Amplitude Posts 17% Q4 Revenue Growth and $100M Buyback
Amplitude reported Q4 revenue of $91.4M, up 17% year-over-year, and ARR reached $366M, also up 17%, driven by enterprise ARR growth of 20% and RPO growth of 35%. The company guided FY26 revenue to $390–398M, approved a $100M buyback reserve and highlighted AI-driven workflow adoption.
1. Q4 Financial Performance
Amplitude reported Q4 revenue of $91.4 million, a 17% year-over-year increase, and non-GAAP operating income of $4.2 million (4.6% of revenue). Free cash flow reached $11.2 million, representing 12% of revenue, while ARR ended at $366 million, up 17% year-over-year.
2. Customer and RPO Metrics
Enterprise ARR grew 20% year-over-year, and remaining performance obligations rose 35%, with average contract duration now above 22 months. Customers generating over $100k ARR increased by 45 to 698, and dollar-based net retention improved to 105%.
3. FY26 Guidance and Buyback
For fiscal 2026, revenue guidance is set at $390–398 million, implying roughly 15% growth, and management approved an additional $100 million share buyback reserve. The company is piloting a new pricing model that uplifts add-on products as a percentage of the core platform.
4. AI Strategy and InfiniGrow Acquisition
Amplitude highlighted its agentic analytics platform, with AI agents handling 25% of queries and a 76% success rate on complex queries. The acquisition of InfiniGrow aims to expand AI-driven marketing analytics capabilities and deepen product integration.