenue between $89.0 million and $91.0 million and non-GAAP operating income between $3.5 million and $5.5 million. The full-year 2025 revenue guidance is set between $340.8 million and $342.8 million.
Nov 5, 2025, 10:00 PM
Amplitude Announces Third Quarter 2025 Financial Results
AMPL
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Amplitude reported Q3 2025 revenue of $88.6 million, an 18% increase year-over-year, with Annual Recurring Revenue (ARR) reaching $347 million, up 16% year-over-year.
- The company achieved Non-GAAP Net Income Per Share of $0.02 for Q3 2025.
- Cash Flow from Operations was $5.0 million and Free Cash Flow was $3.4 million for the third quarter ended September 30, 2025.
- Amplitude provided Q4 2025 revenue guidance between $89.0 million and $91.0 million and full-year 2025 revenue guidance between $340.8 million and $342.8 million.
- The number of customers with $100,000 or greater in ARR increased to 653, representing 15% year-over-year growth.
Nov 5, 2025, 9:10 PM
Amplitude Discusses Growth Drivers and Strategic Expansion
AMPL
Revenue Acceleration/Inflection
New Projects/Investments
Product Launch
- Amplitude has transformed into a multi-product platform and is increasingly focusing on enterprise customers, diversifying its base beyond digital natives.
- The company sees AI as a significant accelerant for its business, driving demand for its instrumentation in new applications and enhancing its product's ease of use.
- Amplitude is expanding its market focus from product personas to marketing personas, tapping into a larger budget opportunity and enabling end-to-end user journey analysis.
- Monetization is based on events ingested, not seat-based, with dollar-based net retention improving from 96% in Q2 last year to 104% in the most recent quarter.
- To bolster its platform and talent, Amplitude has acquired four companies in the past year, integrating their technology to offer a cohesive solution against competitors.
Sep 11, 2025, 6:00 PM
Amplitude Discusses Accelerating Growth and AI Opportunities
AMPL
Revenue Acceleration/Inflection
New Projects/Investments
Product Launch
- Amplitude attributes its accelerating growth to a strategic shift towards an enterprise-focused go-to-market and its evolution into a multi-product platform. The company views AI as a massive accelerant, anticipating increased opportunities as more AI-driven applications and websites require instrumentation.
- Amplitude is expanding its offerings to marketing personas, connecting marketing performance to in-product user behavior, which opens access to larger budgets. Its monetization model is based on the volume of events ingested, rather than seat-based licensing.
- The company has acquired four companies (Command AI, Craftful, Anari, June) to enhance its platform, talent, and technology, aiming to provide a comprehensive digital analytics solution.
- Dollar-based net retention has improved from 96% in Q2 last year to 104% in the most recent quarter, with plans for continued growth through cross-selling and acquiring new enterprise customers.
Sep 11, 2025, 6:00 PM
Amplitude Discusses Accelerating Growth and Strategic Focus on AI and Enterprise Expansion
AMPL
Revenue Acceleration/Inflection
New Projects/Investments
Product Launch
- Amplitude, a digital analytics leader, has achieved accelerating growth by transitioning to a multi-product platform and strategically focusing on the enterprise market, expanding its customer base to include traditional enterprises.
- The company views AI as a significant accelerant for its business, anticipating increased demand for its instrumentation tools as more applications and websites are built using AI.
- Amplitude is expanding its market reach by targeting the marketing persona with new GenAI optimization tools that link marketing performance to in-product user behavior, potentially accessing larger marketing budgets.
- Amplitude's dollar-based net retention improved from 96% in Q2 last year to 104% in the most recent quarter, driven by successful cross-selling and monetization of data ingestion growth.
- To enhance its platform, Amplitude acquired four companies in the past year—Command AI, Craftful, Anari, and June—integrating their talent and technology to offer comprehensive digital analytics solutions.
Sep 11, 2025, 6:00 PM
Amplitude Discusses Growth Drivers, AI Impact, and Market Expansion
AMPL
Revenue Acceleration/Inflection
New Projects/Investments
Product Launch
- Amplitude has evolved into a multi-product platform focused on helping companies build better digital products and experiences, expanding its go-to-market strategy to target enterprise customers.
- The company views AI as a significant accelerant for its business, driving demand for its product as more AI-built applications emerge, and is also leveraging AI to enhance its own offerings, such as the 500x growth in Ask Amplitude usage.
- Amplitude is expanding its focus from product personas to marketing personas, aiming to capture larger marketing budgets by providing end-to-end visibility from marketing to user behavior.
- The company's monetization is based on events ingested, not seats, and it has seen its dollar-based net retention improve from 96% in Q2 last year to 104% in the most recent quarter, with data ingestion growing 20% year-over-year.
- Amplitude has acquired four companies in the past year to integrate new capabilities and talent, strengthening its position as a "next-gen" digital analytics solution against competitors like Adobe and Google.
Sep 11, 2025, 6:00 PM
Quarterly earnings call transcripts for Amplitude.
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