Amplitude, Inc. (AMPL) Earnings
Amplitude, Inc. is expected to report next earnings on August 5, 2026 (in NaN days), with a consensus EPS estimate of $-0.01. AMPL has beaten EPS estimates in 6 of its last 12 reported quarters (average surprise -17.5% over the last four).
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 6, 2026 | $-0.01 | $-0.02 | -100.0% | $93M | +0.6% |
| Feb 18, 2026 | $0.04 | $0.04 | +0.0% | $91M | -0.7% |
| Nov 5, 2025 | $0.01 | $0.02 | +100.0% | $89M | -2.0% |
| Aug 6, 2025 | $0.03 | $0.01 | -70.0% | $83M | -0.9% |
| May 7, 2025 | $-0.01 | $-0.17 | -1600.0% | $80M | -1.6% |
| Feb 19, 2025 | $0.01 | $0.02 | +100.0% | $78M | -2.1% |
| Nov 7, 2024 | $0.01 | $0.03 | +275.0% | $75M | -1.9% |
| Aug 8, 2024 | $-0.10 | $-0.19 | -100.0% | $73M | -1.1% |
| May 9, 2024 | $-0.18 | $0.01 | +105.6% | $73M | +0.9% |
| Feb 20, 2024 | $0.03 | $0.04 | +29.5% | $71M | -1.2% |
| Feb 15, 2023 | $-0.02 | $-0.03 | -20.6% | $65M | -0.5% |
| Nov 2, 2022 | $-0.08 | $-0.03 | +62.5% | $62M | +2.4% |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q1 FY2026 · May 6, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
Changes in go-to-market leadership, with Nate Crook as chief commercial officer overseeing sales, etc. Restructured customer success and marketing. Hired Gab Menachem as Chief Product Officer. Ran AI Week, shipped hundreds of demos. Announced partnership with Stats Inc., taking on Statsig's brand and customers. Showcased demos like agent analytics, AI Assistant, CLI wizard. Highlighted customers like Granola, Smartsheet, Astrotech
Guidance
Q2 2026 revenue expected between $96.9 and $99.1 million, annual growth 18% midpoint. Non-GAAP operating income between negative $3.6M and negative $1.6M. Non-GAAP net income per share between negative $0.02 and negative $0.01. Full year 2026 revenue expected between $397 and $403 million, annual growth 17% midpoint. Includes $5 to $7M contribution from Statsig business. Non-GAAP operating income between $2.5M and $6.5M. Non-GAAP net income per share between $0.03 and $0.06
Segment performance
Q1 revenue was $94 million, up 17% year over year. Annual recurring revenue was $374 million, up 17% year over year and up $9 million from last quarter. Non-GAAP operating loss was 3.1 million. Customers with more than 100K in ARR grew to 727, an increase of 18% year-over-year. Dollar-based net expansion improved sequentially to 106%. Multi-product accounts for more than 77% of ARR, with 47% of customers having multiple products
Risks & headwinds
Risks associated with forward-looking statements, including uncertainties in actual results differing from projections. Impact of AI adoption on gross margin due to inference costs. Integration risks related to acquiring Statsig business