Core Viewpoint - Amplitude's new AI analytics platform, Agentic, is positioned as a significant advancement in digital product analytics, despite the company's stock facing a 41% decline this year amid broader software market challenges [2][13]. Financial Performance - In Q4, Amplitude reported a revenue growth of 17% to $91.4 million, exceeding estimates of $90.4 million, while adjusted earnings per share improved from $0.02 to $0.04, though still below the consensus of $0.05 [4]. - The company achieved record free cash flow of $23.5 million for the year and $11.2 million in Q4 [4]. - For Q1, Amplitude projects revenue between $91.7 million and $93.7 million, indicating a 16% growth, and anticipates full-year revenue of $390 million to $398 million, or 15% growth [6]. Strategic Initiatives - Amplitude has revamped its pricing and packaging strategy, leading to a 35% increase in remaining performance obligations, now totaling $417.7 million, reflecting growing customer confidence [5]. - The launch of the Agentic AI Analytics platform aims to consolidate digital analytics solutions and leverage the largest database of user behavior [8][9]. AI Analytics Platform - The Agentic AI Analytics platform utilizes coding assistants from companies like Anthropic and OpenAI to provide features such as the Global Agent, which offers instant insights and can create dashboards and analyze customer journeys [9]. - Customer feedback on the AI analytics has been positive, with agentic queries rising from almost none in October 2025 to 25% of total queries today [10]. Market Position and Outlook - Amplitude's stock has been affected by a broader software sell-off, losing 41% year-to-date, yet the company continues to execute well and show solid growth [11]. - To capitalize on the current stock price, Amplitude announced a $100 million share buyback, representing 11% of shares outstanding, and holds $192 million in cash and marketable securities [12]. - Despite uncertainties in the software sector, the new AI analytics platform presents significant disruptive potential, making a small investment in Amplitude appear strategically sound [14].

For the quarter ended December 2025, Amplitude, Inc. (AMPL) reported revenue of $91.43 million, up 17% over the same period last year. EPS came in at $0.04, compared to $0.02 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $90.09 million, representing a surprise of +1.49%. The company delivered an EPS surprise of -9.09%, with the consensus EPS estimate being $0.04.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall St ...

Amplitude Inc (NASDAQ:AMPL) reported in-line earnings for the fourth quarter on Wednesday.The company posted quarterly earnings of 4 cents per share which met the analyst consensus estimate. The company reported quarterly sales of $91.427 million which beat the analyst consensus estimate of $90.344 million.Amplitude said it sees FY2026 adjusted EPS of 8 cents-13 cents versus market estimates of 12 cents. The company sees sales of $390.000 million-$398.000 million, versus estimates of $390.120 million.“We’re ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 OR Registrant's telephone number, including area code: (415) 231-2353 Securities registered pursuant to Section 12(b) of the Act: | Trading | | | | | --- | --- | --- | --- | | Title of each class Name of each exchange on which registered | | Symbol(s) | | | Class A Common Stock, $0.00001 ...

Casey also emphasized that the enterprise is now Amplitude’s “core growth engine,” citing 20% year-over-year ARR growth for the enterprise customer cohort, along with higher retention and expansion rates than the rest of the business. Remaining performance obligations (RPO) were another focus: Casey said Amplitude sustained current RPO growth of more than 20% throughout 2025, and total RPO grew 35% year over year in Q4, with average contract duration now above 22 months .On profitability, CFO Andrew Casey s ...

Amplitude, Inc. (AMPL) came out with quarterly earnings of $0.04 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.02 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -9.09%. A quarter ago, it was expected that this company would post earnings of $0.01 per share when it actually produced earnings of $0.02, delivering a surprise of +100%.Over the last four quarters, the company has surpassed ...

Financial Data and Key Metrics Changes - Fourth quarter revenue was $91.4 million, up 17% year-over-year, exceeding the high end of revenue guidance [4][32] - Annual recurring revenue (ARR) reached $366 million, up 17% year-over-year, marking the highest net new ARR quarter since 2021 [4][32] - Non-GAAP operating income was $4.2 million, or 4.6% of revenue [4][36] - Gross margin for the fourth quarter was 77%, flat compared to the fourth quarter of 2024 [34] Business Line Data and Key Metrics Changes - Customers with more than $100,000 in ARR grew to 698, an increase of 18% year-over-year [5][33] - The number of customers representing $1 million or more in ARR grew to 56, up 33% year-over-year [33] - 44% of customers now have multiple products, with 74% of ARR coming from that cohort [33][28] Market Data and Key Metrics Changes - ARR for the enterprise customer cohort is up 20% year-over-year, with higher retention and expansion rates than the rest of the business [25] - Dollar-Based Net Retention improved to above 105% after exiting 2024 at 100% [29] Company Strategy and Development Direction - The company is focusing on capturing the enterprise market and accelerating multi-product adoption while leading in innovation [25] - The introduction of AI products is expected to expand adoption and use cases, enhancing the overall market opportunity [28][39] - The new pricing and packaging strategy aims to reduce friction in product adoption and encourage greater consumption [30] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the long-term value of the platform and the ability to scale a durable and growing business [41] - The company anticipates revenue for Q1 FY 2026 to be between $91.7 million to $93.7 million, representing an annual growth rate of 16% at the midpoint [40] - For the full year of 2026, revenue is expected to be between $390 million and $398 million, an annual growth rate of 15% at the midpoint [41] Other Important Information - The company acquired InfiniGrow, an AI-native marketing analytics startup, to enhance its platform capabilities [12] - The introduction of AI agents is expected to fundamentally change how teams interact with analytics data, making the process more efficient [12][13] Q&A Session Summary Question: How do you see Amplitude's agents and third-party agents evolving? - Both Amplitude's agents and third-party agents use the same underlying infrastructure, allowing for seamless integration and functionality [44][45] Question: Was the upside in Q4 numbers lighter than expected? - Q4 was strong for new logo ARR, with a large proportion of ARR booked later in the quarter compared to previous quarters [47][48] Question: How much of the NRR improvement is due to upsells versus mitigating churn? - The improvement in dollar retention was primarily related to cross-sell capabilities, with customers increasingly adopting more applications [53][54] Question: How does the new pricing model drive engagement and predictability? - The new pricing model provides greater visibility into data ingestion and reduces friction, making it easier for customers to adopt the platform [63][64] Question: What role will InfiniGrow play in addressing customer needs? - InfiniGrow brings expertise in AI analytics and automating workflows, which will help meet the evolving needs of customers transitioning from legacy tools [68][70]

Amplitude (NasdaqCM:AMPL) Q4 2025 Earnings call February 18, 2026 05:00 PM ET Company ParticipantsAndrew Casey - CFOIan Black - Equity Research AssociateJohn Gomez - Equity Research AssociateJohn Streppa - Head of Investor RelationsNate Steinberg - Investment Banking AssociateSpenser Skates - CEOWillow Miller - Senior Equity Research AssociateNone - Video NarratorConference Call ParticipantsBilly Fitzsimmons - Director and Senior Research AnalystClark Wright - Research AnalystGeorge McGeehan - Equity Resear ...

Financial Data and Key Metrics Changes - Q4 2025 revenue was $91.4 million, up 17% year-over-year, exceeding revenue guidance [3][32] - Annual recurring revenue (ARR) reached $366 million, up 17% year-over-year, marking the highest net new ARR quarter since 2021 [3][32] - Non-GAAP operating income was $4.2 million, or 4.6% of revenue [3][36] - Gross margin for Q4 was 77%, flat compared to Q4 2024 [34] Business Line Data and Key Metrics Changes - Customers with more than $100,000 in ARR grew to 698, an increase of 18% year-over-year [4][33] - The number of customers with $1 million or more in ARR grew to 56, up 33% year-over-year [33] - 44% of customers now have multiple products, with 74% of ARR coming from that cohort [33][27] Market Data and Key Metrics Changes - ARR for enterprise customers increased by 20% year-over-year, with higher retention and expansion rates [25] - Dollar-Based Net Retention improved to above 105% after exiting 2024 at 100% [28] Company Strategy and Development Direction - The company is focusing on enterprise growth and multi-product adoption, establishing a new baseline for durable growth [25][26] - The introduction of AI products is expected to expand adoption and use cases, enhancing the overall platform value [27][39] - The company aims to consolidate the fragmented market and improve go-to-market strategies [39] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the long-term value of the platform and the potential for significant growth driven by AI capabilities [24][39] - The company anticipates revenue for Q1 2026 to be between $91.7 million and $93.7 million, representing an annual growth rate of 16% at the midpoint [40] - For the full year 2026, revenue is expected to be between $390 million and $398 million, an annual growth rate of 15% at the midpoint [41] Other Important Information - The company acquired InfiniGrow, an AI-native marketing analytics startup, to enhance its platform capabilities [11] - Free cash flow in Q4 was $11.2 million, or 12% of revenue, compared to $1.5 million, or 2% of revenue, during the same period last year [36] Q&A Session Summary Question: On the evolution of Amplitude's agents and third-party agents - Management clarified that both Amplitude's agents and third-party agents use the same underlying infrastructure, allowing for seamless integration and functionality [44][45] Question: Regarding Q4 numbers and potential areas of concern - Management noted that Q4 was strong for new logo ARR, with a significant portion booked later in the quarter, which may have affected the perceived upside [47][48] Question: On the improvement in net dollar retention - Management attributed the improvement primarily to cross-sell capabilities and the reduction of capacity-related issues that previously hindered retention [54][55] Question: On the predictability of the new pricing model - Management emphasized that the new pricing model provides greater transparency and predictability for customers, facilitating easier adoption of the platform [64][65] Question: On the acquisition of InfiniGrow and its impact - Management highlighted that InfiniGrow brings valuable AI analytics expertise and familiarity with marketing analysts, which will help address customer needs as the market evolves [68][69]

4Q 2025 Investor Presentation © 2026 Amplitude, Inc. All Rights Reserved. Disclaimer This presentation and the accompanying oral presentation have been prepared by Amplitude, Inc. (the "Company"). Certain statements in this presentation and the accompanying oral commentary are forward-looking statements. These statements relate to the Company's financial outlook for the first quarter of 2026 and full year 2026, the expected performance of the Company's products, the Company's expected quarterly and long-ter ...