Digital analytics firm Amplitude Q2 revenue beats expectations
Overview
Amplitude Q2 revenue grows 14% yr/yr, beating analyst expectations
Adjusted EPS for Q2 meets analyst estimates, per LSEG data
Free cash flow increases to $18.2 mln, reflecting strong cash generation
Outlook
Amplitude expects Q3 2025 revenue of $85.0 mln to $87.0 mln
Company sees full-year 2025 revenue between $335.2 mln and $338.2 mln
Amplitude forecasts Q3 2025 non-GAAP EPS of $(0.00) to $0.02
Company expects full-year 2025 non-GAAP EPS of $0.04 to $0.08
Result Drivers
ENTERPRISE FOCUS - Co attributes revenue growth to deliberate focus on enterprise and platform expansion strategy, per CEO Spenser Skates
MULTI-PRODUCT ADOPTION - Record multi-product adoption contributed to highest net-new ARR in nearly three years
AI OPPORTUNITY - Co sees AI as a key part of driving future value
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q2 Revenue | Beat | $83.30 mln | $81.30 mln (9 Analysts) |
Q2 Adjusted EPS | Meet | $0.01 | $0.01 (10 Analysts) |
Q2 EBIT | -$27.10 mln | ||
Q2 Free Cash Flow | $18.20 mln |
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", 4 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the software peer group is "buy"
Wall Street's median 12-month price target for Amplitude Inc is $15.00, about 18.5% above its August 5 closing price of $12.23
The stock recently traded at 119 times the next 12-month earnings vs. a P/E of 103 three months ago
Press Release:
