Amplitude, Inc.
10.02-0.02 (-0.2%)
Oct 28, 4:00:02 PM EDT · NasdaqCM · AMPL · USD
Key Stats
Market Cap
1.33BP/E (TTM)
-Basic EPS (TTM)
-0.75Dividend Yield
0%Recent Filings
10-Q
Q2 FY2025 results
Amplitude's Q2 revenue climbed 14% year-over-year to $83.3M, with gross margin steady at 73% amid higher hosting costs, while operating expenses rose 8% to $87.6M, driving a $24.7M net loss—up slightly from $23.4M last year, largely due to $25.3M in stock-based compensation. Free cash flow strengthened to $8.9M for the half-year (derived), supported by $12.0M in operating cash flow, though cash dipped to $119.7M after $45.0M in marketable securities buys. The June asset acquisition for $0.5M cash added $0.5M in three-year intangibles to bolster AI capabilities. Liquidity remains solid with $287.4M in cash equivalents and securities, no debt. Yet customer churn edged out expansions, per 99% net retention.
8-K
Amplitude's Q2 revenue up 14%
Amplitude reported Q2 2025 revenue of $83.3 million, up 14% year-over-year, with ARR hitting $335 million, a 16% increase, driven by record multi-product adoption and the highest net-new ARR in nearly three years. Cash flow from operations surged to $20.1 million, while free cash flow reached $18.2 million. The company guides for Q3 revenue of $85.0-$87.0 million. AI innovations are accelerating growth.
8-K
Board change and meeting wins
Amplitude's board loses Eric Vishria on June 16, 2025, after over a decade of service, while the June 12 annual meeting delivered strong shareholder backing. All three Class I directors—Spenser Skates, Erica Schultz, and Tien Tzuo—sailed through election with overwhelming votes for. KPMG's auditor role got ratified nearly unanimously. Sayonara to one era. Executive pay approval signals alignment, yet Vishria's exit prompts continuity watch.
8-K
Amplitude Q1 revenue up 10%
Amplitude reported Q1 2025 revenue of $80.0 million, up 10% year-over-year, with ARR hitting $320 million, a 12% increase, signaling renewed growth amid enterprise adoption. Remaining performance obligations surged 30% to $325.9 million, while customers over $100K ARR grew 18% to 617. The board greenlit a $50 million share buyback, effective immediately. Yet cash burn persists.
10-Q
Q1 FY2025 results
Amplitude's Q1 FY2025 revenue climbed 10% y/y to $80.0M, with gross margin edging up to 74.7% from 74.0%, yet operating expenses rose 7% y/y to $83.9M, driving a net loss of $22.2M versus $21.5M last year; diluted EPS improved to $(0.17) from $(0.18) on 129.7M shares, reconciling to the reported net loss. International revenue, at 39% of total, grew in line with U.S. expansion, while dollar-based net retention held steady at 98% TTM. Cash dipped to $131.2M from $171.7M q/q, with operating cash use of $8.0M and free cash flow of $(9.2M) after $1.2M capex; no debt outstanding. Post-quarter, the board authorized a $50M share repurchase. Competition from larger analytics firms pressures market share.
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