Observed Signal · Aug 6, 2026 · earnings · Source: SEC API · Impact: 3.7/5
10-Q Financial Filing Analysis for Amplitude (2026-08-06)
Amplitude, Inc. reported its second-quarter financial results for the period ended June 30, 2026, delivering quarterly revenue of $100.89 million, up 21% year-over-year from $83.27 million in Q2 2025. Total revenue for the first six months reached $194.38 million compared to $163.22 million in the prior-year period. The top-line expansion was fueled by solid enterprise adoption—with large customers generating over $100k in ARR rising 30% YoY to 824—as well as contributions from recent M&A, including the May 2026 asset acquisition of Statsig. Despite top-line momentum, GAAP net loss widened to $34.62 million in Q2 2026 ($57.89 million for the six months), impacted by elevated stock-based compensation, hosting costs, acquisition-related charges, and $2.93 million in six-month restructuring charges following a 5% workforce reduction.
The report demonstrates accelerating top-line growth and expanding enterprise penetration for Amplitude's AI-led analytics platform, supported by strategic asset purchases (Statsig, InfiniGrow) and workforce realignment to drive operating leverage.
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Key Takeaways & Evidence Grounding
- Q2 2026 revenue increased 21% YoY to $100.89M, with ARR climbing 22% YoY to $410M and Dollar-Based Net Retention Rate reaching 105%.
- Large customer footprint expanded significantly, with paying customers generating over $100,000 in ARR increasing 30% YoY to 824.
- GAAP operating loss for Q2 2026 was $35.17M ($59.31M for the first six months), while free cash flow reached $23.74M in Q2 and $10.56M in H1 2026.
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