Quarterly ResultAug 5, 2026, 04:45 PM
Amplitude Q2 Revenue $100.9M, ARR $410M; FCF $23.7M
AI Summary
Amplitude, Inc. announced strong second quarter 2026 financial results, with revenue increasing 21% year-over-year to $100.9 million and Annual Recurring Revenue (ARR) growing 22% to $410 million. The company also reported positive net cash provided by operations of $25.6 million and Free Cash Flow of $23.7 million. Amplitude highlighted its transformation into an AI Analytics company with new AI solutions and provided an optimistic financial outlook for Q3 and full year 2026.
Key Highlights
- Q2 2026 Revenue increased 21% YoY to $100.9 million.
- Annual Recurring Revenue (ARR) grew 22% YoY to $410 million.
- Net cash provided by operations was $25.6 million, up $5.5 million YoY.
- Free Cash Flow reached $23.7 million, up $5.5 million YoY.
- Number of customers with $100,000+ ARR increased 30% YoY to 824.
- Q3 2026 revenue guidance set between $105.6 million and $108.0 million.
- Full year 2026 revenue guidance between $407.2 million and $411.2 million.
- Introduced new AI solutions: Global Agent, Model Context Protocol, Agent Analytics, and Wave.
- Non-GAAP Net Loss Per Share was $(0.01) for Q2 2026.
Price Impact
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