Amplitude (AMPL, Financial) has formed a strategic alliance with Twilio Segment, aiming to streamline customer data management and provide more personalized digital experiences for businesses. This collaboration involves a co-selling initiative and enhanced integration of their platforms. Under this partnership, Amplitude will endorse Twilio Segment as the preferred customer data platform (CDP), while Twilio will advocate for Amplitude as the foremost digital analytics solution.
To support their joint efforts, they have introduced new pre-configured dashboards that facilitate the connection between Amplitude and Twilio Segment’s CDP. This development seeks to assist businesses in unifying their customer data and extracting valuable insights more effectively.
Wall Street Analysts Forecast
Based on the one-year price targets offered by 10 analysts, the average target price for Amplitude Inc (AMPL, Financial) is $13.10 with a high estimate of $16.00 and a low estimate of $10.00. The average target implies an upside of 6.81% from the current price of $12.27. More detailed estimate data can be found on the Amplitude Inc (AMPL) Forecast page.
Based on the consensus recommendation from 11 brokerage firms, Amplitude Inc's (AMPL, Financial) average brokerage recommendation is currently 2.3, indicating "Outperform" status. The rating scale ranges from 1 to 5, where 1 signifies Strong Buy, and 5 denotes Sell.
Based on GuruFocus estimates, the estimated GF Value for Amplitude Inc (AMPL, Financial) in one year is $13.31, suggesting a upside of 8.52% from the current price of $12.265. GF Value is GuruFocus' estimate of the fair value that the stock should be traded at. It is calculated based on the historical multiples the stock has traded at previously, as well as past business growth and the future estimates of the business' performance. More detailed data can be found on the Amplitude Inc (AMPL) Summary page.
AMPL Key Business Developments
Release Date: May 07, 2025
- Revenue: $80 million, up 10% year over year.
- Annual Recurring Revenue (ARR): $320 million, up 12% year over year and $8 million sequentially.
- Non-GAAP Operating Loss: $2.1 million.
- Customers with >$100k ARR: 617, an increase of 18% year over year.
- Dollar-Based Net Retention Rate (NRR): 101%, up 5 points from Q2 of last year.
- Gross Margin: 77% for the first quarter.
- Sales and Marketing Expenses: 45% of revenue.
- General and Administrative (G&A) Expenses: 15% of revenue.
- Research and Development (R&D) Expenses: 19% of revenue.
- Total Operating Expenses: $63 million, 79% of revenue.
- Net Loss Per Share: $0, based on 129.7 million basic shares.
- Free Cash Flow: $9.2 million, 12% of revenue.
- Revenue Guidance for Q2 2025: $80.3 million to $82.3 million.
- Full Year 2025 Revenue Expectation: $329 million to $333 million.
- Share Repurchase Program: $50 million approved by the board.
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
Positive Points
- Amplitude Inc (AMPL, Financial) exceeded the midpoint of its revenue and operating loss guidance for Q1 2025.
- Annual recurring revenue (ARR) increased to $320 million, up 12% year over year.
- The company saw a significant increase in enterprise customers, with 64% of total ARR coming from this segment.
- New product innovations, such as guides and surveys, have seen faster adoption and incremental ARR than previous products.
- Amplitude Inc (AMPL) has successfully returned to double-digit revenue growth, indicating strong business momentum.
Negative Points
- Despite improvements, macroeconomic uncertainties continue to pose challenges for new customer acquisitions.
- The company is still working through past contract churns from 2021 and 2022, which have impacted growth.
- There is a need for increased market awareness about Amplitude Inc (AMPL)'s expanded platform beyond analytics.
- Sales cycles may be affected by the push for longer-term contracts amidst a dynamic macro environment.
- The company faces ongoing scrutiny from CFOs regarding the return on investment for its platform, necessitating clear value demonstration.
