Amplitude, Inc. (AMPL) SEC Filings & Earnings Calls
EquiReason read 11 Amplitude, Inc. SEC filings in the last 12 months. Latest: 8-K on 2026-10-15 — Amplitude appointed Statsig founder Vijaye Raji to its Board of Directors; Raji is CTO of Applications at OpenAI. No financial guidance or material operational changes..
Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason
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Every filing, read
last 12 months · SECWhat happened, the numbers inside, guidance and risks. The original is one click away.
6 Aug 202610-QOptions Outstanding 9,364,213; RSUs Outstanding 20,823,544open
Figures in the filing · each found in the filing text
| Options Outstanding · 2026-06-30 | 9,364,213 | |
| RSUs Outstanding · 2026-06-30 | 20,823,544 |
Risks flagged
Dual-Class Voting Structure and Insider Control
“Our Class B common stock has five votes per share, whereas our Class A common stock, which is listed on the Nasdaq Capital Market, has one vote per share.” · word for word
Securities Class Action Litigation
“In February 2024, a purported securities class action complaint was filed against us and certain of our current and former officers in U.S. federal court” · word for word
Equity Overhang and Dilution Risk
“As of June 30, 2026, we had options outstanding that, if fully exercised, would result in the issuance of 9,364,213 shares of Class A common stock, as well as 20,823,544 shares of Class A common stock subject to RSUs.” · word for word
Restructuring Execution Risk
“Our restructuring efforts, including the 2026 Restructuring Program described elsewhere in this Quarterly Report, could exacerbate these risks and further harm our ability to retain and recruit personnel.” · word for word
Index Exclusion Risk Due to Multi-Class Structure
“Although we are currently a constituent of the Russell 3000 Index, certain index providers have historically excluded companies with multiple classes of shares.” · word for word
5 Aug 20268-K · 2.02Annual Recurring Revenue $410M (+22% y/y); Remaining Performance Obligations $483M (+35% y/y); Revenue $101M (+21% y/y); Guidance: FY revenue raised to $407.2-$411.2M from $397-$403M; FY non-GAAP op income raised to $6.3-$9.3M from $2.5-$6.earningsopen
Figures in the filing · each found in the filing text
| Annual Recurring Revenue · Q2-2026 | $410M | +22% y/y |
| Remaining Performance Obligations · Q2-2026 | $483M | +35% y/y |
| Revenue · Q2-2026 | $101M | +21% y/y |
| Free Cash Flow · Q2-2026 | $24M | +30% y/y |
| Net Cash provided by Operating Activities · Q2-2026 | $26M | +27% y/y |
| GAAP Net Loss Per Share, Basic and Diluted · Q2-2026 | $-0.27 | |
| Non-GAAP Net Income (Loss) Per Share, Basic and Diluted · Q2-2026 | $-0.01 | |
| Customers with $100k+ ARR · Q2-2026 | 824 | +30% y/y |
Guidance
FY revenue raised to $407.2-$411.2M from $397-$403M; FY non-GAAP op income raised to $6.3-$9.3M from $2.5-$6.5M
Raised full-year revenue and non-GAAP operating income guidance; strong demand and margin improvement.
Risks flagged
Integration risk from Statsig acquisition; GAAP losses persist.
“Acquisition-related costs $3.2M; GAAP loss from ops $(35.2)M.”
6 May 20268-K · 2.02Annual Recurring Revenue $374M (+17% y/y); Remaining Performance Obligations $427M (+31% y/y); Revenue $94M (+17% y/y); Guidance: FY revenue $397-$403M; FY non-GAAP op income $2.5-$6.5Mearningsopen
Figures in the filing · each found in the filing text
| Annual Recurring Revenue · Q1-2026 | $374M | +17% y/y |
| Remaining Performance Obligations · Q1-2026 | $427M | +31% y/y |
| Revenue · Q1-2026 | $94M | +17% y/y |
| Free Cash Flow · Q1-2026 | $-13M | |
| Net Cash Used in Operating Activities · Q1-2026 | $-12M | |
| GAAP Net Loss Per Share, Basic and Diluted · Q1-2026 | $-0.17 | |
| Non-GAAP Net Loss Per Share, Basic and Diluted · Q1-2026 | $-0.02 | |
| Customers with $100k+ ARR · Q1-2026 | 727 | +18% y/y |
| Customers with $1M+ ARR · Q1-2026 | 55 | +25% y/y |
Guidance
FY revenue $397-$403M; FY non-GAAP op income $2.5-$6.5M
Maintained full-year guidance; demand stable with strong backlog; margin outlook mixed due to investment.
Risks flagged
Negative free cash flow; GAAP losses persist; integration risk from Statsig partnership.
“FCF $(13.2)M; GAAP loss from ops $(24.1)M; partnership with Statsig may involve transition costs.”
24 Apr 2026DEF 14AAnnual Recurring Revenue $366M (+17% y/y); Remaining Performance Obligations $418M (+35% y/y); Customers >$100k ARR 698 (+18% y/y)open
Figures in the filing · each found in the filing text
| Annual Recurring Revenue · FY2025 | $366M | +17% y/y |
| Remaining Performance Obligations · 2025-12-31 | $418M | +35% y/y |
| Customers >$100k ARR · 2025-12-31 | 698 | +18% y/y |
| Paying Customers · 2025-12-31 | 4,797 | |
| Cash Flow from Operations · FY2025 | $30M | |
| Free Cash Flow · FY2025 | $24M | |
| Net New ARR · FY2025 | $54M | |
| Revenue · FY2025 | $343M | |
| Net Income (Loss) · FY2025 | $-89M |
24 Feb 20268-K · 5.02, 7.01Reported the departure of a director or principal officer (CEO/CFO change); issued a Regulation FD disclosure (forward guidance or material update)open
Guidance
Reaffirmed Q1 and FY2026 guidance from Feb 18 earnings release; no specific numbers provided.
19 Feb 202610-KRevenue $343M (+15% y/y); Net loss $-88M (-6% y/y); Free cash flow $24M (+101% y/y)open
Figures in the filing · each found in the filing text
| Revenue · FY2025 | $343M | +15% y/y |
| Net loss · FY2025 | $-89M | -6% y/y |
| Free cash flow · FY2025 | $24M | +101% y/y |
| Paying customers · FY2025 | 4,797 | |
| Customers >$100k ARR · FY2025 | 698 | +18% y/y |
| Customers >$1M ARR · FY2025 | 56 | +33% y/y |
| Dollar-based net retention rate (TTM) · FY2025 | 104.0% | |
| Ending dollar-based net retention rate · FY2025 | 105.0% |
Risks flagged
Data privacy and AI regulation risk
“Complying with evolving privacy and other data-related laws, as well as contractual and other requirements, may be expensive and force us to make adverse changes to our business.” · word for word
Geopolitical and sanctions risk
“Our business may be affected by sanctions, export controls, and similar measures targeting Russia and other countries and territories.” · word for word
18 Feb 20268-K · 2.02Annual Recurring Revenue $366M (+17% y/y); Remaining performance obligations $418M (+35% y/y); Revenue $91M (+17% y/y)earningsopen
Figures in the filing · each found in the filing text
| Annual Recurring Revenue · Q4-2025 | $366M | +17% y/y |
| Remaining performance obligations · Q4-2025 | $418M | +35% y/y |
| Revenue · Q4-2025 | $91M | +17% y/y |
| Cash Flow from Operations · Q4-2025 | $13M | +300% y/y |
| Free Cash Flow · Q4-2025 | $11M | +647% y/y |
| Revenue (FY) · FY2025 | $343M | +15% y/y |
| Cash Flow from Operations (FY) · FY2025 | $30M | +61% y/y |
| Free Cash Flow (FY) · FY2025 | $24M | +101% y/y |
| Non-GAAP Net Income Per Share, Diluted · Q4-2025 | $0.04 | +100% y/y |
| Non-GAAP Net Income Per Share, Diluted (FY) · FY2025 | $0.06 | 0% y/y |
6 Nov 202510-QRisks named: AI regulation compliance cost, Sanctions-related revenue lossopen
Risks flagged
AI regulation compliance cost
“It is possible that new laws and regulations will be adopted...that would limit our ability to use AI Technologies...the cost to comply with such laws...could be significant and would increase our operating expenses.” · word for word
Sanctions-related revenue loss
“we ceased providing our software or IT support or cloud-based services to persons located in Russia on September 12, 2024, when the determination took effect.” · word for word
5 Nov 20258-K · 2.02Annual Recurring Revenue $347M (+16% y/y); Remaining performance obligations $392M (+37% y/y); Revenue $89M (+18% y/y); Guidance: Q4 revenue $89-91M; FY25 revenue $340.8-342.8Mearningsopen
Figures in the filing · each found in the filing text
| Annual Recurring Revenue · Q3-2025 | $347M | +16% y/y |
| Remaining performance obligations · Q3-2025 | $392M | +37% y/y |
| Revenue · Q3-2025 | $89M | +18% y/y |
| Free Cash Flow · Q3-2025 | $3M | -24% y/y |
| Cash Flow from Operations · Q3-2025 | $5M | -19% y/y |
Guidance
Q4 revenue $89-91M; FY25 revenue $340.8-342.8M
Guidance raised for Q4 and FY25; revenue growth accelerating; non-GAAP operating income positive.
Risks flagged
Forward-looking statements caution; competitive landscape.
“These statements are forward-looking and actual results may differ materially.” · word for word
Amplitude, Inc. — questions
- What did Amplitude, Inc. file recently?
- 11 SEC filings in the last 12 months. Latest: 8-K on 2026-10-15 — Amplitude appointed Statsig founder Vijaye Raji to its Board of Directors; Raji is CTO of Applications at OpenAI. No financial guidance or material operational changes.
Every figure on this page comes from Amplitude, Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.
How these figures are read: methodology · EquiReason.