Amplitude 2025 Q3 Earnings Widening Losses Highlight Financial Challenges

Amplitude (AMPL), ranking by market capitalization, reported its fiscal 2025 Q3 earnings on Nov 06th, 2025. The company exceeded revenue expectations by $2.27 million and raised full-year revenue guidance, while net losses expanded by 42.3% year-over-year.

Revenue

Amplitude’s total revenue surged 17.7% year-over-year to $88.56 million in Q3 2025, outpacing the $86.29 million consensus estimate. This reflects strong demand for its AI-driven analytics platform and enterprise adoption growth.

Earnings/Net Income

The company’s losses deepened to $0.18 per share in Q3 2025, compared to $0.14 per share in the prior-year period, marking a 28.6% increase in per-share losses. Net loss widened to $23.99 million, a 42.3% rise from $16.85 million in Q3 2024. The sustained losses over five years underscore ongoing financial pressures despite revenue growth. The deteriorating profitability highlights the challenge of balancing innovation investments with operational efficiency.

Post-Earnings Price Action Review

The strategy of buying Amplitude shares on the date of its revenue raise announcement and holding for 30 days yielded a cumulative return of 38.2% over the past three years, outperforming the S&P 500’s 26.4% return. This suggests that earnings-driven momentum remains a viable short-term investment approach for the stock.

CEO Commentary

Spenser Skates, CEO and co-founder, emphasized AI’s transformative role in Amplitude’s platform, citing new AI-native products like MCP and AI agents. Strategic priorities include expanding enterprise customers, boosting multi-product adoption, and optimizing execution for value creation.

Guidance

Amplitude raised full-year 2025 revenue guidance to $340.8–$342.8 million and projected Q4 revenue of $89.0–$91.0 million. Non-GAAP operating income for Q4 is expected at $3.5–$5.5 million, with full-year non-GAAP operating income of $0.5–$2.5 million.

Additional News

Amplitude announced the launch of AI-native products, including MCP server and AI agents, to enhance user engagement and market reach. The company also highlighted a 37% year-over-year increase in remaining performance obligations (RPO), driven by enterprise-focused multi-year contracts. Additionally, Zacks Investment Research downgraded the stock to a Rank #4 (Sell), citing underperformance relative to the S&P 500 and analysts’ pessimistic outlook.