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Mar 31
Amplitude Q1 2025 Earnings Report
Estimated Revenue:$79.2M
+10.6% YoY
Estimated EPS:-$0.012
+86.5% YoY
Key Takeaways
Amplitude reported a return to double-digit revenue growth in Q1 2025, with revenue of $80.0 million, up 10% year-over-year. Annual Recurring Revenue reached $320 million, an increase of 12% year-over-year. The company's Non-GAAP operating loss improved slightly, and they announced a $50 million share repurchase program.
First quarter revenue of $80.0 million, up 10% year-over-year.
Annual Recurring Revenue was $320 million, up 12% year-over-year.
Non-GAAP Net Income (Loss) per share was ($0.00), compared to $0.01 per share in Q1 2024.
The Board of Directors approved a $50 million share repurchase program.
Amplitude
Amplitude
Forward Guidance
For the second quarter of 2025, Amplitude expects revenue between $80.3 million and $82.3 million and Non-GAAP Operating Income (Loss) between $(2.9) million and $(0.9) million. For the full year 2025, the company expects revenue between $329.0 million and $333.0 million and Non-GAAP Operating Income (Loss) between $0.0 million and $5.0 million.
Positive Outlook
- Second quarter 2025 revenue guidance midpoint ($81.3M) is higher than Q1 2025 actual revenue ($80.0M).
- Full year 2025 revenue guidance midpoint ($331.0M) implies continued growth.
- Full year 2025 Non-GAAP Operating Income guidance midpoint ($2.5M) is positive.
- Non-GAAP Net Income (Loss) Per Share expected to be positive for the full year 2025.
- Continued focus on enterprise customers and multi-product adoption.
Challenges Ahead
- Second quarter 2025 Non-GAAP Operating Income guidance range includes a potential loss.
- Non-GAAP Net Income (Loss) Per Share guidance for Q2 2025 includes a potential loss.
- GAAP outlook for income, net income, and EPS was not provided due to inability to reasonably calculate or predict certain items.
- Free Cash Flow in Q1 2025 was negative.
- Cash flows from operating activities in Q1 2025 were negative.
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Key Statistics
Market Cap
$1.49B
P/E Ratio
-31.11
Sector
Technology Services
Industry
Packaged Software
52-Week High
$14.4
52-Week Low
$7.69
Annual Recurring Revenue
$320M
Remaining Performance Obligations
$326M
Dollar-based Net Retention Rate
101%
Dollar-based Net Retention Rate TTM
98%
Customers > $100K ARR
617