The earnings call presented a generally positive outlook with strong revenue growth, significant customer expansions, and impressive product innovation, particularly in AI. However, there were some challenges noted, such as a decline in gross margins and expectations of a slight decline in net new ARR for the next quarter.

Company Guidance -

Q3 2025

During Amplitude's second quarter 2025 earnings call, management provided guidance for the third quarter and full year 2025, emphasizing strong financial momentum and strategic growth initiatives. The company reported Q2 revenue of $83.3 million, reflecting a 14% year-over-year increase, and annual recurring revenue (ARR) of $335 million, up 16% from the previous year. Amplitude's net new ARR reached its highest level in 11 quarters, driven by enterprise expansion and platform adoption. The company achieved a dollar-based net retention rate of 104%, a notable improvement from 101% last quarter. Non-GAAP operating loss was reported at $1.5 million, and free cash flow margin increased to 22%, generating $18.2 million in free cash flow for the quarter. Amplitude raised its full-year revenue guidance to between $335.2 million and $338.2 million, with a non-GAAP net income per share expectation of $0.04 to $0.08. Looking ahead, the company anticipates third-quarter revenue between $85 million and $87 million, with a non-GAAP net income per share between -$0.00 and $0.02.

Strong Q2 Revenue and ARR Growth

Second quarter revenue was $83.3 million, up 14% year-over-year, and annual recurring revenue (ARR) reached $335 million, up 16% year-over-year, with the highest net new ARR in 11 quarters.

Record Expansion Deals and Customer Growth

Customers with more than $100,000 in ARR grew to 634, an increase of 16% year-over-year. The company also closed a record expansion deal with a major technology company.

Platform Expansion and Product Innovation

67% of ARR now comes from multiproduct customers, up from 64% last quarter, and significant progress was made with AI agents and other AI-driven product innovations.

Recognition and Market Leadership

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.

Improved Sales Efficiency and Cash Flow

Free cash flow margin increased to 22% for the quarter, with $18.2 million in free cash flow compared to $6.8 million 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)	0.02 / -	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 0.02.

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