Amplitude Earnings: What To Look For From AMPL

Digital analytics platform Amplitude (NASDAQ:AMPL) will be reporting earnings this Wednesday after market close. Here’s what to expect.

Amplitude beat analysts’ revenue expectations by 2.6% last quarter, reporting revenues of $88.56 million, up 17.7% year on year. It was a very strong quarter for the company, with an impressive beat of analysts’ billings estimates and a solid beat of analysts’ EBITDA estimates. It added 19 enterprise customers paying more than $100,000 annually to reach a total of 653.

This quarter, analysts are expecting Amplitude’s revenue to grow 15.6% year on year to $90.35 million, improving from the 9.4% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.05 per share.

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Amplitude has only missed Wall Street’s revenue estimates once over the last two years, exceeding top-line expectations by 1.3% on average.

Looking at Amplitude’s peers in the data and analytics software segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Palantir Technologies delivered year-on-year revenue growth of 70%, beating analysts’ expectations by 4.9%, and Strategy reported revenues up 1.9%, topping estimates by 0.6%. Palantir Technologies traded up 6.8% following the results while Strategy was also up 26.1%.

Questions about potential tariffs and corporate tax changes have caused much volatility in 2025. While some of the data and analytics software stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 11.8% on average over the last month. Amplitude is down 36.7% during the same time and is heading into earnings with an average analyst price target of $15.10 (compared to the current share price of $6.22).