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Amplitude (AMPL)
NASDAQ:AMPL
Earnings Data
Report Date
May 13, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
>-0.01Last Year’s EPS
0Same Quarter Last Year
Strong Buy
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented multiple meaningful operational and product wins — solid revenue and ARR growth, improved retention and multiproduct adoption, strong free cash flow and margin progress, and clear early traction for AI/agentic analytics (including a 76% success rate and rapid agent-driven query growth). Management also laid out deliberate pricing, packaging and enterprise go-to-market shifts and approved additional buyback capacity. Headwinds are mainly near-term and execution/visibility related: Q1 margin guidance is negative, S&M will step up in Q1, bookings were back-end loaded with fewer very large expansions in the quarter, agentic capabilities still have room to improve, and competition/market consolidation remain risks. Overall, the positives (accelerating ARR, improved retention, FCF improvement, AI product momentum and platform adoption) materially outweigh the near-term lowlights.Company Guidance
Strong Quarterly and Annual Revenue Growth
Q4 revenue of $91.4M, up 17% year-over-year and above the high end of guidance; fiscal 2025 revenue of $343.2M, up 15% year-over-year (vs 8% in FY2024).
ARR Acceleration and Net New ARR
Total ARR exited Q4 at $366M, up 17% year-over-year and up $18M sequentially — the highest net new ARR quarter since 2021.
Enterprise Momentum and Customer Expansion
Customers with >$100k ARR grew to 698 (+18% YoY, +45 sequential); customers with >$1M ARR grew to 56 (+33% YoY). Enterprise ARR cohort grew 20% YoY and enterprise contracts now average >22 months.
Improving Retention and Platform Adoption
Dollar-based net retention progressed to 105% (exited 2024 at 100%). 74% of ARR comes from customers with multiple products (up 15 percentage points YoY) and 44% of customers now have multiple products.
AI / Agentic Product Traction
Agentic analytics platform reported a 76% success rate on complex production-grade queries — 7x better than straight text-to-SQL. Agent-triggered queries jumped from almost none in October to 25% of queries, with agents driving the majority of incremental query growth.
Product Momentum and Integrations
Guides and surveys (launched <1 year) are the fastest-growing product; recent global AI agents, specialized agents and MCP launched with MCP integrations across Anthropic, OpenAI, GitHub, Figma, Slack and others, enabling analytics workflows directly in third-party AI clients.
Profitability and Cash Generation Improvements
Q4 non-GAAP operating income of $4.2M (4.6% of revenue). Q4 free cash flow of $11.2M (12% of revenue) vs $1.5M (2%) year-ago; record FY2025 free cash flow nearly $24M (7% margin). Rule of 40 improved from 15 in 2024 to over 24% in 2025.
Gross Margin and Expense Discipline
Q4 gross margin 77% (flat YoY, +1 point sequential). Sales & marketing improved to 42% of revenue (-1 point sequential), R&D at 18%, G&A improved to 12% of revenue (-4 points YoY), and total operating expense declined to 72% of revenue (-3 points sequential).
Strategic M&A and Talent
Acquisition of InfiniGrow (AI-native marketing analytics) strengthens platform, bringing AI-native engineering talent and marketing analytics expertise to accelerate cross-product use cases (acquisition supports acquisition→activation→retention feedback loop).
Balance Sheet Actions
Strong cash generation and balance sheet; company has repurchased shares and Board approved an additional $100M reserve for buybacks and signaled capacity for M&A to accelerate R&D roadmap.
AMPL Earnings History
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 |
|---|---|---|---|
Feb 18, 2026 | $7.18 | $7.16 | -0.28% |
Nov 05, 2025 | $9.64 | $9.91 | +2.80% |
Aug 06, 2025 | $12.22 | $12.60 | +3.11% |
May 07, 2025 | $9.42 | $10.50 | +11.46% |
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 May 13, 2026, After Close (Confirmed).
What is Amplitude (AMPL) earnings time?
Amplitude (AMPL) earnings time is at May 13, 2026, 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 2026 (Q1) is >-0.01.