NASDAQ$AMPL
Amplitude Inc · Q4 2023 earnings
Q4 2023 earnings · · Investor relations
Briefing
Announced financial results for the fourth quarter and fiscal year ended December 31, 2023.
Amplitude's Q4 2023 revenue reached $71.4 million, a 9% increase year-over-year, with annual recurring revenue of $281 million, up 10% year-over-year. The company reported a GAAP net loss per share of $0.16 and a non-GAAP net income per share of $0.04. Cash flow from operations was $2.3 million, and free cash flow was $1.5 million for the quarter.
- Annual recurring revenue was $281 million, up 10% year-over-year.
- Fourth quarter revenue was $71.4 million, up 9% year-over-year.
- Cash Flow from Operations was $2.3 million and Free Cash Flow of $1.5 million.
- Launched Session Replay, combining qualitative and quantitative data to understand user behavior.
Headline financials
Revenue & EPS history
Amplitude · Revenue · Quarterly
$71.4M
Forward guidance
The company expects revenue between $72.1 million and $72.7 million for the first quarter of 2024 and between $291.5 million and $294.5 million for the full year 2024. Non-GAAP operating income (loss) is expected to be between $(2.8) million and $(2.2) million for the first quarter and between $(1.0) million and $2.0 million for the full year. Non-GAAP net income (loss) per share, diluted is expected to be between $(0.01) and $0.00 for the first quarter and between $0.06 and $0.08 for the full year.
Tailwinds
- Revenue guidance between $72.1 million and $72.7 million for Q1 2024.
- Full year revenue guidance between $291.5 million and $294.5 million for 2024.
- Non-GAAP operating income (loss) is expected to be between $(2.8) million and $(2.2) million for Q1 2024.
- Non-GAAP operating income (loss) is expected to be between $(1.0) million and $2.0 million for the full year 2024.
- Non-GAAP net income (loss) per share, diluted is expected to be between $0.06 and $0.08 for the full year 2024.
Headwinds
- Non-GAAP operating income (loss) is expected to be between $(2.8) million and $(2.2) million for Q1 2024.
- Non-GAAP operating income (loss) is expected to be between $(1.0) million and $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) 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 Q4 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
| Quarter | Report date | Reaction (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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