Inferra AI / Company / AMPL
Amplitude, Inc.
AMPL · Information Technology
Last earnings Aug 5, 2026
Key results
Recurring revenuequarter
$374 million
Annual Recurring Revenue was $374 million, up 17% year-over-year •
SEC original ↗Amplitude, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
Growthquarter
up 17%
Annual Recurring Revenue was $374 million, up 17% year-over-year •
SEC original ↗Amplitude, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
Revenuequarter
$93.5 million
revenue of $93.5 million, up 17% year-over-year •
SEC original ↗Amplitude, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
• Annual Recurring Revenue was $374 million, an increase of 17% year-over-year and an increase of $54.2 million compared to the first quarter of 2025.
SEC original ↗Amplitude, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
AI analysis
Q1 2026 · reported May 6, 2026
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Headline figures
| Metric | Q1 2026 | Prior qtr | Year ago |
|---|---|---|---|
| Recurring revenue | $374 million | — | — |
| Growth | up 17% | — | — |
| Revenue | $93.5 million | — | — |
Guidance · company-stated
No guidance located in the held release
Capital allocation
Forward-Looking Statements: This press release contains express and implied forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding the Company’s financial outlook for the second quarter and full year 2026, the opportunity for the use of AI to drive value for the Company going forward, the Company’s growth strategy and business aspirations, the Company's market position and market opportunity, and the Company's share repurchase program.
Items subject to such estimates and assumptions include, but are not limited to, the: expected period of benefit for deferred commissions; useful lives of long-lived assets; valuation of goodwill and intangible assets; recognition, measurement, and valuation of deferred tax assets and income tax uncertainties; and incremental borrowing rates used for operating leases.
Event summary
Amplitude, Inc. Q1 2026 — Annual Recurring Revenue was $374 million, up 17% year-over-year •
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Guidance & outlook
No guidance located in the held release
Capital allocation
Forward-Looking Statements: This press release contains express and implied forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding the Company’s financial outlook for the second quarter and full year 2026, the opportunity for the use of AI to drive value for the Company going forward, the Company’s growth strategy and business aspirations, the Company's market position and market opportunity, and the Company's share repurchase program.
SEC original ↗Amplitude, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
Items subject to such estimates and assumptions include, but are not limited to, the: expected period of benefit for deferred commissions; useful lives of long-lived assets; valuation of goodwill and intangible assets; recognition, measurement, and valuation of deferred tax assets and income tax uncertainties; and incremental borrowing rates used for operating leases.
SEC original ↗Amplitude, Inc. — 10-Q Quarterly report10-QAug 6, 2026
Holders of common stock are entitled to receive any dividends whenever funds are legally available and if declared by the Company's board of directors.
SEC original ↗Amplitude, Inc. — 10-Q Quarterly report10-QAug 6, 2026
The 2021 Plan provides for the grant of incentive stock options, nonqualified stock options, stock appreciation rights, restricted stock awards, RSU awards, performance bonus awards, performance stock units, dividend equivalent awards and other forms of equity compensation (collectively, equity awards ).
SEC original ↗Amplitude, Inc. — 10-Q Quarterly report10-QAug 6, 2026
On February 18, 2026, the Board approved an increase to the Repurchase Program, authorizing repurchases up to an additional $ 100.0 million of the Company's Class A common stock.
SEC original ↗Amplitude, Inc. — 10-Q Quarterly report10-QAug 6, 2026
Under the Repurchase Program, the Company may repurchase shares of the Company s outstanding Class A common stock from time to time, in such amounts as management deems appropriate, through a variety of methods, which may include open market purchases, privately negotiated transactions, block trades, accelerated share repurchase transactions, purchases through 10b5-1 trading plans, or by any combination of such methods.
SEC original ↗Amplitude, Inc. — 10-Q Quarterly report10-QAug 6, 2026
Strategy & priorities
We're entering a new era of analytics—one where AI can monitor your product around the clock, and free up your team to focus on improving the experience,” said Spenser Skates, co-founder and CEO of Amplitude.
SEC original ↗Amplitude, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
• Announced a strategic partnership with Statsig to take on its brand and customers.
SEC original ↗Amplitude, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
Forward-Looking Statements: This press release contains express and implied forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding the Company’s financial outlook for the second quarter and full year 2026, the opportunity for the use of AI to drive value for the Company going forward, the Company’s growth strategy and business aspirations, the Company's market position and market opportunity, and the Company's share repurchase program.
SEC original ↗Amplitude, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
The Company believes that free cash flow and free cash flow margin are useful indicators of liquidity that provide its management, board of directors, and investors with information about its future ability to generate or use cash to enhance the strength of its balance sheet and further invest in its business and pursue potential strategic initiatives.
SEC original ↗Amplitude, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
Current Period ARR includes any expansion and is net of contraction or attrition over the last 12 months, but excludes ARR from new customers as well as any overage charges in the current period.
SEC original ↗Amplitude, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
Risks & headwinds
Additional risks and uncertainties that could cause actual outcomes and results to differ materially from those contemplated by the forward-looking statements are or will be included under the caption Risk Factors and elsewhere in the reports and other documents that the Company files with the Securities and Exchange Commission from time to time, including the Company’s Quarterly Report on Form 10-Q being filed at or around the date hereof.
SEC original ↗Amplitude, Inc. — Earnings release (8-K exhibit)EX-99May 6, 2026
Legal Proceedings 38 Item 1A.
SEC original ↗Amplitude, Inc. — 10-Q Quarterly report10-QAug 6, 2026
The outcome of the events described in these forward-looking statements is subject to risks, uncertainties, and other factors discussed in Part I, Item 2, Management's Discussion and Analysis of Financial Condition and Results of Operations and Part II, Item 1A, Risk Factors in this Quarterly Report on Form 10-Q as well as other documents that may be filed by us from time to time with the Securities and Exchange Commission.
SEC original ↗Amplitude, Inc. — 10-Q Quarterly report10-QAug 6, 2026
New risks and uncertainties emerge from time to time, and it is not possible for us to predict all risks and uncertainties that could have an impact on the forward-looking statements contained in this Quarterly Report on Form 10-Q.
SEC original ↗Amplitude, Inc. — 10-Q Quarterly report10-QAug 6, 2026
4 SUMMARY OF RISK FACTORS Our business is subject to numerous risks and uncertainties, including those described in Part II, Item 1A, Risk Factors in this Quarterly Report on Form 10-Q.
SEC original ↗Amplitude, Inc. — 10-Q Quarterly report10-QAug 6, 2026
The following is a summary of principal risks and uncertainties that could materially adversely affect our business, financial condition, and results of operations.
SEC original ↗Amplitude, Inc. — 10-Q Quarterly report10-QAug 6, 2026
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
30 documents- Q3 2026
- 8-KAMPL
Oct 15, 2026
- Q2 2026
- 10-QAMPL
Aug 6, 2026
- 8-KAMPL
Aug 5, 2026
- Q1 2026
- 8-KAMPL
Jun 10, 2026
- 10-QAMPL
May 7, 2026
- 8-KAMPL
May 6, 2026
- Q4 2025
- 8-KAMPL
Feb 24, 2026
- 10-KAMPL
Feb 19, 2026
- 8-KAMPL
Feb 18, 2026
- Q3 2025
- 10-QAMPL
Nov 6, 2025
- 8-KAMPL
Nov 5, 2025
- Q2 2025
- 10-QAMPL
Aug 7, 2025
- 8-KAMPL
Aug 6, 2025
- Q1 2025
- 8-KAMPL
Jun 12, 2025
- 8-KAMPL
May 7, 2025
- 10-QAMPL
May 7, 2025
- 8-KAMPL
Apr 1, 2025
- Q4 2024
- 8-KAMPL
Feb 25, 2025
- 10-KAMPL
Feb 20, 2025
- 8-KAMPL
Feb 19, 2025
- Q3 2024
- 8-KAMPL
Nov 7, 2024
- 10-QAMPL
Nov 7, 2024
- Q2 2024
- 8-KAMPL
Aug 8, 2024
- 10-QAMPL
Aug 8, 2024
- 8-KAMPL
Aug 5, 2024
- Q1 2024
- 8-KAMPL
Jun 12, 2024
- 8-KAMPL
May 24, 2024
- 8-KAMPL
May 9, 2024
- 10-QAMPL
May 9, 2024
- Q4 2023
- 10-KAMPL
Feb 20, 2024
Earnings releases
12 documentsPresentations
0 documentsNo presentations for Amplitude, Inc. are held in this edition of the library.
Transcripts
0 documentsNo transcripts for Amplitude, Inc. are held in this edition of the library.
See also the earnings calendar for every tracked company’s next earnings date.