Amplitude Reports Strong Q4 2025 Earnings with AI-Driven Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
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Should l Buy AMPL?
Source: seekingalpha
- Strong Financial Performance: Amplitude reported Q4 revenue of $91.4 million, a 17% year-over-year increase, with annual recurring revenue (ARR) reaching $366 million, indicating robust growth potential in the enterprise market that is expected to drive future revenue increases.
- AI-Driven Innovation: CEO Spenser Skates highlighted that the Agentic analytics platform achieved a 76% success rate on complex queries, which is 7 times better than traditional text-to-SQL methods, demonstrating that the application of AI technology will significantly enhance customer experience and operational efficiency.
- Customer Base Expansion: The number of customers with over $100,000 in ARR grew to 698, an 18% year-over-year increase, while those with over $1 million in ARR rose to 56, a 33% increase, indicating the company's increasing appeal among high-value customer segments.
- Optimistic Future Outlook: Amplitude expects Q1 2026 revenue to be between $91.7 million and $93.7 million, representing a 16% annual growth rate, while full-year revenue guidance is set between $390 million and $398 million, reflecting the company's confidence in future growth.
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Analyst Views on AMPL
Wall Street analysts forecast AMPL stock price to rise
4 Analyst Rating
4 Buy
0 Hold
0 Sell
Strong Buy
Current: 6.340
Low
12.00
Averages
14.25
High
16.00
Current: 6.340
Low
12.00
Averages
14.25
High
16.00
About AMPL
Amplitude, Inc. provides a digital analytics platform that helps companies unlock the power of their products. The Company’s Digital Analytics Platform helps businesses understand how people are using their products so they can build digital experiences. Its platform comprises several primary offerings: Amplitude Analytics, Amplitude Session Replay, Amplitude Feature Experimentation, Amplitude Web Experimentation, Amplitude Activation and Amplitude Guides and Surveys. Amplitude Analytics is the cornerstone of the platform and provides real-time insights into user behavior. Amplitude Activation unifies data across multiple sources, creating a single, enriched dataset that fuels analytics and personalization. Amplitude Guides and Surveys helps companies to deploy in-product guides, tours, and surveys, using the power of behavioral insights to fuel great results. The Company's portfolio includes InfiniGrow, which is an AI marketing analytics platform.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Amplitude Reports Strong Q4 2025 Earnings with AI-Driven Growth
- Strong Financial Performance: Amplitude reported Q4 revenue of $91.4 million, a 17% year-over-year increase, with annual recurring revenue (ARR) reaching $366 million, indicating robust growth potential in the enterprise market that is expected to drive future revenue increases.
- AI-Driven Innovation: CEO Spenser Skates highlighted that the Agentic analytics platform achieved a 76% success rate on complex queries, which is 7 times better than traditional text-to-SQL methods, demonstrating that the application of AI technology will significantly enhance customer experience and operational efficiency.
- Customer Base Expansion: The number of customers with over $100,000 in ARR grew to 698, an 18% year-over-year increase, while those with over $1 million in ARR rose to 56, a 33% increase, indicating the company's increasing appeal among high-value customer segments.
- Optimistic Future Outlook: Amplitude expects Q1 2026 revenue to be between $91.7 million and $93.7 million, representing a 16% annual growth rate, while full-year revenue guidance is set between $390 million and $398 million, reflecting the company's confidence in future growth.
See More
Amplitude Q4 Earnings Beat Revenue Estimates Despite EPS Miss
- Earnings Highlights: Amplitude's Q4 report reveals a non-GAAP EPS of $0.04, missing expectations by $0.01; however, revenue reached $91.4 million, reflecting a 17% year-over-year increase and beating market expectations by $1.05 million, demonstrating resilience in revenue growth.
- Ongoing Operating Losses: Despite the revenue growth, Amplitude continues to face significant operating losses, indicating persistent challenges in profitability that may affect investor perceptions of its long-term value.
- High AI Vulnerability: Amidst intensifying competition in the AI sector, Amplitude's vulnerabilities raise market concerns, potentially impacting analysts' future performance expectations, especially in a rapidly evolving technological landscape.
- Investor Conference Participation: Amplitude participated in the UBS Global Technology and AI Conference, showcasing its position in the industry; despite challenges, the company is actively seeking to engage with investors to bolster market confidence.
See More
AMPLITUDE INC PROJECTS 2026 REVENUE BETWEEN $390.0 MILLION AND $398.0 MILLION
Revenue Projection for 2026: The anticipated revenue for the year 2026 is projected to be $390.0 million.
Comparison with Previous Year: This projection shows a slight increase compared to the previous year's revenue of $398.0 million.
See More
Amplitude Scheduled to Announce Q4 Earnings Results
- Earnings Announcement Date: Amplitude (AMPL) is set to announce its Q4 2023 earnings on February 18th after market close, with a consensus EPS estimate of $0.05, reflecting a 25% year-over-year increase, indicating ongoing improvements in profitability.
- Revenue Expectations: Analysts forecast revenue to reach $90.35 million, representing a 15.7% year-over-year growth, suggesting enhanced market demand and growth potential despite ongoing operational losses.
- Historical Performance: Over the past two years, Amplitude has exceeded EPS estimates 100% of the time and revenue estimates 88% of the time, demonstrating reliability in financial forecasting and bolstering market confidence.
- Market Analysis: Despite facing high risks in AI and significant operating losses, analysts' ratings reflect cautious optimism regarding Amplitude's future growth, indicating recognition of the potential value of its technology and products.
See More
Amplitude Launches AI Agents to Enhance Product Decision-Making
- AI Agent Launch: Amplitude has introduced a series of AI agents that continuously analyze product usage, identify effective and ineffective features, and recommend actions in real time, thereby helping companies swiftly transition from insights to actions and enhancing decision-making efficiency.
- Global Agent Functionality: The newly launched Global Agent allows teams to ask complex questions in natural language and quickly receive answers, analyze data, and build dashboards, significantly reducing the time from data analysis to decision-making and improving team productivity.
- Specialized Agent Benefits: Four specialized agents focus on dashboard monitoring, user session replay, experiment execution, and feedback processing, enabling rapid identification of key metric changes and providing specific improvement recommendations, thus alleviating the workload of product teams and enhancing overall operational efficiency.
- Positive Customer Feedback: Early customers like NTT DOCOMO and Mercado Libre report that Amplitude's AI agents have significantly improved their analysis efficiency, reduced customer acquisition costs, and enhanced conversion rates through automated insights, demonstrating the immense potential of AI in product analytics.
See More
Amplitude's Stock Surge Potential in 2026
- Significant Revenue Growth: Amplitude's Q3 revenue rose 16% to $347 million, with remaining performance obligations increasing 37% to $391.9 million, indicating enhanced customer confidence and longer contract signings.
- Product Portfolio Expansion: The launch of new features like AI visibility and web experimentation allows marketers to conduct experiments faster, which is expected to further enhance customer satisfaction and revenue streams, solidifying its leadership in product analytics.
- Strong Market Position: Amplitude serves 27% of the Fortune 500, recognized as a leader in digital analytics by Forrester Wave and named best in product analytics by G2, which strengthens its competitive edge in the market.
- Attractive Valuation: With a market cap of $1.4 billion and a price-to-sales ratio of just 4, the potential for the stock to double or triple is evident if it can exceed the projected 14% revenue growth in 2026.
See More
Amplitude Reports Strong Q4 2025 Earnings with AI-Driven Growth
- Strong Financial Performance: Amplitude reported Q4 revenue of $91.4 million, a 17% year-over-year increase, with annual recurring revenue (ARR) reaching $366 million, indicating robust growth potential in the enterprise market that is expected to drive future revenue increases.
- AI-Driven Innovation: CEO Spenser Skates highlighted that the Agentic analytics platform achieved a 76% success rate on complex queries, which is 7 times better than traditional text-to-SQL methods, demonstrating that the application of AI technology will significantly enhance customer experience and operational efficiency.
- Customer Base Expansion: The number of customers with over $100,000 in ARR grew to 698, an 18% year-over-year increase, while those with over $1 million in ARR rose to 56, a 33% increase, indicating the company's increasing appeal among high-value customer segments.
- Optimistic Future Outlook: Amplitude expects Q1 2026 revenue to be between $91.7 million and $93.7 million, representing a 16% annual growth rate, while full-year revenue guidance is set between $390 million and $398 million, reflecting the company's confidence in future growth.
See More
Amplitude Q4 Earnings Beat Revenue Estimates Despite EPS Miss
- Earnings Highlights: Amplitude's Q4 report reveals a non-GAAP EPS of $0.04, missing expectations by $0.01; however, revenue reached $91.4 million, reflecting a 17% year-over-year increase and beating market expectations by $1.05 million, demonstrating resilience in revenue growth.
- Ongoing Operating Losses: Despite the revenue growth, Amplitude continues to face significant operating losses, indicating persistent challenges in profitability that may affect investor perceptions of its long-term value.
- High AI Vulnerability: Amidst intensifying competition in the AI sector, Amplitude's vulnerabilities raise market concerns, potentially impacting analysts' future performance expectations, especially in a rapidly evolving technological landscape.
- Investor Conference Participation: Amplitude participated in the UBS Global Technology and AI Conference, showcasing its position in the industry; despite challenges, the company is actively seeking to engage with investors to bolster market confidence.
See More
AMPLITUDE INC PROJECTS 2026 REVENUE BETWEEN $390.0 MILLION AND $398.0 MILLION
Revenue Projection for 2026: The anticipated revenue for the year 2026 is projected to be $390.0 million.
Comparison with Previous Year: This projection shows a slight increase compared to the previous year's revenue of $398.0 million.
See More
Amplitude Scheduled to Announce Q4 Earnings Results
- Earnings Announcement Date: Amplitude (AMPL) is set to announce its Q4 2023 earnings on February 18th after market close, with a consensus EPS estimate of $0.05, reflecting a 25% year-over-year increase, indicating ongoing improvements in profitability.
- Revenue Expectations: Analysts forecast revenue to reach $90.35 million, representing a 15.7% year-over-year growth, suggesting enhanced market demand and growth potential despite ongoing operational losses.
- Historical Performance: Over the past two years, Amplitude has exceeded EPS estimates 100% of the time and revenue estimates 88% of the time, demonstrating reliability in financial forecasting and bolstering market confidence.
- Market Analysis: Despite facing high risks in AI and significant operating losses, analysts' ratings reflect cautious optimism regarding Amplitude's future growth, indicating recognition of the potential value of its technology and products.
See More
Amplitude Launches AI Agents to Enhance Product Decision-Making
- AI Agent Launch: Amplitude has introduced a series of AI agents that continuously analyze product usage, identify effective and ineffective features, and recommend actions in real time, thereby helping companies swiftly transition from insights to actions and enhancing decision-making efficiency.
- Global Agent Functionality: The newly launched Global Agent allows teams to ask complex questions in natural language and quickly receive answers, analyze data, and build dashboards, significantly reducing the time from data analysis to decision-making and improving team productivity.
- Specialized Agent Benefits: Four specialized agents focus on dashboard monitoring, user session replay, experiment execution, and feedback processing, enabling rapid identification of key metric changes and providing specific improvement recommendations, thus alleviating the workload of product teams and enhancing overall operational efficiency.
- Positive Customer Feedback: Early customers like NTT DOCOMO and Mercado Libre report that Amplitude's AI agents have significantly improved their analysis efficiency, reduced customer acquisition costs, and enhanced conversion rates through automated insights, demonstrating the immense potential of AI in product analytics.
See More
Amplitude's Stock Surge Potential in 2026
- Significant Revenue Growth: Amplitude's Q3 revenue rose 16% to $347 million, with remaining performance obligations increasing 37% to $391.9 million, indicating enhanced customer confidence and longer contract signings.
- Product Portfolio Expansion: The launch of new features like AI visibility and web experimentation allows marketers to conduct experiments faster, which is expected to further enhance customer satisfaction and revenue streams, solidifying its leadership in product analytics.
- Strong Market Position: Amplitude serves 27% of the Fortune 500, recognized as a leader in digital analytics by Forrester Wave and named best in product analytics by G2, which strengthens its competitive edge in the market.
- Attractive Valuation: With a market cap of $1.4 billion and a price-to-sales ratio of just 4, the potential for the stock to double or triple is evident if it can exceed the projected 14% revenue growth in 2026.
See More
