Amplitude, Inc. (AMPL): Results of Operations and Financial Condition
Amplitude, Inc. (AMPL) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 ampl-ex99_1.htm EX-99.1 EX-99.1 Exhibit 99.1 Amplitude Announces Second Quarter 2026 Financial Results • Annual Recurring Revenue of $410 million, up 22% year-over-year • Remaining Performance Obligations of $483 million, up 35% year-over-year • Second quarter revenue o
How this was made
The 30-second read
Why it matters
Traders can update models using the reported Q2 revenue, ARR, cash flow, and the company’s explicit Q3 and full-year 2026 revenue and non-GAAP operating income ranges.
Market read
Fresh earnings and guidance ranges for Q3 and FY 2026 make this a direct catalyst for AMPL positioning and options/vol expectations.
What to watch
Investors may scrutinize customer concentration and net retention (not provided here) and the pace of integration benefits from Statsig, since the filing highlights ARR contributions but not churn or cohort performance.
Background
This is an SEC Form 8-K (Item 2.02) with Exhibit 99.1 covering Amplitude’s Q2 2026 results, business highlights, and forward-looking guidance.
Ticker impact
Amplitude reports Q2 2026 revenue of $100.9M (+21% YoY), ARR of $410M (+22% YoY), and guides Q3 revenue to $105.6M-$108.0M.
Likely positive bias for AMPL as long as investors view ARR growth and cash generation as sustainable; downside risk if guidance is seen as conservative versus expectations.
The filing contains fresh, company-specific financial results and forward-looking guidance ranges (Q3 and FY 2026), which are direct inputs to earnings models and near-term expectations.
Market effects
Reinforces demand for AI analytics and agent-related product capabilities, potentially supporting sentiment toward software analytics peers.
No specific regional spillover beyond US-listed software sentiment.
Limited direct global impact; primarily affects US software growth and cash-flow narratives.
Counterpoint
Despite ARR growth, GAAP operating loss persists and non-GAAP results rely on adjustments, so the market may focus on durability of profitability and SBC trends.
Key entities
- companyAmplitude, Inc.
Nasdaq-listed AI analytics platform reporting Q2 2026 financial results and providing Q3 and full-year 2026 guidance.
- executiveSpenser Skates
Co-founder and CEO quoted on AI analytics transformation and customer usage of AI solutions.
- executiveAndrew Casey
CFO quoted on integration execution and growth with leverage.
