Amplitude reported fourth‑quarter 2025 revenue of $91.4 million, a 17% year‑over‑year increase that narrowly beat consensus estimates of $90.35 million to $92.2 million. The beat was driven by strong demand from enterprise and multi‑product customers, which accounted for 74% of the company’s annual recurring revenue (ARR).
The company’s non‑GAAP earnings per share were $0.04, matching the consensus estimate of $0.05 and improving from $0.02 in Q4 2024. However, GAAP net loss per share was $(0.13), a significant miss against the consensus estimate of $0.046. The non‑GAAP EPS beat was largely due to tighter cost control and higher operating income, while the GAAP loss reflects the company’s continued investment in product development and sales expansion.
ARR rose to $366 million, up 17% from $307 million in Q4 2024. The growth was supported by a 18% increase in customers with $100,000+ ARR and a 33% rise in customers with $1 million+ ARR, underscoring the company’s success in deepening enterprise relationships and expanding multi‑product deployments.
Operating income on a non‑GAAP basis reached $4.2 million, up from $0.2 million in Q4 2024, reflecting improved operating leverage as revenue scales. Gross margin held steady at 77% year‑over‑year, while cash flow from operations improved to $11.2 million, a record for the quarter. Management guided for Q1 2026 revenue of $91.7 – $93.7 million and non‑GAAP EPS of $(0.02) – $(0.01), slightly below the prior guidance range of $0.08 – $0.13 for the full year, indicating cautious optimism about near‑term profitability.
CEO Spenser Skates highlighted the company’s “Agentic analytics” platform, stating that AI can monitor products around the clock and free teams to focus on improvement. CFO Andrew Casey noted that the company achieved record free cash flow for the year and that enterprise and multi‑product customers now represent 74% of ARR, reinforcing the strategy to consolidate point solutions into a single platform.
Investors reacted positively to the earnings, citing the revenue beat, strong guidance, and improved cash flow as key drivers. The company’s focus on AI‑driven analytics and enterprise expansion was seen as a tailwind that could sustain growth, while the GAAP loss and modest EPS miss reminded investors of the ongoing investment required to maintain momentum.
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