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Amplitude (AMPL) investor relations material
Amplitude Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary5 Nov, 2025
Executive summary
Q3 2025 revenue reached $88.6M, up 18% year-over-year, with ARR at $347M, a 16% increase year-over-year and $12M sequentially.
653 customers generated over $100K in ARR, up 15% year-over-year; multi-product adoption reached 71% of ARR.
Net retention rate improved to 104% in Q3 2025, up from 98% in Q3 2024.
Expanded customer base and international growth, with 39% of revenue from outside the U.S.
Accelerated AI product innovation with new launches, including MCP Server, AI agents, AI Visibility, and AI Feedback.
Financial highlights
Gross margin was 76% (non-GAAP) for Q3 2025; GAAP gross margin was 73.9%.
Non-GAAP operating income was $0.6M; net income per share was $0.02 (diluted), while GAAP net loss per share was $(0.18).
Free cash flow was $3.4M in Q3 2025, with a margin of 3.8%.
Cash and investments totaled $268M at quarter-end; cash and equivalents were $82.2M with $185.1M in marketable securities.
RPO grew 37% year-over-year to $391.9M, with contract duration increasing to 22 months.
Outlook and guidance
Q4 2025 revenue expected between $89M and $91M; full-year 2025 revenue guidance is $340.8M–$342.8M (14% growth at midpoint).
Q4 2025 non-GAAP operating income projected at $3.5M–$5.5M; full-year at $0.5M–$2.5M.
Non-GAAP net income per share guidance: $0.04–$0.05 for Q4 2025, $0.06–$0.08 for FY 2025.
Management expects continued investment in R&D and sales to drive long-term growth, with short-term increases in expenses as a percentage of revenue.
Liquidity is expected to be sufficient for at least the next 12 months, supporting international expansion and product innovation.
How do new AI products drive enterprise customer growth?
What drives NRR (TTM) improvement to 102%?
What drives the Q4 non-GAAP operating income surge?
Future pricing: focus on events as primary meter?
How does build vs. buy impact AI innovation pace?
What deal characteristics drive RPO acceleration?
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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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