Amplitude Q2 Revenue Beats at $100.9M, ARR Hits $410M, Guides Q3 Above Consensus
AMPL sits 81% above its 52-week low of $5.51.
Summary
Amplitude reported Q2 2026 revenue of $100.9M, beating estimates, with ARR up 22% to $410M. Q3 guidance exceeded consensus, and full-year non-GAAP EPS is expected to turn positive.
Key Events · Earnings and Guidance · AMPL
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Q2 Revenue Beat
Revenue of $100.9M, up 21% YoY, exceeded the $98.16M consensus, driven by AI solution adoption and Statsig integration.
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ARR Surges to $410M
Annual Recurring Revenue reached $410M, a 22% increase YoY, with RPO up 35% to $483M, indicating strong future revenue visibility.
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Profitability Inflection
Non-GAAP operating loss narrowed to $(1.5)M, nearly breakeven, and free cash flow improved to $23.7M, up $5.5M YoY.
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Q3 Guidance Above Consensus
Q3 revenue guidance of $105.6M-$108.0M exceeds the $104.5M consensus, with full-year non-GAAP EPS guidance of $0.06-$0.08, signaling a return to profitability.
Analysis · AMPL · Technology
Amplitude delivered a strong Q2, with revenue of $100.9 million beating the $98.16 million consensus by 2.8%, driven by AI solution adoption and the Statsig integration. Annual Recurring Revenue surged 22% to $410 million, and Remaining Performance Obligations jumped 35% to $483 million, signaling robust future revenue. Despite a GAAP net loss of $(0.27) per share, non-GAAP loss was just $(0.01), and free cash flow improved to $23.7 million. The company issued Q3 revenue guidance of $105.6-$108.0 million, above the $104.5 million consensus, and full-year non-GAAP EPS guidance of $0.06-$0.08, indicating a return to profitability. This report marks a significant inflection point, with accelerating growth and improving margins, likely to drive positive stock reaction.
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At the time of this filing, AMPL was trading at $10.00 on NASDAQ in the Technology sector, with a market capitalization of approximately $1.3B. The 52-week trading range was $5.51 to $14.49. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.