Observed Signal · Nov 4, 2026 · Earnings Report · Source: Amplitude · Impact: 2/5

Amplitude Announces Third Quarter 2026 Financial Results

Executive Signal Summary

Amplitude announced its third quarter 2026 financial results, posting revenue of $110.6 million, an increase of 25% year-over-year. Annual Recurring Revenue (ARR) grew 24% to $431 million, with customers generating over $100,000 in ARR increasing 31% to 855. The company also generated $5.8 million in free cash flow and introduced new AI-focused product innovations, including Agent Analytics and Headless Amplitude.

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High Confidence

Amplitude's strong top-line expansion and enterprise customer growth highlight increasing demand for AI-integrated product analytics and experimentation tools in modern software development workflows.

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Key Takeaways & Evidence Grounding

  • Q3 2026 revenue increased 25% year-over-year to $110.6 million, up from $88.6 million in Q3 2025.
  • Annual Recurring Revenue (ARR) grew 24% year-over-year to $431 million.
  • Customers generating $100,000 or greater in ARR grew by 31% year-over-year to 855.
  • Non-GAAP operating income rose to $5.7 million, yielding non-GAAP diluted net income per share of $0.04.
  • Free cash flow reached $5.8 million, up from $3.4 million in the prior-year period.

Connected Companies & Entities

2 Entities mapped

“The company reported its financial results for the third quarter ended September 30, 2026.”

“Collaborated on a product learning workflow connecting Amplitude Wave with GitHub Copilot and Statsig.”

Primary Source Grounding & Direct Attribution
Direct Origin Attribution
Primary Reporting: Amplitude•Published: Nov 4, 2026
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