Amplitude (AMPL) Company Report

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

Press Release

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

Transcript

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

Presentation

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

8-K

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

Transcript

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

Transcript

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

Transcript

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

Transcript

Amplitude Discusses Platform Expansion, AI Strategy, and Margin Improvement

AMPL

Revenue Acceleration/Inflection

Product Launch

New Projects/Investments

Amplitude, a digital analytics company, is experiencing top-line growth acceleration driven by its expanded platform, which now includes experimentation, CDP, web analytics, session replay, guides, and surveys, and a strategic shift to targeting enterprise clients.
The company is developing AI-powered "AgenTeq" products to lower barriers for digital engagement by automating experimentation and personalizing customer experiences. Amplitude expects these agents to increase data ingestion and cross-sell, leveraging its existing "per million events" pricing model without new AI-specific pricing barriers.
CFO Andrew Casey, who joined on August 1, 2024, is implementing a "growth with leverage" strategy to improve operating margins by reducing Sales & Marketing as a percentage of revenue from 43% to the low 30s, G&A from 13% to below 10%, and maintaining R&D at 18-20%. Gross margins are also projected to improve through hosting optimization and increased multi-product adoption.

Aug 12, 2025, 11:25 PM

Amplitude Inc. Announces Q2 2025 Results and Full-Year Guidance

AMPL

Earnings

Guidance Update

Revenue Acceleration/Inflection

Amplitude reported Q2 2025 revenue of $83.3 million, marking a 14% increase year-over-year.
The company's non-GAAP operating loss for Q2 2025 improved to $(1.5) million, compared to $(3.7) million in Q2 2024. Free cash flow significantly increased to $18.2 million in Q2 2025, up from $6.8 million in Q2 2024.
Annual Recurring Revenue (ARR) reached $335 million, an increase of 16% year-over-year, and the Net Retention Rate was 104% in Q2 2025, an improvement from 96% in Q2 2024.
For Q3 2025, Amplitude projects revenue to be between $85.0 million and $87.0 million. The full-year 2025 revenue is anticipated to be between $335.2 million and $338.2 million.

Aug 6, 2025, 9:00 PM

Presentation

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