
Amplitude, Inc.
NASDAQ•AMPL
CEO: Mr. Spenser Skates
セクター: Technology
業種: Software - Application
上場日: 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.
連絡先情報
時価総額
$847.72M
PER (TTM)
-8.0
62.6
配当利回り
--
52週高値
$14.88
52週安値
$6.00
52週レンジ
順位48Top 64.4%
3.3
F-Score
改良版 Piotroski 分析
6年ファンダメンタル
弱い • 3.3 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2020-2025
財務ダッシュボード
Q3 2025 データ
売上高
$88.57M+17.75%
直近4四半期の推移
EPS
-$0.18+28.57%
直近4四半期の推移
フリーCF
$3.35M-25.48%
直近4四半期の推移
2025 Q3 決算ハイライト
主なハイライト
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.
リスク要因
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.
見通し
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.
同業比較
売上高 (TTM)
$4.58B
ALIT$2.29B
$2.11B
粗利益率 (最新四半期)
RZLV95.6%
PD85.3%
77.7%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| FSLY | $2.64B | -21.8 | -12.9% | 28.7% |
| UCTT | $2.52B | -15.9 | -20.0% | 37.8% |
| JAMF | $1.75B | -42.0 | -5.5% | 36.0% |
長期トレンド
直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
4.3%
緩やかな成長
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
75%
キャッシュフローの変動が大きい
深度リサーチ
次回決算:2026年2月18日
EPS:$0.04
|売上高:$90.35M
財務レポート
財務データ
ニュース
全年度
Form 10-Q - Q3 2025
会計期末: 2025年9月30日|提出日: 2025年11月6日|売上高: $88.57M+17.7%|EPS: $-0.18+28.6%予想を下回るForm 10-Q - Q2 2025
会計期末: 2025年6月30日|提出日: 2025年8月7日|売上高: $83.27M+13.6%|EPS: $-0.19+0.0%予想を下回るForm 10-Q - Q1 2025
会計期末: 2025年3月31日|提出日: 2025年5月7日|売上高: $79.95M+10.1%|EPS: $-0.17-5.6%予想を下回るForm 10-K - FY 2024
会計期末: 2024年12月31日|提出日: 2025年2月20日|売上高: $299.27M+8.3%|EPS: $-0.76+1.3%予想を下回るForm 10-Q - Q3 2024
会計期末: 2024年9月30日|提出日: 2024年11月7日|売上高: $75.22M+6.5%|EPS: $-0.14-6.7%予想を下回るForm 10-Q - Q2 2024
会計期末: 2024年6月30日|提出日: 2024年8月8日|売上高: $73.30M+8.2%|EPS: $-0.19-20.8%予想を下回るForm 10-Q - Q1 2024
会計期末: 2024年3月31日|提出日: 2024年5月9日|売上高: $72.62M+9.2%|EPS: $-0.18-21.7%予想を下回るForm 10-K - FY 2023
会計期末: 2023年12月31日|提出日: 2024年2月20日|売上高: $276.28M+16.1%|EPS: $-0.77+8.3%予想を下回る