Amplitude, Inc. — Form 8-K
Filed November 4, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 62/100
What the filing says
Amplitude reported Q3 2026 ARR of $431M (up 24% YoY from $347M), revenue of $110.6M (up 25% YoY), and RPO of $497M (up 27% YoY). Non-GAAP operating income was $5.7M (vs $0.6M prior year), achieving the company's highest non-GAAP operating margin in company history. GAAP net loss was $(0.19) per share on 126.0M basic shares; non-GAAP net income was $0.04 per share on 138.4M diluted shares. Free cash flow was $5.8M; operating cash flow was $7.1M. Customers with $100K+ ARR grew 31% YoY to 855. For FY2026, guidance: revenue $415.8M–$418.2M; non-GAAP operating income $8.9M–$10.9M; non-GAAP EPS $0.07–$0.09 diluted.
Why this rating
Strong 24–25% growth, margin expansion, and FCF inflection material for $1.2B company; approaching profitability reduces risk but remains pre-profitable on GAAP.
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