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Amplitude Inc. Class A Common Stock Earnings Recaps

AMPL Information Technology 1 recap
Next earnings: November 4, 2026 (estimated) · full calendar
Q2 2026 Aug 10, 2026

Amplitude’s stock rose 9.0% after Q2 2026 earnings, driven by solid top-line growth, strong ARR expansion including substantial inorganic contribution, and clear progress on its AI transformation strategy that resonated well with investors.

Key takeaways
  • Q2 revenue reached $101 million, growing 21% year over year, underscoring continued demand.
  • Total annual recurring revenue (ARR) was $410 million, up 22% year over year and up $36 million sequentially, with $17 million from the Statsig acquisition and $19 million organic growth.
  • Customers contributing more than $100K ARR increased 30% year over year to 824, led by both AI native companies and large enterprises.
  • Gross margins are expected to remain in the low 70% range due to higher inference costs from AI workloads, offset by planned reductions in operating expenses.
  • The company’s ongoing shift to an AI native model, including engineering efficiencies and new product offerings (Amplitude, Statsig, Wade), positions it to capture evolving market demand.
Full recap

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