earnings
confidence high
sentiment positive
materiality 0.70
Amplitude Q2 2026: ARR $410M (+22% YoY), revenue $100.9M (+21%), non-GAAP EPS $(0.01)
Amplitude, Inc.
- Annual Recurring Revenue $410M, up 22% YoY; Remaining Performance Obligations $483M, up 35%.
- Q2 revenue $100.9M (+21% YoY); GAAP net loss per share $(0.27) vs $(0.19) a year ago.
- Non-GAAP net loss per share $(0.01) vs income of $0.01 in Q2 2025; non-GAAP op loss $(1.5M).
- Operating cash flow $25.6M, free cash flow $23.7M, both up ~$5.5M YoY.
- Statsig integration contributed $17M ARR; core Amplitude added $19M ARR in the quarter.