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Amplitude (AMPL) investor relations material

Amplitude Piper Sandler 4th Annual Growth Frontiers Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Piper Sandler 4th Annual Growth Frontiers Conference summary11 Sep, 2025

Growth drivers and business transformation

  • Transitioned from a single product to a multi-product platform, adding experimentation, guidance, surveys, and session replay capabilities over the past two years.

  • Shifted go-to-market strategy to focus on enterprise customers, expanding from digital natives to traditional enterprises like Ford and Chick-fil-A.

  • Accelerating ARR growth, with cross-selling and increased data ingestion driving net retention from 96 to 104 in the most recent quarter.

  • Monetization is based on data events ingested, not seats, enabling insulation from AI-driven shifts and supporting broader use cases.

  • Early adoption of AI-native companies and a balanced customer base between enterprise and AI-native clients.

Impact and opportunity of AI

  • AI accelerates app and website creation, expanding the market for analytics and instrumentation.

  • AI-native companies and traditional enterprises both use the platform to differentiate and improve user experiences.

  • Launched GenAI optimization tools and AI agents, with rapid adoption and strong client interest.

  • AI is democratizing application development and lowering the bar for product usage, increasing the platform's value.

  • The company is positioned as a key enabler for understanding and optimizing AI-driven user journeys.

Competitive positioning and market expansion

  • Recognized as a leader in Forrester’s Digital Analytics Wave, with customer favorite status.

  • Competes with legacy players like Adobe and Google by offering a modern, self-service, open, and flexible platform.

  • Recent acquisitions (Command AI, Craftful, Anari, June) integrated to enhance platform capabilities and talent.

  • Consolidates point solutions in experimentation and session replay, providing a unified platform for analytics and action.

  • Expansion into marketing analytics opens access to larger budgets and new personas, driving additional growth opportunities.

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Frequently asked questions

Amplitude Inc provides a digital analytics platform that helps businesses optimize product experiences through data-driven insights. The company offers tools for behavior tracking, customer journey analysis, experimentation, and predictive analytics. Amplitude serves clients across technology, retail, media, and financial services sectors. The company is headquartered in San Francisco, California, and its shares are listed on the NASDAQ.

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