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Dec 31, 2022

Amplitude Q4 2022 Earnings Report

Announced fourth quarter and fiscal year 2022 financial results.

Key Takeaways

Amplitude reported Q4 2022 revenue of $65.3 million, a 32% increase year-over-year. The company ended the year with 480 customers paying more than $100,000 in annual recurring revenue.

Fourth quarter revenue was $65.3 million, up 32% year-over-year.

Fiscal year 2022 revenue was $238.1 million, up 42% year-over-year.

Current Remaining Performance Obligations were $190.6 million, up 39% year-over-year.

Number of paying customers grew 25% year-over-year to 1,994.

Total Revenue
$65.3M
Previous year: $49.4M
+32.0%
EPS
-$0.03
Previous year: -$0.05
-40.0%
Paying Customers
1.99K
Previous year: 1.6K
+24.9%
Dollar-based Net Retention Rate
119%
Previous year: 123%
-3.3%
Current Remaining Performance Obligations
$191M
Gross Profit
$46M
Previous year: $34M
+35.2%
Cash and Equivalents
$218M
Previous year: $307M
-28.9%
Free Cash Flow
-$5.9M
Previous year: -$12.2M
-51.8%
Total Assets
$414M
Previous year: $400M
+3.3%

Amplitude

Amplitude

Forward Guidance

For the first quarter and full year 2023, the Company expects: Revenue $64 - $66 million and $283 - $291 million. Non-GAAP Operating Margin (13%) - (14%) and (6%) - (8%). Non-GAAP Net Loss Per Share $(0.06) - $(0.08) and $(0.11) - $(0.16). Weighted Average Shares Outstanding 114.9 million and 117.5 million

Positive Outlook

  • Revenue $64 - $66 million for Q1 2023
  • Revenue $283 - $291 million for FY 2023
  • Non-GAAP Operating Margin (13%) - (14%) for Q1 2023
  • Non-GAAP Operating Margin (6%) - (8%) for FY 2023
  • Non-GAAP Net Loss Per Share $(0.06) - $(0.08) for Q1 2023

Challenges Ahead

  • Non-GAAP Net Loss Per Share $(0.11) - $(0.16) for FY 2023
  • Weighted Average Shares Outstanding 114.9 million for Q1 2023
  • Weighted Average Shares Outstanding 117.5 million for FY 2023
  • An outlook for GAAP loss from operations has not been provided
  • An outlook for GAAP net loss per share has not been provided