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Amplitude, Inc.(AMPL)Earnings, Financials & Key Ratios
AMPL•NASDAQ
$7.41
Price updated Jun 27, 2026
SectorTechnologyIndustryApplication SoftwareSub-IndustryData platforms, analytics and business intelligence
AboutAmplitude, Inc. provides a digital optimization system to analyze customer behavior within digital products in the United States and internationally. It offers Amplitude analytics for insights of customer behavior; Amplitude Recommend, a no-code personalization solution that helps to increase customer engagement by adapting digital products and campaigns to every user based on behavior; Amplitude Experiment, an integrated solution that enables teams to determine and deliver the product experiences for their customers through A/B tests and controlled feature releases; Amplitude Behavioral Graph, a proprietary database for deep, real-time interactive behavioral analysis, and behavior-driven personalization instantly joining, analyzing, and correlating any customer actions to outcomes, such as engagement, growth, and loyalty; and data management, a real-time data layer for planning, integrating, and managing data sources to create a foundation with identity resolution, enterprise-level security, and privacy solutions. 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.Show more
- Revenue$343M+14.7%
- EBITDA-$86M+14.7%
- Net Income-$89M+6.1%
- EPS (Diluted)-0.67+11.8%
- Gross Margin73.99%-0.4%
- EBITDA Margin-25.17%+25.6%
- Operating Margin-27.97%+22.0%
- Net Margin-25.8%+18.1%
- ROE-32.68%-2.4%
AMPL Price & Volume
Amplitude, Inc. (AMPL) stock price & volume — 10-year historical chart
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Accelerating Revenue Growth Faces Persistent Profitability Headwinds
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Accelerating
Profitability:Negative
Financial:Healthy
Cash Flow:Burning
Primary Risk:Persistent cash burn trajectory
Key Thesis Takeaways
- Amplitude shows signs of operational momentum with revenue growth accelerating to 16.9% in 2026Q1, yet the company continues to struggle with structural profitability as operating margins remain deeply negative at -25.8%.
- While the firm maintains a healthy debt-to-equity ratio of 0.03, the aggressive depletion of cash reserves from $248.5M in 2023Q4 to $86.6M in 2026Q1 raises concerns regarding long-term sustainability.
- Investors should monitor whether the recent uptick in top-line performance can eventually offset the heavy reliance on stock-based compensation, which reached $21.9M in 2025Q4, before the company faces a liquidity crunch.
Verdict Logic
while revenue growth is accelerating to 16.9%, the company's persistent operating cash burn and the rapid decline in cash reserves to $86.6M suggest significant execution risk remains.
AMPL Growth Metrics
Amplitude, Inc. (AMPL) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-
5 Years27.35%
3 Years12.97%
TTM16.36%
Profit CAGR
10 Years-
5 Years-
3 Years-
TTM5.79%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM11.84%
Return on Capital
10 Years-35.39%
5 Years-33.41%
3 Years-33.74%
Last Year-34.45%
AMPL Recent Earnings
Amplitude, Inc. (AMPL) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 7/12 qtrs (58%)●Beat Revenue 4/12 qtrs (33%)
Q2 2026Latest
May 6, 2026Metric
Actual
Est
EPS
$0.02-100.0%
$0.01
Rev
$93M+0.6%
$93M
Q1 2026
Feb 18, 2026Metric
Actual
Est
EPS
$0.04+0.0%
$0.04
Rev
$91M+1.2%
$90M
Q4 2025
Nov 5, 2025Metric
Actual
Est
EPS
$0.02+100.0%
$0.01
Rev
$89M-2.0%
$90M
Q3 2025
Aug 6, 2025Metric
Actual
Est
EPS
$0.01-70.0%
$0.03
Rev
$83M-0.9%
$84M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 6, 2026 | $0.02vs $0.01-100.0% | $93Mvs $93M+0.6% |
| Q1 2026 | Feb 18, 2026 | $0.04vs $0.04+0.0% | $91Mvs $90M+1.2% |
| Q4 2025 | Nov 5, 2025 | $0.02vs $0.01+100.0% | $89Mvs $90M-2.0% |
| Q3 2025 | Aug 6, 2025 | $0.01vs $0.03-70.0% | $83Mvs $84M-0.9% |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for Amplitude, Inc. (AMPL)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $7.41 | $987.59M | -11.06 | 14.68% | -25.8% | -32.68% | — | |
| $21.02 | $2.37B | -17.23 | 24.4% | -15.51% | -20.27% | — | |
| $30.99 | $10.65B | -36.03 | 21.08% | -25.31% | -25.26% | — | |
| $27.08 | $15.71B | 48.36 | 24.05% | 6.39% | 20.74% | — | |
| $239.77 | $85.35B | 799.23 | 27.68% | 3.69% | 3.78% | — | |
| $56.24 | $5.82B | 16.40 | 17.26% | 21.14% | 37.43% | — |
Compare AMPL vs Peers
Amplitude, Inc. (AMPL) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
AMPL SEC Filings & Documents
Amplitude, Inc. (AMPL) SEC filings — annual & quarterly reports (10-K, 10-Q)
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AMPL Frequently Asked Questions
Amplitude, Inc. (AMPL) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Amplitude, Inc.'s revenue?
Amplitude, Inc. (AMPL) reported $356.8M in revenue for fiscal year 2025. This represents a 421% increase from $68.4M in 2019.
How fast is Amplitude, Inc. growing?
Amplitude, Inc. (AMPL) grew revenue by 14.7% over the past year. This is steady growth.
Is AMPL profitable?
Amplitude, Inc. (AMPL) reported a net loss of $89.6M for fiscal year 2025.
Dividend & Returns
What is AMPL's return on equity?
Amplitude, Inc. (AMPL) has a return on equity (ROE) of -32.7%. Negative ROE indicates the company is unprofitable.
What is Amplitude, Inc.'s free cash flow?
Amplitude, Inc. (AMPL) generated $22.1M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.