Amplitude shares tick up after earnings results slightly beat estimates

Shares in Amplitude rose slightly in after-hours trading today after the digital analytics software company reported earnings and revenue slightly ahead of expectations in its fiscal 2025 first quarter.

For the quarter ended March 31, Amplitude broke even, down from a penny per share in the same quarter of 2024, on revenue of $80 million, up 10% year-over-year. Both figures were slightly ahead of a loss of a penny per share and revenue of $79.43 million expected by analysts.

Amplitude ended the quarter with annual recurring revenue of $320 million, up 12% year-over-year, while cash flow from operations in the quarter came in at a loss of $8 million, down $7.9 million from the same quarter of 2024.

Business highlights in the quarter included the launch of Amplitude Guides and Surveys in February, a product designed to improve onboarding and user engagement by integrating personalized in-app messages and surveys into the company’s analytics platform. The feature allows teams to act on behavioral insights in real time, offering product tours, announcements, and contextual prompts triggered by user actions.

Amplitude also rolled out several key platform enhancements in response to customer demand. The enhancements included self-serve data deletion capabilities, which support compliance and privacy needs, as well as new heatmap functionality that provides visual insight into user behavior across digital interfaces. The company further expanded its analytics stack with Session Replay Everywhere, enabling teams to replay user sessions from any platform to troubleshoot issues.

“We continue to execute against our strategy,” said co-founder and Chief Executive Spenser Skates. “We have more enterprise customers embracing our full platform, stronger multiproduct attach rates and an increasing number of multiyear deals. We continued to rapidly innovate and extend the reach of our platform, and have returned to double-digit revenue growth.”

For its fiscal second quarter, Amplitude expects a loss of a penny a share to a profit of a penny a share on revenue of $80.3 million to $82.3 million. For the full year, the company expects earnings per share of five to 10 cents on revenue of $329 million to $333 million.

Image: Amplitude