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Sep 30
Amplitude Q3 2025 Earnings Report
Amplitude reported its financial results for the third quarter ended September 30, 2025, showing revenue growth and positive free cash flow.
Key Takeaways
Amplitude delivered a solid third quarter in 2025, with revenue increasing by 18% year-over-year to $88.6 million. The company achieved positive non-GAAP operating income and free cash flow, while also growing its Annual Recurring Revenue (ARR) by 16% year-over-year to $347 million. The focus on enterprise customers and multi-product attach continues to drive growth.
Revenue for the third quarter of 2025 reached $88.6 million, an 18% increase compared to the same period last year.
Annual Recurring Revenue (ARR) grew to $347 million, representing a 16% year-over-year increase.
The company reported a GAAP net loss per share of $(0.18) and a non-GAAP net income per share of $0.02.
Free Cash Flow for the quarter was $3.4 million, demonstrating continued operational efficiency.
Amplitude
Amplitude
Forward Guidance
Amplitude provided a positive outlook for the fourth quarter and full year 2025, expecting continued revenue growth and non-GAAP profitability.
Positive Outlook
- Fourth quarter 2025 revenue is projected to be between $89.0 million and $91.0 million.
- Full year 2025 revenue is expected to range from $340.8 million to $342.8 million.
- Non-GAAP Operating Income for Q4 2025 is anticipated to be $3.5 million to $5.5 million.
- Full year 2025 Non-GAAP Operating Income is guided between $0.5 million and $2.5 million.
- Non-GAAP Net Income Per Share for Q4 2025 is projected at $0.04 to $0.05.
Challenges Ahead
- The company did not provide GAAP income (loss) from operations, GAAP net income (loss), or GAAP net income (loss) per share guidance due to the difficulty in quantifying certain non-GAAP adjustments.
- Stock-based compensation expense and amortization of acquired intangible assets, which are excluded from non-GAAP metrics, are not reasonably calculable for future periods.
- The forward-looking statements are based on current estimates and are not guarantees of future performance, with actual results potentially differing materially.
- The guidance does not explicitly detail potential headwinds or challenges that could impact achieving these targets.
- The weighted average shares outstanding for diluted non-GAAP EPS are higher than basic GAAP EPS, indicating potential dilution.