Amplitude reported Q3 2026 results

Item 2.02 Results of Operations and Financial Condition.

On November 4, 2026, Amplitude, Inc. issued a press release announcing its financial results for the three and nine months ended September 30, 2026 (the "Press Release").^{1 1}A copy of the Press Release is furnished as Exhibit 99.1 to this Current Report on Form 8-K.¹

The information furnished under this Item 2.02, including Exhibit 99.1, shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended² (the "Exchange Act"), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference into any other filing under the Securities Act of 1933, as amended, or the Exchange Act, regardless of any general incorporation language in such filing, except as expressly set forth by specific reference in such filing.³

Item 9.01 Financial Statements and Exhibits.

(d) Exhibits

Exhibit No.

Description

99.1⁴

Press Release, dated November 4, 2026, issued by Amplitude, Inc.⁴

104⁴

Cover Page Interactive Data File⁴ (the cover page XBRL tags are embedded within the inline XBRL document).

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

AMPLITUDE, INC.

Date: November 4, 2026⁵

By:⁵

/s/ Andrew Casey⁵

Name: Andrew Casey⁵

Title: Chief Financial Officer⁵

Amplitude Announces Third Quarter 2026 Financial Results

• Annual Recurring Revenue of $431 million, up 24% year-over-year⁶

• Remaining Performance Obligations of $497 million, up 27% year-over-year

• Third quarter revenue of $110.6 million, up 25% year-over-year⁶

• Third quarter net cash provided by operations of $7.1 million and Free Cash Flow of $5.8 million⁷

SAN FRANCISCO – November 4, 2026 – Amplitude, Inc. (Nasdaq: AMPL), a leading AI-powered platform, today announced financial results for its third quarter ended September 30, 2026.

"We continue to innovate on the bleeding edge and help our customers transform themselves into AI-powered product builders. The pace of building and shipping code continues to increase, but the context of what to build next continues to be the bottleneck. Amplitude, Statsig, and our AI products are helping companies bridge that gap to understand what to build next," said Spenser Skates, co-founder and CEO of Amplitude. "Our customers are using more of our AI solutions and looking to us to learn how to engage AI to accelerate their own development."

"We delivered another quarter of growth with leverage achieving revenue growth of 25% with our highest non-GAAP operating margin in company history," said Andrew Casey, CFO of Amplitude. "We are focused on driving consolidation within enterprises with our platform and driving innovation with Statsig & AI products."

Third Quarter 2026 Financial Highlights:

(in millions, except per share and percentage amounts)

Third Quarter 2026

Third Quarter 2025

Y/Y Change

Annual Recurring Revenue

$431

$347

24%

Revenue⁹

$110.6⁹

$88.6

25%

GAAP Loss from Operations⁸

$(24.6)⁸

$(25.7)⁸

$1.1⁸

Non-GAAP Income from Operations

$5.7

$0.6

$5.1

GAAP Net Loss Per Share, Basic and Diluted⁸

$(0.19)⁸

$(0.18)⁸

$(0.01)⁸

Non-GAAP Net Income Per Share, Diluted

$0.04

$0.02

$0.02

Net Cash provided by Operating Activities

$7.1

$5.0

$2.1

Free Cash Flow

$5.8

$3.4

$2.4

Non-GAAP income (loss) from operations and non-GAAP net income (loss) per share exclude stock-based compensation expense and related employer payroll taxes, amortization of acquired intangible assets, acquisition-related costs, and non-recurring costs such as impairment of capitalized software and restructuring and other related charges. Stock-based compensation expense and the related employer payroll taxes were $28.8 million in the third quarter of 2026 compared to $25.7 million in the third quarter of 2025. Amortization of acquired intangible assets was $1.2 million in the third quarter of 2026 compared to $0.5 million in the third quarter of 2025. Impairment of capitalized software was $0.3 million in the third quarter of 2026 compared to $0 in the third quarter of 2025. Free cash flow is GAAP net cash provided by (used in) operating activities, less cash used for purchases of property and equipment and capitalized internal-use software costs. The section titled "Non-GAAP Financial Measures" below contains a description of the non-GAAP financial measures. Reconciliations of historical GAAP to non-GAAP information are presented in the accompanying tables.

Third Quarter and Recent Business Highlights:

• Made Agent Analytics generally available to all customers in August, enabling teams to evaluate AI agent conversations, identify failure patterns, and connect agent performance to product outcomes such as conversion and retention.

• Introduced Headless Amplitude in September, bringing product and user context into AI tools such as Claude, ChatGPT, Codex, and Cursor. Available on every plan, Headless Amplitude combines an improved Model Context Protocol (MCP) server, a developer command-line interface, and service accounts for programmatic access.

• Highlighted a product learning workflow with GitHub in October that connects Amplitude Wave, currently in closed beta, with GitHub Copilot and Statsig. The workflow helps teams identify opportunities from user behavior, turn proposed improvements into code for review, and measure their impact through controlled experiments.

• Expanded Statsig's Agent experimentation , enabling teams to configure and compare AI agent variants, evaluate their performance through offline and online evaluations, and use A/B tests to measure their impact on product and business outcomes.

• Annual Recurring Revenue was $431 million, an increase of 24% year-over-year and an increase of $84 million compared to the third quarter of 2025.

• GAAP Net loss per share was $(0.19), based on 126.0 million basic shares, compared to a loss of $(0.18) per share, based on 133.0 million basic shares, in the third quarter of 2025.

• Non-GAAP Net income per share was $0.04, based on 138.4 million diluted shares, compared to $0.02 net income per share, based on 143.2 million diluted shares, in the third quarter of 2025.

• Net cash provided by operating activities was $7.1 million, a $2.1 million increase year-over-year.

• Free Cash Flow was $5.8 million, a $2.4 million increase year-over-year.

• The number of customers with $100,000 or greater in ARR increased to 855, a 31% year-over-year growth.

Financial Outlook:

The fourth quarter and full year 2026 outlook information provided below is based on Amplitude's current estimates and is not a guarantee of future performance. These statements are forward-looking and actual results may differ materially. Refer to the "Forward-Looki