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Amplitude Inc 10-Q Filings

AMPL NASDAQ

Every 10-Q that Amplitude Inc (AMPL) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 10-Q covers the quarterly report filed between annual reports, so if you follow AMPL and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full AMPL filings page.

Rhea-AI Summary

Amplitude, Inc. reported Q2 2026 revenue of $100,886 (in thousands), up from $83,270 a year earlier, generating gross profit of $69,102 (in thousands). GAAP loss from operations was $35,174 and net loss was $34,617, or $0.27 per share.

On a non-GAAP basis, loss from operations was $1,452 (in thousands), with non-GAAP gross margin of 71%. Net cash provided by operating activities for Q2 was $25,583 (in thousands), and free cash flow was $23,739 (in thousands), both higher than a year earlier.

Annual Recurring Revenue reached $410 million with a dollar-based net retention rate (TTM) of 105% and 824 customers each above $100,000 in ARR. The company repurchased 12,940,579 Class A shares for $89,461 (in thousands) in the first half and recorded $2,934 (in thousands) of restructuring charges tied to a workforce reduction of about 5%.

Rhea-AI Summary

Amplitude, Inc. reported Q1 2026 revenue of $93.5 million, up from $80.0 million a year earlier, while posting a net loss of $23.3 million or $0.17 per share. Gross margin was 73% and non-GAAP operating loss margin improved to 3%.

Annual recurring revenue reached $374 million, a 17% increase, with dollar-based net retention rate (TTM) at 105% and 727 customers each above $100,000 ARR. Cash and cash equivalents were $86.6 million, plus $126.9 million of available-for-sale securities.

The company used $11.6 million in operating cash and reported free cash flow of -$13.2 million. It repurchased 2.76 million Class A shares for $20.7 million, with $105.3 million remaining under its authorization, and completed the InfiniGrow AI marketing analytics acquisition to expand its AI-led analytics platform.

Rhea-AI Summary

Amplitude, Inc. reported Q3 2025 results with revenue of $88,564 (thousand), up from $75,217 (thousand) a year ago. Gross profit was $65,490 (thousand). Net loss was $(23,986) (thousand), compared with $(16,854) (thousand) in Q3 2024, as operating expenses rose with ongoing product and go‑to‑market investments.

Remaining performance obligations were $391,892 (thousand), including $257,677 (thousand) expected within 12 months. Cash, cash equivalents and restricted cash totaled $83,108 (thousand). Operating cash flow for the first nine months was $16,989 (thousand). The company repurchased 1,055,565 shares for $11,745 (thousand) under its $50,000 (thousand) program, leaving $38,300 (thousand) available. As of November 3, 2025, shares outstanding were 103,610,139 Class A and 30,076,035 Class B.

Customer metrics strengthened: customers with >$100,000 ARR reached 653 (from 567), and TTM dollar-based net retention was 102% (ending DBNR 104%). Recent tuck-ins include Kraftful (total purchase price $3,760 (thousand)) and an asset acquisition from Inari ($500 (thousand)) to advance AI-led capabilities.