Amplitude Inc Class A (AMPL)
NASDAQ:AMPL
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Earnings Data
Report Date
Aug 12, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.01Last Year’s EPS
0.01Same Quarter Last Year
Moderate Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented solid commercial momentum and clear strategic direction: 17% YoY revenue and ARR growth, improving net retention (106%), accelerated multiproduct adoption, and a high-profile strategic move to bring Statsig customers and capabilities into Amplitude. Management emphasized aggressive AI transformation (new AI products, >90% code aided by AI, leadership hires) and cited concrete customer outcomes. Near-term challenges center on higher inference costs compressing gross margin (75%, down 2 points), negative free cash flow, modest operating loss, and integration and transition costs tied to Statsig and organizational changes. Overall, the upside from product innovation, strong ARR/expansion metrics and a credible path to monetize AI-driven usage outweigh the near-term margin and execution risks.Company Guidance
Revenue and ARR Growth
Q1 revenue of $93.5M (reported also as $94M) grew 17% year-over-year. Total ARR exited Q1 at $374M, also up 17% year-over-year and up $9M sequentially.
Customer Mix and Enterprise Momentum
Customers with >$100K ARR grew to 727, an 18% increase year-over-year and +29 sequentially. Multiproduct adoption is strong: >77% of ARR comes from multiproduct customers; customers with 5+ products now represent 24% of ARR (up from 20% last quarter). 47% of customers now have multiple products.
Retention and Expansion
In-period/net dollar-based net retention improved sequentially to 106% (from 105%), indicating continued expansion within the installed base and cross-sell strength.
Beat Guidance and Positive Near-Term Outlook
Management said they beat guidance on both top and bottom line for Q1. Q2 revenue guide is $96.9M–$99.1M (~18% YoY growth at midpoint). Full-year 2026 revenue guidance is $397M–$403M (~17% growth at midpoint).
Strategic Statsig Partnership and Incremental ARR
Announced a strategic arrangement to take on Statsig's brand and customers; Amplitude will record an additional ~$16M incremental ARR from the Statsig customer base beginning in May and expects the combined offering to expand TAM and cross-sell opportunities.
AI Transformation and Product Innovation
Company is aggressively transforming to an AI-first business: launched Agent Analytics, AI Assistant, CLI Wizard; reported >90% of code the team ships is written with AI. Introduced leadership hires (Nate Crook as CCO, Gab Menachem as CPO) and ran an internal 'AI Week' to accelerate adoption.
Customer Outcomes and Case Studies
Cited customer impact: Granola (broad platform adoption), Smartsheet (faster product insights and measurable retention improvements), Astra Tech / Botim (fintech service entry up 4%, engagement lifts up to 3%, fintech transacting users grew 3x within 9 months).
Improving Business Signals and Pipeline Metrics
Total remaining performance obligations (RPO) grew 31% YoY to $427M; current RPO up 20% YoY. Platform sales were strong and pricing/packaging rollout progress (25% of ARR contracted on new pricing this quarter) should aid future adoption.
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 |
|---|---|---|---|
May 06, 2026 | $7.52 | $5.91 | -21.41% |
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% |
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 Inc Class A (AMPL) report earnings?
Amplitude Inc Class A (AMPL) is schdueled to report earning on Aug 12, 2026, After Close (Confirmed).
What is Amplitude Inc Class A (AMPL) earnings time?
Amplitude Inc Class A (AMPL) earnings time is at Aug 12, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is AMPL EPS forecast?
AMPL EPS forecast for the fiscal quarter 2026 (Q2) is -0.01.