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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Amplitude
Amplitude (AMPL) investor relations material
Amplitude Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary4 Nov, 2026
Executive summary
Q3 revenue was $110.6M, up 25% YoY; ARR reached $431M, up 24%, and RPO was $497M, up 27%.
Adjusted non-GAAP operating income reached $5.7M; enterprise adoption, platform use and AI products supported growth, with customer adoption and workflow integration the key near-term bottleneck.
Financial highlights
Net new ARR was $21M, comprising $15M from Amplitude and $6M from Statsig; revenue grew 10% QoQ.
Adjusted non-GAAP operating income was $5.7M versus $0.6M a year earlier; non-GAAP net income was $5.7M versus $2.2M.
Non-GAAP diluted EPS was $0.04 versus $0.02; GAAP net loss was $24.5M versus $24.0M, and GAAP loss per share was $0.19 versus $0.18.
Net cash from operations was $7.1M and free cash flow was $5.8M, up from $3.4M a year earlier.
Outlook and guidance
Q4 2026 revenue guidance: $110.8M–$113.2M; non-GAAP operating income: $7M–$9M; diluted EPS: $0.05–$0.06.
FY 2026 revenue guidance: $415.8M–$418.2M; non-GAAP operating income: $8.9M–$10.9M; diluted EPS: $0.07–$0.09.
Management expects continued growth with leverage into 2027 and may add sales capacity where demand exceeds coverage.
Wave rollout will begin with a small number of customers receiving hands-on implementation; results are expected to share over the next few quarters.
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Latest events from Amplitude
- AI innovation, platform consolidation, and Statsig acquisition fuel growth and operational leverage.AMPL
Piper Sandler 5th Annual Growth Frontiers Conference - Unified pricing, AI-driven products, and enterprise focus drive growth and innovation.AMPLCiti’s 2026 Global TMT Conference
- Enterprise focus, AI innovation, and pricing changes drive accelerated growth and adoption.AMPLTechnology Leadership Forum 2026
- Q2 2026 revenue up 21% to $100.9M, ARR at $410M, and free cash flow at $23.7M.AMPLQ2 2026
- Enterprise focus, platform expansion, and AI innovation drive growth and retention.AMPLUBS Global Technology and AI Conference
- All proposals passed, including director elections and auditor ratification, with no Q&A.AMPLAGM 2026
- Unified analytics, AI innovation, and Statsig integration drive growth and enterprise expansion.AMPL21st Annual Needham Technology, Media, & Consumer Conference
- Q3 revenue up 6% to $75.2M, ARR at $298M, and customer base grew 41% year over year.AMPLQ3 2024
- Q1 revenue up 10%, ARR up 12%, net retention at 101%, and $50M buyback announced.AMPLQ1 2025
Next Amplitude earnings date
Q4 202618 Feb, 2027
Amplitude
Next Amplitude earnings date
Q4 202618 Feb, 2027
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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.