| Metric | Value ($ M) | Q2 FY25 | Q3 FY24 |
|---|---|---|---|
| Revenue | 88.56 | 6.3% | 17.7% |
| Total Income | 88.56 | 6.3% | 17.7% |
| Expenditure | 111.62 | 4.0% | 22.2% |
| PBT | -23.06 | 4.4% | 43.1% |
| Net Profit | -23.99 | 2.8% | 42.4% |
| OPM | — | ||
| NPM | -27.08% | 2.54pp | 4.68pp |
| EPS | -0.18 | 5.3% | 28.6% |
Amplitude Announces Q3 2025 Financial Results; ARR up 16% Y/Y
04 May 2026 · 4 May, 8:02 am
Summary
Amplitude, Inc. announced its financial results for the third quarter ended September 30, 2025. The company reported an 18% year-over-year increase in revenue, reaching $88.6 million. Annual Recurring Revenue (ARR) grew by 16% to $347 million. The company's GAAP Net Loss per share was $(0.18). For the fourth quarter and full year 2025, the Company expects revenue of $89.0 - $91.0 million and $340.8 - $342.8 million, respectively.
Key Highlights
- 1
Annual Recurring Revenue (ARR) was $347 million, reflecting a 16% increase year-over-year.
- 2
Remaining performance obligations reached $391.9 million, up 37% year-over-year.
- 3
Third quarter revenue totaled $88.6 million, an 18% increase year-over-year.
- 4
Third quarter Cash Flow from Operations was $5.0 million, while Free Cash Flow amounted to $3.4 million.
- 5
The number of customers with $100,000 or greater in ARR increased to 653, representing 15% year-over-year growth.
- 6
GAAP Net Loss per share was $(0.18), based on 133.0 million shares, compared to a loss of $(0.14) per share in Q3 2024.
Management Comments
Spenser Skates
"AI is changing how software gets built," said Spenser Skates, CEO and co-founder of Amplitude. "Our AI analytics platform helps companies understand how people engage in their product: what they like, where they get stuck, andwhat keeps them coming back. We are all in."
Andrew Casey
"We continue to execute our strategy of growing our enterprise customer base, expanding multi-product attach with our customers, and growing with additional leverage in our business model," said Andrew Casey, CFO of Amplitude. "This has only occurred through our employees' focused execution and our relentless drive towards creating value for our customers."
Informational and educational content only. Not investment advice.