Amplitude Inc. (NASDAQ:AMPL) Beats Q2 2025 Earnings and Revenue Estimates, Shares Rise 4.8% After-Hours

Amplitude, Inc. (NASDAQ:AMPL) reported its second-quarter 2025 financial results, delivering revenue and earnings per share (EPS) that exceeded analyst expectations. The company’s performance, coupled with an optimistic outlook, has contributed to a positive after-hours market reaction, with shares rising approximately 4.8% following the earnings release.

Earnings and Revenue Performance vs. Estimates

• Revenue: Amplitude posted Q2 2025 revenue of $83.3 million, surpassing the consensus estimate of $82.95 million. This represents a 14% year-over-year (YoY) increase from $73.3 million in Q2 2024.
• Earnings Per Share (EPS): The company reported non-GAAP EPS of $0.01, beating the estimated $0.0083. On a GAAP basis, net loss per share remained flat at $(0.19) compared to the same quarter last year.
• Annual Recurring Revenue (ARR): ARR grew 16% YoY to $335 million, reflecting strong enterprise adoption and multi-product expansion.

The outperformance in both revenue and EPS suggests that Amplitude’s focus on enterprise customers and AI-driven analytics is yielding results.

Market Reaction

The stock’s 4.8% after-hours gain indicates investor approval of the earnings beat and the company’s forward guidance. Over the past month, shares had declined ~8%, likely due to broader market pressures or pre-earnings caution. The post-earnings rebound suggests renewed confidence in Amplitude’s growth trajectory.

Key Business Highlights

• AI Integration: The beta launch of Amplitude AI Agents aims to automate product management tasks, enhancing efficiency for enterprise clients.
• Industry Recognition: Named a Leader in Forrester’s Digital Analytics Solutions report and ranked #1 in eight G2 categories, reinforcing its competitive position.
• Customer Growth: The number of customers with $100K+ ARR increased 16% YoY to 634, signaling strong enterprise traction.

Financial Outlook vs. Analyst Estimates

Amplitude provided guidance for Q3 2025 and full-year 2025, which aligns closely with analyst expectations:

• Q3 2025 Revenue Forecast: $85.0–$87.0 million vs. analyst estimates of $84.88 million.
• Full-Year 2025 Revenue Forecast: $335.2–$338.2 million vs. consensus of $337.52 million.
• Non-GAAP EPS Forecast:
  • Q3: $(0.00)–$0.02
  • Full-Year: $0.04–$0.08

The outlook suggests steady growth, though the company remains cautious on profitability, with non-GAAP operating income expected to hover near breakeven.

Conclusion

Amplitude’s Q2 results demonstrate resilience in enterprise software demand, with revenue and EPS exceeding expectations. The market’s positive reaction reflects optimism around its AI initiatives and sustained ARR growth. However, investors will monitor execution against guidance, particularly as macroeconomic uncertainties persist.

For more detailed earnings estimates and historical performance, visit Amplitude’s earnings page.

Disclaimer: This article is for informational purposes only and does not constitute investment advice. Always conduct your own research before making financial decisions.