| Metric | Value ($ M) | Q1 FY26 | Q2 FY25 |
|---|---|---|---|
| Revenue | 100.89 | 7.9% | 21.2% |
| Total Income | 100.89 | 7.9% | 21.2% |
| Expenditure | 136.06 | 17.6% | 26.7% |
| PBT | -33.41 | 50.6% | 38.6% |
| Net Profit | -34.62 | 48.8% | 40.3% |
| OPM | -34.87% | ||
| NPM | -34.31% | 9.42pp | 4.69pp |
| EPS | -0.27 | 58.8% | 42.1% |
Amplitude Announces Q2 2026 Financial Results with 21% Revenue Growth
06 Aug 2026 · 6 Aug, 2:14 am
Summary
Amplitude announced its financial results for the second quarter ended June 30, 2026, reporting revenue of $100.9 million, up 21% year-over-year. Annual Recurring Revenue (ARR) also saw significant growth, increasing 22% year-over-year to $410 million, with Remaining Performance Obligations up 35% to $483 million. The company generated $25.6 million in net cash from operations and $23.7 million in Free Cash Flow. Management highlighted the transformation into an AI Analytics company and the successful integration of Statsig, with a focus on driving innovation and accelerating growth with leverage.
Key Highlights
- 1
Amplitude reported second quarter revenue of $100.9 million, an increase of 21% year-over-year.
- 2
Annual Recurring Revenue (ARR) reached $410 million, marking a 22% increase year-over-year.
- 3
Remaining Performance Obligations (RPO) grew by 35% year-over-year to $483 million.
- 4
Second quarter net cash provided by operations was $25.6 million, and Free Cash Flow was $23.7 million.
- 5
The number of customers with $100,000 or greater in ARR increased to 824, a 30% year-over-year growth.
- 6
The company introduced new AI-driven products including Global Agent, Specialized Agents, Agent Analytics, and Wave.
Management Comments
Spenser Skates
We have transformed to an AI Analytics company through our culture, our products, and how we’re working with our customers. We are closer than ever to self-improving products. Statsig & Amplitude is a powerful combination to measure what ships and ship what matters. Our customers are using more of our AI solutions and looking to us to learn how to engage AI to accelerate their own development.
Andrew Casey
We delivered another quarter of solid execution with the integration of Statsig and core execution of Amplitude with each adding $17M and $19M in ARR, respectively. We are focused on driving innovation, delivering greater value, and making it easier for customers to work with Amplitude as we accelerate growth with leverage.
Informational and educational content only. Not investment advice.