Amplitude Reports Strong Q4 & FY25 Results, Boosts Share Buyback, and Issues 2026 Outlook
AMPL sits 22% above its 52-week low of $5.995 on elevated volume (3.3× avg).
Summary
Amplitude, Inc. announced strong Q4 and full-year 2025 financial results, including 17% revenue growth and positive free cash flow, alongside an additional $100 million share repurchase authorization and a positive 2026 outlook.
Key Events · Earnings and Guidance · AMPL
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Strong Q4 2025 Financial Performance
Reported Q4 2025 revenue of $91.4 million and Annual Recurring Revenue (ARR) of $366 million, both up 17% year-over-year. Non-GAAP income from operations significantly improved to $4.2 million from $0.2 million in the prior year.
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Significant Free Cash Flow Generation
Achieved Q4 2025 Free Cash Flow of $11.2 million, a substantial increase from $1.5 million year-over-year, and a record full-year Free Cash Flow of $23.5 million.
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Increased Share Repurchase Program
The Board of Directors approved an additional $100 million for the share repurchase program, demonstrating confidence in the company's valuation and commitment to shareholder returns.
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Positive Customer Growth and Retention
Increased customers with $100,000+ ARR by 18% and $1.0 million+ ARR by 33% year-over-year, with Dollar-based Net Retention Rate (NRR TTM) improving to 104%.
Analysis · AMPL · Technology
Amplitude, Inc. delivered robust fourth-quarter and full-year 2025 financial results, highlighted by solid revenue and Annual Recurring Revenue (ARR) growth, significant improvements in non-GAAP operating income, and strong free cash flow generation. The company's transition to profitability on a non-GAAP basis and substantial cash flow indicate improved operational efficiency and financial health. Furthermore, the authorization of an additional $100 million for its share repurchase program signals management's confidence in the company's valuation and future prospects, representing a material return of capital to shareholders. The provided 2026 outlook suggests continued growth and profitability.
At the time of this filing, AMPL was trading at $7.31 on NASDAQ in the Technology sector, with a market capitalization of approximately $959.9M. The 52-week trading range was $6.00 to $14.88. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.