Amplitude Q2 rev $83.3mln, up 14% YoY; ARR $335mln, up 16% YoY.

• Amplitude Q2 ARR at $335mln, up 16% YoY • Remaining performance obligations at $358.1mln, up 31% YoY • Q2 revenue at $83.3mln, up 14% YoY • Q2 cash flow from ops at $20.1mln, free cash flow at $18.2mln • Highest net-new ARR in nearly three years • Record multi-product adoption • Enterprise and platform expansion strategy • Early in digital analytics platform growth

Amplitude, Inc. (Nasdaq: AMPL), a leading digital analytics platform, reported its Q2 2025 earnings on August 6, 2025, showcasing significant revenue growth and strategic milestones. The company's Q2 2025 annual recurring revenue (ARR) reached $335 million, up 16% year-over-year (YoY), while remaining performance obligations stood at $358.1 million, up 31% YoY. Revenue for the quarter came in at $83.3 million, representing a 14% YoY increase. Notably, Amplitude's cash flow from operations totaled $20.1 million, with free cash flow at $18.2 million. These figures highlight the company's robust performance in a competitive digital analytics market.

Amplitude's Q2 2025 results underscore the company's ability to drive revenue growth and expand its customer base. The quarter saw the highest net-new ARR in nearly three years, driven by record multi-product adoption. This expansion reflects Amplitude's strategic focus on enterprise and platform growth, which has positioned the company as a leader in the digital analytics space.

Despite the strong revenue performance, Amplitude's financials present a mixed picture. The company continues to report GAAP net losses, with a net loss of $0.17 per share for Q2 2025, slightly improved from $0.18 in the prior-year quarter. Non-GAAP net income per share fell to $0.00, down from $0.01 in Q1 2025. While operational cash flow remains negative, free cash flow improved to -$9.2 million, a sign of progress in financial stability.

Investors must weigh Amplitude's product innovation, such as heatmaps and session replay, against the unclear profitability timelines and mixed guidance revisions. Macroeconomic factors, including Fed rate cuts and competitive pressures from companies like Palantir and MicroStrategy, will influence the company's valuation trajectory.

Amplitude's Q2 2025 earnings report indicates that the company is making good progress in accelerating its growth. The company's enterprise sales strategy and expanding product suite have driven significant ARR growth, with customer acquisition and retention trends pointing to a positive outlook. However, the persistent net losses and cash flow challenges highlight the need for continued investment and strategic focus to achieve profitability.

References:
[1] https://stockanalysis.com/stocks/ampl/
[2] https://www.ainvest.com/news/amplitude-q2-2025-earnings-tipping-point-growth-analyst-confidence-2508/