Amplitude Stock AMPL
Amplitude is a digital analytics platform that enables companies to understand, measure, and improve how users engage with their digital products. Amplitude stock (AMPL): Quarterly and annual results since 2023 from Quarterly Report and SEC filings: revenue, earnings, balance sheet, cash flow and management guidance, every figure with its source. As of 08/2026, quarterly reporting. Stock analysis by NadirAlpha. Amplitude stock (AMPL): listed on Nasdaq. NadirAlpha has evaluated 33 original documents, cross-checked every figure automatically and linked each to its source; sources as of 08/2026. Revenue Q2 2026: USD 101 million (+21% year on year). Latest reported (Q2 2026): Annual Recurring Revenue, Dollar-Based Net Retention Rate (TTM), Dollar-Based Net Retention Rate (NRR TTM). Latest reading: Margin compressing, Revenue accelerating, Strategic pivot.
AI-generated report · not investment advice · figures extracted automatically; please verify against the linked original more
Amplitude Current Status
The current state of Amplitude at a glance, figures as of Q2 2026, with core figures and the key management statements from the latest filing. NadirAlpha methodology
Assessment by NadirAlpha, as of Q2 2026.
“Our customers are using more of our AI solutions and looking to us to learn how to engage AI to accelerate their own development.”
“We have transformed to an AI Analytics company through our culture, our products, and how we're working with our customers. We are closer than ever to self-improving products. Statsig & Amplitude is a powerful combination to measure what ships and ship what matters.”
Amplitude Stock: Key Figures ($ million)
The core financial figures of Amplitude stock in three views: fiscal years up to FY2026, half-years and quarters up to Q2 2026, in $ million, most recent period first. NadirAlpha extracts all values automatically from the filings; errors are possible; please verify decision-relevant figures yourself by clicking through to the linked original. NadirAlpha methodology
All figures serve only to support your own investment decision and are not a recommendation; the company's original reports are authoritative.
Fiscal years
| Period | Revenue | Op. income (adj.) | Net income | EPS ($) | EPS adj. ($) | OCF | Source |
|---|---|---|---|---|---|---|---|
| FY2025 | 343.2 | 1.2 | -88.5 | -0.67 | 0.06 | 29.8 | 125 |
| FY2024 | 299.3 | -4 | -94.3 | -0.76 | 0.06 | 18.5 | 18 |
| FY2023 | 276.3 | -3.49 | -90.4 | -0.77 | 0.06 | 25.6 | 9 |
Quarters
| Period | Published | Revenue | Op. income | Op. income (adj.) | Net income | EPS ($) | EPS adj. ($) | FCF | Cash | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-Q2* | 2026-08-05 | 100.9 | -35.2 | -1.5 | -34.6 | -0.27 | -0.01 | 24.3 | 73.8 | 129 |
| 2026-Q1* | 2026-05-06 | 93.5 | -24.1 | -3.1 | -23.3 | -0.17 | -0.02 | -12 | 86.6 | 127 |
| 2025-Q4* | 2026-02-18 | 91.4 | -19.1 | 4.2 | -17.7 | -0.13*≈ | 0.04 | 12.7 | 81.1 | 125 |
| 2025-Q3* | 2025-11-05 | 88.6 | -25.6 | 0.6 | -24 | -0.18 | 0.02 | 4.5 | 82.2 | 123 |
| 2025-Q2* | 2025-08-06 | 83.3 | -27.1 | -1.5 | -24.7 | -0.19 | 0.01 | 19.5 | 119.7 | 21 |
| 2025-Q1* | 2025-05-07 | 80 | -24.2 | -2.1 | -22.2 | -0.17 | -0.00 | -8.5 | 131.2 | 19 |
| 2024-Q4* | 2025-02-19 | 78.1 | -35.5 | 0.2 | -32.6 | -0.26*≈ | 0.02 | 2.4 | 171.7 | 17 |
| 2024-Q3* | 2024-11-07 | 75.2 | -20 | 1.6 | -16.9 | -0.14 | 0.03 | 6.2 | 317.4 | 15 |
| 2024-Q2* | 2024-08-08 | 73.3 | -27.2 | -3.7 | -23.4 | -0.19 | -0.00 | 8.6 | 282.3 | 13 |
| 2024-Q1* | 2024-05-09 | 72.6 | -24.7 | -2.1 | -21.5 | -0.18 | 0.01 | -0.4 | 265.7 | 11 |
| 2023-Q4* | 2024-02-20 | 71.4 | -21.5 | 2.3 | -18.5 | -0.16*≈ | 0.04 | 2 | 248.5 | 9 |
| 2023-Q3* | 2023-11-07 | 70.6 | -20.9 | 2.8 | -17.7 | -0.15 | 0.05 | 8 | 238.5 | 7 |
| 2023-Q2* | 2023-08-08 | 67.8 | -30.9 | -0.8 | -27.8 | -0.24 | 0.02 | 19.7 | 234.4 | 5 |
| 2023-Q1* | 2023-05-09 | 66.5 | -29.2 | -2.1~ | -26.3 | -0.23 | -0.04 | -5.4 | 214.1 | 3 |
Amplitude Balance Sheet & Cash Flow ($ million)
Balance sheet and cash flow of Amplitude up to Q2 2026 in $ million: net debt = financial debt minus cash, free cash flow = operating cash flow minus capex, every input sourced. NadirAlpha extracts all values automatically from the filings; errors are possible; please verify decision-relevant figures yourself by clicking through to the linked original. NadirAlpha methodology
Fiscal years
| Period | Published | Cash | D&A | OCF | Capex | FCF | Source |
|---|---|---|---|---|---|---|---|
| FY2025 | 2026-02-19 | 81.1 | 9.6 | 29.8 | 1.6 | 28.2 | 26 |
| FY2024 | 2025-02-19 | 171.7 | 6.1 | 18.5 | 1.7 | 16.8 | 17 |
| FY2023 | 2024-02-20 | 248.5 | 5.6 | 25.6 | 1.3 | 24.4 | 9 |
Quarters
| Period | Published | Cash | D&A | OCF | Capex | FCF | Source |
|---|---|---|---|---|---|---|---|
| 2026-Q2 | 2026-08-05 | 73.8 | 3.3 | 25.6 | 1.2 | 24.3 | 129 |
| 2026-Q1 | 2026-05-06 | 86.6 | 2.8 | -11.6 | 0.4 | -12 | 127 |
| 2025-Q4 | 2026-02-18 | 81.1 | 2.5 | 12.8 | 0.2 | 12.7 | 125 |
| 2025-Q3 | 2025-11-05 | 82.2 | 2.5 | 5 | 0.5 | 4.5 | 123 |
| 2025-Q2 | 2025-08-06 | 119.7 | 2.4 | 20.1 | 0.5 | 19.5 | 21 |
| 2025-Q1 | 2025-05-07 | 131.2 | 2.3 | -8 | 0.4 | -8.5 | 19 |
| 2024-Q4 | 2025-02-19 | 171.7 | 2 | 3.2 | 0.7 | 2.4 | 17 |
| 2024-Q3 | 2024-11-07 | 317.4 | 1.4 | 6.2 | 0 | 6.2 | 15 |
| 2024-Q2 | 2024-08-08 | 282.3 | 1.3 | 9.2 | 0.6 | 8.6 | 13 |
| 2024-Q1 | 2024-05-09 | 265.7 | 1.4 | 0 | 0.4 | -0.4 | 11 |
| 2023-Q4 | 2025-02-19 | 248.5 | 1.4 | 2.3 | 0.3 | 2 | 117 |
| 2023-Q3 | 2023-11-07 | 238.5 | 1.4 | 8 | 0 | 8 | 7 |
| 2023-Q2 | 2023-08-08 | 234.4 | 1.4 | 20.4 | 0.7 | 19.7 | 5 |
| 2023-Q1 | 2023-05-09 | 214.1 | 1.3 | -5.1 | 0.3 | -5.4 | 3 |
Amplitude Guidance Tracking (latest per metric/period · 29/60)
All forecasts (guidance) of the Amplitude management and their later outcome: per metric and period the most recent statement applies, the status is checked against the reported actuals. NadirAlpha methodology
Actuals: revenue in $m · EPS in $ per share · ratios in %
Direction: confirmedcutinitiatedraised Verdict: beatin linemisspending
| For period | Guided on | Metric | Guided | Actual | Verdict | Direction | Source |
|---|---|---|---|---|---|---|---|
| FY2026 | 2026-08-05 | Revenue | 407.2–411.2 | – | 29 | ||
| FY2026 | 2026-08-05 | EPS (non-GAAP) | 0.06–0.08 | – | – | 29 | |
| FY2026 | 2026-08-05 | Non-GAAP Operating Income | 6.3–9.3 | – | 29 | ||
| FY2026 | 2026-05-06 | Non-GAAP Operating Income (Loss) | 2.5–6.5 | – | 27 | ||
| 2026-Q3 | 2026-08-05 | Revenue | 105.6–108 | – | 29 | ||
| 2026-Q3 | 2026-08-05 | EPS (non-GAAP) | 0.02–0.03 | – | 29 | ||
| 2026-Q3 | 2026-08-05 | Non-GAAP Operating Income | 2.5–4.5 | – | 29 | ||
| 2026-Q2 | 2026-05-06 | Revenue | 96.9–99.1 | 100.9 | 27 | ||
| 2026-Q2 | 2026-05-06 | EPS (non-GAAP) | -0.02–-0.01 | -0.01 | 27 | ||
| 2026-Q2 | 2026-05-06 | Non-GAAP Operating Income (Loss) | -3.6–-1.6 | – | – | 27 | |
| 2026-Q1 | 2026-02-18 | Revenue | 91.7–93.7 | 93.5 | 25 | ||
| 2026-Q1 | 2026-02-18 | EPS (non-GAAP) | -0.02–-0.01 | -0.02 | 25 | ||
| 2026-Q1 | 2026-02-18 | Non-GAAP Operating Income (Loss) | -4.5–-2.5 | – | – | 25 | |
| FY2025 | 2025-11-05 | Revenue | 340.8–342.8 | 343.2 | 23 | ||
| FY2025 | 2025-11-05 | EPS (non-GAAP) | 0.06–0.08 | 0.06 | 23 | ||
| FY2025 | 2025-11-05 | Non-GAAP Operating Income | 0.5–2.5 | – | – | 23 | |
| FY2025 | 2025-08-06 | Non-GAAP Operating Income (Loss) | -2–3 | – | – | – | 21 |
| 2025-Q4 | 2025-11-05 | Revenue | 89–91 | 91.4 | 23 | ||
| 2025-Q4 | 2025-11-05 | EPS (non-GAAP) | 0.04–0.05 | 0.04 | 23 | ||
| 2025-Q4 | 2025-11-05 | Non-GAAP Operating Income | 3.5–5.5 | – | – | 23 | |
| 2025-Q3 | 2025-08-06 | Revenue | 85–87 | 88.6 | 21 | ||
| 2025-Q3 | 2025-08-06 | EPS (non-GAAP) | 0–0.02 | 0.02 | 21 | ||
| 2025-Q3 | 2025-08-06 | Non-GAAP Operating Income (Loss) | -2–1 | – | – | 21 | |
| 2025-Q2 | 2025-05-07 | Revenue | 80.3–82.3 | 83.3 | 20 | ||
| 2025-Q2 | 2025-05-07 | EPS (non-GAAP) | -0.01–0.01 | 0.01 | 20 | ||
| 2025-Q2 | 2025-05-07 | Non-GAAP Operating Income (Loss) | -2.9–-0.9 | – | – | 20 | |
| 2025-Q1 | 2025-02-19 | Revenue | 78.5–80.5 | 80 | 17 | ||
| 2025-Q1 | 2025-02-19 | EPS (non-GAAP) | -0.03–-0.01 | 0 | 17 | ||
| 2025-Q1 | 2025-02-19 | Non-GAAP Operating Income (Loss) | -5.5–-3.5 | – | – | 17 | |
| FY2024 | 2024-11-07 | Revenue | 297.1–298.1 | 299.3 | 16 | ||
| FY2024 | 2024-11-07 | EPS (non-GAAP) | 0.04–0.06 | 0.06 | 16 | ||
| FY2024 | 2024-11-07 | Non-GAAP Operating Income (Loss) | -6.3–-4.3 | – | – | – | 16 |
| 2024-Q4 | 2024-11-07 | Revenue | 76–77 | 78.1 | 16 | ||
| 2024-Q4 | 2024-11-07 | EPS (non-GAAP) | 0–0.01 | 0.02 | 16 | ||
| 2024-Q4 | 2024-11-07 | Non-GAAP Operating Income (Loss) | -2.1–-0.1 | – | – | 16 | |
| 2024-Q3 | 2024-08-08 | Revenue | 73.5–74.5 | 75.2 | 14 | ||
| 2024-Q3 | 2024-08-08 | EPS (non-GAAP) | 0–0.01 | 0.03 | 14 | ||
| 2024-Q3 | 2024-08-08 | Non-GAAP Operating Income (Loss) | -2.2–-1.2 | – | – | 14 | |
| 2024-Q2 | 2024-05-09 | Revenue | 71.7–72.3 | 73.3 | 12 | ||
| 2024-Q2 | 2024-05-09 | EPS (non-GAAP) | -0.02–-0.01 | 0 | 12 | ||
| 2024-Q2 | 2024-05-09 | Non-GAAP Operating Income (Loss) | -4.4–-3.8 | – | – | 12 | |
| 2024-Q1 | 2024-02-20 | Revenue | 72.1–72.7 | 72.6 | 10 | ||
| 2024-Q1 | 2024-02-20 | EPS (non-GAAP) | -0.01–0 | 0.01 | 10 | ||
| 2024-Q1 | 2024-02-20 | Non-GAAP Operating Income (Loss) | -2.8–-2.2 | – | – | 10 | |
| FY2023 | 2023-11-07 | Revenue | 276.2–276.8 | 276.3 | 8 | ||
| FY2023 | 2023-11-07 | EPS (non-GAAP) | 0.05–0.06 | 0.06 | 8 | ||
| FY2023 | 2023-11-07 | Non-GAAP Operating Income (Loss) | -4.5–-3.9 | – | – | 8 | |
| FY2023 | 2023-05-09 | Non-GAAP Operating Loss | -8.4–-6 | – | – | 3 | |
| FY2023 | 2023-02-15 | Operating margin | 6–8% | – | – | 1 | |
| 2023-Q4 | 2023-11-07 | Revenue | 71.3–71.9 | 71.4 | 8 | ||
| 2023-Q4 | 2023-11-07 | EPS (non-GAAP) | 0.02–0.03 | 0.04 | 8 | ||
| 2023-Q4 | 2023-11-07 | Non-GAAP Operating Income (Loss) | 1.3–1.9 | – | – | 8 | |
| 2023-Q3 | 2023-08-08 | Revenue | 69.7–70.3 | 70.6 | 6 | ||
| 2023-Q3 | 2023-08-08 | EPS (non-GAAP) | 0.02–0.03 | 0.05 | 6 | ||
| 2023-Q3 | 2023-08-08 | Non-GAAP Operating Income (Loss) | 0.6–1 | – | – | 6 | |
| 2023-Q2 | 2023-05-09 | Revenue | 66.5–67.2 | 67.8 | 3 | ||
| 2023-Q2 | 2023-05-09 | EPS (non-GAAP) | 0.01–0.02 | 0.02 | 3 | ||
| 2023-Q2 | 2023-05-09 | Non-GAAP Operating Loss | -1.1–-0.6 | – | – | 3 | |
| 2023-Q1 | 2023-02-15 | Revenue | 283–291 | 66.5 | 1 | ||
| 2023-Q1 | 2023-02-15 | Operating margin | 13–14% | -43.9 | 1 |
Amplitude Stock: Price & Chart
Interactive price chart of Amplitude stock (TradingView) and the trend of key figures from the core tables; the chart loads only after a click and then connects to TradingView. NadirAlpha methodology
Daily candles with news and earnings markers. Loads only on click.
Amplitude Event Timeline
What happened at Amplitude since 2023: events from the filings, grouped by quarter, with the source date and a clickable source number. NadirAlpha methodology
2026 · 9 events
Gross margin declined to 68% from 73% in Q2 2025, driven by higher third-party hosting costs and subscription software expenses 30
Amplitude completed a two-phase 2026 Restructuring Program reducing its workforce by approximately 5% to streamline operations and reduce costs 30
Q2 revenue reached USD 100.9 million, up 21% year-over-year, with ARR growing to $410 million and remaining performance obligations up 35% year-over-year 29
“We're entering a new era of analytics–one where AI can monitor your product around the clock, and free up your team to focus on improving the experience. The real advantage is how quickly a team can learn, iterate, improve, and automate. Agentic analytics is the key.”
“We're entering a new era of analytics–one where AI can monitor your product around the clock, and free up your team to focus on improving the experience. The real advantage is how quickly a team can learn, iterate, improve, and automate. Agentic analytics is the key.”
Gross margin declined to 73% from 75% in Q1 2025, primarily due to higher hosting costs and personnel expenses 28
Q1 revenue reached USD 93.5 million, up 17% year-over-year, with ARR of $374 million and remaining performance obligations up 31% year-over-year 27
Amplitude announced a strategic partnership with Statsig to take on its brand and customers, expanding multi-product ARR to 77% 27
ARR +17% to $366M; NRR (TTM) improved to 104% from 97% YoY; paying customers +24% to 4,797; customers with ARR >$1M +33% to 56; enterprise and multi-product customers = 74% of ARR (25, 26)
Non-GAAP operating income turned positive to $1.2M from a loss of $4.0M in FY2024; GAAP net loss narrowed to $88.5M from $94.3M (25, 26)
InfiniGrow acquired to strengthen marketing capabilities; Global Agent AI system launched to continuously monitor customer behavior; AI Feedback launched as industry-first proprietary-LLM feedback engine; MCP extended to Claude, Cursor, Slack, and Figma (25)
2025 · 7 events
“AI is changing how software gets built. Our AI analytics platform helps companies understand how people engage in their product: what they like, where they get stuck, and what keeps them coming back. We are all in.”
Kraftful acquired July 2025 integrating Voice of Customer technology; June.io talent acquisition July 2025 for AI-driven analytics experiences; Amplitude MCP and AI Visibility launched October 2025 (24)
Revenue +18% YoY to $88.6M; ARR +16% to $347M; NRR (TTM) improved to 102% from 97% YoY; customers with ARR >$100k +15% to 653; remaining performance obligations +37% to $391.9M (23)
“Q2 was a strong quarter. We delivered the highest net-new ARR in nearly three years and saw record multi-product adoption. This progress reflects our deliberate focus on the enterprise and platform expansion strategy. We're still early in the opportunity, and AI will be a key part of how we drive value going forward.”
Inari asset acquisition completed June 2025 to accelerate AI roadmap; Amplitude AI Agents beta announced to automate product management tasks (22, 21)
Revenue +14% YoY to $83.3M; ARR +16% to $335M; NRR recovered to 104% from 96% YoY, the first quarter of above-100% net retention year-over-year (21)
Operating cash flow reached USD 20.1 million vs USD 9.2 million in 2024-Q2 (×2.2). 129
“We continue to execute against our strategy. We have more enterprise customers embracing our full platform, stronger multi-product attach rates, and an increasing number of multi-year deals. We continued to rapidly innovate and extend the reach of our platform, and have returned to double-digit revenue growth.”
Q1 revenue +10% YoY to $80.0M; ARR +12% to $320M; NRR declined to 98% TTM from 99%, indicating softening expansion within the existing customer base (20, 19)
Remaining performance obligations +30% YoY to $325.9M; customers with ARR >$100k +18% to 617; Guides and Surveys launched February 2025 following CommandAI acquisition, extending the platform into active user guidance (20)
2024 · 9 events
“Amplitude closed 2024 strong. Our platform strategy is resonating with customers, and we're making great progress with enterprises. Every company needs three things: data they can trust, an understanding of what customers are doing in the product, and ways to take action. This is exactly what Amplitude delivers in one integrated platform.”
Q4 revenue re-accelerated to 9% year-over-year growth reaching $78.1 million, with ARR up 11% to $312 million and remaining performance obligations up 29% to $308.6 million (17)
Dollar-based net retention rate recovered to 100% in Q4 2024 from 98% in Q4 2023, returning to net neutral expansion (17)
“We are on the path to reaccelerating growth. Product innovation is the biggest driver of long-term value for Amplitude. Our platform continues to evolve to serve more users, more workflows, and more outcomes. Customers see that and are turning to us for our integrated and easy-to-use experience.”
Q3 revenue grew 6% year-over-year to $75.2 million, further decelerating from 8% in Q2, while ARR reached $298 million (+9%) and NRR (TTM) stood at 97% (15, 16)
Acquired Command AI, a startup providing AI-powered user assistance capabilities, and hired Wade Chambers as first Chief Engineering Officer (16)
“Today, companies win or lose based on their digital experience. Understanding your customers is the key to building better experiences, and that's why companies across almost every industry rely on Amplitude. Our platform approach is differentiated, customers are finding value quickly, and we've never been better positioned to win in the long term.”
“We're still at the beginning of a generational shift in how businesses use customer and product data. Digital analytics is a multibillion-dollar opportunity, and we believe Amplitude is well-positioned to lead the market. Many of the largest and fastest-growing companies already view Amplitude as their first call.”
Non-GAAP operating loss narrowed to -$2.1 million from -$7.9 million in Q1 2023, as gross margin improved to 76% from 74% (11)
Full year 2024 guidance initiated: revenue $292.5 to $295.5 million, non-GAAP operating income $(1.0)–$2.0 million (12)
2023 · 11 events
“Amplitude closed 2023 strong. It was our biggest year ever for product innovation, and we ended Q4 with a record number of new enterprise logo wins. We see continued validation that our strategic approach, a Digital Analytics Platform with product analytics at its core, is the right one to win in the long term.”
FY2023 free cash flow improved to $22.4M from negative $11.2M in FY2022, a 13 percentage point increase in free cash flow margin 10
“New ARR was more broad-based this quarter. We also drove an incredible company-wide effort to launch our Plus plan, bringing the full power of digital analytics to every team for less cost. Amplitude is helping customers personalize experiences, embrace rapid testing, and drive insights to action with one singular platform.”
Non-GAAP operating income turned positive at $2.8M, improving from a loss of $4.9M in Q3 2022 8
Launched Amplitude Plus, a new self-service offering with Analytics, CDP, and feature-management capabilities at lower cost to extend digital analytics to broader teams 8
“Every business with a digital product and a digital experience for its customers needs to know more about what those customers love, what causes them to get stuck, and what keeps them coming back. Companies of all shapes and sizes are finding that legacy approaches cannot sufficiently address the universal needs of acquisition, retention and monetization. Everyone wants to understand their customers better, Amplitude tells you exactly what your customers do and how they behave.”
Revenue grew 17% YoY to $67.8M, decelerating from 25% in Q1; ARR growth slowed to 18% YoY and dollar-based net retention rate (TTM) fell to 108% from 126% in the prior year 5
Restructuring plan authorized in April 2023 reduced global workforce by approximately 13%, resulting in $8.2 million in charges to improve operational efficiencies 5 6
Announced AI-powered features including Ask Amplitude for simplified chart-building and Data Assistant for automated data quality and governance improvements 6
Operating cash flow turned positive on a half-year basis (2022-H2: -7.7 to 2023-H1: +USD 15.3 million, aggregated from reported quarters where needed). 114
“Every business with a digital product needs digital analytics. Amplitude is just scratching the surface of that opportunity, and we're systematically upleveling every part of our business to set us up for success long term. We're now better positioned to navigate the current environment while fully leaning into the opportunities ahead.”
Revenue grew 25% YoY to $66.5M; dollar-based net retention rate (TTM) declined to 114% from 126% in the prior year, signaling slower future expansion from the existing customer base 4
Amplitude Business Model
What Amplitude does and how the company earns its money, written AI-editorially from the original reports alone, without any assessment of our own. NadirAlpha methodology
Amplitude is a digital analytics platform that enables companies to understand, measure, and improve how users engage with their digital products. The company earns revenue primarily through subscription-based software licenses, with pricing tied to platform usage volumes and contracted terms. Its core offering spans behavioral analytics, A/B experimentation, session replay, and data management, serving product, data, and engineering teams across a broad range of industries. Amplitude has expanded its platform through a series of acquisitions, including CommandAI, Inari, June.io, Kraftful, InfiniGrow, and Statsig (completed May 2026), adding AI agent capabilities, onboarding tooling, product intelligence, and experimentation infrastructure. As of mid-2026, the company is investing in AI-driven features such as autonomous agents, LLM observability via Agent Analytics, and workflow integrations via its Model Context Protocol, positioning the platform at the intersection of product analytics and enterprise AI infrastructure.
Amplitude Stock: Share-Price Drivers
The drivers of Amplitude stock from the company's perspective: demand, prices, costs and capacity as the investor relations reports describe them. NadirAlpha methodology
Amplitude lifted revenue to 100.9 million in 2026-Q2 from 83.3 million a year earlier, and the company described growth as accelerating as a widening AI product line and the Statsig acquisition broaden the analytics platform 129.
Amplitude revenue rose to 100.9 million in 2026-Q2 from 83.3 million in 2025-Q2, continuing a sequential climb through recent quarters 129.
Amplitude added the Statsig brand and technology through an acquisition in 2026 and integrated it during 2026-Q2, extending experimentation and feature-management capabilities 29.
Amplitude has released a run of AI products, including Amplitude AI Agents, Automated Insights, an MCP server, Global Agent and the Wave product agent, moving the platform toward AI-native analytics 30.
Amplitude still posted an operating loss of 35.2 million in 2026-Q2 and an adjusted operating loss of 1.5 million, after a positive adjusted operating income of 4.2 million in 2025-Q4 129.
Amplitude generated free cash flow of 24.3 million in 2026-Q2, higher than the 19.5 million a year earlier, with cash of 73.8 million at quarter end 129.
Sector trend: Amplitude competes in the product and digital analytics software market, where demand is shifting toward AI-driven and agent-based analytics. The company's expanding AI product line and its move from operating losses toward adjusted operating break-even point to rising demand and gradually firmer margins 30.
Amplitude Products & announcements (16/27 active+recent)
Product announcements of Amplitude from the reports: market launches, approvals, partnerships, with first mention and source; discontinued products are shown in grey. NadirAlpha methodology
Status: LaunchedPlanned
| Product/Line | Since | Status | Source |
|---|---|---|---|
| 2026 | |||
| Wave launch | 2026-06 | 29 | |
| Wave product agent closed beta | 2026-05 | 30 | |
| Amplitude AI Assistant | 2026-04 | 30 | |
| Agent Analytics | 2026-03 | 29 | |
| 2025 | |||
| Zoning Insights launch (3x) | 2025-12 | 30 | |
| Specialized Agents | 2025-12 | 30 | |
| Model Context Protocol (MCP) expansion | 2025-12 | 29 | |
| Global Agent (2×) | 2025-12 | 29 | |
| AI Feedback (2×) | 2025-11 | 30 | |
| Amplitude MCP server launch | 2025-10 | 30 | |
| Amplitude MCP | 2025-10 | 26 | |
| AI Visibility launch (3×) | 2025-10 | 30 | |
| Amplitude AI Agents | 2025-06 | 30 | |
| Marketing capabilities suite (2×) | 2025-05 | 30 | |
| Self-serve data deletion, heatmaps, Session Replay Everywhere | 2025-03 | 20 | |
| 2024 | |||
| Guides and Surveys (4×) | 2024-12 | 30 | |
| Amplitude Made Easy | 2024-09 | 26 | |
| Warehouse Native | 2024-06 | 19 | |
| Integrations with Contentful, Hubspot, WordPress, Movable Ink, Humanic, unitQ | 2024-06 | 14 | |
| Data Mutability feature introduction (2×) | 2024-06 | 14 | |
| Web Experimentation (2×) | 2024 | 16 | |
| Snowflake native offering launch (2×) | 2024 | 14 | |
| Amplitude Made Easy simplified platform experience launch | 2024 | 22 | |
| 2023 | |||
| Session Replay | 2023-12 | 22 | |
| Plus (3×) | 2023-10 | 8 | |
| Data Assistant AI-powered data quality and governance feature | 2023-06 | 6 | |
| Ask Amplitude AI-powered chart-building feature | 2023-06 | 6 | |
Amplitude Transactions & Events (10)
Transactions of Amplitude since 2023: acquisitions, disposals, agreements and regulation, deliberately including smaller items; purchase prices only when the company names them. NadirAlpha methodology
Acquisitions by Amplitude
| Transaction / stake | Date | Type | Source |
|---|---|---|---|
| 2026 | |||
| Statsig acquisition integration | 2026-06 | Completed | 29 |
| Statsig brand and technology acquisition | 2026-05 | Completed | 30 |
| 2025 | |||
| InfiniGrow | 2025-12 | Completed | 30 |
| Kraftful acquisition | 2025-07 | Completed | 30 |
| June acquisition | 2025-07 | Completed | 21 |
| Inari acquisition | 2025-06 | Completed | 21 |
| 2024 | |||
| Command AI Acquisition | 2024-10 | Completed | 26 |
| CommandAI acquisition | 2024 | Completed | 30 |
Partnerships and contracts of Amplitude
Amplitude Risks (209 since the annual report of 2026-02-19, 307 tracked in total)
Risk factors Amplitude itself names in its reports, merged by topic across periods, with category, first mention and source; new risks of the latest period come first. NadirAlpha methodology
Category: CyberFinancialCustomersMacroPeopleLegalRegulatoryTechnologyCompetitionESGGeopoliticssaasMarketSupply chainStrategy
| Risk | Category | Last reported |
|---|---|---|
| Amplitude: first mention in 10-Q quarterly report of 2026-08-06 (2026-Q2), source 30 | ||
| Dependent on AWS cloud services; extended outages could materially interrupt business operations and increase expenses. | = | |
| Cyberattacks and data breaches could expose customer and company confidential information | = | |
| Cyberattacks and security breaches threaten confidentiality and integrity of customer and company data; insurance coverage may be inadequate. | = | |
| Service outages or performance problems could result in SLA credits, customer refunds, or contract terminations. | = | |
| OFAC determination restricts IT and software services to Russia; company ceased Russian operations September 2024. | = | |
| Significant upfront costs for AI development and infrastructure may not generate sufficient near-term returns | = | |
| Incorrect estimates on revenue recognition, stock-based comp, goodwill valuation, tax accounting could materially reduce results | = | |
| Section 382 ownership change could limit pre-change NOL carryforwards; ownership changes post-Dec 31 2025 possible | = | |
| Significant portion of revenue derived from Amplitude Analytics product; diversification efforts may not succeed. | = | |
| Complex transfer pricing regulations; disagreement with tax authorities could increase effective tax rates | = | |
| Improper platform implementation or customer training could result in customer dissatisfaction and loss of subscriptions. | = | |
| Reputational and financial harm risks from AI Technologies perceived as unethical or having unintended societal consequences. | = | |
| Without adequate disaster recovery and incident response plans, business functions could be materially disrupted | = | |
| Significant exposure to EUR, GBP, CAD, SGD, AUD, JPY fluctuations; expanded foreign currency transactions for AI Analytics Platform | = | |
| Evolving international privacy, data security, and localization regulations increase compliance costs and operational complexity. | = | |
| Headquarters concentrated in San Francisco Bay Area; changes in regulatory/political climate could force relocation | = | |
| Potential for additional sanctions or export controls related to Ukraine war; full compliance costs currently unknown. | = | |
| Loss of CEO or key executives could disrupt business; no employment agreements ensuring tenure | = | |
| 2026 Restructuring Program may cause unintended attrition, morale decline, recruitment difficulties, and loss of institutional knowledge. | = | |
| AI-generated output may infringe copyrights; lawsuits initiated related to AI training data and output ownership. | = | |
| War in Ukraine and sanctions may prevent contract performance and revenue recognition | = | |
| Subject to increasing mandatory data breach notification requirements; failure to timely report incurs fines and sanctions. | = | |
| FTC enforcement of data security practices; failure to secure personal information violates FTC Act Section 5(a) | = | |
| EU Artificial Intelligence Act applies to AI products in EU; fines up to 7% of worldwide annual turnover for violations. | = | |
| EU Product Liability Directive extends strict liability regime to AI-enabled products; increases civil claim exposure. | = | |
| Growing global data localization and protection requirements increase compliance costs and operational complexity. | = | |
| AI tools used in development may generate code substantially similar to proprietary code, creating infringement liability. | = | |
| Increased AI investment required; risks of model drift, inaccurate outputs, and inability to commercialize AI products successfully. | = | |
| AI-generated code or output may infringe proprietary or patent-protected code used in training | = | |
| Model drift in AI Technologies could degrade product quality without timely detection and correction | = | |
| Internal AI use carries data privacy, security, and operational risks including inaccurate outputs affecting decision-making. | = | |
| Service outages or performance degradation may trigger customer credits or refunds per SLA agreements | = | |
| R&D investments may not translate into successful products or material enhancements; development cycles involve inherent delays. | = | |
| Undetected software errors or vulnerabilities in complex platform could harm customer relationships | = | |
| Dependent on third-party AI Technologies; unable to control availability, pricing, or terms of licensed AI models. | = | |
| Channel partners may underperform, promote competing offerings, or cease selling Amplitude products. | = | |
| Enterprise sales involve longer sales cycles (4-6 months), complex requirements, and higher upfront costs with less predictability. | = | |
| Risks of inefficient growth management; expansion complexity may adversely affect margins and operational performance. | = | |
| Inability to expand sales and marketing effectively, especially to enterprise customers, could limit customer growth. | = | |
| Dependence on AWS cloud services creates operational vulnerability to outages or service changes | = | |
| Climate change and natural disasters may disrupt business and customer operations | = | |
| Reputational harm from controversial use of AI Technologies could affect brand and customer adoption | = | |
| May require additional capital; dilution risk from future equity or debt issuances | = | |
| Directors & officers liability insurance may not be available on acceptable terms or provide sufficient coverage | = | |
| Company continues to generate operating losses despite positive free cash flow | = | |
| War (Ukraine/Middle East), terrorism, pandemics, political events could disrupt operations and harm stock price | = | |
| Declining interest rates reduce income from cash and investment portfolio | = | |
| Economic slowdowns, recessions, inflation, rising interest rates, trade wars could adversely affect stock price | = | |
| Inability to hire, develop, and retain effective sales personnel impacts growth | = | |
| Contractual obligations and evolving legal requirements may be applied inconsistently across jurisdictions | = | |
| Ordinary course litigation (customer disputes, employment claims) may divert management resources and incur substantial uninsured costs | = | |
| U.S. GAAP interpretation changes by FASB/SEC could significantly affect reported results | = | |
| Evolving federal/state/EU laws on data collection, use, storage, disclosure; inconsistent interpretation across jurisdictions | = | |
| Evolving data governance and compliance requirements increase complexity and costs | = | |
| Two-Pillar Solution with 15% global minimum tax may increase tax liabilities retroactively or prospectively | = | |
| FTC state attorneys general increasing enforcement on online privacy and data security practices | = | |
| SOX 404 Section 404 compliance on internal controls requires substantial expenses; material weakness could reduce investor confidence | = | |
| Changes in tax laws or interpretations may significantly affect effective tax rate | = | |
| Generative AI output may infringe third-party IP; AI regulation remains uncertain | = | |
| Open-source software use may require disclosure of proprietary code | = | |
| Concentrated voting power of founders and directors limits minority shareholder influence over corporate decisions | = | |
| Future equity issuances for financing, acquisitions, equity plans will dilute existing shareholders | = | |
| Competitors may incorporate AI technologies faster or more effectively than Amplitude | = | |
| Competitors may lower prices; company may be unable to maintain pricing power | = | |
| Competitors may integrate AI more effectively; market competition intensifying | = | |
| Market for SaaS applications may develop slower than expected; customer adoption uncertain | = | |
| Amplitude: first mention in 8-K-EX99.1 earnings release of 2026-08-05 (2026-Q2), source 29 | ||
| Downturns or upturns in new sales may not be immediately reflected in operating results | = | |
| Inability to attract new customers could limit growth | = | |
| Operates in highly competitive market with developments in technology including AI deployment | = | |
| Amplitude: first mention in 10-Q quarterly report of 2026-05-07 (2026-Q1), source 28 | ||
| U.S. Data Security Program restricts transfers of sensitive personal data and government data to countries of concern; non-compliance imposes material operational changes. | 2026-Q2 2026-08-06 30 | |
| Patent portfolio relatively undeveloped; company exposed to costly IP infringement litigation and potential product cessation requirements. | 2026-Q2 2026-08-06 30 | |
| Significant uncertainty regarding IP protection for AI and machine learning systems; potential infringement claims from AI-generated output. | 2026-Q2 2026-08-06 30 | |
| Uncertainty on sales tax nexus post-Wayfair; state/local tax collection obligations could impose substantial liabilities including penalties | 2026-Q2 2026-08-06 30 | |
| Amplitude: first mention in 10-K annual report of 2026-02-19 (FY2025), source 26 | ||
| Data Security Program (DSP) compliance requirements impose stringent obligations | 2026-Q2 2026-08-06 30 | |
| Evolving AI regulatory framework (EU AI Act, state laws) creates compliance uncertainty | 2026-Q2 2026-08-06 30 | |
| Amplitude: first mention in 8-K-EX99.1 earnings release of 2025-11-05 (2025-Q3), source 23 | ||
| Evolving privacy and data-related laws could impact operations | 2026-Q2 2026-08-05 29 | |
| Amplitude: first mention in 10-K annual report of 2025-02-20 (FY2024), source 18 | ||
| Russia-Ukraine war and related sanctions may disrupt customer operations, prevent revenue recognition, or impair business operations. | 2026-Q2 2026-08-06 30 | |
| Limited pricing history; future pricing changes may fail to attract customers or may negatively impact revenue mix. | 2026-Q2 2026-08-06 30 | |
| Inability to maintain high-quality product support or respond to customer demand could harm customer relationships and reputation. | 2026-Q2 2026-08-06 30 | |
| Concentration of employees in San Francisco Bay Area vulnerable to earthquake, fire, cyberattack, war, pandemic | 2026-Q2 2026-08-06 30 | |
| Rapidly evolving and uncertain AI regulatory framework; federal AI legislation pending; state laws create patchwork compliance requirements. | 2026-Q2 2026-08-06 30 | |
| Subject to FCPA, UK Bribery Act, and similar laws; expansion into foreign jurisdictions increases compliance exposure. | 2026-Q2 2026-08-06 30 | |
| Subject to EU GDPR, UK GDPR, and CCPA; non-compliance fines up to €20M or 4% of global turnover; cross-border transfer uncertainty. | 2026-Q2 2026-08-06 30 | |
| Export control and sanctions compliance required; violations subject to substantial fines, penalties, and debarment from government contracts. | 2026-Q2 2026-08-06 30 | |
| International operations face political, economic, regulatory, legal, labor, and currency exchange risks across diverse jurisdictions. | 2026-Q2 2026-08-06 30 | |
| Use of open-source software may require disclosure of proprietary source code or result in licensing disputes. | 2026-Q2 2026-08-06 30 | |
| Undetected errors, failures, and vulnerabilities in platform may occur post-deployment and harm business reputation. | 2026-Q2 2026-08-06 30 | |
| Increased legal, accounting, compliance costs and management time burden as a public company | 2026-Q2 2026-08-06 30 | |
| Dual class structure may cause exclusion from FTSE Russell indices; removal would preclude passive investment funds | 2026-Q2 2026-08-06 30 | |
| Stock price may fluctuate substantially based on numerous uncontrollable factors including economic conditions, market sentiment | 2026-Q2 2026-08-06 30 | |
| New laws/regulations on taxation, privacy, data protection, content, security could decrease AI Analytics Platform demand | 2026-Q2 2026-08-06 30 | |
| Government and corporate policies on data use may reduce demand for platform | 2026-Q2 2026-08-06 30 | |
| Amplitude: first mention in 8-K-EX99.1 earnings release of 2024-08-08 (2024-Q2), source 14 | ||
| War in Ukraine and Middle East conflicts disrupt operations and customer demand | 2026-Q2 2026-08-06 30 | |
| Limited operating history and rapid growth make future forecasting difficult | 2026-Q2 2026-08-05 29 | |
| Unfavorable conditions in industry or global economy including tariffs or trade measures could limit growth | 2026-Q2 2026-08-05 29 | |
| Amplitude: first mention in 10-K annual report of 2024-02-20 (FY2023), source 9 | ||
| Uncertain tax positions, transfer pricing disputes, tax audits could materially affect results; SaaS tax treatment unclear | 2026-Q2 2026-08-06 30 | |
| Adverse market conditions could trigger impairment charges to goodwill and intangible assets | 2026-Q2 2026-08-06 30 | |
| Marketing strategies may fail to generate sufficient customer acquisition; free-tier conversion rates are low. | 2026-Q2 2026-08-06 30 | |
| War in Ukraine leads to market disruptions, supply chain interruptions, cyberattacks | 2026-Q2 2026-08-06 30 | |
| Customer indemnification obligations expose company to substantial potential liability for IP infringement or data protection violations. | 2026-Q2 2026-08-06 30 | |
| Securities class action filed Feb 2024; future litigation could impose substantial expenses and management distraction | 2026-Q2 2026-08-06 30 | |
| Reliance on third-party API access and compatibility; providers may restrict access or change terms, making platform less marketable. | 2026-Q2 2026-08-06 30 | |
| Failure to maintain brand reputation could reduce pricing power and ability to attract customers. | 2026-Q2 2026-08-06 30 | |
| Data security breaches or platform disruptions negatively affect market perception | 2026-Q2 2026-08-06 30 | |
| Lack of analyst coverage or unfavorable research could decrease stock price and trading volume | 2026-Q2 2026-08-06 30 | |
| Company has history of losses; accumulated deficit $604.3M; expects continued cost increases | 2026-Q2 2026-08-06 30 | |
| Significant dependence on AWS cloud infrastructure; cost and timing uncertain | 2026-Q2 2026-08-06 30 | |
| Market opportunity estimates subject to uncertainty; even if markets grow forecasted rates, company growth uncertain | 2026-Q2 2026-08-06 30 | |
| Potential intellectual property disputes expensive to defend; patent portfolio underdeveloped | 2026-Q2 2026-08-06 30 | |
| Export control and sanctions laws limit service provision to certain countries | 2026-Q2 2026-08-06 30 | |
| Internet outages, viruses, malware, performance issues could harm adoption of internet-based platforms | 2026-Q2 2026-08-06 30 | |
| Acquisition integration challenges, key personnel loss, customer retention issues could impair synergies and cause impairment charges | 2026-Q2 2026-08-06 30 | |
| Amplitude: first mention in 8-K-EX99.1 earnings release of 2023-11-07 (2023-Q3), source 8 | ||
| Company has history of losses and expects continued losses | 2026-Q2 2026-08-05 29 | |
| Market for SaaS applications may develop slower than expected or decline | 2026-Q2 2026-08-05 29 | |
| Amplitude: first mention in 10-Q quarterly report of 2023-11-07 (2023-Q3), source 7 | ||
| Russia-Ukraine War and sanctions resulted in termination of customer relationships and payment disruptions | 2026-Q2 2026-08-06 30 | |
| Intense competition for engineers and sales professionals in San Francisco Bay Area; high cost of living; equity award perception affects retention | 2026-Q2 2026-08-06 30 | |
| Amplitude: first mention in 8-K-EX99.1 earnings release of 2023-08-08 (2023-Q2), source 6 | ||
| Expected fluctuations in financial results make future projections difficult | 2026-Q2 2026-08-05 29 | |
| Customer retention and expansion rates may decline due to competition and pricing pressures | 2026-Q2 2026-08-06 30 | |
| Amplitude: first mention in 10-Q quarterly report of 2023-05-10 (2023-Q1), source 4 | ||
| May require additional debt or equity financing; future issuances could dilute existing stockholders' interests. | 2026-Q2 2026-08-06 30 | |
| Amplitude: first mention in 8-K-EX99.1 earnings release of 2023-05-09 (2023-Q1), source 3 | ||
| Enterprise customers with longer sales cycles (4-6 months) increase revenue variability | 2026-Q2 2026-08-06 30 | |
| Intellectual property protections may not provide competitive advantage; enforcement in foreign jurisdictions is difficult. | 2026-Q2 2026-08-06 30 | |
| Inflation, interest rates, tariffs, recession may reduce customer spending | 2026-Q2 2026-08-06 30 | |
| GDPR, CCPA, and evolving data protection laws impose significant compliance costs | 2026-Q2 2026-08-06 30 | |
| Amplitude: first mention in 10-Q quarterly report of 2026-05-07 (2026-Q1), source 28 | ||
| Cyberattacks and security breaches could disrupt operations and cause data loss. | = | |
| Cybersecurity risks including unauthorized access to customer data, platform vulnerabilities, and cyberattacks | = | |
| Negative operating cash flows in Q1 2026 despite positive annual cash flows in prior years | = | |
| Transfer pricing disputes with tax authorities could increase tax liabilities. | = | |
| Enterprise sales have longer cycles and create revenue volatility. | = | |
| No employment agreements with executive officers; loss of CEO or key employees poses risk | = | |
| Inadequate product support could harm customer relationships and revenue. | = | |
| Potential civil lawsuits related to AI Technologies use, copyright, and privacy concerns | = | |
| Significant risks in developing, deploying, and maintaining AI technologies; uncertain market acceptance and potential for inaccurate outputs. | = | |
| AI Technologies development, maintenance, and deployment risks including performance problems and inaccurate outputs | = | |
| Heavy dependence on Amplitude Analytics product creates revenue risk. | = | |
| Faces numerous evolving cybersecurity risks including breaches, ransomware, and unauthorized access to customer and proprietary data. | = | |
| Complex platform may experience errors, vulnerabilities and bugs post-deployment. | = | |
| Dependent on third-party AI technologies; cannot control availability, pricing, or compatibility; potential service disruptions. | = | |
| Dependence on third-party AI Technologies that may become unavailable or require unfavorable terms | = | |
| Dependence on AWS cloud infrastructure with significant minimum purchase commitment through March 2031 | = | |
| Inability to expand sales force and channel partners limits growth potential. | = | |
| Concerns about responsible use of AI technologies could result in reputational harm, competitive disadvantage, and legal liability. | = | |
| OECD Two-Pillar Solution and 15% minimum tax could increase tax burden. | = | |
| Additional financing may be required and may dilute shareholder interests. | = | |
| Foreign currency fluctuations affect revenues and operating expenses. | = | |
| Subscription model results in deferred revenue recognition; downturns in sales may not immediately affect reported revenue. | = | |
| Limited pricing history may require future model changes and price reductions. | = | |
| Changes in business/regulatory/political climate in San Francisco Bay Area could disrupt operations | = | |
| Competition for skilled engineers and sales professionals in San Francisco Bay Area | = | |
| Uses open-source software in platform; risks claims for release of source code or derivative works under open-source license terms. | = | |
| Anti-takeover provisions including staggered board, super-majority amendments requirement | = | |
| FTC may enforce Section 5 for inadequate data security measures. | = | |
| Open-source software use may expose proprietary code and require expensive replacements. | = | |
| Intense competition requiring continuous product innovation and potential for market share loss | = | |
| Highly competitive market with large companies having greater resources, established customers, and global presence. | = | |
| Amplitude: first mention in 8-K-EX99.1 earnings release of 2026-05-06 (2026-Q1), source 27 | ||
| Unfavorable conditions in SaaS industry or global economy could limit business growth | = | |
| Amplitude: first mention in 10-K annual report of 2026-02-19 (FY2025), source 26 | ||
| Previous limited instances of persons from U.S. sanctioned countries accessing platform; measures implemented but no guarantee of success. | 2026-Q1 2026-05-07 28 | |
| Section 382 ownership changes may limit net operating loss utilization. | 2026-Q1 2026-05-07 28 | |
| GDPR, CCPA and global privacy laws impose high compliance costs. | 2026-Q1 2026-05-07 28 | |
| Changes in San Francisco Bay Area business, regulatory, or political climate could harm operations | = | |
| Inability to provide high-quality product support may harm customer relationships | = | |
| Improper implementation or use of platform could result in customer dissatisfaction | = | |
| Long enterprise sales cycles and complexity may affect financial results predictability | = | |
| Loss of executive officers or key employees could adversely affect business | = | |
| Claims for indemnification by directors and officers may reduce funds for third-party claims | = | |
| Delaware Section 203 restricts business combinations with interested stockholders for three years | = | |
| Significant risks in developing and deploying AI technologies; market acceptance of AI products uncertain. | = | |
| Platform complexity and technical challenges may impact business and growth prospects | = | |
| Software errors, failures, and bugs in platform could affect business prospects | = | |
| Acquisitions and partnerships could disrupt business and dilute stockholder value | = | |
| Channel partners may fail to perform or promote competing offerings | = | |
| Growth requires significant expansion of personnel and operational resources; failure to retain talent could harm business. | 2026-Q1 2026-05-07 28 | |
| Changes in U.S. GAAP principles could affect reported financial results | = | |
| Incorrect estimates or judgments in critical accounting policies could impact results | = | |
| Foreign currency exchange rate fluctuations may affect financial results | = | |
| Goodwill or intangible asset impairment could result in significant charges | = | |
| Regional conflicts and trade disruptions could impact global business operations and customer base. | = | |
| War in Ukraine could disrupt business operations and customer payments | = | |
| Principal stockholders have ability to influence director elections and corporate matters | = | |
| Market opportunity estimates and growth forecasts subject to significant uncertainty | = | |
| Data localization and sovereignty requirements increase operational complexity | = | |
| Export controls and sanctions compliance may limit business opportunities | = | |
| Dependence on AWS and public cloud services for critical business functions | = | |
| R&D investments may not translate into new competitive products | = | |
| Failure to integrate with third-party systems may make platform less competitive | = | |
| Amplitude: first mention in 8-K-EX99.1 earnings release of 2026-02-18 (FY2025), source 25 | ||
| Tariffs and trade protection measures may impact business | = | |
| Unfavorable industry or global economy conditions could limit growth | = | |
| Amplitude: first mention in 10-Q quarterly report of 2025-08-07 (2025-Q2), source 22 | ||
| Highly fragmented and competitive market with larger competitors having greater resources. | FY2025 2026-02-19 26 | |
| Amplitude: first mention in 10-Q quarterly report of 2025-05-07 (2025-Q1), source 19 | ||
| Contracts include indemnification provisions for IP infringement, data protection violations, and other liabilities. | 2026-Q1 2026-05-07 28 | |
| Amplitude: first mention in 10-K annual report of 2025-02-20 (FY2024), source 18 | ||
| Class B stock five votes per share; Class A one vote; conversion mechanism at six months post-founder departure | 2026-Q1 2026-05-07 28 | |
| Acquisitions and partnerships pose integration challenges; management distraction risk | 2026-Q1 2026-05-07 28 | |
| R&D investments may not yield competitive products or sufficient returns. | 2026-Q1 2026-05-07 28 | |
| Amplitude: first mention in 10-K annual report of 2024-02-20 (FY2023), source 9 | ||
| Channel partners may prioritize competitors or perform inadequately. | 2026-Q1 2026-05-07 28 | |
| Principal stockholders hold substantial majority voting power; concentrated ownership | 2026-Q1 2026-05-07 28 | |
| Risk of platform outages, defects, and performance problems affecting customer service levels | 2026-Q1 2026-05-07 28 | |
| Service disruptions and downtime may breach SLAs and cause customer refunds. | 2026-Q1 2026-05-07 28 | |
| Limited history with subscription pricing models may impact customer acquisition | FY2025 2026-02-19 26 | |
| Sales of substantial Class A shares by directors, officers, and principal stockholders could decline stock price | FY2025 2026-02-19 26 | |
| Substantial revenue concentration in Amplitude Analytics product | FY2025 2026-02-19 26 | |
| Multiple class shares may result in exclusion from indices; FTSE Russell 5% voting power requirement at risk | 2026-Q1 2026-05-07 28 | |
| Commercial and employment litigation could result in substantial costs. | 2026-Q1 2026-05-07 28 | |
| Material weaknesses in internal control over financial reporting could affect investor confidence | 2026-Q1 2026-05-07 28 | |
| Transfer pricing regulations and global tax changes could increase tax liabilities | FY2025 2026-02-19 26 | |
| Trading price of Class A common stock may be volatile and decline significantly | FY2025 2026-02-19 26 | |
| Anti-corruption laws and FCPA compliance requirements create liability exposure | FY2025 2026-02-19 26 | |
| States may require collection of additional sales and indirect taxes | FY2025 2026-02-19 26 | |
| Amplitude: first mention in 8-K-EX99.1 earnings release of 2023-08-08 (2023-Q2), source 6 | ||
| Company has history of losses affecting cash flow | 2026-Q1 2026-05-06 27 | |
| Intellectual property rights may not protect business or provide competitive advantage | FY2025 2026-02-19 26 | |
| Amplitude: first mention in 10-Q quarterly report of 2023-08-08 (2023-Q2), source 5 | ||
| International operations face regulatory, labor and operational challenges. | 2026-Q1 2026-05-07 28 | |
| Amplitude: first mention in 10-Q quarterly report of 2023-05-10 (2023-Q1), source 4 | ||
| Sarbanes-Oxley, Dodd-Frank, Nasdaq rules increase costs and management time burden | 2026-Q1 2026-05-07 28 | |
Amplitude Reported KPIs (as disclosed) (208)
The story KPIs of Amplitude that standard databases usually miss, grouped by publication, most recent first, with source number. NadirAlpha methodology
| KPI | Value / change | Source |
|---|---|---|
| Amplitude, published 2026-08-06, period 2026-Q2 | ||
| Paying Customers with ARR of $100,000 or greater | 824 | 30 |
| Dollar-Based Net Retention Rate (TTM) | 105% | 30 |
| Annual Recurring Revenue (ARR) | 410 million | 30 |
| Amplitude, published 2026-08-05, period 2026-Q2 | ||
| Remaining Performance Obligations | $483 million | 29 |
| Pro Forma NRR (TTM) | 105% | 29 |
| Pro Forma NRR | 105% | 29 |
| Dollar-Based Net Retention Rate (NRR TTM) | 105% | 29 |
| Dollar-Based Net Retention Rate | 103% | 29 |
| Customers with $100,000 or greater in ARR | 824 | 29 |
| Annual Recurring Revenue | $410 million | 29 |
| Amplitude, published 2026-05-07, period 2026-Q1 | ||
| R&D as % of Revenue | 27% | 28 |
| R&D as % of Revenue | 29% | 28 |
| R&D as % of Revenue | 28% | 28 |
| Paying Customers with ARR of 100k or greater | 727 | 28 |
| International Revenue % | 39% | 28 |
| Dollar-Based Net Retention Rate TTM | 105% | 28 |
| Accumulated Deficit | -569.7 | 28 |
| ARR | 374 | 28 |
| Amplitude, published 2026-05-06, period 2026-Q1 | ||
| Remaining Performance Obligations | 427.4 | 27 |
| Dollar-Based Net Retention Rate (NRR) | 106% | 27 |
| Dollar-Based Net Retention Rate (NRR TTM) | 105% | 27 |
| Customers with $100,000 or greater in ARR | 727 | 27 |
| Customers with $1.0 million or greater in ARR | 55 | 27 |
| Annual Recurring Revenue (ARR) | 374 | 27 |
| Amplitude, published 2026-02-19, period FY2025 | ||
| US patent applications pending | 7 | 26 |
| Subscription revenue % | 98% | 26 |
| Registered US trademarks | 5 | 26 |
| Registered international trademarks | 11 | 26 |
| R&D expenses | 97.6 million | 26 |
| R&D expenses | 97.6 million | 26 |
| Pending trademark applications international | 5 | 26 |
| Paying customers prior year | 3,875 | 26 |
| Paying customers | 4,797 | 26 |
| Issued US patents | 8 | 26 |
| Fortune 100 customers | 27 | 26 |
| Foreign patent applications pending | 5 | 26 |
| Customers $1M+ ARR prior year | 42 | 26 |
| Customers $1M+ ARR | 56 | 26 |
| Customers $100K+ ARR prior year | 591 | 26 |
| Customers $100K+ ARR | 698 | 26 |
| Paying Customers with ARR of $100,000 or greater | 698 | 26 |
| Dollar-Based Net Retention Rate (TTM) | 104% | 26 |
| Annual Recurring Revenue | $366 | 26 |
| Amplitude, published 2026-02-18, period FY2025 | ||
| Remaining Performance Obligations | $417.7 million | 25 |
| Dollar-Based Net Retention Rate (NRR TTM) | 104% | 25 |
| Dollar-Based Net Retention Rate | 105% | 25 |
| Customers with $100,000 or greater in ARR | 698 | 25 |
| Customers with $1.0 million or greater in ARR | 56 | 25 |
| Annual Recurring Revenue | $366 million | 25 |
| Amplitude, published 2025-11-06, period 2025-Q3 | ||
| Paying Customers with ARR of $100,000 or greater | 653 | 24 |
| Dollar-Based Net Retention Rate (TTM) | 102% | 24 |
| ARR | $347 million | 24 |
| Amplitude, published 2025-11-05, period 2025-Q3 | ||
| Remaining Performance Obligations | 391.9 | 23 |
| Dollar-Based Net Retention Rate (TTM) | 102% | 23 |
| Dollar-Based Net Retention Rate | 104% | 23 |
| Customers with $100,000 or greater in ARR | 653 | 23 |
| Annual Recurring Revenue | 347 | 23 |
| Amplitude, published 2025-08-07, period 2025-Q2 | ||
| Total Remaining Performance Obligations | 358,094 | 22 |
| Remaining Performance Obligations (<=12 months) | 248,520 | 22 |
| Remaining Performance Obligations (greater than | 109,574 | 22 |
| Paying Customers with ARR of $100,000 or greater | 634 | 22 |
| Marketable securities | 167.9 | 22 |
| Dollar-Based Net Retention Rate (TTM) | 99% | 22 |
| Deferred revenue | 136.7 | 22 |
| Cash and cash equivalents | 119.7 | 22 |
| Annual Recurring Revenue | 335 | 22 |
| Accumulated deficit | 504.7 | 22 |
| AWS minimum purchase commitment through March | 326.3 | 22 |
| AWS commitment utilized as of June 30 | 9.1 | 22 |
| Amplitude, published 2025-08-06, period 2025-Q2 | ||
| Remaining Performance Obligations | $358.1 million | 21 |
| Dollar-Based Net Retention Rate (NRR) | 104% | 21 |
| Dollar-Based Net Retention Rate (NRR TTM) | 99% | 21 |
| Customers with $100,000 or greater in ARR | 634 | 21 |
| Annual Recurring Revenue (ARR) | 335 | 21 |
| Annual Recurring Revenue | $335 million | 21 |
| Amplitude, published 2025-05-07, period 2025-Q1 | ||
| Remaining Performance Obligations | $325.9 million | 20 |
| Paying customers with ARR $100k or greater | 617 | 19 |
| Ending dollar-based net retention rate | 101 | 19 |
| Dollar-Based Net Retention Rate (TTM) | 98% | 20 |
| Dollar-Based Net Retention Rate | 101% | 20 |
| Dollar-Based Net Retention Rate TTM | 98 | 19 |
| Customers with ARR greater than $100,000 | 617 | 20 |
| Annual Recurring Revenue | 320 | 19 |
| Annual Recurring Revenue | $320 million | 20 |
| Amplitude, published 2025-02-20, period FY2024 | ||
| US patent applications pending | 6 | 18 |
| Subscription revenue % of total | 98% | 18 |
| Registered US trademarks | 4 | 18 |
| Registered international trademarks | 8 | 18 |
| Pending US trademarks | 1 | 18 |
| Paying customers prior year | 2,723 | 18 |
| Paying customers growth % | 42% | 18 |
| Paying customers | 3,875 | 18 |
| Issued US patents | 4 | 18 |
| Fortune 100 customers | 27 | 18 |
| Foreign patent applications pending | 5 | 18 |
| Dollar-based net retention rate TTM prior year | 101% | 18 |
| Dollar-based net retention rate TTM | 97% | 18 |
| Customers greater than $1M ARR prior year | 39 | 18 |
| Customers greater than $1M ARR growth % | 8% | 18 |
| Customers greater than $1M ARR | 42 | 18 |
| Customers greater than $100K ARR prior year | 511 | 18 |
| Customers greater than $100K ARR growth % | 16% | 18 |
| Customers > $100K ARR | 591 | 18 |
| Accumulated Deficit | -457.8 million | 18 |
| Total Paying Customers | 3,875 | 18 |
| Paying Customers with ARR of $100,000 or greater | 591 | 18 |
| Paying Customers with ARR >= $1M | 42 | 18 |
| Dollar-Based Net Retention Rate (TTM) | 97% | 18 |
| Annual Recurring Revenue | 312 | 18 |
| Amplitude, published 2025-02-19, period 2024-Q4 | ||
| Remaining Performance Obligations | $308.6 million | 17 |
| Dollar-based Net Retention Rate TTM | 97% | 17 |
| Dollar-based Net Retention Rate | 100% | 17 |
| Customers > $100K ARR | 591 | 17 |
| Annual Recurring Revenue | $312 million | 17 |
| Amplitude, published 2024-11-07, period 2024-Q3 | ||
| Paying Customers - YoY Growth | 41% | 16 |
| Paying Customers | 3,486 | 15 |
| Paying Customers | 3,486 | 16 |
| Dollar-Based Net Retention Rate (NRR) | 98% | 16 |
| Dollar-Based Net Retention Rate (NRR TTM) | 97% | 16 |
| Dollar-Based Net Retention Rate (TTM) | 97% | 15 |
| Customers $100K+ ARR - YoY Growth | 13% | 16 |
| Customers $100K+ ARR | 567 | 16 |
| ARR - Q3 YoY Growth | 9% | 16 |
| Annual Recurring Revenue (ARR) | 298 million | 16 |
| Annual Recurring Revenue | 298 | 15 |
| Amplitude, published 2024-08-08, period 2024-Q2 | ||
| Paying Customers | 3,224 | 13 |
| Paying Customers | 3,224 | 14 |
| Dollar-Based Net Retention Rate (TTM) | 98% | 14 |
| Dollar-Based Net Retention Rate | 96% | 14 |
| Dollar-Based Net Retention Rate (TTM) | 98 | 13 |
| Customers >= $100K ARR | 547 | 14 |
| Annual Recurring Revenue | $290 | 13 |
| Annual Recurring Revenue | 290 | 14 |
| Amplitude, published 2024-05-09, period 2024-Q1 | ||
| Revenue Growth | 9% | 12 |
| Revenue | $72.6 million | 12 |
| Paying Customers Growth | 37% | 12 |
| Paying Customers | 2,970 | 12 |
| Paying Customers | 2,970 | 11 |
| Marketable Securities | $50.4 | 11 |
| High-Value Customers Growth | 6% | 12 |
| Free Cash Flow Margin | 7 percentage point increase year over year | 12 |
| Ending Dollar-Based Net Retention Rate | 97% | 11 |
| Dollar-Based Net Retention Rate (NRR TTM) | 99% | 12 |
| Dollar-Based Net Retention Rate | 97% | 12 |
| Dollar-Based Net Retention Rate (TTM) | 99% | 11 |
| Deferred Revenue | $102.8 | 11 |
| Customers with ARR greater than $100,000 | 521 | 11 |
| Customers >= $100K ARR | 521 | 12 |
| Cash and Cash Equivalents | $265.7 | 11 |
| Cash Flow from Operations | $(0.05) million | 12 |
| Annual Recurring Revenue | $285 | 11 |
| Annual Recurring Revenue | $285 million | 12 |
| Accumulated Deficit | $385.0 | 11 |
| ARR Growth | 9% | 12 |
| Amplitude, published 2024-02-20, period FY2023 | ||
| Subscription revenue % | 97% | 9 |
| Paying customers | 2723 | 9 |
| Fortune 100 customers | 26 | 9 |
| Customers Above $1M ARR | 39 | 9 |
| Customers Above $100K ARR | 511 | 9 |
| Paying Customers | 2,723 | 9 |
| Marketable securities | 73.9 | 9 |
| Dollar-Based Net Retention Rate (TTM) | 101% | 9 |
| Deferred revenue | 102.6 | 9 |
| Customers Greater Than $100,000 ARR | 511 | 9 |
| Customers Greater Than $1 Million ARR | 39 | 9 |
| Cash and cash equivalents | 248.5 | 9 |
| ARR | 281 | 9 |
| Amplitude, published 2024-02-20, period 2023-Q4 | ||
| Number of Paying Customers | 2,723 | 10 |
| Dollar-Based Net Retention Rate (NRR TTM) | 101% | 10 |
| Dollar-Based Net Retention Rate | 98% | 10 |
| Annual Recurring Revenue | 281 | 10 |
| Amplitude, published 2023-11-07, period 2023-Q3 | ||
| Remaining Performance Obligations | 237.6 | 8 |
| Paying Customers | 2,471 | 7 |
| Number of Paying Customers | 2,471 | 8 |
| Dollar-Based Net Retention Rate (TTM) | 105% | 8 |
| Dollar-Based Net Retention Rate | 99% | 8 |
| Dollar-Based Net Retention Rate (TTM) | 105% | 7 |
| Current Remaining Performance Obligations | 186.8 | 8 |
| Annual Recurring Revenue | $273 | 7 |
| Annual Recurring Revenue | 273 | 8 |
| Amplitude, published 2023-08-08, period 2023-Q2 | ||
| Remaining Performance Obligations (RPO) - Non-Current | 54,559 | 5 |
| Remaining Performance Obligations (RPO) - Current | 191,788 | 5 |
| Remaining Performance Obligations | $246.3 | 6 |
| Paying Customers | 2,344 | 5 |
| Paying Customers | 2,344 | 6 |
| Dollar-Based Net Retention Rate (NRR TTM) | 108% | 6 |
| Dollar-Based Net Retention Rate | 101% | 6 |
| Dollar-Based Net Retention Rate (TTM) | 108% | 5 |
| Deferred Revenue | 113.5 | 5 |
| Current Remaining Performance Obligations | $191.8 | 6 |
| Annual Recurring Revenue | $268 | 5 |
| Annual Recurring Revenue | $268 | 6 |
| Amplitude, published 2023-05-10, period 2023-Q1 | ||
| Paying Customers - Prior Year | 1,701 | 4 |
| Paying Customers | 2,175 | 4 |
| Marketable securities | 84.1 | 4 |
| Dollar-Based Net Retention Rate (TTM) - Prior Year | 126% | 4 |
| Dollar-Based Net Retention Rate (TTM) | 114% | 4 |
| Deferred revenue | 89.3 | 4 |
| Cash and cash equivalents | 214.1 | 4 |
| Annual Recurring Revenue - Prior Year | $209 | 4 |
| Annual Recurring Revenue | $262 | 4 |
| Accumulated deficit | 299.5 | 4 |
| Amplitude, published 2023-05-09, period 2023-Q1 | ||
| Remaining Performance Obligations | $240.4 million | 3 |
| Paying Customers | 2,175 | 3 |
| Dollar-Based Net Retention Rate (NRR) | 106% | 3 |
| Dollar-Based Net Retention Rate (NRR TTM) | 114% | 3 |
| Current Remaining Performance Obligations | $191.5 million | 3 |
| Annual Recurring Revenue (ARR) | $262 million | 3 |
Amplitude Development
The business development of Amplitude period by period up to Q2 2026, each text from the original report of that period, source numbers lead to the source. NadirAlpha methodology
FY2026: Amplitude
Amplitude reported revenue of USD 93.5 million in Q1 and USD 100.9 million in Q2 of FY 2026, with Annual Recurring Revenue reaching $410 million by Q2, up 22% year-over-year 29. The first half was shaped by a significant expansion of AI capabilities, including the launch of Global Agent and Agent Analytics, and a strategic partnership with Statsig that contributed $17 million in ARR by Q2 27 29. Gross margin compressed from 73% in Q1 to 68% in Q2, driven by higher third-party hosting costs and subscription software expenses 28 30. Operating cash flow reversed from a USD 11.6 million outflow in Q1 to a USD 25.6 million inflow in Q2, with free cash flow reaching USD 24.3 million 29. Amplitude also completed a two-phase restructuring program reducing its workforce by approximately 5% during the first half of FY 2026 30.
FY2025: Amplitude
Amplitude reported full-year 2025 revenue of $343.2 million, a 15% increase from $299.3 million in FY2024, with quarterly revenue growth accelerating sequentially from 10% in Q1 to 14% in Q2 and 18% in Q3 (26, 20, 21, 23). Annual Recurring Revenue rose 17% year-over-year to $366 million by December 31, 2025, and dollar-based net retention rate (TTM) improved from 97% at fiscal year-start to 104% by year-end, with enterprise and multi-product customers representing 74% of total ARR (25, 26). On a non-GAAP basis, operating income turned positive to $1.2 million from a loss of $4.0 million in FY2024, while the GAAP net loss narrowed to $88.5 million from $94.3 million, and company-reported free cash flow reached a record $23.5 million from $11.7 million in the prior year (25, 26). Amplitude executed four AI-focused acquisitions during or immediately preceding FY2025, Command AI (October 2024), Inari (June 2025), Kraftful (July 2025), and InfiniGrow, and launched products including Guides and Surveys, AI Agents, MCP, AI Visibility, and AI Feedback, broadening its platform from product analytics into AI-driven insights and marketing (25, 26).
FY2024: Amplitude
Amplitude generated $299.3 million in revenue for fiscal year 2024, an 8% increase year-over-year, while the paying customer base grew 42% to 3,875 customers; the dollar-based net retention rate (TTM) declined from 101% to 97% over the year, reflecting net churn partially offsetting new customer additions (18, 117). Annual Recurring Revenue reached $312 million by year-end, up 11%, with customers representing more than $100,000 in ARR growing 16% to 591 (17, 18). The GAAP net loss widened slightly to $94.3 million from $90.4 million in 2023, partly driven by a one-time $13.0 million stock-based compensation charge related to the acquisition of Command AI; the non-GAAP operating loss narrowed to $4.0 million for the full year from a wider loss in the prior period (18, 117). Key product launches included Warehouse Native in June 2024 and Amplitude Made Easy in September 2024, alongside the acquisition of Command AI to add AI-powered user assistance capabilities (18, 16). Operating cash flow was $18.5 million for FY2024, down from $25.6 million in the prior year, and free cash flow declined to $11.7 million from $22.4 million (18).
FY2023: Amplitude
Amplitude Inc. grew FY2023 revenue 16% year-over-year to $276.3 million, supported by a 37% expansion of its paying customer base to 2,723 customers, though dollar-based net retention rate declined from 119% in 2022 to 101% in 2023, reflecting reduced expansion within the existing customer base (9). Revenue growth decelerated through the year, from 25% in Q1 to 15% in Q3, while annual recurring revenue reached $281 million by year-end, up 10% year-over-year (10). Gross margin improved to 74% from 70% in 2022, and adjusted operating income narrowed to a loss of $3.5 million for the full year, with operating cash flow turning positive at $25.6 million compared to negative $5.4 million in 2022 (9). In April 2023, the company executed a restructuring that reduced its global workforce by approximately 13%, incurring $8.1 million in non-recurring charges (9). New product introductions included AI-powered features in Q2, the Amplitude Plus self-service tier in Q3, and Session Replay in Q4 (6, 8, 10).
Glossary
- Revenue: Revenue from contracts with customers, net of sales deductions, as the company itself reports it; not total output, gross revenue, GMV or order intake.
- Op. income: The operating line of the income statement; EBIT only as a marked fallback, never pre-tax or ordinary income.
- Op. income (adj.): Adjusted operating income, verbatim and company-defined (non-GAAP), never derived.
- Net income: Net income attributable to the shareholders of the parent, after discontinued operations; not the result including minority interests, not comprehensive income.
- EPS: Diluted earnings per share attributable to the shareholders of the parent; a printed figure always beats a calculated one, calculated values are marked.
- EPS adj.: Adjusted earnings per share, verbatim and company-defined (non-GAAP).
- FCF: Free cash flow = operating cash flow minus capital expenditure on property, plant and equipment; the company's own free cash flow figure is shown separately.
- OCF: Cash flow from operating activities as reported; IFRS companies may show interest paid in financing cash flow, so the figure is not always comparable.
- Cash: Cash and cash equivalents, without securities unless the company reports them as part of the position.
- *: derived, the formula is in the hover
- ≈: calculated, approximation
- ~: uncertain; the value stays visible, verdicts do not use it
- °: repaired by a targeted query against the document, or curated with documentary evidence
- EBIT: EBIT as a fallback: the income statement carries no operating line
- basic: basic earnings per share as a fallback when diluted is missing
Sources: quarterly reports, annual reports and investor relations documents
All original documents NadirAlpha used for this report on Amplitude stock: quarterly and annual reports, earnings releases and investor relations documents, sorted by publication, the document type is the link. NadirAlpha methodology
Older sources (+3)
| # | Document type | Published |
|---|---|---|
| #201 | 10-Q quarterly report | 2021-11-09 |
| #203 | 10-Q quarterly report | 2021-11-09 |
| #202 | 10-Q quarterly report | 2022-08-04 |
Amplitude Stock FAQ
Is there a management forecast (guidance) for FY2026?
Yes. Management has issued targets for FY2026, including Revenue. The guidance tracking chapter shows all targets and checks them against the actuals reported later; neutral, with no estimate of our own.
Which additional key figures does Amplitude report?
As reported for Q2 2026: Annual Recurring Revenue, Dollar-Based Net Retention Rate (TTM), Dollar-Based Net Retention Rate (NRR TTM), Dollar-Based Net Retention Rate, Paying Customers with ARR of $100,000 or greater, Annual Recurring Revenue (ARR). The chapter Reported KPIs lists every value with its source.
Where can I find the official investor relations documents of Amplitude?
NadirAlpha links all 33 original filings used (SEC filings) in the sources chapter: earnings release, quarterly report, annual report, each with type, publication date and a direct link; every figure in the report carries a source number.