Amplitude
Runs the behavioral database product and growth teams query to see how people use software.
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Profile
Sells a subscription platform built around a database of customer behavior events, used by product and growth teams to analyze usage, replay sessions, run experiments, and trigger in-app guidance. The product line has broadened from a single analytics tool into a connected suite spanning experimentation, activation, and AI-assisted query.
Began in 2012 as a voice-to-text messaging app before its founders pivoted to the internal analytics tooling they had built to understand their own users, renaming the company in 2014 around that behavioral-data product.
The platform now spans analytics, session replay, feature experimentation, and identity-resolution and activation tools, plus natural-language query and data-quality features layered on more recently. All of it sits inside one reportable software segment, sold mainly by subscription through direct sales and product-led signups.
Revenue concentrates in a comparatively small set of large accounts, and a substantial share is generated outside the US. Competing offerings bundled into broader marketing and analytics suites, including free tiers, price against it at both ends of the market.
Listed on Nasdaq through a direct listing rather than an underwritten offering, carrying founder-favored dual-class stock into public markets.
Company facts
Categories
Key statistics
Year to date +30.9% · Average volume (30d) 2.1M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 6, 2026 | DA Davidson | Reiterate | Buy | $12 | $12.50 | |
| Jul 21, 2026 | Piper Sandler | Reiterate | Overweight | $11 | ||
| Jun 30, 2026 | Raymond James | Initiate | Strong Buy | $10 | ||
| May 7, 2026 | B of A Securities | Downgrade | Buy | Neutral | ||
| Feb 19, 2026 | DA Davidson | Reiterate | Buy | $12 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 5, 2026Q2 FY26 | −$0.01 | −$0.01 | −1.8% | $98.2M | $100.9M | +2.8% | +7.59% |
| May 6, 2026Q1 FY26 | −$0.01 | −$0.02 | −100.0% | $93.0M | $93.5M | +0.6% | −21.41% |
| Feb 18, 2026Q4 FY25 | $0.04 | $0.04 | 0.0% | $90.3M | $91.4M | +1.2% | −0.28% |
| Nov 5, 2025Q3 FY25 | $0.01 | $0.02 | +100.0% | $90.3M | $88.6M | −2.0% | +2.80% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $80.0M | $83.3M | $88.6M | $91.4M | $93.5M | $100.9M | |
| Gross profit | $59.7M | $60.5M | $65.5M | $68.2M | $68.3M | $69.1M | |
| Operating income | −$24.2M | −$27.1M | −$25.7M | −$19.1M | −$24.1M | −$35.2M | |
| Net income | −$22.2M | −$24.7M | −$24.0M | −$17.7M | −$23.3M | −$34.6M | |
| Diluted EPS | −$0.17 | −$0.19 | −$0.18 | −$0.13 | −$0.17 | −$0.27 | |
| Gross margin | 74.7% | 72.6% | 73.9% | 74.6% | 73.0% | 68.5% | |
| Operating margin | -30.3% | -32.5% | -29.0% | -20.8% | -25.8% | -34.9% |
Fiscal years (4-quarter sums)FY21 $167.3M · FY22 $238.1M · FY23 $276.3M · FY24 $299.3M · FY25 $343.2M
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $140.5M · Total debt $5.5M · Total assets $356.6M · Shareholders' equity $136.2M
Dividends
No dividends on record.
Ownership
Shares outstanding 132.87M · Float 97.56M · 73.4% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Wellington Management Group LLP | 11.09M | 8.34% | 13F | Aug 14, 2026 |
| BlackRock, Inc. | 10.04M | 7.56% | 13F | Aug 7, 2026 |
| Spenser Skates · director, 10 percent owner, officer: CEO and President | 7.14M | 5.37% | Form 4 | Aug 18, 2026 |
| Vanguard Portfolio Management LLC | 6.08M | 4.58% | 13F | Aug 13, 2026 |
| FMR LLC | 5.98M | 4.50% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 1, 2026 | Curtis Liu | director, 10 percent owner, officer: Chief Technology Officer | −22,786 | $8.03 |
| Jun 12, 2026 | Catherine Wong | director | −7,453 | $6.79 |
| May 4, 2026 | Curtis Liu | director, 10 percent owner, officer: Chief Technology Officer | −17,586 | $8.12 |
| Mar 6, 2026 | Curtis Liu | director, 10 percent owner, officer: Chief Technology Officer | −33,201 | $8.01 |
| Mar 5, 2026 | Curtis Liu | director, 10 percent owner, officer: Chief Technology Officer | −30,061 | $8.00 |
Peers
- Adobe
Broadest head-to-head rival via Adobe Experience Cloud and Adobe Analytics.
- Alphabet Class A
Google Analytics is the free-tier incumbent on the web-analytics side.
- Microsoft
Free session replay via Clarity plus BI overlap via Power BI and Fabric.
- Twilio
Segment is the dedicated CDP peer Amplitude names in its filings.
- Braze
Narrow personalization overlap; often paired rather than head-to-head.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Amplitude | $13.88 | −2.98% | $1.90B | — | 98.3 | 5.1 | +21.2% |
| Adobe | $291.46 | −0.04% | $115.88B | 16.7 | 11.3 | 4.6 | +12.7% |
| Alphabet Class A | $346.00 | −0.14% | $4.19T | 17.4 | 25.8 | 9.4 | +24.2% |
| Microsoft | $513.06 | −0.06% | $3.81T | 28.6 | 26.2 | 11.5 | +17.8% |
| Twilio | $237.78 | +0.02% | $36.09B | 33.1 | 38.6 | 6.5 | +22.0% |
| Braze | $34.53 | 0.00% | $3.89B | — | 48.1 | 4.9 | +30.2% |
| Median | 23.0 | 26.2 | 6.5 | +22.0% |