AMPL
Amplitude, Inc.11.02
+0.27+2.51%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Agents to dominate queries soon
Q&A elaborated on AI agents' edge, with Spenser forecasting agentic queries as the vast majority within 12-24 months, skyrocketing versus direct dashboard use. New pricing—piloted on 20% of Q4 new ARR—rewards data volume to fuel cross-sells and NRR above 105%, easing adoption fears. Management touted 76% query accuracy crushing Snowflake/Databricks' sub-10%, crediting behavioral data context. Q4 upside stemmed from back-loaded new enterprise logos sans mega-expansions. Answers reaffirmed AI tailwinds. Agentic analytics will dominate.
Key Stats
Market Cap
1.47BP/E (TTM)
-Basic EPS (TTM)
-0.80Dividend Yield
0%Recent Filings
8-K
President departs; guidance reaffirmed
10-K
FY2025 results
Amplitude drove FY2025 revenue to $343M, up 15% y/y, with paying customers surging 24% to 4,797 and $100K+ ARR accounts climbing 18% to 698. Q4 momentum shone through dollar-based net retention hitting 104% TTM, fueled by AI product launches like Agents, MCP, and Feedback that expanded platform stickiness. Free cash flow strengthened to $23M while share repurchases totaled $31M under the new program. Yet ongoing privacy lawsuits cloud quarterly execution.
8-K
Q4 revenue up 17%
Amplitude reported Q4 revenue of $91.4 million, up 17% year-over-year, with ARR hitting $366 million and record full-year free cash flow of $23.5 million. Acquired InfiniGrow to bolster marketing tools; board approved $100 million share repurchase add-on. Q1 revenue outlook: $91.7-$93.7 million. Cash flows soared.
10-Q
Q3 FY2025 results
Amplitude posted Q3 revenue of $88.6M, up 18% y/y from $75.2M, with gross margin steady at 74% despite cost of revenue climbing 23% y/y on hosting and personnel. Operating loss widened to $25.7M from $20.0M y/y, driven by R&D up 40% and sales/marketing up 18%, while diluted EPS of -$0.18 matched 133M shares. YTD revenue hit $251.8M, +14% y/y, with $17.0M operating cash flow less $4.7M capex yielding $12.3M FCF (derived). Cash fell to $82.2M amid $14.3M stock repurchases under a $50M program ($38.3M remains); closed Kraftful acquisition in July for $3.8M (cash/stock), adding $3.0M developed technology and $0.8M goodwill. Privacy class actions linger.
8-K
Q3 revenue up 18% YoY
Amplitude reported Q3 revenue of $88.6 million, up 18% year-over-year, with ARR hitting $347 million, up 16%. Non-GAAP operating income slipped to $0.6 million while cash flow stayed positive at $3.4 million free cash flow. Customers with $100K+ ARR grew 15% to 653. Q4 revenue outlook: $89-91 million.
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