Brief: Amplitude Q2 Adjusted EPS USD 0.01 Vs. IBES Estimate USD 0.01

Amplitude

06/08/2025 21:05

Overview

Amplitude Q2 revenue grows 14% yr/yr, beating analyst expectations

Adjusted EPS for Q2 meets analyst estimates, per LSEG data

Free cash flow increases to $18.2 mln, reflecting strong cash generation

Outlook

Amplitude expects Q3 2025 revenue of $85.0 mln to $87.0 mln

Company sees full-year 2025 revenue between $335.2 mln and $338.2 mln

Amplitude forecasts Q3 2025 non-GAAP EPS of $(0.00) to $0.02

Company expects full-year 2025 non-GAAP EPS of $0.04 to $0.08

Result Drivers

ENTERPRISE FOCUS - Co attributes revenue growth to deliberate focus on enterprise and platform expansion strategy, per CEO Spenser Skates

MULTI-PRODUCT ADOPTION - Record multi-product adoption contributed to highest net-new ARR in nearly three years

AI OPPORTUNITY - Co sees AI as a key part of driving future value

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$83.30 mln
$81.30 mln (9 Analysts)
Q2 Adjusted EPS
Meet
$0.01
$0.01 (10 Analysts)
Q2 EBIT
-$27.10 mln
Q2 Free Cash Flow
$18.20 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", 4 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the software peer group is "buy"

Wall Street's median 12-month price target for Amplitude Inc is $15.00, about 18.5% above its August 5 closing price of $12.23

The stock recently traded at 119 times the next 12-month earnings vs. a P/E of 103 three months ago

Press Release: ID:nBw5p9JJHa

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)