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 &#x2022

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 &#x2022

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 &#x2022

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

Revenue · Q1 2026
$93.5M
EX-99 · May 6, 2026
Recurring revenue · Q1 2026
$374M
EX-99 · May 6, 2026

Headline figures

MetricQ1 2026Prior qtrYear ago
Recurring revenue$374 million——
Growthup 17%——
Revenue$93.5 million——

EX-99 · May 6, 2026

Guidance · company-stated

No guidance located in the held release

Next earningsNo verified date on fileNo date is estimated or imported

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.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Amplitude, Inc. Q1 2026 — Annual Recurring Revenue was $374 million, up 17% year-over-year &#x2022

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

Documents

Filings

30 documents

Earnings releases

12 documents

Presentations

0 documents

No presentations for Amplitude, Inc. are held in this edition of the library.

Transcripts

0 documents

No transcripts for Amplitude, Inc. are held in this edition of the library.

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