Amplitude, Inc. filings document the public reporting obligations of a Nasdaq-listed software company with Class A common stock registered under the ticker AMPL. Its 8-K reports furnish quarterly and annual financial results, including revenue, annual recurring revenue, remaining performance obligations, operating cash flow, free cash flow, and financial outlook commentary.
The filing record also includes proxy materials for annual stockholder meetings and governance matters, along with Form 8-K disclosures for executive transitions and compensatory arrangements. These documents describe Amplitude's registered securities, reporting status, board and stockholder voting processes, and material events affecting its SaaS analytics business.
FMR LLC filed as a significant shareholder of Amplitude Inc., reporting beneficial ownership of 5,979,436.49 shares of Class A common stock, representing 5.8% of the class as of June 30, 2026. FMR reports sole voting power over 5,951,499 shares and sole dispositive power over the full 5,979,436.49 shares.
Abigail P. Johnson is reported with beneficial ownership of the same 5,979,436.49 shares, representing 5.8% of the class, with sole dispositive but no voting power. One or more other persons have rights to dividends or sale proceeds, including Select Software and IT Services Portfolio with 5,944,076 shares, or 5.7% of outstanding Class A shares as of June 30, 2026.
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%.
Amplitude, Inc. reported second quarter 2026 results with revenue of $100.9 million, up 21% year-over-year, and Annual Recurring Revenue of $410 million, up 22%. Remaining performance obligations were $483 million, and customers with at least $100,000 in ARR increased 30% to 824.
GAAP loss from operations was $35.2 million and GAAP net loss was $34.6 million, or $(0.27) per share. Non-GAAP loss from operations was $1.5 million and non-GAAP net loss was $0.9 million, or $(0.01) per share, compared with $0.01 income per share a year earlier. Net cash provided by operating activities rose to $25.6 million and free cash flow to $23.7 million. For third quarter 2026, the company guides to revenue of $105.6–$108.0 million and non-GAAP operating income of $2.5–$4.5 million; for full year 2026, it expects revenue of $407.2–$411.2 million and non-GAAP diluted EPS of $0.06–$0.08.
BlackRock, Inc. reports a significant ownership position in Amplitude, Inc. Class A common stock. BlackRock beneficially owns 7,935,962 shares, representing 7.6% of the Class A stock. It holds sole voting power over 7,780,771 shares and sole dispositive power over all 7,935,962 shares, with no shared voting or dispositive power.
The filing notes that various underlying clients and accounts have the right to receive dividends or proceeds from sales of these shares, but no single person has an interest in more than 5% of Amplitude’s outstanding common shares. The schedule is filed by BlackRock as a parent holding company, with subsidiaries identified in an attached exhibit and signed by a Managing Director under a Power of Attorney.
Amplitude, Inc. director and Chief Technology Officer Curtis Liu, a ten percent owner, reported two bona fide gift transfers of derivative securities on July 8, 2026. The gifts involved an aggregate of 350,000 shares of Class B Common Stock, in two blocks of 175,000 shares. These transfers were non-market gifts, and no value was received for the shares. After the transactions, Liu indirectly holds 7,207,208 shares of Class B Common Stock through a trust and 175,000 shares through his spouse. The Class B Common Stock is convertible into Class A Common Stock on a one-to-one basis and is subject to automatic conversion upon specified events.
Tzuo Tien reported acquisition or exercise transactions in this Form 4 filing.
Amplitude, Inc. director Tzuo Tien received an award of 1,521 shares of Class A Common Stock in the form of restricted stock units granted under the company’s Non-Employee Director Compensation Program in lieu of cash retainer fees. The RSUs carry no purchase price and each unit represents one share, with issuance of the underlying shares deferred under the program’s terms. Following this grant, Tzuo Tien directly holds 101,601 shares of Class A Common Stock, including 50,789 RSUs.
Schultz Erica reported acquisition or exercise transactions in this Form 4 filing.
Amplitude, Inc. director Erica Schultz received an award of 1,659 shares of Class A Common Stock in the form of restricted stock units. The RSUs were granted under the company’s Non-Employee Director Compensation Program in lieu of cash retainer fees and carry no purchase price.
Following this grant, Schultz directly holds 143,100 shares of Class A Common Stock, which the disclosure notes includes 28,194 RSUs. Each RSU represents the right to receive one share of Class A Common Stock, with issuance of the underlying shares deferred under the program’s terms.
Amplitude, Inc. Chief Technology Officer Curtis Liu reported an open-market sale of 22,786 shares of Class A common stock on June 1, 2026 at a weighted average price of $8.0259 per share, executed under a pre-arranged Rule 10b5-1 trading plan adopted on November 26, 2025.
Due to a broker administrative error, 585 fewer shares were actually sold than required by the plan; the broker corrected this through its error account, crediting Liu for 585 shares at the June 1, 2026 sale price and absorbing the cost, with no additional open-market sale.
Following the transaction, Liu directly owns 1,004,194 shares, which include 880,520 restricted stock units.
Amplitude, Inc. director Catherine Wong reported an open-market sale of 7,453 shares of Class A Common Stock on June 12, 2026 at a weighted average price of $6.7865 per share. The shares were sold to satisfy tax obligations related to vesting RSUs under a pre-arranged Rule 10b5-1 trading plan. Following this transaction, she directly owns 111,462 shares, including 24,857 RSUs.