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Amplitude, Inc.

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
$1.37B
P/E (TTM)
-13.0
65.9
Dividend Yield
--
52W High
$14.88
52W Low
$7.55
52W Range
37%
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)

Upbound Group, Inc.UPBD
$4.58B
+7.5%
Lightspeed Commerce Inc.LSPD
$1.26B
+16.8%
Jamf Holding Corp.JAMF
$690.59M
+12.3%

Gross Margin (Latest Quarter)

Rezolve AI LimitedRZLV
95.6%
+25.9pp
PagerDuty, Inc.PD
85.3%
+2.3pp
Vimeo, Inc.VMEO
77.7%
-1.1pp

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%
    Miss
  • Form 10-Q - Q2 2025

    Period End: Jun 30, 2025|Filed: Aug 7, 2025|
    Revenue: $83.27M+13.6%
    |
    EPS: $-0.19+0.0%
    Miss
  • Form 10-Q - Q1 2025

    Period End: Mar 31, 2025|Filed: May 7, 2025|
    Revenue: $79.95M+10.1%
    |
    EPS: $-0.17-5.6%
    Miss
  • Form 10-K - FY 2024

    Period End: Dec 31, 2024|Filed: Feb 20, 2025|
    Revenue: $299.27M+8.3%
    |
    EPS: $-0.76+1.3%
    Miss
  • Form 10-Q - Q3 2024

    Period End: Sep 30, 2024|Filed: Nov 7, 2024|
    Revenue: $75.22M+6.5%
    |
    EPS: $-0.14-6.7%
    Miss
  • Form 10-Q - Q2 2024

    Period End: Jun 30, 2024|Filed: Aug 8, 2024|
    Revenue: $73.30M+8.2%
    |
    EPS: $-0.19-20.8%
    Miss
  • Form 10-Q - Q1 2024

    Period End: Mar 31, 2024|Filed: May 9, 2024|
    Revenue: $72.62M+9.2%
    |
    EPS: $-0.18-21.7%
    Miss
  • Form 10-K - FY 2023

    Period End: Dec 31, 2023|Filed: Feb 20, 2024|
    Revenue: $276.28M+16.1%
    |
    EPS: $-0.77+8.3%
    Miss