The ARR acceleration to 17% and strong guidance suggest healthy demand, but widening FCF burn warrants monitoring. Watch for Q2 2026 results to confirm margin improvement and cash flow discipline.
Price Chart
Executive Summary
Amplitude reported Q1 2026 revenue of $93.5M (+17% YoY), beating consensus by ~0.5%, and GAAP EPS of -$0.17 (vs -$0.19 consensus, a 10.5% beat). ARR grew 17% YoY to $374M, and guidance for Q2 2026 revenue of $96.9-99.1M implies continued momentum. However, FCF worsened to -$13.2M from -$9.2M a year ago, and the company remains GAAP-unprofitable.
Key Financial Metrics
Key Facts
- Q1 2026 revenue $93.5M, +17% YoY, above $93.0M consensus
- GAAP EPS -$0.17 vs consensus -$0.19 (beat of ~10.5%)
- ARR $374M, +17% YoY (accelerating from 16% in Q3 2025)
- RPO $427.4M, +31% YoY
- Q2 2026 revenue guidance $96.9-99.1M; FY2026 revenue guidance $397-403M
- FCF -$13.2M vs -$9.2M in prior year quarter, cash burn increased
- Strategic partnership with Statsig to take on brand and customers
Financial Impact
Revenue beat by ~$0.5M (0.5%), EPS beat by $0.02 (10.5%) vs consensus
Risk Factors
- Negative FCF and non-GAAP operating loss of -$3.1M indicate continued cash burn
- High stock-based compensation ($20M) dilutes shareholders
- Integration and cost of Statsig partnership could pressure margins
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-209264 |
| Document: ampl-20260506.htm | 0001193125-26-209264 |
| Document: 0001193125-26-209264-index-headers.html | 0001193125-26-209264 |
| Document: 0001193125-26-209264-index.html | 0001193125-26-209264 |
| Document: 0001193125-26-209264.txt | 0001193125-26-209264 |
| 8-K Data (Synthetic) | 0001193125-26-209264 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 1d ago | 144 | $17.30 | awaiting T+5 | — | $17.30 (−0.00%) |
Oct 23, 2026 4d ago | 144 | $17.30 | awaiting T+5 | — | $17.30 (−0.00%) |
Oct 15, 2026 12d ago | 8-K | $14.75 $17.42 | ▲ +18.10% | ▲ +18.53% | $17.30 (+17.29%) |
Sep 14, 2026 6w ago | Insider Cluster | $13.37 $13.14 | ▲ +1.72% | ▲ +3.85% | $17.30 (−29.39%) |
Aug 8, 2026 11w ago | Institutional Cluster | $12.19 $12.61 | ▲ +3.45% | ▲ +3.49% | $17.30 (+41.92%) |
Jul 1, 2026 16w ago | ANALYST-UPGRADE | $8.55 $9.16 | ▲ +7.13% | ▲ +6.87% | $17.30 (+102.34%) |
Jun 12, 2026 19w ago | 144 | $6.84 $6.46 | ▼ −5.56% | ▼ −4.17% | $17.30 (+152.92%) |
May 7, 2026 24w ago | ANALYST-DOWNGRADE | $5.91 $5.98 | ▲ +1.18% | ▼ −0.32% | $17.30 (+192.72%) |
May 6, 2026 24w ago | 8-K | $5.91 $5.98 | ▲ +1.18% | ▼ −0.32% | $17.30 (+192.72%) |
Apr 24, 2026 26w ago | DEFA14A | $7.03 $8.04 | ▲ +14.37% | ▲ +13.97% | $17.30 (+146.09%) |
US Market Status
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