The earnings call highlighted strong revenue and ARR growth, successful product innovation with AI integration, and recognition as a market leader. However, there were challenges with an operating loss and a slight decline in gross margin. Despite these lowlights, the overall sentiment of the call is largely positive due to the significant achievements and growth metrics.

Company Guidance -

Q3 2025

During the second quarter of 2025, Amplitude reported strong financial performance with a revenue of $83.3 million, marking a 14% year-over-year increase and surpassing their guidance. The company's annual recurring revenue (ARR) reached $335 million, reflecting a 16% year-over-year growth, with the highest net new ARR in 11 quarters. Non-GAAP operating loss was $1.5 million, while free cash flow margin improved to 22%, generating $8.9 million over the first half of the year. Amplitude's focus on platform sales led to 67% of ARR coming from multiproduct customers, up from 64% last quarter. The company also saw significant enterprise traction, with customers with more than $100,000 in ARR growing to 634, an increase of 16% year-over-year. Additionally, Amplitude's dollar-based net retention improved to 104% from 101% last quarter, indicating successful retention and expansion efforts. Despite facing some gross margin challenges due to increased data ingestion costs, Amplitude remains focused on investing in areas with high ROI potential while continuing to expand their platform capabilities.

Strong Q2 Revenue and ARR Growth

Second quarter revenue was $83.3 million, up 14% year-over-year, with annual recurring revenue (ARR) reaching $335 million, up 16% year-over-year. This exceeded the high end of guidance and marked the highest net new ARR in 11 quarters.

Increase in High-Value Customers

The number of customers with more than $100,000 in ARR grew to 634, an increase of 16% year-over-year.

Improvement in Net Revenue Retention

Dollar-based net retention rate increased to 104%, up from 101% last quarter and 96% in the second quarter last year.

Successful Product Innovation and AI Integration

Significant progress in AI developments with the launch of AI agents in a closed beta, demonstrating capabilities to optimize workflows and generate insights quickly. This included successful integration of recent acquisitions such as Kraftful and Inari.

Recognition as a Market Leader

Amplitude was named a leader in the 2025 Forrester Wave for Digital Analytics Solutions and ranked #1 in 8 categories in G2's Summer 2025 report.

Positive Free Cash Flow

Free cash flow in the quarter was $18.2 million, or 22% of revenue, compared to $6.8 million or 9% of revenue during the same period last year.

Amplitude (AMPL) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

AMPL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 11, 2025	2025 (Q3)	0.01 / -	0.03	―	―	―
Aug 06, 2025	2025 (Q2)	<0.01 / 0.01	0	―
May 07, 2025	2025 (Q1)	-0.01 / 0.00	0.01	―
Feb 19, 2025	2024 (Q4)	0.01 / 0.02	0.04	-50.00% (-0.02)
Nov 07, 2024	2024 (Q3)	<0.01 / 0.03	0.05	-40.00% (-0.02)
Aug 08, 2024	2024 (Q2)	>-0.01 / 0.00	0.02	―
May 09, 2024	2024 (Q1)	<0.01 / 0.01	-0.04	125.00% (+0.05)
Feb 20, 2024	2023 (Q4)	0.03 / 0.04	-0.03	233.33% (+0.07)
Nov 07, 2023	2023 (Q3)	0.03 / 0.05	-0.03	266.67% (+0.08)
Aug 08, 2023	2023 (Q2)	0.02 / 0.02	-0.08	125.00% (+0.10)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

AMPL Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 06, 2025	$12.22	$12.60	+3.11%
May 07, 2025	$9.42	$10.50	+11.46%
Feb 19, 2025	$11.85	$14.44	+21.86%
Nov 07, 2024	$10.49	$9.89	-5.72%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Amplitude (AMPL) report earnings?

Amplitude (AMPL) is schdueled to report earning on Nov 11, 2025, After Close (Confirmed).

What is Amplitude (AMPL) earnings time?

Amplitude (AMPL) earnings time is at Nov 11, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is AMPL EPS forecast?

AMPL EPS forecast for the fiscal quarter 2025 (Q3) is 0.01.

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