Amplitude, Inc. — Form 8-K
Filed August 5, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 62/100
What the filing says
Amplitude reported Q2 2026 revenue of $100.9M (+21% YoY) and ARR of $410M (+22% YoY). The Statsig acquisition contributed $17M in ARR while core Amplitude added $19M. Remaining Performance Obligations reached $483M (+35% YoY). Non-GAAP operating margin improved to –1.4% vs –1.8% prior year. Free cash flow was $23.7M (+29% YoY). Company guides Q3 2026 revenue of $105.6–$108.0M and full-year 2026 revenue of $407.2–$411.2M with non-GAAP operating income of $6.3–$9.3M.
Why this rating
Strong 22% ARR growth and successful acquisition integration are material relative to $1.2B market cap. RPO growth of 35% and improving unit economics offset GAAP losses and operational leverage concerns. Meaningful progress toward profitability.
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