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Dec 31, 2025
Amplitude Q4 2025 Earnings Report
Amplitude reported its financial results for the fourth quarter and fiscal year ended December 31, 2025, showing significant growth in annual recurring revenue and improved cash flow.
Key Takeaways
Amplitude concluded Q4 2025 with strong financial performance, highlighted by a 17% year-over-year increase in Annual Recurring Revenue to $366 million and a 17% increase in quarterly revenue to $91.4 million. The company also achieved record full-year Free Cash Flow of $23.5 million, demonstrating improved operational efficiency and liquidity.
Annual Recurring Revenue reached $366 million, marking a 17% year-over-year increase.
Fourth quarter revenue grew by 17% year-over-year to $91.4 million.
Net cash provided by operating activities for the quarter was $12.8 million, a $9.6 million increase year-over-year.
Free Cash Flow for the quarter was $11.2 million, a $9.7 million increase year-over-year.
Forward Guidance
Amplitude projects continued revenue growth and positive non-GAAP operating income for Q1 2026 and the full year 2026, driven by the adoption of its AI analytics platform and expansion into enterprise organizations.
Positive Outlook
- Projected Q1 2026 revenue between $91.7 million and $93.7 million.
- Anticipated full year 2026 revenue between $390.0 million and $398.0 million.
- Expected positive non-GAAP operating income for Q1 2026 between -$4.5 million and -$2.5 million, indicating improved profitability.
- Projected full year 2026 non-GAAP operating income between $7.0 million and $13.0 million.
- Focus on improving use cases and access to Amplitude across enterprise organizations.
Challenges Ahead
- GAAP income (loss) from operations, GAAP net income (loss), and GAAP net income (loss) per share outlook not provided due to quantification difficulties.
- Stock-based compensation expense and related employer payroll taxes are difficult to ascertain for future periods.
Historical Earnings Impact
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