AMPL Earnings Prediction
The chart below shows how AMPL performed 10 days before and after its earnings report, based on data from the past quarters. Typically, AMPL sees a +2.24% change in stock price 10 days leading up to the earnings, and a -7.39% change 10 days following the report. On the earnings day itself, the stock moves by -1.13%. This data can give you a slight idea of what to expect for the next quarter's release.
AMPL Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
78.13M
9.42%
3.87%
Gross Margin
74.65%
0.31%
-0.57%
Operating Margin
-45.44%
50.26%
70.76%
Net Margin
-41.71%
60.61%
86.12%
EPS
-0.26
-62.50%
85.71%
No Data Available
AMPL Earnings Analysis
Amplitude Inc Corporation (AMPL.O) Earnings Conference Call
Positive
Earnings Beat Expectations: Amplitude, Inc. beat earnings expectations with a reported EPS of $0.02, surpassing the expected $0.01.
Q4 Revenue Increase: Q4 revenue reached $78 million, marking a 9% year-over-year increase.
ARR Growth Update: Annual recurring revenue (ARR) grew to $312 million, up $13 million from the previous quarter.
Positive Operational Performance: Non-GAAP operating income for the quarter was $0.2 million, indicating positive operational performance.
Customer Growth Over $100K: The number of customers with over $100,000 in ARR increased to 591, reflecting a 16% year-over-year growth.
Free Cash Flow Achievement: For the full year 2024, Amplitude generated almost $12 million in free cash flow, demonstrating strong cash management.
Business Reacceleration and Growth: The company is seeing a reacceleration in business, with churn stabilizing and a path to double-digit growth identified.
Amplitude Platform Focus: 2025 is positioned as the year of the Amplitude platform, emphasizing the importance of trusted data and customer understanding.
Negative
Revenue Growth Slowdown: Revenue growth of only 9% year-over-year in Q4, indicating a slowdown compared to previous quarters.
Limited Profitability Insights: Despite a positive EPS of $0.02, the non-GAAP operating income was only $0.2 million, suggesting limited profitability.
Customer Retention Concerns: Churn is stabilizing, but it still indicates that customer retention is a concern that needs to be addressed.
Annual Recurring Revenue Growth: The company reported an annual recurring revenue (ARR) growth of only 10%, which may not be sufficient to meet long-term growth expectations.
Non-GAAP Financial Transparency Concerns: The reliance on non-GAAP financial measures raises concerns about the transparency of the financial health of the company.
AMPL FAQs
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AMPL Earning Call Sentiment
Amplitude, Inc. (NASDAQ:AMPL) Q4 2024 Earnings Call Transcript
AMPL.O
3.07%Positive
The earnings call reveals a solid financial performance with a 9% increase in Q4 revenue and ARR growth over 10%. Despite some concerns about churn and market competition, the management's optimistic guidance, strategic focus on enterprise growth, and new product interest suggest positive momentum. The Q&A section highlights a proactive approach to enterprise coverage and multi-product adoption. Considering the company's small-cap status, the market is likely to react positively, with a stock price increase between 2% and 8% over the next two weeks.
