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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 $88.6 million, up 18% year-over-year, with ARR at $347 million, a 16% increase and $12 million sequentially.
Dollar-based net retention rate improved to 104% from 98% in Q3 2024, reflecting strong customer expansion.
653 customers generated over $100,000 in ARR, a 15% year-over-year increase, with 71% of ARR from multi-product adoption.
Significant product innovation with multiple AI-native launches, including MCP Server, AI agents, AI Visibility, AI Feedback, and integrations with GitHub, expanding use cases and accessibility for non-technical users.
Free cash flow was $3.4 million, or 3.8% of revenue, and cash & investments totaled $268 million at quarter-end.
Financial highlights
Gross margin was 76% (non-GAAP), down one point year-over-year but up one point sequentially.
Non-GAAP operating income was $0.6 million (0.6% of revenue); net income per share was $0.02 on 143.2 million diluted shares.
Free cash flow margin for Q3 2025 was 3.8%, down from 6.0% in Q3 2024.
RPO grew 37% year-over-year to $391.9 million, with contract duration increasing to nearly 22 months.
Cash and cash equivalents were $82.2 million, with $185.1 million in marketable securities as of September 30, 2025.
Outlook and guidance
Q4 2025 revenue expected between $89 million and $91 million, 13.9%–16.5% annual growth.
Q4 non-GAAP operating income expected between $3.5 million and $5.5 million; non-GAAP EPS between $0.04 and $0.05.
Full-year 2025 revenue guidance raised to $340.8–$342.8 million (14% growth at midpoint); non-GAAP operating income $0.5–$2.5 million; non-GAAP EPS $0.06–$0.08.
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.
The company believes current liquidity is sufficient for at least the next 12 months and will continue to pursue 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?
What is the long-term monetization strategy for new AI products?
Detail the impact of enterprise focus on NRR.
How do AI tools expand Amplitude's user base?
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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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