Amplitude Inc (NAS:AMPL)

Q2 2025 Amplitude Inc Earnings Call Transcript

Aug 6, 2025 / 09:00 PM GMT

Release Date Price: $12.22 (-0.08%)

Transcript 10-Q8-K

Key Points

Positve

Amplitude Inc (AMPL) reported strong Q2 2025 results with revenue of $83.3 million, up 14% year over year, exceeding the high end of their guidance.
Annual recurring revenue (ARR) increased to $335 million, up 16% year over year, marking the highest net new ARR in 11 quarters.
The company saw significant growth in enterprise customers, with customers generating more than $100k in ARR growing to 634, an increase of 16% year over year.
Amplitude Inc (AMPL) continues to expand its platform capabilities through strategic acquisitions, such as Command AI, Craffle, and Anari, enhancing their AI and analytics offerings.
The company received recognition as a leader in the 2025 Forrester Wave for digital analytics solutions and ranked #1 in 8 categories in G2's summer 2025 report, highlighting its market leadership.

Negative

Despite the revenue growth, Amplitude Inc (AMPL) reported a non-GAAP operating loss of $1.5 million.
Gross margin decreased by 1 point from the second quarter of 2024, impacted by increased data ingestion costs and higher amortization of software development costs.
Sales and marketing expenses were 44% of revenue, indicating a significant cost burden despite a decrease from the previous year.
The company is in the early stages of monetizing its AI agents, with no immediate focus on generating revenue from these innovations.
There is still a need for increased awareness among existing customers about the full capabilities of Amplitude Inc (AMPL)'s platform, as many are not yet utilizing the full suite of products.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

AMPL.OQ - Amplitude Inc
Q2 2025 Amplitude Inc Earnings Call
Aug 06, 2025 / 09:00PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Good afternoon everyone, and welcome to Amplitude's 2nd quarter 2025 earnings conference call. I'm John Strepa, head of investor relations, and joining me today are Spencer Skates, CEO and co-founder of Amplitude, and Andrew Casey, Chief Financial Officer.

During today's call, management will make forward-looking statements, including statements regarding our financial outlook for the 3rd quarter and full year 2025, the expected performance of our products, our expected quarterly and long-term growth investments, and our overall future prospects.

These forward-looking statements are based on current information, assumptions, and expectations and are subject to risks and uncertainties, some of which are beyond our control, that

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

30-Day 100% money back guarantee

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.