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Amplitude — Third Quarter 2026 Earnings Summary

  • Revenue grew 25% year-over-year to $110.6 million, while ARR and Remaining Performance Obligations increased 24% and 27% respectively; Non-GAAP operating income reached $5.7 million, marking the highest non-GAAP operating margin in company history.
  • Full-year 2026 revenue guidance is set between $415.8 million and $418.2 million, with Q4 revenue expected between $110.8 million and $113.2 million; Non-GAAP net income per share for the full year is projected between $0.07 and $0.09.
  • Strategic product launches include Agent Analytics, Headless Amplitude, and expanded Statsig Agent experimentation, positioning the company to drive enterprise consolidation and AI-powered product development.
  • The company executed $89.5 million in common stock repurchases over the nine months ended September 30, 2026, while cash and cash equivalents decreased to $58.9 million and deferred revenue rose to $166.0 million.
Company
AMPLITUDE INC
Sector
Technology
Industry
Software - Application