Amplitude Q4 Earnings Beat Revenue Estimates Despite EPS Miss
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 18 2026
0mins
Should l Buy AMPL?
Source: seekingalpha
- Earnings Highlights: Amplitude's Q4 report reveals a non-GAAP EPS of $0.04, missing expectations by $0.01; however, revenue reached $91.4 million, reflecting a 17% year-over-year increase and beating market expectations by $1.05 million, demonstrating resilience in revenue growth.
- Ongoing Operating Losses: Despite the revenue growth, Amplitude continues to face significant operating losses, indicating persistent challenges in profitability that may affect investor perceptions of its long-term value.
- High AI Vulnerability: Amidst intensifying competition in the AI sector, Amplitude's vulnerabilities raise market concerns, potentially impacting analysts' future performance expectations, especially in a rapidly evolving technological landscape.
- Investor Conference Participation: Amplitude participated in the UBS Global Technology and AI Conference, showcasing its position in the industry; despite challenges, the company is actively seeking to engage with investors to bolster market confidence.
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Analyst Views on AMPL
Wall Street analysts forecast AMPL stock price to rise
4 Analyst Rating
4 Buy
0 Hold
0 Sell
Strong Buy
Current: 7.580
Low
12.00
Averages
14.25
High
16.00
Current: 7.580
Low
12.00
Averages
14.25
High
16.00
About AMPL
Amplitude, Inc. provides a digital analytics platform that helps companies unlock the power of their products. The Company’s Digital Analytics Platform helps businesses understand how people are using their products so they can build digital experiences. Its platform comprises several primary offerings: Amplitude Analytics, Amplitude Session Replay, Amplitude Feature Experimentation, Amplitude Web Experimentation, Amplitude Activation and Amplitude Guides and Surveys. Amplitude Analytics is the cornerstone of the platform and provides real-time insights into user behavior. Amplitude Activation unifies data across multiple sources, creating a single, enriched dataset that fuels analytics and personalization. Amplitude Guides and Surveys helps companies to deploy in-product guides, tours, and surveys, using the power of behavioral insights to fuel great results. The Company's portfolio includes InfiniGrow, which is an AI marketing analytics platform.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Amplitude Launches AI Analytics Platform Amid Revenue Growth Surge
- Significant Revenue Growth: Amplitude reported fourth-quarter revenue of $91.4 million, a 17% increase year-over-year, surpassing market expectations of $90.4 million, indicating strong growth potential despite a 41% year-to-date stock decline.
- AI Platform Launch: The company launched its Agentic AI Analytics platform, leveraging the world's largest user behavior database and coding assistants from Anthropic and OpenAI to enhance customer data insights, which is expected to further boost customer satisfaction and market competitiveness.
- Cash Flow and Buyback Plan: Amplitude reported $23.5 million in free cash flow for the year and announced a $100 million share buyback program, representing about 11% of outstanding shares, aimed at enhancing shareholder returns by capitalizing on the current stock price dip.
- Future Outlook: The company anticipates adjusted earnings per share of $0.08 to $0.13 for 2026, reflecting management's confidence in future growth, although uncertainties in the software sector persist, necessitating cautious risk assessment by investors.
See More
Amplitude Launches AI Analytics Platform Amid 41% Stock Decline
- Strong Financial Performance: Amplitude reported a 17% revenue growth in Q4, reaching $91.4 million, surpassing the market expectation of $90.4 million, despite a 41% year-to-date stock decline, indicating market concerns about the software sector.
- Record Cash Flow: The company reported a record free cash flow of $23.5 million for the year and $11.2 million in Q4, demonstrating solid financial health that supports future investments and shareholder returns.
- Increased Customer Confidence: Remaining performance obligations grew by 35% to $417.7 million, reflecting enhanced customer confidence in its products, particularly after the implementation of new pricing and packaging strategies.
- Stock Buyback Plan: To capitalize on the current stock price discount, Amplitude announced a $100 million share buyback authorization, equivalent to 11% of outstanding shares, which will help boost earnings per share and enhance investor confidence.
See More
Amplitude Reports In-Line Q4 Earnings with Sales Beat
- Earnings In-Line: Amplitude reported Q4 earnings of 4 cents per share, matching analyst consensus estimates, indicating stability in the company's profitability.
- Sales Beat Expectations: The company achieved quarterly sales of $91.427 million, surpassing the analyst consensus of $90.344 million, reflecting strong market demand and revenue growth.
- Cautious Future Outlook: Amplitude projects FY2026 adjusted EPS between 8 to 13 cents, slightly below the market estimate of 12 cents, indicating a cautious stance on future growth.
- Analyst Rating Adjustments: Piper Sandler and BTIG lowered their price targets for Amplitude from $12 and $14 to $10 while maintaining Overweight and Buy ratings, reflecting mixed market sentiment regarding the company's outlook.
See More
Amplitude Reports Strong Q4 2025 Earnings with AI-Driven Growth
- Strong Financial Performance: Amplitude reported Q4 revenue of $91.4 million, a 17% year-over-year increase, with annual recurring revenue (ARR) reaching $366 million, indicating robust growth potential in the enterprise market that is expected to drive future revenue increases.
- AI-Driven Innovation: CEO Spenser Skates highlighted that the Agentic analytics platform achieved a 76% success rate on complex queries, which is 7 times better than traditional text-to-SQL methods, demonstrating that the application of AI technology will significantly enhance customer experience and operational efficiency.
- Customer Base Expansion: The number of customers with over $100,000 in ARR grew to 698, an 18% year-over-year increase, while those with over $1 million in ARR rose to 56, a 33% increase, indicating the company's increasing appeal among high-value customer segments.
- Optimistic Future Outlook: Amplitude expects Q1 2026 revenue to be between $91.7 million and $93.7 million, representing a 16% annual growth rate, while full-year revenue guidance is set between $390 million and $398 million, reflecting the company's confidence in future growth.
See More
Amplitude Q4 Earnings Beat Revenue Estimates Despite EPS Miss
- Earnings Highlights: Amplitude's Q4 report reveals a non-GAAP EPS of $0.04, missing expectations by $0.01; however, revenue reached $91.4 million, reflecting a 17% year-over-year increase and beating market expectations by $1.05 million, demonstrating resilience in revenue growth.
- Ongoing Operating Losses: Despite the revenue growth, Amplitude continues to face significant operating losses, indicating persistent challenges in profitability that may affect investor perceptions of its long-term value.
- High AI Vulnerability: Amidst intensifying competition in the AI sector, Amplitude's vulnerabilities raise market concerns, potentially impacting analysts' future performance expectations, especially in a rapidly evolving technological landscape.
- Investor Conference Participation: Amplitude participated in the UBS Global Technology and AI Conference, showcasing its position in the industry; despite challenges, the company is actively seeking to engage with investors to bolster market confidence.
See More
AMPLITUDE INC PROJECTS 2026 REVENUE BETWEEN $390.0 MILLION AND $398.0 MILLION
Revenue Projection for 2026: The anticipated revenue for the year 2026 is projected to be $390.0 million.
Comparison with Previous Year: This projection shows a slight increase compared to the previous year's revenue of $398.0 million.
See More
Amplitude Launches AI Analytics Platform Amid Revenue Growth Surge
- Significant Revenue Growth: Amplitude reported fourth-quarter revenue of $91.4 million, a 17% increase year-over-year, surpassing market expectations of $90.4 million, indicating strong growth potential despite a 41% year-to-date stock decline.
- AI Platform Launch: The company launched its Agentic AI Analytics platform, leveraging the world's largest user behavior database and coding assistants from Anthropic and OpenAI to enhance customer data insights, which is expected to further boost customer satisfaction and market competitiveness.
- Cash Flow and Buyback Plan: Amplitude reported $23.5 million in free cash flow for the year and announced a $100 million share buyback program, representing about 11% of outstanding shares, aimed at enhancing shareholder returns by capitalizing on the current stock price dip.
- Future Outlook: The company anticipates adjusted earnings per share of $0.08 to $0.13 for 2026, reflecting management's confidence in future growth, although uncertainties in the software sector persist, necessitating cautious risk assessment by investors.
See More
Amplitude Launches AI Analytics Platform Amid 41% Stock Decline
- Strong Financial Performance: Amplitude reported a 17% revenue growth in Q4, reaching $91.4 million, surpassing the market expectation of $90.4 million, despite a 41% year-to-date stock decline, indicating market concerns about the software sector.
- Record Cash Flow: The company reported a record free cash flow of $23.5 million for the year and $11.2 million in Q4, demonstrating solid financial health that supports future investments and shareholder returns.
- Increased Customer Confidence: Remaining performance obligations grew by 35% to $417.7 million, reflecting enhanced customer confidence in its products, particularly after the implementation of new pricing and packaging strategies.
- Stock Buyback Plan: To capitalize on the current stock price discount, Amplitude announced a $100 million share buyback authorization, equivalent to 11% of outstanding shares, which will help boost earnings per share and enhance investor confidence.
See More
Amplitude Reports In-Line Q4 Earnings with Sales Beat
- Earnings In-Line: Amplitude reported Q4 earnings of 4 cents per share, matching analyst consensus estimates, indicating stability in the company's profitability.
- Sales Beat Expectations: The company achieved quarterly sales of $91.427 million, surpassing the analyst consensus of $90.344 million, reflecting strong market demand and revenue growth.
- Cautious Future Outlook: Amplitude projects FY2026 adjusted EPS between 8 to 13 cents, slightly below the market estimate of 12 cents, indicating a cautious stance on future growth.
- Analyst Rating Adjustments: Piper Sandler and BTIG lowered their price targets for Amplitude from $12 and $14 to $10 while maintaining Overweight and Buy ratings, reflecting mixed market sentiment regarding the company's outlook.
See More
Amplitude Reports Strong Q4 2025 Earnings with AI-Driven Growth
- Strong Financial Performance: Amplitude reported Q4 revenue of $91.4 million, a 17% year-over-year increase, with annual recurring revenue (ARR) reaching $366 million, indicating robust growth potential in the enterprise market that is expected to drive future revenue increases.
- AI-Driven Innovation: CEO Spenser Skates highlighted that the Agentic analytics platform achieved a 76% success rate on complex queries, which is 7 times better than traditional text-to-SQL methods, demonstrating that the application of AI technology will significantly enhance customer experience and operational efficiency.
- Customer Base Expansion: The number of customers with over $100,000 in ARR grew to 698, an 18% year-over-year increase, while those with over $1 million in ARR rose to 56, a 33% increase, indicating the company's increasing appeal among high-value customer segments.
- Optimistic Future Outlook: Amplitude expects Q1 2026 revenue to be between $91.7 million and $93.7 million, representing a 16% annual growth rate, while full-year revenue guidance is set between $390 million and $398 million, reflecting the company's confidence in future growth.
See More
Amplitude Q4 Earnings Beat Revenue Estimates Despite EPS Miss
- Earnings Highlights: Amplitude's Q4 report reveals a non-GAAP EPS of $0.04, missing expectations by $0.01; however, revenue reached $91.4 million, reflecting a 17% year-over-year increase and beating market expectations by $1.05 million, demonstrating resilience in revenue growth.
- Ongoing Operating Losses: Despite the revenue growth, Amplitude continues to face significant operating losses, indicating persistent challenges in profitability that may affect investor perceptions of its long-term value.
- High AI Vulnerability: Amidst intensifying competition in the AI sector, Amplitude's vulnerabilities raise market concerns, potentially impacting analysts' future performance expectations, especially in a rapidly evolving technological landscape.
- Investor Conference Participation: Amplitude participated in the UBS Global Technology and AI Conference, showcasing its position in the industry; despite challenges, the company is actively seeking to engage with investors to bolster market confidence.
See More
AMPLITUDE INC PROJECTS 2026 REVENUE BETWEEN $390.0 MILLION AND $398.0 MILLION
Revenue Projection for 2026: The anticipated revenue for the year 2026 is projected to be $390.0 million.
Comparison with Previous Year: This projection shows a slight increase compared to the previous year's revenue of $398.0 million.
See More
