Observed Signal · Nov 5, 2026 · earnings · Source: SEC API · Impact: 3.6/5
10-Q Financial Filing Analysis for Amplitude (2026-11-05)
Amplitude, Inc. reported its third-quarter financial results for the period ended September 30, 2026, delivering consolidated revenue of $110.6M, a 25% increase year-over-year from $88.6M. Growth was driven by enterprise expansion and the asset acquisition of Statsig, with annual recurring revenue (ARR) climbing 24% YoY to $431M and customers generating over $100k in ARR increasing 31% to 855. Gross margin contracted to 67% (down from 74% in Q3 2025), primarily due to higher third-party cloud hosting and AI inference costs. GAAP operating loss narrowed slightly to $(24.6)M compared to $(25.7)M in the prior-year period, while net loss came in at $(24.5)M. Non-GAAP income from operations rose to $5.7M, and free cash flow improved to $5.8M. Operating cash flow remained positive at $21.1M for the first nine months. The company continued its capital return strategy, repurchasing $89.5M of common stock year-to-date under its expanded $150M repurchase program, while aggressively incorporating AI agents into its digital analytics platform.
Amplitude demonstrates accelerating top-line growth and enterprise penetration via platform AI agents and M&A (Statsig), but gross margin compression highlights the rising infrastructure and compute costs of running agentic AI workflows at scale.
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Key Takeaways & Evidence Grounding
- Q3 2026 total revenue reached $110.64M (+25% YoY), while 9-month revenue reached $305.02M (+21% YoY).
- ARR increased 24% YoY to $431M, with enterprise customers (>$100k ARR) growing 31% YoY to 855 and trailing 12-month net retention rate standing at 104%.
- Gross margin compressed to 67% (from 74% in Q3 2025) as cost of revenue jumped 57% to $36.25M, driven by cloud infrastructure and AI inference scaling.
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10-Q Financial Filing Analysis for Intapp (2026-10-27)
Intapp, Inc. reported its financial results for the first fiscal quarter ended September 30, 2026, delivering total revenue of $161.26 million, an increase of 16.0% year-over-year. The expansion was propelled by subscription revenue growth of 28.7% to $125.49 million, reflecting ongoing client migrations to cloud-based solutions and strong adoption of vertical AI workflows across legal, accounting, and private capital markets. Operating loss narrowed significantly from $(14.46) million to $(1.06) million, while net loss improved to $(1.31) million from $(14.35) million in the prior-year period. Operating cash flow expanded to $28.42 million compared to $13.80 million a year earlier. During the quarter, Intapp executed $25.0 million in share repurchases and established a new five-year, $150.0 million revolving credit facility with UBS AG to enhance financial flexibility.
10-Q Financial Filing Analysis for Amazon (2026-10-30)
Amazon.com, Inc. reported consolidated net sales of $201.94 billion for Q3 2026, an increase of 12% year-over-year, driven by a 39% acceleration in AWS revenue to $45.98 billion. Consolidated operating income expanded 61% year-over-year to $28.08 billion, with AWS contributing $17.77 billion and North America operating income reaching $8.72 billion. Net income stood at $20.69 billion ($1.89 per diluted share), impacted by a non-operating expense swing to $(1.21) billion compared to substantial valuation gains in prior periods. Massive capital allocations towards generative AI and cloud infrastructure continued, with nine-month cash capital expenditures reaching $172.19 billion and full-year 2026 cash CapEx expected around $220 billion. The balance sheet reflects $173.13 billion in long-term debt following major note issuances and a $17.5 billion term loan draw, alongside total private AI equity investments exceeding $143 billion across Anthropic and OpenAI.
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.
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