NASDAQ$AMPL

Amplitude Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Announced second quarter 2024 financial results with revenue up 8% year over year.

Amplitude's second quarter 2024 results showed an 8% increase in revenue year over year, reaching $73.3 million. The company's Annual Recurring Revenue (ARR) also increased by 8% to $290 million. However, Free Cash Flow decreased year over year.

  • Annual Recurring Revenue was $290 million, up 8% year over year.
  • Second quarter revenue was $73.3 million, up 8% year over year.
  • Cash Flow from Operations was $9.2 million.
  • Free Cash Flow was $6.8 million.

Headline financials

Total Revenue

$73.3M

Previous: $67.8M+8.2%
EPS

-$0.19

Previous: $0.02-1050.0%
Annual Recurring Revenue

$290M

Previous: $268M+8.2%
Dollar-based Net Retention Rate

96.0%

Previous: 101.0%-5.0%
Dollar-based Net Retention Rate (TTM)

98.0%

No prior period
Capital Expenditures

-$963K

Previous: -$995K+3.2%
Free Cash Flow

-$24.4M

Previous: -$28.8M+15.2%
Net Income

-$23.4M

Previous: -$27.8M+15.6%
Operating Income

-$27.2M

Previous: -$30.9M+12.1%
Gross Profit

$53.8M

Previous: $50.6M+6.4%
R&D Expense

$21.1M

No prior period
Stock-Based Comp

$22.7M

Previous: $22M+3.5%

Revenue & EPS history

Amplitude · Revenue · Quarterly

$73.3M

Q2 2024+8.2%vs Q2 2023
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Forward guidance

The company expects revenue between $73.5 - $74.5 million for Q3 2024 and between $294.5 - $296.5 million for the full year 2024. Non-GAAP operating income (loss) is expected to be between $(2.2) - $(1.2) million for Q3 2024 and between $(5.0) - $(2.0) million for the full year 2024.

Tailwinds

  • Revenue is expected to be between $73.5 - $74.5 million for Q3 2024.
  • Revenue is expected to be between $294.5 - $296.5 million for the full year 2024.
  • Non-GAAP Operating Income (Loss) is expected to be between $(2.2) - $(1.2) million for Q3 2024.
  • Non-GAAP Operating Income (Loss) is expected to be between $(5.0) - $(2.0) million for the full year 2024.
  • Non-GAAP Net Income (Loss) Per Share is expected to be $0.00 - $0.01 for Q3 2024.

Headwinds

  • New sanctions related to Russia are expected to negatively impact Amplitude’s ability to collect receivables from customers.
  • Non-GAAP Operating Income (Loss) is expected to be a loss between $(2.2) - $(1.2) million for Q3 2024.
  • Non-GAAP Operating Income (Loss) is expected to be a loss between $(5.0) - $(2.0) million for the full year 2024.
  • An outlook for GAAP income (loss) from operations has not been provided.
  • An outlook for GAAP net income (loss) per share has not been provided.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

-4.1%

Avg return

Earnings day

-3.2%

Avg return

5 days after

-4.8%

Avg return

30 days after

42%

8 / 19 earnings

Positive

+22.1%

Q2 2022

Best reaction

-61.3%

Q4 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-21.4%-17.8%+1.9%
Q4 2025-0.3%-4.9%-2.4%
Q3 2025+2.8%+16.0%+15.8%
Q1 2025+11.2%+25.3%+35.2%
Q4 2024+21.9%+8.2%-1.7%
Q3 2024-0.8%+5.3%+14.9%
Q2 2024+2.2%+10.8%+10.3%
Q1 2024-3.4%-1.1%-12.0%
Q4 2023-16.3%-14.4%-18.4%
Q3 2023+0.2%-1.9%+7.8%
Q2 2023+6.0%+5.5%+17.9%
Q1 2023-7.8%-14.0%-12.2%
Q4 2022-8.5%-8.0%-23.7%
Q3 2022-11.9%-15.4%-18.1%
Q2 2022+22.1%+24.1%-0.1%
Q1 2022+0.7%-8.3%+11.1%
Q4 2021-61.3%-53.3%-59.3%
Q3 2021-6.9%-8.0%-29.4%
Q4 2020-6.9%-8.0%-29.4%
Q2 2021
Q3 2020
Q2 2020
Q1 2020

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro