Amplitude (AMPL) Company Report

Amplitude's CFO, Andrew Casey, described 2026 as transformative due to the introduction of AI agents and new pricing. The company is evolving into an infrastructure layer for behavioral heuristics, increasingly relevant for marketing and customer experience use cases.
The company has introduced AI agentic capabilities that drive optimization and broader use within the platform, enabling features like natural language prompts, automated insights, continuous experimentation, and summarization of large datasets. This innovation supports the vision of self-improving products based on real-time user interactions.
A new pricing and packaging model has been implemented to simplify the process, incentivize adoption, and provide cost predictability for customers, moving from complex multiple meters to a value-based uplift based on data ingestion. This new model is expected to improve win rates against competitors.
Amplitude is focused on enterprise market penetration, aiming for a better balance of new logo Annual Recurring Revenue (ARR) (e.g., 40/60 or 50/50 compared to the previous 30/70) and reported a record number of new logos in Q4, including 18 new G2Ks. The company also emphasizes cross-sell opportunities, with 74% of customers on two products and plans for new products in marketing analytics and Agentic Search Space.

6 days ago

Transcript

Amplitude Discusses Transformative 2026 with AI Agents and New Pricing at Morgan Stanley Conference

AMPL

Product Launch

New Projects/Investments

Revenue Acceleration/Inflection

Amplitude's CFO, Andrew Casey, stated that 2026 is expected to be transformative for the company due to the introduction of AI agents and new pricing strategies. Amplitude is evolving to become an infrastructure and data layer for marketing and customer experience use cases.
The company has launched AI agents that simplify platform usage, enable business analysts, and provide automated insights, making workflows easier and analysis faster for customers.
Amplitude has revamped its pricing and packaging strategy to incentivize adoption, provide cost predictability, and simplify billing by moving from multiple meters to a value-based uplift on data ingestion. This new approach has already led to increased deal sizes and contract durations during testing.
Amplitude aims to increase its net retention from the current 105% to a long-term goal of 115%, primarily driven by cross-selling additional modules, as 74% of customers are currently on 2 products and only 20% on 5 products.
The company is also focusing on increasing new logo acquisition, with a goal to shift from the current 30% new logos to 50/50 or 40/60, noting significant under-penetration in the Global 2000 with only 162 G2Ks under contract.

6 days ago

Transcript

Amplitude Discusses Strategic Evolution, AI Agents, and Financial Goals at Morgan Stanley Conference

AMPL

Product Launch

New Projects/Investments

Guidance Update

Amplitude is evolving into an infrastructure and decision point layer, expanding into marketing and customer experience use cases, and leveraging AI agents to enable self-improving products and lower adoption barriers.
The company has introduced new, simplified pricing and packaging based on value and data ingestion, designed to incentivize adoption, provide cost predictability, and increase deal size and contract duration.
Amplitude aims to increase its Net Dollar Retention from 105% to a long-term goal of 115%, driven by cross-selling additional modules and new product introductions in marketing analytics and Agentic Search.
The company is focusing on balancing new logo acquisition with expansion, targeting a 50/50 or 40/60 split for new logos versus expansion ARR, having achieved a record number of new logos and 18 new G2Ks in Q4.
Long-term financial targets include gross margins in the low 80s, sales and marketing expenses in the low 30s (from low 40s), and G&A at 12% (from 17%), while maintaining R&D at 18%-20%.

6 days ago

Transcript

Amplitude CFO discusses Q4 2025 performance and growth strategy

AMPL

Revenue Acceleration/Inflection

CFO Change

New Projects/Investments

Amplitude's CFO, Andrew Casey, joined on August 1, 2024 , and the company reported a "really good Q4" (Q4 2025) with 17% growth, achieving profitability for the first time.
Since the CFO joined, Amplitude has demonstrated accelerating growth for six consecutive quarters, moving from 6% growth and unprofitability to its current state.
Growth is driven by monetization based on data ingestion and cross-selling additional modules (Experiment, Session Replay, Guides and Surveys), with a strategic focus on becoming AI native.
The company's long-term plan includes generating 40% of its business from partners.

Mar 2, 2026, 11:30 PM

Transcript

Amplitude CFO Discusses Strong Q4 2025 Performance and Growth Strategy

AMPL

CFO Change

Revenue Acceleration/Inflection

New Projects/Investments

Amplitude's CFO, Andrew Casey, who joined on August 1, 2024, brings significant experience in scaling technology companies, including growing ServiceNow from $400 million to $4.5 billion.
The company reported a "really good Q4" (Q4 2025) with 17% growth, marking six consecutive quarters of accelerating growth and achieving profitability for the first quarter (Q1 2026).
Growth is primarily driven by increased data ingestion into its platform and successful cross-selling of additional modules, supported by a re-engineered value-oriented sales process.
Amplitude is actively transforming to be AI native and aims for 40% of its business to come from partners in its long-term plan.

Mar 2, 2026, 11:30 PM

Transcript

Amplitude Reports Accelerating Growth and AI-Native Transformation

AMPL

Revenue Acceleration/Inflection

CFO Change

New Projects/Investments

Andrew Casey became Amplitude's CFO on August 1, 2024, bringing a track record of scaling businesses, including ServiceNow from $400 million to $4.5 billion in revenue.
Amplitude reported a "really good Q4" with 17% growth and has achieved six consecutive quarters of accelerating growth with greater leverage, reaching profitability for the first time.
The company's growth is primarily driven by increased data ingestion and successful cross-selling of additional modules (e.g., Experiment, Session Replay, Guides and Surveys), a result of re-engineering its go-to-market strategy to overcome past issues of overselling capacity and churn.
Amplitude is transforming into an AI-native company through innovation and new products, with a long-term goal for 40% of its business to originate from partners.

Mar 2, 2026, 11:30 PM

Transcript

Amplitude Reports Strong Q4 2025 Results and Provides 2026 Guidance

AMPL

Earnings

Guidance Update

Product Launch

Amplitude reported Q4 2025 revenue of $91.4 million, an increase of 17% year-over-year, and Annual Recurring Revenue (ARR) of $366 million, also up 17% year-over-year.
For Q4 2025, the company achieved non-GAAP operating income of $4.2 million (or 4.6% of revenue) and non-GAAP net income per share of $0.04.
Amplitude is focusing on enterprise growth, with ARR from enterprise customers up 20% year-over-year, and has launched new AI agents and integrations, attracting over 25 AI companies as customers with more than $100K in ARR.
For full year 2026, Amplitude expects revenue between $390 million and $398 million, and the board has approved an additional $100 million for share buybacks.

Feb 18, 2026, 10:00 PM

Transcript

Amplitude Reports Strong Q4 2025 Results and AI-Driven Growth

AMPL

Earnings

Product Launch

New Projects/Investments

Amplitude reported a strong Q4 2025, with revenue of $91.4 million (up 17% year-over-year) and Annual Recurring Revenue (ARR) of $366 million (up 17% year-over-year), surpassing guidance. The company achieved non-GAAP operating income of $4.2 million and $11.2 million in free cash flow for the quarter.
Growth in the enterprise segment was notable, with customers generating over $100,000 in ARR increasing by 18% year-over-year to 698, and those over $1 million in ARR growing by 33% year-over-year to 56. Dollar-Based Net Retention improved to above 105%.
The company is heavily investing in AI, launching new AI agents and MCP integrations, with its agentic analytics platform achieving a 76% success rate on complex queries. AI agents now account for 25% of total queries on the platform, and Amplitude acquired InfiniGrow to enhance its AI-native marketing analytics.
For Q1 2026, Amplitude projects revenue between $91.7 million and $93.7 million, and full-year 2026 revenue between $390 million and $398 million. The board also approved an additional $100 million for share buybacks.

Feb 18, 2026, 10:00 PM

Transcript

Amplitude Reports Strong Q4 2025 Results and Provides 2026 Guidance

AMPL

Earnings

Guidance Update

Revenue Acceleration/Inflection

Amplitude reported Q4 2025 revenue of $91.4 million, an increase of 17% year-over-year, with Annual Recurring Revenue (ARR) also growing 17% year-over-year to $366 million.
The company achieved a Net Retention Rate of 105% in Q4 2025, up from 100% in Q4 2024, and saw non-GAAP operating income rise significantly to $4.2 million from $0.2 million in the prior year quarter.
Free Cash Flow for Q4 2025 was $11.2 million, a substantial increase from $1.5 million in Q4 2024, with a Free Cash Flow Margin of 12%.
For Q1 2026, Amplitude projects revenue between $91.7 million and $93.7 million and non-GAAP operating income between ($4.5) million and ($2.5) million.
The full-year 2026 guidance anticipates revenue of $390.0 million to $398.0 million and non-GAAP operating income of $7.0 million to $13.0 million.

Feb 18, 2026, 10:00 PM

Presentation

Amplitude Reports Strong Q4 2025 Results and Provides 2026 Guidance

AMPL

Earnings

Guidance Update

M&A

Amplitude reported Q4 2025 revenue of $91.4 million, a 17% year-over-year increase, and Annual Recurring Revenue (ARR) of $366 million, also up 17% year-over-year.
The company achieved non-GAAP operating income of $4.2 million (4.6% of revenue) and free cash flow of $11.2 million (12% of revenue) in Q4 2025, with full-year 2025 free cash flow reaching $24 million.
Amplitude's enterprise segment showed strong growth, with customers exceeding $100K in ARR increasing to 698 (up 18% year-over-year) and Dollar-Based Net Retention above 105%.
Strategic initiatives include the launch of new AI agents, the acquisition of InfiniGrow (an AI-native marketing analytics startup), and a new pricing and packaging strategy aimed at simplifying product adoption and encouraging data consumption.
For Q1 2026, revenue is expected to be between $91.7 million and $93.7 million, and the full-year 2026 revenue guidance is $390 million to $398 million.