)

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.
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.
Next Amplitude earnings date

The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
)
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
)
I can't remember the last time an app had such a positive impact on my investment process.
)
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
)
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
I can't remember the last time an app had such a positive impact on my investment process.
)
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
)
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
)
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage