NASDAQ$AMPL

Amplitude Inc · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

Amplitude reported Q4 2025, revenue of $91.4M.

For Q4 2025, Amplitude reported revenue of $91.4M, adjusted diluted EPS was $0.04. Management discusses segment performance, capital allocation, and outlook in the earnings release.

  • Revenue $91.4M.
  • Adjusted diluted EPS $0.04.
  • Amplitude highlights liquidity, operations, and 2026 priorities.

Headline financials

Total Revenue

$91.4M

Previous: $78.1M+17.0%
EPS (adj)

$0.04

Previous: $0.02+100.0%
Annual Recurring Revenue

$366M

Previous: $312M+17.3%
Remaining Performance Obligations

$418M

No prior period
Dollar-based Net Retention Rate

105.0%

Previous: 100.0%+5.0%
Dollar-based Net Retention Rate (TTM)

104.0%

Previous: 97.0%+7.2%
Customers > $100K ARR

698

Previous: 591+18.1%
Customers > $1M ARR

56

Previous: 42+33.3%
Net Income

-$17.7M

Previous: -$32.6M+45.8%
Operating Income

-$19.1M

Previous: -$35.5M+46.3%
Gross Profit

$68.2M

Previous: $58.3M+17.0%

Revenue & EPS history

Amplitude · Revenue · Quarterly

$91.4M

Q4 2025+17%vs Q4 2024
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Forward guidance

The release discusses Amplitude's outlook for upcoming periods, including capital allocation, operating priorities, and market risks, without relying solely on numeric EPS bridges.

Tailwinds

  • Amplitude cites operational execution and demand trends supporting the outlook.
  • Balance sheet and liquidity actions aim to fund growth and returns.

Headwinds

  • Macro, pricing, and input-cost volatility could pressure margins.
  • Segment mix and one-time items may affect quarter-to-quarter comparability.

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 2025

Historical avgQ4 2025

-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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