NASDAQ$AMPL

Amplitude Inc · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Amplitude's Q3 2023 financial results were announced, demonstrating revenue growth and increased customer base.

Amplitude announced its Q3 2023 financial results, reporting a 15% year-over-year revenue increase to $70.6 million. The number of paying customers grew by 29% year-over-year, reaching 2,471. The company reported positive cash flow from operations and free cash flow.

  • Revenue increased by 15% year-over-year, reaching $70.6 million.
  • The number of paying customers increased by 29% year-over-year, totaling 2,471.
  • Cash flow from operations was $8.0 million, and free cash flow was $7.5 million.
  • Amplitude launched Amplitude Plus, expanding its reach with a new self-service offering.

Headline financials

Total Revenue

$70.6M

Previous: $61.6M+14.6%
EPS (adj)

$0.05

Previous: -$0.03+266.7%
Annual Recurring Revenue

$273M

No prior period
Dollar-based Net Retention Rate

99.0%

Previous: 123.0%-19.5%
Dollar-based Net Retention Rate (TTM)

105.0%

No prior period
Capital Expenditures

-$995K

Previous: -$3.01M+67.0%
Free Cash Flow

-$18.7M

Previous: -$25.6M+26.7%
Net Income

-$17.7M

Previous: -$22.5M+21.3%
Operating Income

-$20.9M

Previous: -$24.2M+13.5%
Gross Profit

$53.3M

Previous: $43.5M+22.5%
Cash & Equivalents

$239M

Previous: $247M-3.5%
Total Assets

$441M

Previous: $428M+3.0%
R&D Expense

$21.8M

No prior period
Stock-Based Comp

$23.1M

Previous: $18.5M+24.8%

Revenue & EPS history

Amplitude · Revenue · Quarterly

$70.6M

Q3 2023+14.6%vs Q3 2022
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Forward guidance

The company provided revenue guidance for Q4 2023 to be $71.3 - $71.9 million and full year 2023 to be $276.2 - $276.8 million. The company expects Non-GAAP Operating Income (Loss) for Q4 2023 to be $1.3 - $1.9 million and full year 2023 to be $(4.5) - $(3.9) million. The company expects Non-GAAP Net Income Per Share, Diluted for Q4 2023 to be $0.02 - $0.03 and full year 2023 to be $0.05 - $0.06.

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 Q3 2023

Historical avgQ3 2023

-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

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