Amplitude, Inc.
Business
Amplitude, Inc. develops an AI Analytics Platform designed to help companies understand and optimize user behavior in digital products. The platform unifies analytics, session replay, feature experimentation, web experimentation, audience activation, guides and surveys, and AI agents into a single integrated system. Amplitude serves organizations across industries through direct sales, solution partners, and product-led growth, generating revenue primarily through subscription-based pricing with a land-and-expand business model. As of December 31, 2025, the company had 4,797 paying customers, including 27 of the Fortune 100.
Summary from 10-K filed 2026-02-19
Financials
Consolidated Statement of Income
| Concept | Trend | FY 2025 2025-12-31 | FY 2024 2024-12-31 | FY 2023 2023-12-31 | FY 2022 2022-12-31 | FY 2021 2021-12-31 |
|---|---|---|---|---|---|---|
| Revenue | 343 | 299 | 276 | 238 | 167 | |
| Cost of revenue | 89 | 77 | 72 | 70 | 52 | |
| Gross profit | 254 | 222 | 204 | 168 | 115 | |
| Research and development | 98 | 98 | 90 | 81 | 48 | |
| Sales and marketing | 188 | 168 | 154 | 130 | 86 | |
| General and administrative | 64 | 64 | 55 | 54 | 55 | |
| Restructuring and other related charges | 0 | 0 | 8 | 0 | 0 | |
| Total operating expenses | 350 | 330 | 307 | 264 | 190 | |
| Other income (expense), net | 11 | 15 | 13 | 4 | 195,000 | |
| Loss before provision for (benefit from) income taxes | −85 | −93 | −89 | −93 | −74 | |
| Provision for (benefit from) income taxes | 3 | 2 | 1 | 796,000 | 1 | |
| Net loss | −89 | −94 | −90 | −93 | −75 | |
| Net loss per share attributable to Class A and Class B common stockholders, basic | −0.67 | −0.76 | −0.77 | −0.84 | −1.46 | |
| Net loss per share attributable to Class A and Class B common stockholders, diluted | −0.67 | −0.76 | −0.77 | −0.84 | −1.46 | |
| Weighted-average shares used in computing net loss per share attributable to Class A and Class B common stockholders, basic | 132 | 124 | 117 | 111 | 51 | |
| Weighted-average shares used in computing net loss per share attributable to Class A and Class B common stockholders: Basic | 132 | 124 | 117 | — | — | |
| Weighted-average shares used in computing net loss per share attributable to Class A and Class B common stockholders, diluted | 132 | 124 | 117 | 111 | 51 | |
| Net unrealized losses on marketable securities | 583,000 | 187,000 | 573,000 | −754,000 | 0 | |
| Comprehensive loss | −88 | −94 | −90 | −94 | −75 |
Consolidated Balance Sheet
| Concept | Trend | FY 2025 2025-12-31 | FY 2024 2024-12-31 | FY 2023 2023-12-31 | FY 2022 2022-12-31 | FY 2021 2021-12-31 |
|---|---|---|---|---|---|---|
| Cash and cash equivalents | 81 | 172 | 248 | 218 | 307 | |
| Restricted cash, current | 0 | 900,000 | 0 | — | 0 | |
| Marketable securities, current | 111 | 69 | 74 | 12 | 0 | |
| Accounts receivable, net of allowance for doubtful accounts of $1,134 and $1,417 as of December 31, 2025 and 2024, respectively | 23 | 26 | 29 | 23 | 20 | |
| Prepaid expenses and other current assets | 23 | 20 | 17 | 20 | 19 | |
| Deferred commissions, current | 18 | 15 | 11 | 11 | 8 | |
| Total current assets | 257 | 304 | 380 | 284 | 355 | |
| Marketable securities, non-current | 61 | 57 | 0 | 71 | 0 | |
| Property and equipment, net | 19 | 16 | 10 | 9 | 5 | |
| Intangible assets, net | 6 | 4 | 609,000 | 2 | 4 | |
| Goodwill | 25 | 24 | 4 | 4 | 4 | |
| Restricted cash, non-current | 900,000 | 0 | 900,000 | 900,000 | 900,000 | |
| Deferred commissions, non-current | 35 | 28 | 27 | 26 | 21 | |
| Operating lease right-of-use assets | 9 | 5 | 7 | 10 | 0 | |
| Other non-current assets | 8 | 7 | 4 | 6 | 11 | |
| Total assets | 421 | 446 | 434 | 414 | 400 | |
| Accounts payable | 6 | 991,000 | 3 | 490,000 | 3 | |
| Accrued expenses | 37 | 34 | 27 | 19 | 18 | |
| Deferred revenue | 122 | 110 | 103 | 90 | 69 | |
| Total current liabilities | 165 | 145 | 132 | 109 | 91 | |
| Operating lease liabilities, non-current | 7 | 2 | 4 | 7 | 0 | |
| Non-current liabilities | 4 | 3 | 3 | 3 | 3 | |
| Total liabilities | 175 | 149 | 139 | 119 | 94 | |
| Commitments and contingencies (Note 9) | — | — | — | — | — | |
| Preferred stock, $0.00001 par value per share; 20,000 shares authorized as of December 31, 2025 and 2024; zero shares issued and outstanding as of December 31, 2025 and 2024 | 0 | 0 | 0 | 0 | 0 | |
| Additional paid-in capital | 791 | 754 | 658 | 569 | 486 | |
| Accumulated other comprehensive income | 589,000 | 6,000 | −181,000 | −754,000 | 0 | |
| Accumulated deficit | −546 | −458 | −364 | −273 | −180 | |
| Total stockholders' equity | 245 | 297 | 295 | 295 | 307 | |
| Total liabilities and stockholders' equity | 421 | 446 | 434 | 414 | 400 |
Consolidated Statement of Cash Flows
| Concept | Trend | FY 2025 2025-12-31 | FY 2024 2024-12-31 | FY 2023 2023-12-31 | FY 2022 2022-12-31 | FY 2021 2021-12-31 |
|---|---|---|---|---|---|---|
| Net loss | −89 | −94 | −90 | −93 | −75 | |
| Depreciation and amortization | 10 | 6 | 6 | 5 | 3 | |
| Stock-based compensation expense | 92 | 100 | 88 | 67 | 34 | |
| Other | 2 | 283,000 | −301,000 | 42,000 | 2 | |
| Non-cash operating lease costs | 4 | 4 | 4 | 4 | 0 | |
| Accounts receivable | 3 | 2 | −8 | −2 | −3 | |
| Prepaid expenses and other current assets | −2 | −2 | 4 | −1 | −12 | |
| Deferred commissions | −11 | −4 | −2 | −8 | −9 | |
| Other non-current assets | −1 | −3 | 2 | 5 | −4 | |
| Accounts payable | 5 | −2 | 2 | −3 | −1 | |
| Accrued expenses | 9 | 11 | 12 | 5 | 6 | |
| Deferred revenue | 12 | 6 | 13 | 21 | 28 | |
| Operating lease liabilities | −5 | −5 | −4 | −4 | — | |
| Net cash provided by (used in) operating activities | 30 | 19 | 26 | −5 | −32 | |
| Cash received from maturities of marketable securities | 71 | 94 | 13 | 0 | 0 | |
| Purchases of marketable securities | −117 | −146 | 0 | −83 | 0 | |
| Purchase of property and equipment | −2 | −2 | −1 | −4 | −2 | |
| Capitalization of internal-use software costs | −5 | −5 | −2 | −2 | −2 | |
| Cash paid for acquisitions, net of cash acquired | −3 | −16 | 0 | −394,000 | −2 | |
| Issuance of bridge loan | −183,000 | 0 | 0 | — | — | |
| Net cash provided by (used in) investing activities | −55 | −75 | 9 | −89 | −1 | |
| Proceeds from the exercise of stock options | 5 | 7 | 5 | 7 | 22 | |
| Cash received for tax withholding obligations on equity award settlements | 4 | 5 | 13 | 18 | 145 | |
| Cash paid for tax withholding obligations on equity award settlements | −43 | −31 | −22 | −19 | −144 | |
| Cash paid for acquisition holdback | −1 | 0 | 0 | — | — | |
| Net cash provided by (used in) financing activities | −65 | −20 | −5 | 6 | 223 | |
| Net increase (decrease) in cash, cash equivalents, and restricted cash | −91 | −77 | 30 | −89 | 189 | |
| Cash paid for income taxes | 965,000 | 491,000 | 454,000 | 424,000 | 182,000 | |
| Vesting of early exercised options | 0 | 20,000 | 715,000 | 2 | 2 | |
| Purchases of property and equipment included in liabilities | 53,000 | 0 | 86,000 | 11,000 | 0 | |
| Stock-based compensation capitalized as internal-use software costs | 4 | 5 | 2 | 1 | 379,000 | |
| Issuance of common stock in connection with business combinations | 914,000 | 7 | 0 | 0 | — |
Filings
Material Events
Insiders
Institutional Holders
Frequently asked questions
What is Amplitude, Inc.'s CIK number?
Amplitude, Inc.'s SEC CIK number is 0001866692 (1866692). The CIK (Central Index Key) is the permanent identifier the SEC assigns to every EDGAR filer — unlike a ticker symbol, it never changes.
Where can I find Amplitude, Inc.'s SEC filings?
All of Amplitude, Inc.'s EDGAR filings — 10-K annual reports, 10-Q quarterly reports, 8-K material events, and insider transactions — are listed on this page, sourced live from SEC EDGAR.
When did Amplitude, Inc. last report earnings?
Amplitude, Inc. (AMPL) most recently filed an earnings 8-K with the SEC on May 6, 2026, furnishing its results under Item 2.02 (Results of Operations and Financial Condition). The earnings press release is attached to that filing (accession 0001193125-26-209264). This is Amplitude, Inc.'s most recent earnings filing of record — not a forecast of its next earnings date.
What is Amplitude, Inc.'s most recent earnings 8-K?
Amplitude, Inc.'s latest earnings 8-K (Item 2.02) was filed May 6, 2026 under accession 0001193125-26-209264. It carries the quarterly or annual earnings press release — the earliest official, SEC-filed version of the results.
View Amplitude, Inc.'s latest earnings 8-K →
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