Overview

* Amplitude Q2 revenue grows 14% yr/yr, beating analyst expectations

* Adjusted EPS for Q2 meets analyst estimates, per LSEG data

* Free cash flow increases to $18.2 mln, reflecting strong cash generation

Outlook

* Amplitude expects Q3 2025 revenue of $85.0 mln to $87.0 mln

* Company sees full-year 2025 revenue between $335.2 mln and $338.2 mln

* Amplitude forecasts Q3 2025 non-GAAP EPS of $(0.00) to $0.02

* Company expects full-year 2025 non-GAAP EPS of $0.04 to $0.08

Result Drivers

* ENTERPRISE FOCUS - Co attributes revenue growth to deliberate focus on enterprise and platform expansion strategy, per CEO Spenser Skates

* MULTI-PRODUCT ADOPTION - Record multi-product adoption contributed to highest net-new ARR in nearly three years

* AI OPPORTUNITY - Co sees AI as a key part of driving future value

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q2 Beat $83.30 $81.30

Revenue mln mln (9

Analysts

)

Q2 Meet $0.01 $0.01

Adjusted (10

EPS Analysts

)

Q2 EBIT -$27.10

mln

Q2 Free $18.20

Cash mln

Flow

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", 4 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the software peer group is "buy"

* Wall Street's median 12-month price target for Amplitude Inc ( AMPL ) is $15.00, about 18.5% above its August 5 closing price of $12.23

* The stock recently traded at 119 times the next 12-month earnings vs. a P/E of 103 three months ago

Press Release:

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)