Amplitude Q4 Sales Rise 17% to $91.4M; Guides $92.7M Q1 Revenue
Amplitude reported Q4 CY2025 revenue of $91.43M, up 17% YoY and beating estimates by 1.2%, with non-GAAP EPS of $0.04 matching consensus. It guided Q1 revenue at $92.7M midpoint, 0.6% above forecasts, but full-year EPS guidance of $0.11 misses estimates by 9.8%.
1. Q4 CY2025 Financial Results
Amplitude delivered Q4 CY2025 revenue of $91.43 million, up 17% year-on-year and 1.2% above analyst expectations, while reporting non-GAAP EPS of $0.04 per share in line with consensus estimates.
2. 2026 Q1 and Full-Year Guidance
The company set Q1 CY2026 revenue guidance at a midpoint of $92.7 million, 0.6% above forecasts, but issued full-year EPS guidance of $0.11 per share, falling 9.8% short of analyst projections.
3. Margin and Cash Flow Improvements
Operating margin improved to -20.8% from -45.4% a year earlier, and free cash flow margin rose to 12.2% from 3.8% sequentially, reflecting enhanced cost control and cash generation.
4. Customer and ARR Metrics
Amplitude ended the quarter with 4,700 customers (up from 4,500), net revenue retention of 104%, and annual recurring revenue of $366 million, marking 17.3% year-on-year growth and supporting a market cap of $847.6 million.