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Amplitude (AMPL) earnings and revenue breakdown

Latest: Q3 2026 · 10-Q filed Nov 5, 2026 · Amplitude (AMPL) Q3 2026 earnings results →

Q3 2026 Revenue up 25% year over year to $111M · 22¢ of every $1 of revenue lost · operating margin -22.3%

Amplitude made $111M in Q3 2026 (+25% Y/Y). Operating margin -22.3%, net loss $24.5M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Nov 5, 2026.

Revenue$111M
Year over year+25%
Operating margin-22.3%
Net earnings−$24.5M
Operating cash flow$7.1M

Drawing the Sankey…

Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF

What changed this quarter

Revenue was $110.6M in Q3 2026, up 25% year over year and up 10% from the previous quarter.

Gross margin was 67.2%, down 6.7 points from Q3 2025. Operating costs exceeded revenue by $24.6M, an operating margin of -22.3%. Operating expenses grew 9% against revenue growth of 25%. The fastest-growing cost line was Research & development (+26%). The quarter ended with a net loss of $24.5M, narrower than the previous quarter's $34.6M loss.

Operating cash flow was $7.1M (up 44% year over year). Non-cash charges added back $3.5M of depreciation and amortization and $27.7M of share-based compensation. Working capital and other items added $425K. After capitalization of internal-use software costs ($808K) and purchases of property and equipment ($505K), free cash flow as the company reports it was $5.8M.

Quarterly history

Amplitude revenue by quarterAmplitude revenue by quarter$80.0MQ1 2025$83.3MQ2 2025$88.6MQ3 2025$91.4MQ4 2025$93.5MQ1 2026$101MQ2 2026$111MQ3 2026
Amplitude net earnings by quarterAmplitude net earnings by quarter−$22.2MQ1 2025−$24.7MQ2 2025−$24.0MQ3 2025−$17.7MQ4 2025−$23.3MQ1 2026−$34.6MQ2 2026−$24.5MQ3 2026
QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q3 202610-QNov 5, 2026$111M+25%-22.3%−$24.5M$7.1M
Q2 202610-QAug 6, 2026$101M+21%-34.9%−$34.6M$25.6M
Q1 202610-QMay 7, 2026$93.5M+17%-23.7%−$23.3M−$11.6M
Q4 202510-KFeb 19, 2026$91.4M+17%-18.3%−$17.7M$12.8M
Q3 202510-QNov 6, 2025$88.6M+18%-26.0%−$24.0M$5.0M
Q2 202510-QAug 7, 2025$83.3M+14%-32.5%−$24.7M$20.1M
Q1 202510-QMay 7, 2025$80.0M+10%-26.8%−$22.2M−$8.0M

Charts

Amplitude: revenue growth, year over year and quarter over quarterAmplitude: revenue growth, year over year and quarter over quarterY/YQ/Q+10%Q1 2025+14%+4%Q2 2025+18%+6%Q3 2025+17%+3%Q4 2025+17%+2%Q1 2026+21%+8%Q2 2026+25%+10%Q3 2026
Latest (Q3 2026): Y/Y +25%, Q/Q +10%.
Amplitude: where the cash came from (+) and went (−), TTM to Q3 2026Amplitude: where the cash came from (+) and went (−), TTM to Q3 2026Buybacks−$106MOther investing$83.6MTaxes on employees’ shares−$39.3MOperating cash flow$33.9MCash drawn (+) / kept (−)$23.4MShares issued$4.2MCapital spending−$2.4MOther financing$2.4MAcquisitions$65K
From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.
Amplitude: profit against cash, quarter by quarterAmplitude: profit against cash, quarter by quarterNet incomeOperating cash flow−$32.6M$3.2MQ4 2024−$22.2M−$8.0MQ1 2025−$24.7M$20.1MQ2 2025−$24.0M$5.0MQ3 2025−$17.7M$12.8MQ4 2025−$23.3M−$11.6MQ1 2026−$34.6M$25.6MQ2 2026−$24.5M$7.1MQ3 2026
Latest (Q3 2026): Net income −$24.5M, Operating cash flow $7.1M.
Amplitude: diluted shares by fiscal year (split-adjusted)Amplitude: diluted shares by fiscal year (split-adjusted)100MFY2020103MFY2021111MFY2022117MFY2023124MFY2024132MFY2025
+31.7% since FY2020: more shares outstanding (issuance, stock pay); earlier years scaled for the 2-for-1 split before FY2022, 2-for-1 split before FY2021.
Amplitude in its industry: growth against margin (192 companies, SIC 7372)Amplitude in its industry: growth against margin (192 companies, SIC 7372)revenue growth, year over year →↑ operating marginmedian +12%median 0%MSFTORCLCRMADBEXYZINTUNOWSHOPCRWVSNPSPLTRADSKElectronic Arts Inc.TEAMSSNCCDNSRBLXTWLOSNOWTTWOCRWDGENDDOGHUBSVEEVDOCUOKTANETMDBNTNXPTCTYLDBXUDTPAYCMBLYESTCPCTYZETARBRKACIWBSYGWREPATHPCORTDCOCTVFIGKVYOCOURBILLBOXCVLTDUOLSAILGTMMANHLIMEAPPFCCCYOUTTANBLKBSGTLBALRMTENBWKPRGSFRSHAPPNBANDNAVNBRZEQTWONTSKASANCXMVERXRPDSPSCBLFSLYVRNSQLYSFROGMQBBINTANCNOEVCMNABLVIAALKTAVPTSPTPDGDYNXPERDDDSKILCERTCCSICMRCMKTWHUCKCRNCPDFSWEAVSOUNINSEXZODHIIIVLiveperson IncAIMRDNMYPSUPLDKLTRBLZELAWDRTTFBBAIMAPSCCLDEXFYRDVTSSTIEGANNTWKRCATSNALFDCTSVCOMCHXAEYEZDGEADBTWFCFAISPDUOTIDNPDYNQUBTZSPCROCFATNAWRESMSIINLXBLINMSGMGEGSEGGMYSZCXAIGXAIPARAAITXBKYICYABAPCXSPAIDSNYEXYNIDAIATDSIVDAVPRBSKKYUMEWAIFFAUIDGlobal Arena Holding, Inc.ATHRVIDAQXLLIVGUPYYFNGRSVMBTransparentBusiness, Inc.SWMRAMSTTransit Pro Tech Inc.PXLWDNKCDPLSGYGYAMPL (+25%, -22%)
Services-Prepackaged Software; dot size is quarterly revenue; dashed lines are the industry's medians.

Interactive views

The same charts as the app — open one to draw it.

💵Where each $1 goesinteractive

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🌏Named in Asian annual reportsinteractive

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🔄Rotation against the market and its industry (RRG)interactive

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🔍Earnings qualityinteractive

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⚖️Fair value by methodinteractive

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🔭Outlook & guidanceinteractive

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📈Investments: gains and what it boughtinteractive

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🏭Its industry’s money flow (input-output)interactive

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About Amplitude

Amplitude is the leading AI analytics platform, helping over 5,200 paying customers—including Atlassian, Burger King, NBCUniversal, and Square—build better products and digital experiences. With powerful AI Agents embedded across our platform, teams can analyze, test, and optimize user experiences faster than ever. Ranked #1 in Product Analytics for 24 consecutive quarters in G2's Summer 2026 Report, Amplitude is the best-in-class solution for product, data, and marketing teams. Learn more at amplitude.com .

In its own words, from its 8-K, filed Aug 5, 2026.

Amplitude against its Services-Prepackaged Software peers

The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +25% against the peers' median +19%. Operating margin: -22.3% against the peers' median 15.2%.

CompanyQuarterRevenueY/YOp. margin
AMPL AmplitudeQ3 2026$111M+25%-22.3%
MSFT MicrosoftQ1 FY27$92.3B+19%49.8%
ORCL OracleQ1 FY27$19.3B+30%34.8%
CRM SalesforceQ2 FY27$11.3B+11%20.5%
ADBE AdobeQ3 FY26$6.8B+13%34.8%
XYZ BlockQ3 2026$6.7B+10%6.4%
INTU IntuitQ4 FY26$4.4B+14%10.9%
NOW ServiceNowQ3 2026$4.1B+20%9.4%
SHOP ShopifyQ3 2026$3.7B+32%15.2%

Source: Amplitude 10-Q on SEC EDGAR · CIK 1866692 · Services-Prepackaged Software

Guidance and outlook

Amplitude: what its forward-looking statements are about (10-Q filed 2026-11-05)Amplitude: what its forward-looking statements are about (10-Q filed 2026-11-05)Demand19Other3Costs3Capital spending2Deals1People1Margins1
30 statements; tone +0.27 (−1 all cautious, +1 all confident); 13 hedged.
Amplitude: outlook statements against the filing beforeAmplitude: outlook statements against the filing beforeConfident10Cautious2

13F: who owns AMPL and who is buying

Largest holders of AMPL (13F)Largest holders of AMPL (13F)Vanguard Group$125MWellington Management Group LLP$84.8MBlackRock$76.8MVanguard Portfolio Management LLC$46.5MFMR LLC$45.7MVanguard Capital Management LLC$30.1MSc US (ttgp)$21.4MMackenzie Financial$20.2MState Street$19.9MGeode Capital Management, LLC$19.0M
Funds' net buying of AMPL by quarter (13F)Funds' net buying of AMPL by quarter (13F)$2.2M2024-09−$1.6M2024-12$22.2M2025-03$67.8M2025-06−$15.5M2025-09$29.1M2025-12$33.6M2026-03−$21.5M2026-06
Value of shares 13F filers added minus the value they sold, each quarter (quarters with most filings in).

More on AMPL

History

Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results

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