
Amplitude, Inc.
NASDAQ•AMPL
CEO: Mr. Spenser Skates
Sector: Technology
Industry: Software - Application
Listing Date: 2021-09-28
Amplitude, Inc., together with its subsidiaries, provides a digital analytics platform that analyzes customer behavior in the United States and internationally. It offers Amplitude Analytics, which provides real-time product data and reconstructed user visits; Amplitude Experiment, a solution that allows teams to test new capabilities and safely roll out new features; Amplitude CDP, an insight-driven solution that encompasses the data infrastructure, audience management, and data streaming capabilities; and Amplitude Session Replay used by product, marketing, and data teams to understand user behavior, diagnose product issues, and improve product outcomes. The company also provides customer support services related to initial implementation setup, ongoing support, and application training. It delivers its application over the Internet as a subscription service using a software-as-a-service model. The company was formerly known as Sonalight, Inc. and changed its name to Amplitude, Inc. in December 2014. Amplitude, Inc. was incorporated in 2011 and is headquartered in San Francisco, California.
Contact Information
Market Cap
$1.37B
P/E (TTM)
-13.0
65.9
Dividend Yield
--
52W High
$14.88
52W Low
$7.55
52W Range
Rank48Top 64.4%
3.3
F-Score
Modified Piotroski Analysis
Based on 6-year fundamentals
Weak • 3.3 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2020-2025
Financial Dashboard
Q3 2025 Data
Revenue
$88.57M+17.75%
4-Quarter Trend
EPS
-$0.18+28.57%
4-Quarter Trend
FCF
$3.35M-45.53%
4-Quarter Trend
2025 Q3 Earnings Highlights
Key Highlights
Nine Month Revenue Growth Revenue reached $251.8M USD for nine months, marking 14% growth over prior year period.
ARR Growth and Retention Annual Recurring Revenue grew 16% to $347M USD; Dollar-Based NRR improved to 102% TTM.
Strong Deferred Revenue Growth Current deferred revenue increased to $131.5M USD, showing strong visibility into future recognized revenue.
Positive Free Cash Flow Free Cash Flow generated $12.3M USD for nine months, improving from $10.2M USD last year.
Risk Factors
History of Operating Losses Accumulated deficit reached $528.7M USD as of September 30, 2025; profitability remains a key challenge.
Forecasting Difficulty Due to Growth Limited operating history and rapid growth make accurately forecasting future results subject to significant uncertainties.
Intense Competition and AI Regulation Market is highly competitive; evolving AI regulations and technology changes pose risks to platform adoption.
Stock Volatility and Control Class A stock price remains volatile; dual-class structure concentrates voting power limiting minority stockholder influence.
Outlook
Continued Platform Innovation Investment Expect R&D expenses to increase in dollar amount to drive growth via AI/ML integration and new features.
Focus on Enterprise Sales Cycle Strategy focuses on larger organizations, expecting longer, less predictable sales cycles impacting short-term revenue variability.
International Expansion Efforts Plan to expand globally, though international operations face risks from political instability and diverse regulatory environments.
Managing Operating Expense Ratios Expect operating expenses to increase in dollars, but decrease as percentage of revenue over the longer term.
Peer Comparison
Revenue (TTM)
$4.58B
LSPD$1.26B
JAMF$690.59M
Gross Margin (Latest Quarter)
RZLV95.6%
PD85.3%
77.7%
Key Metrics
Symbol | Market Cap | P/E (TTM) | ROE (TTM) | Debt to Assets |
|---|---|---|---|---|
| JAMF | $1.74B | -41.8 | -5.5% | 36.0% |
| LSPD | $1.56B | -2.3 | -39.0% | 1.0% |
| MLNK | $1.48B | -68.1 | -5.4% | 49.9% |
Long-Term Trends
Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
4.3%
Moderate Growth
4Q Net Income CAGR
N/M
Profitability Shift
Cash Flow Stability
75%
Volatile Cash Flow
Research & Insights
Next earnings:Feb 18, 2026
EPS:$0.04
|Revenue:$90.35M
Reports
All Years
Form 10-Q - Q3 2025
Period End: Sep 30, 2025|Filed: Nov 6, 2025|Revenue: $88.57M+17.7%|EPS: $-0.18+28.6%MissForm 10-Q - Q2 2025
Period End: Jun 30, 2025|Filed: Aug 7, 2025|Revenue: $83.27M+13.6%|EPS: $-0.19+0.0%MissForm 10-Q - Q1 2025
Period End: Mar 31, 2025|Filed: May 7, 2025|Revenue: $79.95M+10.1%|EPS: $-0.17-5.6%MissForm 10-K - FY 2024
Period End: Dec 31, 2024|Filed: Feb 20, 2025|Revenue: $299.27M+8.3%|EPS: $-0.76+1.3%MissForm 10-Q - Q3 2024
Period End: Sep 30, 2024|Filed: Nov 7, 2024|Revenue: $75.22M+6.5%|EPS: $-0.14-6.7%MissForm 10-Q - Q2 2024
Period End: Jun 30, 2024|Filed: Aug 8, 2024|Revenue: $73.30M+8.2%|EPS: $-0.19-20.8%MissForm 10-Q - Q1 2024
Period End: Mar 31, 2024|Filed: May 9, 2024|Revenue: $72.62M+9.2%|EPS: $-0.18-21.7%MissForm 10-K - FY 2023
Period End: Dec 31, 2023|Filed: Feb 20, 2024|Revenue: $276.28M+16.1%|EPS: $-0.77+8.3%Miss