AMPL Q4 Deep Dive: AI agents and platform expansion drive business momentum

AMPL Q4 Deep Dive: AI agents and platform expansion drive business momentum

By Kayode Omotosho
Publication Date: 2026-02-19 15:51:00

Digital analytics platform Amplitude (NASDAQ:AMPL) reported fourth-quarter 2025 results that beat market revenue expectations. Revenue rose 17% year-over-year to $91.43 million. Guidance for next-quarter revenue was better than expected at the midpoint of $92.7 million, 0.6% above analysts’ estimates. Non-GAAP earnings of $0.04 per share were in line with analyst consensus estimates.

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  • Revenue: $91.43 million vs. analyst estimates of $90.35 million (17% YoY growth, 1.2% beat)

  • Adjusted EPS: $0.04 vs. analyst estimates of $0.05 (in line)

  • Adjusted operating result: $4.18 million vs. analyst estimates of $4.59 million (4.6% margin, relatively in line)

  • Sales forecast for Q1 CY2026 is in the middle at $92.7 million, roughly in line with analyst expectations

  • Adjusted EPS forecast for the coming fiscal year 2026 is in the middle at $0.11, analyst estimates are missing…