AMPL · Amplitude, Inc.
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Non-GAAP Gross Profit non-GAAP | $71.36M | Three Months Ended June 30, 2026 filing | — |
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GAAP → non-GAAP reconciliationGAAP Gross profit 69.1M
+1.54M Stock-based compensation expense
+713K Amortization of acquired intangible assets
= Non-GAAP Gross Profit 71.36M
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| Annual Recurring Revenue | 410M | Second Quarter 2026 | — |
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| Customers with $100,000 or greater in ARR | 824 | Second Quarter 2026 | — |
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| Dollar-based Net Retention Rate (NRR TTM) | 105% | June 30, 2026 | — |
| Dollar-based Net Retention Rate (NRR) | 103% | June 30, 2026 | — |
| Free cash flow non-GAAP | $10.56M | Six Months Ended June 30, 2026 | — |
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| Free cash flow margin non-GAAP | 5.4% | Six Months Ended June 30, 2026 | — |
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| Net cash provided by (used in) operating activities margin | 7.2% | Six Months Ended June 30, 2026 | — |
| Non-GAAP Loss from Operations non-GAAP | -$1.5M | Second Quarter 2026 | — |
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| paying customers | 5,200 | as described in the 'About Amplitude' section | — |
| Remaining Performance Obligations | $483M | Second Quarter 2026 | — |
| Customers with $1.0 million or greater in ARR | 55 | First Quarter 2026 | — |
| Non-GAAP income (loss) from operations non-GAAP | -3.12M | Three Months Ended March 31, 2026 | — |
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| Non-GAAP net income (loss) non-GAAP | -2.26M | Three Months Ended March 31, 2026 | — |
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| Net Cash Provided by Operating Activities | $29.8M | FY 2025 | — |
| Non-GAAP gross margin non-GAAP | 75.9% | Year Ended December 31, 2025 | — |
| Non-GAAP operating margin non-GAAP | 0.3% | Year Ended December 31, 2025 | — |
| Number of customers with $1.0 million or greater in ARR | 56 | Q4 FY2025 | — |
| Number of customers with $100,000 or greater in ARR | 698 | Q4 FY2025 | — |
| Over 4,700 customers | 4,700 | as referenced in the press release | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Software - Application — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
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AMPL
this stock
Amplitude, Inc.
|
$1.62B | +23.5% | +14.7% | — | 6.2% |
|
SAP
Sap SE
|
$254.76B | -8.8% | — | — | 0.7% |
|
SHOP
Shopify Inc.
|
$197.14B | -5.0% | +30.1% | 102.8 | 1.2% |
|
CRM
Salesforce, Inc.
|
$169.23B | -3.4% | +25.9% | 18.8 | 3.2% |
|
UBER
Uber Technologies, Inc
|
$160.99B | -3.5% | +18.3% | — | 2.3% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| AMPL | +7.6% | +61.0% | +83.3% | +61.0% | +23.5% |
| SPY | +0.5% | +3.0% | +13.4% | +3.0% | +12.8% |
| vs SPY | +7.1% | +58.1% | +69.9% | +58.1% | +10.7% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.