Amplitude 2025 Q3 Earnings Widens Losses as Net Income Falls 42.3%

Amplitude (AMPL) reported Q3 2025 earnings on Nov 6, 2025, with revenue surpassing estimates and guidance raised for the full year. The stock edged lower in the short term but showed strong historical post-earnings performance.

Revenue

Amplitude’s total revenue rose 17.7% year-over-year to $88.56 million in Q3 2025, outpacing the $86.29 million consensus estimate. This marks a significant beat, driven by robust enterprise growth and AI product adoption.

Earnings/Net Income

The company’s losses deepened to $0.18 per share in Q3 2025, a 28.6% wider loss compared to $0.14 per share in Q3 2024. Net losses expanded to $23.99 million, a 42.3% increase from $16.85 million a year earlier. The persistent losses over five consecutive years underscore ongoing financial challenges. The EPS decline reflects the company’s focus on growth investments over immediate profitability.

Post-Earnings Price Action Review

The strategy of buying Amplitude shares on the date of its revenue raise announcement and holding for 30 days has historically yielded strong returns. Over the past three years, the cumulative return was 38.2%, outperforming the S&P 500’s 26.4% during the same period. This suggests a viable short-term strategy for capitalizing on earnings-driven momentum.

CEO Commentary

CEO Spenser Skates emphasized AI’s transformative role, highlighting the launch of AI-native products like MCP and AI agents. CFO Andrew Casey outlined priorities: expanding enterprise customers, multi-product adoption, and operational leverage. The leadership remains optimistic, citing $347 million in ARR (16% YoY growth) and 15% more customers with $100k+ ARR.

Guidance

Amplitude raised its Q4 2025 revenue guidance to $89.0–$91.0 million and full-year 2025 to $340.8–$342.8 million. Non-GAAP operating income is projected at $3.5–$5.5 million for Q4 and $0.5–$2.5 million for the full year. The company excluded GAAP figures due to volatility in stock-based compensation and amortization adjustments.

Additional News

Amplitude has aggressively expanded its AI capabilities, acquiring four AI-focused companies and reorganizing product development teams. The company launched several AI-native tools, including MCP server, AI agents, and AI Feedback, aimed at simplifying analytics for non-technical users. Additionally, the firm reported a 37% year-over-year increase in remaining performance obligations (RPO), driven by multi-year enterprise contracts and extended contract durations.

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