Amplitude Inc
NASDAQ:AMPL
Amplitude Inc
Founded in 2011, Amplitude Inc. emerged from a simple yet profound realization: In the digital era, understanding user behavior is paramount for any business looking to grow sustainably. At its core, Amplitude provides product analytics tools that enable companies to dive deeply into the mechanics of user interaction with their digital properties. This is not merely about counting clicks or sessions; it is about deciphering the intricacies of user engagement and learning how to leverage these insights to foster product innovation and improve user retention. Amplitude’s platform analyzes the journey of users across websites and applications, giving product teams clear, actionable insights into what works and what doesn’t. By doing so, businesses can better tailor their offerings to meet customer needs, driving increased satisfaction and loyalty.
Amplitude's monetization strategy hinges on offering subscription-based services to a diverse client base ranging from startups to established enterprises. By adopting a usage-based pricing model, the company aligns its revenue with the value its clients receive—clients pay based on the volume of data analyzed and the number of users tracked. This model not only ensures consistent revenue growth but also scales linearly with the success of its clients. Through strategic partnerships and a focus on product-led growth, Amplitude continues to expand its footprint across industries, helping companies worldwide decode the complex narrative of their user data, thereby transforming insights into strategic actions.
Founded in 2011, Amplitude Inc. emerged from a simple yet profound realization: In the digital era, understanding user behavior is paramount for any business looking to grow sustainably. At its core, Amplitude provides product analytics tools that enable companies to dive deeply into the mechanics of user interaction with their digital properties. This is not merely about counting clicks or sessions; it is about deciphering the intricacies of user engagement and learning how to leverage these insights to foster product innovation and improve user retention. Amplitude’s platform analyzes the journey of users across websites and applications, giving product teams clear, actionable insights into what works and what doesn’t. By doing so, businesses can better tailor their offerings to meet customer needs, driving increased satisfaction and loyalty.
Amplitude's monetization strategy hinges on offering subscription-based services to a diverse client base ranging from startups to established enterprises. By adopting a usage-based pricing model, the company aligns its revenue with the value its clients receive—clients pay based on the volume of data analyzed and the number of users tracked. This model not only ensures consistent revenue growth but also scales linearly with the success of its clients. Through strategic partnerships and a focus on product-led growth, Amplitude continues to expand its footprint across industries, helping companies worldwide decode the complex narrative of their user data, thereby transforming insights into strategic actions.
Revenue Beat: Q4 revenue reached $91.4 million, up 17% year-over-year, exceeding the high end of guidance.
Strong Enterprise Growth: Enterprise-focused strategy drove 20% ARR growth in this segment, with higher retention and expansion rates.
AI Product Momentum: Launch of global and specialized AI agents showed rapid customer adoption, with 25% of queries now triggered by AI agents.
Multiproduct Expansion: 74% of ARR now comes from customers using more than one product, up 15 percentage points from last year.
Improved Profitability: Q4 operating income was $4.2 million (4.6% margin), and free cash flow hit a quarterly record of $11.2 million.
Raised Buyback Authorization: Board approved an additional $100 million for share repurchases.
2026 Guidance: FY26 revenue expected between $390 million and $398 million (15% growth at midpoint); Q1 revenue guided to $91.7–$93.7 million.
NRR Recovery: Net dollar retention improved to 105%, driven primarily by cross-sell and upsell activity.
