Amplitude Inc. AMPL

SEC filings · Reporting currency USD · Quarterly reporting · Figures as of 2026-Q2 · updated 2026-09-06 · ISIN US03213A1043

Margin compressing Revenue accelerating strategy: Strategic pivot

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Business Model#

What the company does and how it earns its money; written AI-editorially, exclusively from the company's original reports, without any assessment of our own.

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, adding AI agent capabilities, onboarding tooling, product intelligence, and experimentation infrastructure. As of 2026, the company is investing in AI-driven features such as autonomous agents, LLM observability, and workflow integrations via its Model Context Protocol, positioning the platform at the intersection of product analytics and enterprise AI infrastructure.

Current Status#

Summary of the most recent reporting period: core figures, drivers and management statements; written editorially from the current original report, every figure backed by a source number.

Second quarter revenue was $100.9 million, up 21% year-over-year, while Annual Recurring Revenue reached $410 million, up 22%, and Remaining Performance Obligations grew to $483 million, up 35% year-over-year ²⁹. Customers with ARR of $100,000 or greater increased 30% year-over-year to 824 ²⁹. During the quarter, Amplitude expanded its Global Agent and Model Context Protocol, introduced Agent Analytics and Wave, and completed integration of the Statsig acquisition ²⁹ ³⁰.

Management commentary on the 2026-Q2 results (8-K-EX99.1, 2026-08-05):

„Our customers are using more of our AI solutions and looking to us to learn how to engage AI to accelerate their own development.“ – Spenser Skates, co-founder and CEO ²⁹

„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.“ – Spenser Skates, co-founder and CEO ²⁹

Revenue · 2026-Q2101$m+21.1 % vs. 2025-Q2

Net profit · 2026-Q2-35$m−40.1 % vs. 2025-Q2

EPS · 2026-Q2-0.27$−42.1 % vs. 2025-Q2

Revenue trend

Guidance

For FY2026, the company guides Revenue to $407.2 - $411.2 million; EPS (non-GAAP) to $0.06 - $0.08; Non-GAAP Operating Income to $6.3 - $9.3 million (initiated). ²⁹.

Profitability

Operating loss was $35.2 million, widening from $27.1 million in Q2 2025 as operating expense growth outpaced revenue growth ³⁰; adjusted operating loss was $1.5 million and adjusted EPS was -$0.01 ¹²⁹. Net income was -$34.6 million, equal to -$0.27 per diluted share ¹²⁹. Free cash flow was $24.4 million for the quarter ¹²⁹.

Leverage

Cash and cash equivalents stood at $73.8 million at quarter end ¹²⁹. Net cash provided by operating activities was $25.6 million, up $5.5 million year-over-year ²⁹. No net debt figure or explicit credit facility drawdown was reported in the period; net-debt/EBITDA cannot be derived from available inputs.

Recurring

Annual Recurring Revenue reached $410 million, up 22% year-over-year, with the Statsig integration contributing $17 million and core Amplitude execution adding $19 million in ARR during the quarter ²⁹. Remaining Performance Obligations increased to $483 million, up 35% year-over-year ²⁹. Dollar-based net retention rate (TTM) improved to 105% as of June 30, 2026, from 99% a year earlier ³⁰.

Management view

Amplitude expanded its Global Agent to continuously understand customer behavior across charts, experiments, and sessions, and extended its Model Context Protocol to surface platform insights within external tools including Claude, Cursor, Slack, and Figma ²⁹. The Statsig brand and technology, acquired in May 2026, is being integrated to extend the platform's experimentation capabilities alongside its core analytics offering ³⁰.

Change

Gross margin declined to 68% in Q2 2026 from 73% in Q2 2025, primarily due to increased third-party hosting costs and subscription software expenses ³⁰. Amplitude completed the second phase of its 2026 Restructuring Program during the six months ended June 30, 2026, reducing the workforce by approximately 5% to streamline operations and reduce operating costs ³⁰.

Risks (current)

Amplitude faces risks from AI model drift that could degrade product quality without timely detection, and from dependence on third-party AI technologies over which the company has limited control of availability, pricing, and terms ³⁰. AI-generated output may infringe copyrights, with lawsuits initiated relating to AI training data and output ownership, and significant upfront AI development costs may not generate sufficient near-term returns ³⁰. Cyberattacks and data breaches could expose customer and company confidential information, and service outages may trigger customer credits or refunds under SLA agreements ³⁰.

New this reporting period

Amplitude completed the acquisition of the Statsig brand and technology in May 2026, adding experimentation infrastructure to the platform ³⁰. The Amplitude AI Assistant launched in April 2026, the AI plugin and Wave product agent (closed beta) in May 2026, and Zoning Insights in June 2026 ³⁰. Agent Analytics was introduced during the quarter as a new system bridging product analytics and LLM observability ²⁹.

Price & Chart#

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Share-Price Drivers#

Factors the company itself names as material for its business development (IR-based); reproduced neutrally, no price forecast and no assessment of our own.

AI-led product expansion (Statsig, Wave, Amplitude AI Agents) driving reacceleration of platform revenue
Quarterly revenue rose to $100.9M in 2026-Q2 from $83.3M a year earlier, with sequential growth accelerating across the last three quarters ($91.4M – $93.5M – $100.9M), and change flags mark growth as accelerating ¹²⁹ ¹²⁷ ¹²⁵

Platform revenue reacceleration
Revenue climbed from $80.0M (2025-Q1) to $100.9M (2026-Q2), a step-up in both YoY and sequential pace ¹²⁹ ¹²⁰

AI product portfolio buildout (Amplitude AI Agents, AI Assistant, Automated Insights, MCP server)
Successive AI launches from 2025-Q4 into 2026-Q2 including Amplitude AI Assistant, Automated Insights, MCP server and AI plugin, all shown active and last seen 2026-Q2 ³⁰ ²⁶

Statsig acquisition and integration
Statsig partnership (2026-Q1) followed by brand/technology acquisition (2026-05) and integration in 2026-Q2, expanding the experimentation offering ²⁷ ³⁰ ²⁹

Wave product launch
Wave launched in 2026-Q2 after a closed beta in 2026-05, adding a new agent-oriented product line ²⁹ ³⁰

Profitability / margin
Adjusted operating income swung from +$4.2M (2025-Q4) back to -$3.1M (2026-Q1) and -$1.5M (2026-Q2); GAAP operating loss widened to -$35.2M in 2026-Q2 ¹²⁵ ¹²⁷ ¹²⁹

Cash generation
Operating cash flow recovered to $25.6M and free cash flow to $24.4M in 2026-Q2, versus -$11.6M OCF in 2026-Q1 ¹²⁹ ¹²⁷

Bolt-on M&A cadence (Command AI, Kraftful, June, Inari, InfiniGrow)
Repeated small acquisitions from 2024-Q4 through 2026-Q2 broadening AI, marketing and analytics capabilities ³⁰ ²⁶ ²¹

Capital return
Share repurchase program initiated 2025-Q1 and increased 2026-02-18 ²⁰ ²⁵

Sector trend: Demand KPIs for the product-analytics/digital-experience platform are trending higher, with revenue reaccelerating to a $100.9M quarterly run-rate as AI-driven products and agents scale ¹²⁹ ³⁰. Profitability remains mixed: adjusted operating income is hovering near breakeven and GAAP losses persist, while operating cash flow has turned solidly positive ¹²⁹ ¹²⁵.

Event Timeline#

This timeline collects the material events from the original reports: guidance changes, revenue and margin signals, strategy shifts, product and M&A announcements. Events are grouped by quarter (most recent first); the grey tag before each event names the event type, the date is the publication date of the source. Management quotes open the quarter block as direct quotes. Per quarter we show the three most defining events; more can be expanded per quarter, older years are collapsed. Every event carries its source as a superscript, clickable number.

Overview: one dot per event · click jumps to the period

2026 · 9 events

2026-Q2 · Apr – Jun 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.“ – Spenser Skates, co-founder and CEO ²⁹

Margin compressing 2026-08-06
Gross margin declined to 68% from 73% in Q2 2025, driven by increased third-party hosting costs and subscription software expenses ³⁰

Strategic pivot 2026-08-06
Completed second phase of 2026 Restructuring Program, reducing workforce by approximately 5% during H1 2026 to streamline operations ³⁰

Revenue accelerating 2026-08-05
Q2 revenue +21% YoY to $100.9M; ARR +22% YoY to $410M; RPO +35% YoY to $483M ²⁹

2026-Q1 · Jan – Mar 2026

„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.“ – Spenser Skates, co-founder and CEO ²⁷ (translation – original on hover)

Margin compressing 2026-05-07
Gross margin declined to 73% from 75% in Q1 2025, primarily due to increased hosting costs and personnel expenses ²⁸

revenue 2026-05-06
Q1 revenue +17% YoY to $93.5M; ARR +17% YoY to $374M; RPO +31% YoY to $427.4M ²⁷

Strategic pivot 2026-05-06
Announced strategic partnership with Statsig to take on its brand and customers, expanding competitive positioning in experimentation ²⁷

revenue 2026-02-19
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)

earnings 2026-02-18
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)

Acquisition 2026-02-18
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

2025-Q3 · Jul – Sep 2025

„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.“ – Spenser Skates, CEO and co-founder ²³

Acquisition 2025-11-06
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 accelerating 2025-11-05
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)

2025-Q2 · Apr – Jun 2025

„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.“ – Spenser Skates, CEO and co-founder ²¹

Acquisition 2025-08-07
Inari asset acquisition completed June 2025 to accelerate AI roadmap; Amplitude AI Agents beta announced to automate product management tasks (²², ²¹)

Revenue accelerating 2025-08-06
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)

Cash flow inflection 2025-08-06
Operating cash flow reached 20.1 USDm vs 9.2 USDm in 2024-Q2 (×2.2). ¹²⁹

2025-Q1 · Jan – Mar 2025

„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.“ – Spenser Skates, Chief Executive Officer and co-founder ²⁰

revenue 2025-05-07
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)

Strategic pivot 2025-05-07
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

2024-Q4 · Oct – Dec 2024

„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.“ – Spenser Skates, CEO and co-founder ¹⁷

Revenue accelerating 2025-02-19
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)

Revenue accelerating 2025-02-19
Dollar-based net retention rate recovered to 100% in Q4 2024 from 98% in Q4 2023, returning to net neutral expansion (¹⁷)

2024-Q3 · Jul – Sep 2024

„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.“ – Spenser Skates, Chief Executive Officer and co-founder ¹⁶

revenue 2024-11-07
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)

Acquisition 2024-11-07
Acquired Command AI, a startup providing AI-powered user assistance capabilities, and hired Wade Chambers as first Chief Engineering Officer (¹⁶)

New market 2024-11-07
Launched Amplitude Made Easy in September 2024, a simplified platform experience with Auto-Capture and an AI-powered query engine (¹⁵, ¹⁶)

2024-Q2 · Apr – Jun 2024

„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.“ – Spenser Skates, CEO and co-founder ¹⁴

revenue 2024-08-08
Q2 revenue grew 8% year-over-year to $73.3 million, slowing from 9% in Q1, with ARR up 8% to $290 million and NRR (TTM) declining to 98% from 108% in the prior year (¹³, ¹⁴)

New market 2024-08-08
Launched Warehouse Native (Snowflake native) in June 2024, enabling customers to unlock analytics insights directly from their data warehouses (¹³, ¹⁴)

2024-Q1 · Jan – Mar 2024

„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.“ – Spenser Skates, Chief Executive Officer and co-founder ¹²

earnings 2024-05-09
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)

Guidance initiated 2024-05-09
Full year 2024 guidance initiated: revenue $292.5–$295.5 million, non-GAAP operating income $(1.0)–$2.0 million (¹²)

2023 · 11 events

2023-Q4 · Oct – Dec 2023

„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.“ – Spenser Skates, CEO and co-founder ¹⁰

earnings 2024-02-20
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

revenue 2024-02-20
Annual recurring revenue reached $281M, up 10% YoY; dollar-based net retention rate declined to 101% for full year 2023 from 119% in 2022 ¹⁰ ⁹

New market 2024-02-20
Launched Session Replay product combining qualitative and quantitative data ¹⁰

2023-Q3 · Jul – Sep 2023

„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.“ – Spenser Skates, Chief Executive Officer and co-founder ⁸

Adjusted result turned positive 2023-11-07
Non-GAAP operating income turned positive at $2.8M, improving from a loss of $4.9M in Q3 2022 ⁸

New market 2023-11-07
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

2023-Q2 · Apr – Jun 2023

„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.“ – Spenser Skates, CEO and co-founder ⁶

revenue 2023-08-08
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

Strategic pivot 2023-08-08
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

New market 2023-08-08
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 2023-08-08
Operating cash flow turned positive on a half-year basis (2022-H2: -7.7 to 2023-H1: +15.3 USDm, aggregated from reported quarters where needed). ¹¹⁴

2023-Q1 · Jan – Mar 2023

„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.“ – Spenser Skates, CEO and co-founder ³

revenue 2023-05-10
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

Margin expanding 2023-05-10
Non-GAAP gross margin improved to 74% from 72% year-over-year ⁴

Key Figures ($m)#

The company's core financial figures in three views, one below the other: fiscal years (as reported; after restatements the table shows the most recent filing version, marked), half-years (6-month basis, H2 = second half on its own) and quarters (3-month basis, not cumulative). Each row is one period, most recent first. Values with a dotted underline are clickable and show the raw value, the exact source location, the scale evidence and the source; derived values additionally show their formula and inputs. All values are extracted automatically from the filings; errors are possible; please verify decision-relevant figures yourself by clicking through to the linked original.

All figures serve only to support your own investment decision and are not a recommendation; the company's original reports are authoritative.

Basis Metric

Revenue ($m) · annual basis, as reported

Net income ($m) · annual basis, as reported

EPS ($) · annual basis, as reported

Operating cash flow ($m) · annual basis, as reported

Revenue ($m) · quarterly basis, as reported

Net income ($m) · quarterly basis, as reported

EPS ($) · quarterly basis, as reported

Operating cash flow ($m) · quarterly basis, as reported

Cash ($m) · annual basis, as reported

Capex ($m) · annual basis, as reported

FCF ($m) · annual basis, as reported

D&A ($m) · annual basis, as reported

Cash ($m) · quarterly basis, as reported

Capex ($m) · quarterly basis, as reported

FCF ($m) · quarterly basis, as reported

D&A ($m) · quarterly basis, as reported

Shown: the most recent fiscal years. Full history since FY2020 is on record.

Fiscal years

Amounts in $m · EPS in $ per share · as reported

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	¹¹⁷
FY2023	276.3	-3.49	-90.4	-0.77	0.06	25.6	¹¹⁷

Quarters

Amounts in $m · EPS in $ per share · as reported

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	24.4	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	12.6	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	19.6	119.7	²¹
2025-Q1*	2025-05-07	80	-24.2	-2.1	-22.2	-0.17	-0.00	-8.4	131.2	¹²⁰
2024-Q4*	2025-02-19	78.1	-35.5	0.2	-32.6	-0.26*	0.02	2.4	171.7	¹¹⁷
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	¹¹⁴
2024-Q1*	2024-05-09	72.6	-24.7	-2.1	-21.5	-0.18	0.01	-0.4	265.7	¹¹
2023-Q4*	2025-02-19	71.4	-21.5	2.3	-18.5	-0.16*	0.04	2	248.5	¹¹⁷
2023-Q3*	2023-11-07	70.6	-20.9	2.8	-17.7	-0.15	0.05	8	238.5	¹⁰⁸
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	¹⁰³

* derived: values with formula provenance (hover); Q4 = FY − 9M · H2 = FY − H1 · EPS via implied shares · net debt = financial debt − cash · FCF = OCF − |capex|.

Columns not reported in this reporting cadence are hidden: EBITDA (adj.), Net Debt, Net Debt/EBITDA (not reported in any source for these periods).

Balance Sheet & Cash Flow ($m)#

Point-in-time balance sheet items (e.g. cash, financial debt) and cash flow items (operating cash flow, investments/capex) per fiscal year, half-year and quarter. Balance sheet values are as of the period end, flow items cover the period. Derived values are marked and are calculated, for example, as: net debt = financial debt − cash; free cash flow = operating cash flow − capex; the click popover shows formula and inputs. All values are extracted automatically from the filings; errors are possible; please verify decision-relevant figures yourself by clicking through to the linked original.

Fiscal years

Amounts in $m · as reported

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	¹¹⁷
FY2023	2024-02-20	248.5	5.6	25.6	1.3	24.3	⁹

Quarters

Amounts in $m · as reported

Period	Published	Cash	D&A	OCF	Capex	FCF	Source
2026-Q2	2026-08-05	73.8	3.3	25.6	1.2	24.4	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	12.6	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	19.6	²¹
2025-Q1	2025-05-07	131.2	2.3	-8	0.4	-8.4	¹²⁰
2024-Q4	2025-02-19	171.7	2	3.2	0.7	2.4	¹¹⁷
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	¹¹⁴
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	¹⁰⁸
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	¹⁰³

Debt = long-term + current · Net debt = debt − cash · FCF = OCF − capex.

Products & M&A (16/27 active+recent)#

Product announcements from the reports; market launches, approvals, partnerships; with first mention (date) and source. “Active/current” means: still mentioned in the most recent reports; what the company no longer mentions moves to the expandable part but is never deleted. Rows in grey are discontinued products.

Product/Line	Since	Status	Source
Wave launch	2026-06	Launched	²⁹
Wave product agent closed beta	2026-05	Launched	³⁰
Amplitude AI Assistant	2026-04	Launched	³⁰
Agent Analytics	2026-03	Launched	²⁹
Zoning Insights launch (3x)	2025-12	Launched	³⁰
Specialized Agents	2025-12	Launched	³⁰
Model Context Protocol (MCP) expansion	2025-12	Launched	²⁹
Global Agent (2×)	2025-12	Launched	²⁹
AI Feedback (2×)	2025-11	Launched	³⁰
Amplitude MCP server launch	2025-10	Launched	³⁰
Amplitude MCP	2025-10	Launched	²⁶
AI Visibility launch (3×)	2025-10	Launched	³⁰
Amplitude AI Agents	2025-06	Launched	³⁰
Marketing capabilities suite (2×)	2025-05	Launched	³⁰
Self-serve data deletion, heatmaps, Session Replay Everywhere	2025-03	Launched	²⁰
Guides and Surveys (4×)	2024-12	Launched	³⁰
Amplitude Made Easy	2024-09	Launched	²⁶
Warehouse Native	2024-06	Launched	¹⁹
Integrations with Contentful, Hubspot, WordPress, Movable Ink, Humanic, unitQ	2024-06	Launched	¹⁴
Data Mutability feature introduction (2×)	2024-06	Launched	¹⁴
Web Experimentation (2×)	2024	Launched	¹⁶
Snowflake native offering launch (2×)	2024	Launched	¹⁴
Amplitude Made Easy simplified platform experience launch	2024	Launched	²²
Session Replay	2023-12	Launched	²²
Plus (3×)	2023-10	Launched	⁸
Data Assistant AI-powered data quality and governance feature	2023-06	Launched	⁶
Ask Amplitude AI-powered chart-building feature	2023-06	Launched	⁶

▸ More products & M&A (older) (+12)

M&A (11)#

All recorded acquisitions (purchases) and divestitures/exits with date, short description and source; deliberately including smaller transactions that summaries often miss. Purchase prices appear only where the company itself has disclosed them. Rows in grey are cancelled transactions; the cancellation date is shown in the row.

Acquisitions · 11Divestitures/exits · 0

Acquisitions

Transaction / stake	Date	Type	Source
Statsig acquisition integration	2026-06	Completed	²⁹
Statsig brand and technology acquisition	2026-05	Completed	³⁰
Statsig partnership	2026-03	Completed	²⁷
InfiniGrow	2025-12	Completed	³⁰
Kraftful acquisition	2025-07	Completed	³⁰
June acquisition	2025-07	Completed	²¹
Inari acquisition	2025-06	Completed	²¹
Share repurchase program	2025-03	Completed	²⁵
Command AI Acquisition	2024-10	Completed	²⁶
HubSpot Strategic Partnership	2024-09	Completed	¹⁶
CommandAI acquisition	2024	Completed	³⁰

Reported KPIs (as disclosed) (208)#

Figures the company discloses itself in addition to the standard financials; order intake, recurring revenue, user or unit counts, adjusted measures. These “story KPIs” usually slip through standard databases; here they are collected as reported, with no calculation of our own. Important: the definition comes from the company itself and can differ from firm to firm; period and source are stated next to every value.

Company-specific KPIs verbatim from the filings (English, as disclosed; not normalised). Balance-sheet and boilerplate items filtered.

Date	Period	KPI	Value / change	Source
2026-08-06	2026-Q2	Paying Customers with ARR of $100,000 or greater	824 (USD thousands)	³⁰
2026-08-06	2026-Q2	Dollar-Based Net Retention Rate (TTM)	105%	³⁰
2026-08-06	2026-Q2	Annual Recurring Revenue (ARR)	410 million	³⁰
2026-08-05	2026-Q2	Remaining Performance Obligations	$483 million	²⁹
2026-08-05	2026-Q2	Pro Forma NRR (TTM)	105%	²⁹
2026-08-05	2026-Q2	Pro Forma NRR	105%	²⁹
2026-08-05	2026-Q2	Dollar-Based Net Retention Rate (NRR TTM)	105%	²⁹
2026-08-05	2026-Q2	Dollar-Based Net Retention Rate	103%	²⁹
2026-08-05	2026-Q2	Customers with $100,000 or greater in ARR	824 (USD millions)	²⁹
2026-08-05	2026-Q2	Annual Recurring Revenue	$410 million	²⁹
2026-05-07	2026-Q1	R&D as % of Revenue (Q1 2026)	27%	²⁸
2026-05-07	2026-Q1	R&D as % of Revenue (Q1 2025)	29%	²⁸
2026-05-07	2026-Q1	R&D as % of Revenue (FY 2025)	28%	²⁸
2026-05-07	2026-Q1	Paying Customers with ARR of 100k or greater	727 (USD thousands)	²⁸
2026-05-07	2026-Q1	International Revenue %	39%	²⁸
2026-05-07	2026-Q1	Dollar-Based Net Retention Rate TTM	105%	²⁸
2026-05-07	2026-Q1	Accumulated Deficit	-569.7	²⁸
2026-05-07	2026-Q1	ARR	374 (USD in thousands)	²⁸
2026-05-06	2026-Q1	Remaining Performance Obligations	427.4	²⁷
2026-05-06	2026-Q1	Dollar-Based Net Retention Rate (NRR)	106%	²⁷
2026-05-06	2026-Q1	Dollar-Based Net Retention Rate (NRR TTM)	105%	²⁷
2026-05-06	2026-Q1	Customers with $100,000 or greater in ARR	727 (USD millions)	²⁷
2026-05-06	2026-Q1	Customers with $1.0 million or greater in ARR	55 (USD millions)	²⁷
2026-05-06	2026-Q1	Annual Recurring Revenue (ARR)	374 (USD millions)	²⁷
2026-02-19	FY2025	US patent applications pending	7	²⁶
2026-02-19	FY2025	Subscription revenue %	98%	²⁶
2026-02-19	FY2025	Registered US trademarks	5	²⁶
2026-02-19	FY2025	Registered international trademarks	11	²⁶
2026-02-19	FY2025	R&D expenses 2025	97.6 million	²⁶
2026-02-19	FY2025	R&D expenses 2024	97.6 million	²⁶
2026-02-19	FY2025	Pending trademark applications international	5	²⁶
2026-02-19	FY2025	Paying customers prior year	3,875	²⁶
2026-02-19	FY2025	Paying customers	4,797	²⁶
2026-02-19	FY2025	Issued US patents	8	²⁶
2026-02-19	FY2025	Fortune 100 customers	27	²⁶
2026-02-19	FY2025	Foreign patent applications pending	5	²⁶
2026-02-19	FY2025	Customers $1M+ ARR prior year	42 (USD thousands)	²⁶
2026-02-19	FY2025	Customers $1M+ ARR	56 (USD thousands)	²⁶
2026-02-19	FY2025	Customers $100K+ ARR prior year	591 (USD thousands)	²⁶
2026-02-19	FY2025	Customers $100K+ ARR	698 (USD thousands)	²⁶
2026-02-19	FY2025	Paying Customers with ARR of $100,000 or greater	698 (USD thousands)	²⁶
2026-02-19	FY2025	Dollar-Based Net Retention Rate (TTM)	104%	²⁶
2026-02-19	FY2025	Annual Recurring Revenue	$366	²⁶
2026-02-18	FY2025	Remaining Performance Obligations	$417.7 million	²⁵
2026-02-18	FY2025	Dollar-Based Net Retention Rate (NRR TTM)	104%	²⁵
2026-02-18	FY2025	Dollar-Based Net Retention Rate	105%	²⁵
2026-02-18	FY2025	Customers with $100,000 or greater in ARR	698 (USD millions)	²⁵
2026-02-18	FY2025	Customers with $1.0 million or greater in ARR	56 (USD millions)	²⁵
2026-02-18	FY2025	Annual Recurring Revenue	$366 million	²⁵
2025-11-06	2025-Q3	Paying Customers with ARR of $100,000 or greater	653 (USD thousands)	²⁴
2025-11-06	2025-Q3	Dollar-Based Net Retention Rate (TTM)	102%	²⁴
2025-11-06	2025-Q3	ARR	$347 million	²⁴
2025-11-05	2025-Q3	Remaining Performance Obligations	391.9	²³
2025-11-05	2025-Q3	Dollar-Based Net Retention Rate (TTM)	102%	²³
2025-11-05	2025-Q3	Dollar-Based Net Retention Rate	104%	²³
2025-11-05	2025-Q3	Customers with $100,000 or greater in ARR	653 (USD millions)	²³
2025-11-05	2025-Q3	Annual Recurring Revenue	347 (USD millions)	²³
2025-08-07	2025-Q2	Total Remaining Performance Obligations	358,094	²²
2025-08-07	2025-Q2	Remaining Performance Obligations (<=12 months)	248,520	²²
2025-08-07	2025-Q2	Remaining Performance Obligations (greater than 12 months)	109,574	²²
2025-08-07	2025-Q2	Paying Customers with ARR of $100,000 or greater	634 (USD thousands)	²²
2025-08-07	2025-Q2	Marketable securities	167.9	²²
2025-08-07	2025-Q2	Dollar-Based Net Retention Rate (TTM)	99%	²²
2025-08-07	2025-Q2	Deferred revenue	136.7 (USD in millions)	²²
2025-08-07	2025-Q2	Cash and cash equivalents	119.7 (USD in millions)	²²
2025-08-07	2025-Q2	Annual Recurring Revenue	335 (USD in millions)	²²
2025-08-07	2025-Q2	Accumulated deficit	504.7	²²
2025-08-07	2025-Q2	AWS minimum purchase commitment through March 2031	326.3	²²
2025-08-07	2025-Q2	AWS commitment utilized as of June 30, 2025	9.1	²²
2025-08-06	2025-Q2	Remaining Performance Obligations	$358.1 million	²¹
2025-08-06	2025-Q2	Dollar-Based Net Retention Rate (NRR)	104%	²¹
2025-08-06	2025-Q2	Dollar-Based Net Retention Rate (NRR TTM)	99%	²¹
2025-08-06	2025-Q2	Customers with $100,000 or greater in ARR	634 (USD millions)	²¹
2025-08-06	2025-Q2	Annual Recurring Revenue (ARR)	335 (USD millions)	²¹
2025-08-06	2025-Q2	Annual Recurring Revenue	$335 million	²¹
2025-05-07	2025-Q1	Remaining Performance Obligations	$325.9 million	²⁰
2025-05-07	2025-Q1	Paying customers with ARR $100k or greater	617 (USD thousands)	¹⁹
2025-05-07	2025-Q1	Ending dollar-based net retention rate	101	¹⁹
2025-05-07	2025-Q1	Dollar-Based Net Retention Rate (TTM)	98%	²⁰
2025-05-07	2025-Q1	Dollar-Based Net Retention Rate	101%	²⁰
2025-05-07	2025-Q1	Dollar-Based Net Retention Rate TTM	98	¹⁹
2025-05-07	2025-Q1	Customers with ARR greater than $100,000	617 (USD millions)	²⁰
2025-05-07	2025-Q1	Annual Recurring Revenue	320 (USD millions)	¹⁹
2025-05-07	2025-Q1	Annual Recurring Revenue	$320 million	²⁰
2025-02-20	FY2024	US patent applications pending	6	¹⁸
2025-02-20	FY2024	Subscription revenue % of total	98%	¹⁸
2025-02-20	FY2024	Registered US trademarks	4	¹⁸
2025-02-20	FY2024	Registered international trademarks	8	¹⁸
2025-02-20	FY2024	Pending US trademarks	1	¹⁸
2025-02-20	FY2024	Paying customers prior year	2,723	¹⁸
2025-02-20	FY2024	Paying customers growth %	42%	¹⁸
2025-02-20	FY2024	Paying customers	3,875	¹⁸
2025-02-20	FY2024	Issued US patents	4	¹⁸
2025-02-20	FY2024	Fortune 100 customers	27	¹⁸
2025-02-20	FY2024	Foreign patent applications pending	5	¹⁸
2025-02-20	FY2024	Dollar-based net retention rate TTM prior year	101%	¹⁸
2025-02-20	FY2024	Dollar-based net retention rate TTM	97%	¹⁸
2025-02-20	FY2024	Customers greater than $1M ARR prior year	39 (USD thousands)	¹⁸
2025-02-20	FY2024	Customers greater than $1M ARR growth %	8%	¹⁸
2025-02-20	FY2024	Customers greater than $1M ARR	42 (USD thousands)	¹⁸
2025-02-20	FY2024	Customers greater than $100K ARR prior year	511 (USD thousands)	¹⁸
2025-02-20	FY2024	Customers greater than $100K ARR growth %	16%	¹⁸
2025-02-20	FY2024	Customers > $100K ARR	591 (USD thousands)	¹⁸
2025-02-20	FY2024	Accumulated Deficit	-457.8 million	¹⁸
2025-02-20	FY2024	Total Paying Customers	3,875	¹⁸
2025-02-20	FY2024	Paying Customers with ARR of $100,000 or greater	591 (USD thousands)	¹⁸
2025-02-20	FY2024	Paying Customers with ARR >= $1M	42 (USD thousands)	¹⁸
2025-02-20	FY2024	Dollar-Based Net Retention Rate (TTM)	97%	¹⁸
2025-02-20	FY2024	Annual Recurring Revenue	312 (USD millions)	¹⁸
2025-02-19	2024-Q4	Remaining Performance Obligations	$308.6 million	¹⁷
2025-02-19	2024-Q4	Dollar-based Net Retention Rate TTM (Q4 2024)	97%	¹⁷
2025-02-19	2024-Q4	Dollar-based Net Retention Rate (Q4 2024)	100%	¹⁷
2025-02-19	2024-Q4	Customers > $100K ARR	591 (USD millions)	¹⁷
2025-02-19	2024-Q4	Annual Recurring Revenue	$312 million	¹⁷
2024-11-07	2024-Q3	Paying Customers - YoY Growth	41%	¹⁶
2024-11-07	2024-Q3	Paying Customers	3,486	¹⁵
2024-11-07	2024-Q3	Paying Customers	3,486	¹⁶
2024-11-07	2024-Q3	Dollar-Based Net Retention Rate (NRR)	98%	¹⁶
2024-11-07	2024-Q3	Dollar-Based Net Retention Rate (NRR TTM)	97%	¹⁶
2024-11-07	2024-Q3	Dollar-Based Net Retention Rate (TTM)	97%	¹⁵
2024-11-07	2024-Q3	Customers $100K+ ARR - YoY Growth	13%	¹⁶
2024-11-07	2024-Q3	Customers $100K+ ARR	567 (USD millions)	¹⁶
2024-11-07	2024-Q3	ARR - Q3 YoY Growth	9%	¹⁶
2024-11-07	2024-Q3	Annual Recurring Revenue (ARR)	298 million	¹⁶
2024-11-07	2024-Q3	Annual Recurring Revenue	298 (USD millions)	¹⁵
2024-08-08	2024-Q2	Paying Customers	3,224	¹³
2024-08-08	2024-Q2	Paying Customers	3,224	¹⁴
2024-08-08	2024-Q2	Dollar-Based Net Retention Rate (TTM)	98%	¹⁴
2024-08-08	2024-Q2	Dollar-Based Net Retention Rate	96%	¹⁴
2024-08-08	2024-Q2	Dollar-Based Net Retention Rate (TTM)	98	¹³
2024-08-08	2024-Q2	Customers >= $100K ARR	547 (USD millions)	¹⁴
2024-08-08	2024-Q2	Annual Recurring Revenue	$290	¹³
2024-08-08	2024-Q2	Annual Recurring Revenue	290 (USD millions)	¹⁴
2024-05-09	2024-Q1	Revenue Growth	9%	¹²
2024-05-09	2024-Q1	Revenue	$72.6 million	¹²
2024-05-09	2024-Q1	Paying Customers Growth	37%	¹²
2024-05-09	2024-Q1	Paying Customers	2,970	¹²
2024-05-09	2024-Q1	Paying Customers	2,970	¹¹
2024-05-09	2024-Q1	Marketable Securities	$50.4	¹¹
2024-05-09	2024-Q1	High-Value Customers Growth	6%	¹²
2024-05-09	2024-Q1	Free Cash Flow Margin	7 percentage point increase year over year	¹²
2024-05-09	2024-Q1	Ending Dollar-Based Net Retention Rate	97%	¹¹
2024-05-09	2024-Q1	Dollar-Based Net Retention Rate (NRR TTM)	99%	¹²
2024-05-09	2024-Q1	Dollar-Based Net Retention Rate	97%	¹²
2024-05-09	2024-Q1	Dollar-Based Net Retention Rate (TTM)	99%	¹¹
2024-05-09	2024-Q1	Deferred Revenue	$102.8	¹¹
2024-05-09	2024-Q1	Customers with ARR greater than $100,000	521 (USD thousands)	¹¹
2024-05-09	2024-Q1	Customers >= $100K ARR	521 (USD millions)	¹²
2024-05-09	2024-Q1	Cash and Cash Equivalents	$265.7	¹¹
2024-05-09	2024-Q1	Cash Flow from Operations	$(0.05) million	¹²
2024-05-09	2024-Q1	Annual Recurring Revenue	$285	¹¹
2024-05-09	2024-Q1	Annual Recurring Revenue	$285 million	¹²
2024-05-09	2024-Q1	Accumulated Deficit	$385.0	¹¹
2024-05-09	2024-Q1	ARR Growth	9%	¹²
2024-02-20	FY2023	Subscription revenue %	97%	⁹
2024-02-20	FY2023	Paying customers	2723	⁹
2024-02-20	FY2023	Fortune 100 customers	26	⁹
2024-02-20	FY2023	Customers Above $1M ARR	39 (USD millions)	⁹
2024-02-20	FY2023	Customers Above $100K ARR	511 (USD millions)	⁹
2024-02-20	FY2023	Paying Customers	2,723	⁹
2024-02-20	FY2023	Marketable securities	73.9	⁹
2024-02-20	FY2023	Dollar-Based Net Retention Rate (TTM)	101%	⁹
2024-02-20	FY2023	Deferred revenue	102.6 (USD in millions)	⁹
2024-02-20	FY2023	Customers Greater Than $100,000 ARR	511 (USD millions)	⁹
2024-02-20	FY2023	Customers Greater Than $1 Million ARR	39 (USD millions)	⁹
2024-02-20	FY2023	Cash and cash equivalents	248.5 (USD in millions)	⁹
2024-02-20	FY2023	ARR	281 (USD in millions)	⁹
2024-02-20	2023-Q4	Number of Paying Customers	2,723	¹⁰
2024-02-20	2023-Q4	Dollar-Based Net Retention Rate (NRR TTM)	101%	¹⁰
2024-02-20	2023-Q4	Dollar-Based Net Retention Rate	98%	¹⁰
2024-02-20	2023-Q4	Annual Recurring Revenue	281 (USD millions)	¹⁰
2023-11-07	2023-Q3	Remaining Performance Obligations	237.6	⁸
2023-11-07	2023-Q3	Paying Customers	2,471	⁷
2023-11-07	2023-Q3	Number of Paying Customers	2,471	⁸
2023-11-07	2023-Q3	Dollar-Based Net Retention Rate (TTM)	105%	⁸
2023-11-07	2023-Q3	Dollar-Based Net Retention Rate	99%	⁸
2023-11-07	2023-Q3	Dollar-Based Net Retention Rate (TTM)	105%	⁷
2023-11-07	2023-Q3	Current Remaining Performance Obligations	186.8	⁸
2023-11-07	2023-Q3	Annual Recurring Revenue	$273	⁷
2023-11-07	2023-Q3	Annual Recurring Revenue	273 (USD millions)	⁸
2023-08-08	2023-Q2	Remaining Performance Obligations (RPO) - Non-Current	54,559	⁵
2023-08-08	2023-Q2	Remaining Performance Obligations (RPO) - Current	191,788	⁵
2023-08-08	2023-Q2	Remaining Performance Obligations	$246.3	⁶
2023-08-08	2023-Q2	Paying Customers	2,344	⁵
2023-08-08	2023-Q2	Paying Customers	2,344	⁶
2023-08-08	2023-Q2	Dollar-Based Net Retention Rate (NRR TTM)	108%	⁶
2023-08-08	2023-Q2	Dollar-Based Net Retention Rate	101%	⁶
2023-08-08	2023-Q2	Dollar-Based Net Retention Rate (TTM)	108%	⁵
2023-08-08	2023-Q2	Deferred Revenue	113.5 (USD millions)	⁵
2023-08-08	2023-Q2	Current Remaining Performance Obligations	$191.8	⁶
2023-08-08	2023-Q2	Annual Recurring Revenue	$268	⁵
2023-08-08	2023-Q2	Annual Recurring Revenue	$268	⁶
2023-05-10	2023-Q1	Paying Customers - Prior Year	1,701	⁴
2023-05-10	2023-Q1	Paying Customers	2,175	⁴
2023-05-10	2023-Q1	Marketable securities	84.1	⁴
2023-05-10	2023-Q1	Dollar-Based Net Retention Rate (TTM) - Prior Year	126%	⁴
2023-05-10	2023-Q1	Dollar-Based Net Retention Rate (TTM)	114%	⁴
2023-05-10	2023-Q1	Deferred revenue	89.3 (USD millions)	⁴
2023-05-10	2023-Q1	Cash and cash equivalents	214.1 (USD millions)	⁴
2023-05-10	2023-Q1	Annual Recurring Revenue - Prior Year	$209	⁴
2023-05-10	2023-Q1	Annual Recurring Revenue	$262	⁴
2023-05-10	2023-Q1	Accumulated deficit	299.5	⁴
2023-05-09	2023-Q1	Remaining Performance Obligations	$240.4 million	³
2023-05-09	2023-Q1	Paying Customers	2,175	³
2023-05-09	2023-Q1	Dollar-Based Net Retention Rate (NRR)	106%	³
2023-05-09	2023-Q1	Dollar-Based Net Retention Rate (NRR TTM)	114%	³
2023-05-09	2023-Q1	Current Remaining Performance Obligations	$191.5 million	³
2023-05-09	2023-Q1	Annual Recurring Revenue (ARR)	$262 million	³

▸ Earlier KPIs (+193)

Guidance Tracking (latest per metric/period · 29/60)#

All management forecasts (guidance) and their later outcome. Types: fiscal-year targets as well as quarterly/half-year targets; per metric and period the most recent statement applies, older versions can be expanded. The status is checked automatically against the actuals reported later: open (period still running), met, beaten, missed. For ranges (“X to Y”) reaching the range counts. Logged neutrally, no estimate of our own, no assessment.

Actuals: revenue in $m · EPS in $ per share · ratios in %

For period	Guided on	Metric	Guided	Actual	Verdict	Direction	Source
FY2026	2026-08-05	Revenue	407.2–411.2	–	pending	–	²⁹
FY2026	2026-08-05	EPS (non-GAAP)	0.06–0.08	–	pending	–	²⁹
FY2026	2026-08-05	Non-GAAP Operating Income	6.3–9.3	–	pending	initiated	²⁹
FY2026	2026-05-06	Non-GAAP Operating Income (Loss)	2.5–6.5	–	pending	initiated	²⁷
2026-Q3	2026-08-05	Revenue	105.6–108	–	pending	initiated	²⁹
2026-Q3	2026-08-05	EPS (non-GAAP)	0.02–0.03	–	pending	initiated	²⁹
2026-Q3	2026-08-05	Non-GAAP Operating Income	2.5–4.5	–	pending	initiated	²⁹
2026-Q2	2026-05-06	Revenue	96.9–99.1	100.9	beat	initiated	²⁷
2026-Q2	2026-05-06	EPS (non-GAAP)	-0.02–-0.01	-0.01	in line	initiated	²⁷
2026-Q2	2026-05-06	Non-GAAP Operating Income (Loss)	-3.6–-1.6	–	–	initiated	²⁷
2026-Q1	2026-02-18	Revenue	91.7–93.7	93.5	in line	initiated	²⁵
2026-Q1	2026-02-18	EPS (non-GAAP)	-0.02–-0.01	-0.02	in line	initiated	²⁵
2026-Q1	2026-02-18	Non-GAAP Operating Income (Loss)	-4.5–-2.5	–	–	initiated	²⁵
FY2025	2025-11-05	EPS (non-GAAP)	0.06–0.08	0.06	in line	initiated	²³
FY2025	2025-11-05	Non-GAAP Operating Income	0.5–2.5	–	–	initiated	²³
FY2025	2025-08-06	Revenue	340.8–342.8	343.2	beat	initiated	²³
FY2025	2025-08-06	Non-GAAP Operating Income (Loss)	-2–3	–	–	–	²¹
2025-Q4	2025-11-05	Revenue	89–91	91.4	beat	initiated	²³
2025-Q4	2025-11-05	EPS (non-GAAP)	0.04–0.05	0.04	in line	initiated	²³
2025-Q4	2025-11-05	Non-GAAP Operating Income	3.5–5.5	–	–	initiated	²³
2025-Q3	2025-08-06	Revenue	85–87	88.6	beat	initiated	²¹
2025-Q3	2025-08-06	EPS (non-GAAP)	0–0.02	0.02	in line	initiated	²¹
2025-Q3	2025-08-06	Non-GAAP Operating Income (Loss)	-2–1	–	–	initiated	²¹
2025-Q2	2025-05-07	Revenue	80.3–82.3	83.3	beat	initiated	²⁰
2025-Q2	2025-05-07	EPS (non-GAAP)	-0.01–0.01	0.01	in line	initiated	²⁰
2025-Q2	2025-05-07	Non-GAAP Operating Income (Loss)	-2.9–-0.9	–	–	initiated	²⁰
2025-Q1	2025-02-19	Revenue	78.5–80.5	80	in line	initiated	¹⁷
2025-Q1	2025-02-19	EPS (non-GAAP)	-0.03–-0.01	0	beat	initiated	¹⁷
2025-Q1	2025-02-19	Non-GAAP Operating Income (Loss)	-5.5–-3.5	–	–	initiated	¹⁷
FY2024	2024-11-07	EPS (non-GAAP)	0.04–0.06	0.06	in line	–	¹⁶
FY2024	2024-11-07	Non-GAAP Operating Income (Loss)	-6.3–-4.3	–	–	–	¹⁶
FY2024	2024-02-20	Revenue	297.1–298.1	299.3	beat	–	¹⁶
2024-Q4	2024-11-07	Revenue	76–77	78.1	beat	initiated	¹⁶
2024-Q4	2024-11-07	EPS (non-GAAP)	0–0.01	0.02	beat	initiated	¹⁶
2024-Q4	2024-11-07	Non-GAAP Operating Income (Loss)	-2.1–-0.1	–	–	initiated	¹⁶
2024-Q3	2024-08-08	Revenue	73.5–74.5	75.2	beat	confirmed	¹⁴
2024-Q3	2024-08-08	EPS (non-GAAP)	0–0.01	0.03	beat	confirmed	¹⁴
2024-Q3	2024-08-08	Non-GAAP Operating Income (Loss)	-2.2–-1.2	–	–	confirmed	¹⁴
2024-Q2	2024-05-09	Revenue	71.7–72.3	73.3	beat	initiated	¹²
2024-Q2	2024-05-09	EPS (non-GAAP)	-0.02–-0.01	0	beat	initiated	¹²
2024-Q2	2024-05-09	Non-GAAP Operating Income (Loss)	-4.4–-3.8	–	–	initiated	¹²
2024-Q1	2024-02-20	Revenue	72.1–72.7	72.6	in line	initiated	¹⁰
2024-Q1	2024-02-20	EPS (non-GAAP)	-0.01–0	0.01	beat	initiated	¹⁰
2024-Q1	2024-02-20	Non-GAAP Operating Income (Loss)	-2.8–-2.2	–	–	initiated	¹⁰
FY2023	2023-11-07	EPS (non-GAAP)	0.05–0.06	0.06	in line	initiated	⁸
FY2023	2023-11-07	Non-GAAP Operating Income (Loss)	-4.5–-3.9	–	–	initiated	⁸
FY2023	2023-08-08	Revenue	276.2–276.8	276.3	in line	confirmed	⁸
FY2023	2023-05-09	Non-GAAP Operating Loss	-8.4–-6	–	–	initiated	³
FY2023	2023-02-15	Operating margin	6–8%	–	–	initiated	¹
2023-Q4	2023-11-07	Revenue	71.3–71.9	71.4	in line	confirmed	⁸
2023-Q4	2023-11-07	EPS (non-GAAP)	0.02–0.03	0.04	beat	initiated	⁸
2023-Q4	2023-11-07	Non-GAAP Operating Income (Loss)	1.3–1.9	–	–	initiated	⁸
2023-Q3	2023-08-08	Revenue	69.7–70.3	70.6	beat	initiated	⁶
2023-Q3	2023-08-08	EPS (non-GAAP)	0.02–0.03	0.05	beat	initiated	⁶
2023-Q3	2023-08-08	Non-GAAP Operating Income (Loss)	0.6–1	–	–	initiated	⁶
2023-Q2	2023-05-09	Revenue	66.5–67.2	67.8	beat	confirmed	³
2023-Q2	2023-05-09	EPS (non-GAAP)	0.01–0.02	0.02	in line	initiated	³
2023-Q2	2023-05-09	Non-GAAP Operating Loss	-1.1–-0.6	–	–	initiated	³
2023-Q1	2023-02-15	Revenue	283–291	66.5	miss	initiated	¹
2023-Q1	2023-02-15	Operating margin	13–14%	-43.9	miss	initiated	¹

▸ show older periods (+45)

Development#

A condensed summary per reporting period as running text: what changed operationally, which drivers management names, how earnings and cash flow developed. Most recent period first, grouped by year; each text is written from the original report of that period, superscript numbers lead to the source.

FY2026

Amplitude's first two reported quarters of fiscal year 2026 showed accelerating top-line growth: Q1 revenue rose 17% year-over-year to $93.5 million (¹²⁷) and Q2 revenue rose 21% year-over-year to $100.9 million (¹²⁹), with Annual Recurring Revenue reaching $410 million, up 22% year-over-year, as of Q2 (²⁹). The dollar-based net retention rate (trailing twelve months) improved to 105% as of June 30, 2026, from 99% a year earlier (³⁰), and the number of customers with ARR of $100,000 or more grew 30% year-over-year to 824 (²⁹). Gross margins compressed in both quarters, declining to 73% in Q1 from 75% in Q1 2025 (²⁸) and further to 68% in Q2 from 73% in Q2 2025 (³⁰), driven primarily by increased third-party hosting costs. The company executed a two-phase restructuring program during the first half of fiscal 2026, reducing its workforce by approximately 5% (³⁰), while concurrently expanding its AI product portfolio and completing the Statsig partnership integration that contributed $17 million in ARR (²⁹).

FY2025

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 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 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).

Sources: official investor relations documents#

All original documents used, with type (e.g. quarterly, half-year, annual report), publication date and a direct link to the filing (EDINET/SEC/IR). Every superscript number in the report points to an entry in this list; so every figure can be traced back to its place in the original.

33 documents · 2021 – 2026 · SEC EDGAR (USA)

#	Document type	Published	Link
#1 / #101	8-K-EX99.1	2023-02-15	Open
#2	10-K	2023-02-16	Open
#3 / #103	8-K-EX99.1	2023-05-09	Open
#4	10-Q	2023-05-10	Open
#5	10-Q	2023-08-08	Open
#6 / #106	8-K-EX99.1	2023-08-08	Open
#7	10-Q	2023-11-07	Open
#8 / #108	8-K-EX99.1	2023-11-07	Open
#9	10-K	2024-02-20	Open
#10 / #110	8-K-EX99.1	2024-02-20	Open
#11	10-Q	2024-05-09	Open
#12 / #112	8-K-EX99.1	2024-05-09	Open
#13	10-Q	2024-08-08	Open
#14 / #114	8-K-EX99.1	2024-08-08	Open
#15	10-Q	2024-11-07	Open
#16 / #116	8-K-EX99.1	2024-11-07	Open
#17 / #117	8-K-EX99.1	2025-02-19	Open
#18	10-K	2025-02-20	Open
#19	10-Q	2025-05-07	Open
#20 / #120	8-K-EX99.1	2025-05-07	Open
#21 / #121	8-K-EX99.1	2025-08-06	Open
#22	10-Q	2025-08-07	Open
#23 / #123	8-K-EX99.1	2025-11-05	Open
#24	10-Q	2025-11-06	Open
#25 / #125	8-K-EX99.1	2026-02-18	Open
#26	10-K	2026-02-19	Open
#27 / #127	8-K-EX99.1	2026-05-06	Open
#28	10-Q	2026-05-07	Open
#29 / #129	8-K-EX99.1	2026-08-05	Open
#30	10-Q	2026-08-06	Open

▸ More rows (+15)

Older sources (+3)

#	Document type	Published	Link
#201	10-Q	2021-11-09	Open
#203	10-Q	2021-11-09	Open
#202	10-Q	2022-08-04	Open

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.

Where can I find the official investor relations documents of Amplitude Inc.?

The sources chapter links all 48 original filings used (SEC filings) with type, publication date and a direct link; every figure in the report carries a source number.

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Amplitude Inc. AMPL

Business Model#

Current Status#

Price & Chart#

Share-Price Drivers#

Event Timeline#

2026-Q2 · Apr – Jun 2026

2026-Q1 · Jan – Mar 2026

2025-Q3 · Jul – Sep 2025

2025-Q2 · Apr – Jun 2025

2025-Q1 · Jan – Mar 2025

2024-Q4 · Oct – Dec 2024

2024-Q3 · Jul – Sep 2024

2024-Q2 · Apr – Jun 2024

2024-Q1 · Jan – Mar 2024

2023-Q4 · Oct – Dec 2023

2023-Q3 · Jul – Sep 2023

2023-Q2 · Apr – Jun 2023

2023-Q1 · Jan – Mar 2023

Key Figures ($m)#

Fiscal years

Quarters

Balance Sheet & Cash Flow ($m)#

Fiscal years

Quarters

Products & M&A (16/27 active+recent)#

M&A (11)#

Acquisitions

Reported KPIs (as disclosed) (208)#

Guidance Tracking (latest per metric/period · 29/60)#

Development#

Sources: official investor relations documents#

FAQ#

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