Highlights

  • Amplitude, a provider of digital analytics software, last reported results on 5 August 2026 for the quarter ended 30 June.
  • Amplitude closed at $15.83 on Thursday 15 October 2026, up 3.53%, according to StockAnalysis.com.
  • Revenue was $100.9 million, up 21% year on year.
  • The GAAP net loss was $34.6 million, or $0.27 per share, compared with $0.19 per share a year earlier.

Amplitude (NASDAQ:AMPL), a provider of digital analytics software, last reported results on 5 August 2026 for the quarter ended 30 June. The reviewed material identified no newer company announcement in the sources reviewed, so that report remains the latest verified development. Chief executive Spenser Skates referred in the release to a combination of Statsig and Amplitude, saying it measures what ships and ships what matters. The summary reviewed did not describe the transaction, so its terms are not covered here.

What the Share Price Shows

Amplitude closed at $15.83 on Thursday 15 October 2026, up 3.53%, according to StockAnalysis.com. The market capitalisation was about $1.98 billion and the 52-week range ran from $5.51 to $16.18. On a calculation from the reported figures the close was about 2% below the high and nearly three times the low. The reviewed material identified no sourced explanation for the rise from the low. Amplitude's index membership is not verified, so the Nasdaq Composite is used only as a general benchmark.

Inside the Latest Results

Revenue was $100.9 million, up 21% year on year. Annual recurring revenue was $410 million, up 22%, and remaining performance obligations, which measure contracted revenue yet to be recognised, were $483 million, up 35%. Customers with annual recurring revenue of $100,000 or more rose 30% to 824.

The GAAP net loss was $34.6 million, or $0.27 per share, compared with $0.19 per share a year earlier. The non-GAAP net loss was only $0.9 million, or $0.01 per share, and the non-GAAP loss from operations was $1.5 million. The $33.7 million gap between the two net-loss figures is large, and the release summary reviewed did not itemise it.

Contracted backlog grew faster than sales. Remaining performance obligations of $483 million exceed annual recurring revenue of $410 million, and their 35% growth compares with 21% for revenue, which may indicate longer or larger contracts, although the sources reviewed did not explain the difference and it should not be read as a forecast.

Cash flow and balance sheet

Operating cash flow was $25.6 million and free cash flow was $23.7 million. Cash and equivalents were $73.8 million, with a further $87.6 million in marketable securities. Together these total $161.4 million on a calculation from the reported figures, equal to roughly 8% of the market capitalisation.

Positive free cash flow alongside a GAAP loss is a pattern investors in software companies often examine, because non-cash costs and timing of customer billings can separate the two. The sources reviewed did not give the reasons in Amplitude's case.

Guidance and what to watch

For the third quarter Amplitude guided to revenue of $105.6 million to $108.0 million, non-GAAP operating income of $2.5 million to $4.5 million, and non-GAAP earnings per share of $0.02 to $0.03. For 2026 it guided to revenue of $407.2 million to $411.2 million, non-GAAP operating income of $6.3 million to $9.3 million, and non-GAAP earnings per share of $0.06 to $0.08.

At the midpoints, third-quarter revenue would be about 5.8% above the second quarter, on a calculation from the reported figures. The full-year revenue midpoint of $409.2 million compares with an annualised second quarter of about $403.6 million on a calculation from the reported figures, so the guide is broadly in line with the second-quarter run rate, although quarterly phasing was not available in the sources reviewed. These figures are management forecasts, not reported results, and they could change.

Points to watch include whether annual recurring revenue growth holds near 22%, whether the shift from a small non-GAAP loss to guided non-GAAP profit materialises, and whether the cash generation seen in the second quarter persists. The date of the third-quarter report was not found in the sources reviewed. Readers should consult the primary filings, including the reconciliation of GAAP and non-GAAP measures, before drawing conclusions about profitability or the quality of earnings.