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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
201 3rd Street, Suite 200, San Francisco, CA, 94103, United States
415-231-2353
amplitude.com
時価総額
$942.62M
PER (TTM)
-10.7
66.7
配当利回り
--
52週高値
$14.49
52週安値
$6.00
52週レンジ
12%
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

Q4 2025 データ

売上高

$91.43M+0.00%
直近4四半期の推移

EPS

-$0.13+0.00%
直近4四半期の推移

フリーCF

$12.65M+0.00%
直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

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.

リスク要因

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.

見通し

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.

同業比較

売上高 (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%

粗利益率 (最新四半期)

RZLV stock ticker logoRZLV
95.6%
+25.9pp
PD stock ticker logoPD
85.9%
+2.3pp
VMEO stock ticker logoVMEO
77.7%
-1.1pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
FSLY$4.08B-33.2-12.9%28.7%
UCTT$2.70B-14.8-24.1%46.9%
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
4.6%
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5月6日
|
EPS:-$0.01
|
売上高:$92.95M
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書
直近12ヶ月
データなし