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Dec 31, 2021

Amplitude Q4 2021 Earnings Report

Announced fourth quarter and fiscal year 2021 financial results.

Key Takeaways

Amplitude's Q4 2021 revenue reached $49.4 million, a 64% increase year-over-year, marking a strong finish to a breakthrough year driven by the increasing importance of digital products for businesses.

Q4 revenue was $49.4M, up 64% year-over-year.

Fiscal year 2021 revenue was $167.3M, up 63% year-over-year.

Current Remaining Performance Obligations reached $137.3M, up 60% year-over-year.

Number of paying customers grew 54% year-over-year to 1,597.

Total Revenue
$49.4M
Previous year: $30.1M
+64.3%
EPS
-$0.05
Previous year: -$0.98
-94.9%
Paying Customers
1.6K
Dollar-based Net Retention Rate
123%
Previous year: 119%
+3.4%
Gross Profit
$34M
Previous year: $20.9M
+63.0%
Cash and Equivalents
$307M
Previous year: $118M
+161.0%
Free Cash Flow
-$12.2M
Previous year: -$3.5M
+250.1%
Total Assets
$400M
Previous year: $175M
+128.7%

Amplitude

Amplitude

Forward Guidance

For the first quarter of 2022, Amplitude expects revenue between $50 and $51 million, with a non-GAAP operating margin of -22% to -20% and a non-GAAP net loss per share between $(0.10) and $(0.09). For the full year 2022, the company expects revenue between $226 and $234 million, with a non-GAAP operating margin of -22% to -20% and a non-GAAP net loss per share between $(0.44) and $(0.42).

Positive Outlook

  • Revenue $50 - $51 million for Q1 2022
  • Revenue $226 - $234 million for FY 2022

Challenges Ahead

  • Non-GAAP Operating Margin (22%) - (20%) for Q1 2022
  • Non-GAAP Net Loss Per Share $(0.10) - $(0.09) for Q1 2022
  • Non-GAAP Operating Margin (22%) - (20%) for FY 2022
  • Non-GAAP Net Loss Per Share $(0.44) - $(0.42) for FY 2022