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AMPL stock ticker logo

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
201 3rd Street, Suite 200, San Francisco, CA, 94103, United States
415-231-2353
amplitude.com
Market Cap
$1.03B
P/E (TTM)
-11.5
63
Dividend Yield
--
52W High
$14.49
52W Low
$6.00
52W Range
20%
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

Q4 2025 Data

Revenue

$91.43M+0.00%
4-Quarter Trend

EPS

-$0.13+0.00%
4-Quarter Trend

FCF

$12.65M+0.00%
4-Quarter Trend

2025 Annual Earnings Highlights

Key Highlights

Revenue Growth Achieved Revenue reached $343.2M, marking 15% growth from prior year, driven by customer base expansion.
Customer Base Expansion Paying customers with ARR over $100K grew 18% to 698 accounts as of December 31, 2025.
Strong Net Retention Dollar-based net retention rate improved to 104% TTM, reflecting strong expansion within existing accounts.
Cash Flow Doubled Free Cash Flow reached $23.5M, doubling from $11.7M in 2024, showing improved operating cash generation.

Risk Factors

History of Net Losses Company experienced net losses of $88.5M in 2025; achieving sustained profitability remains a key uncertainty.
Sales Cycle Variability Increased dependence on large enterprise sales lengthens sales cycles and increases variability of operating results.
AI Technology Risks Development and deployment of AI/LLMs introduce technical, legal, and regulatory risks impacting platform adoption.
Stock Price Volatility Class A common stock price remains volatile, subject to fluctuations based on financial metrics and market perception.

Outlook

Platform Feature Investment Continue significant investment in R&D to enhance AI Analytics Platform features and maintain competitive position.
International Geographic Expansion Plan further geographic expansion internationally, despite operational challenges and smaller existing non-U.S. sales force.
Land-and-Expand Strategy Focus on land-and-expand model to drive growth by onboarding additional functional teams and use cases.
AI Technology Development Expect continued investment in AI technologies to accelerate data insights and deliver greater customer value.

Peer Comparison

Revenue (TTM)

UPBD stock ticker logoUPBD
$4.70B
+8.7%
ALIT stock ticker logoALIT
$2.26B
-3.0%
UCTT stock ticker logoUCTT
$2.05B
-2.1%

Gross Margin (Latest Quarter)

RZLV stock ticker logoRZLV
95.6%
+25.9pp
PD stock ticker logoPD
85.3%
+2.3pp
VMEO stock ticker logoVMEO
77.7%
-1.1pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
FSLY$3.04B-26.1-12.9%28.7%
UCTT$2.68B-14.9-24.1%46.9%
JAMF$1.75B-42.0-5.5%36.0%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
4.6%
Moderate Growth
4Q Net Income CAGR
N/M
Profitability Shift
Cash Flow Stability
75%
Volatile Cash Flow

Deep Research

Next earnings:May 6, 2026
|
EPS:-$0.01
|
Revenue:$92.95M
Financials
Earnings Calls
Reports
News
Income Statement
Balance Sheet
Cash Flow Statement
Ratios
% Chg.
Income Statement
LTM
No Data