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Amplitude releases transcript of Q2 2026 earnings call

PUBT·08/07/2026 16:06:05
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Amplitude releases transcript of Q2 2026 earnings call
  • Amplitude Q2 2026 earnings call drew CEO Spenser Skates, CFO Andrew Casey, IR head John Streppa, analysts from Raymond James, KeyBanc, Needham, Piper Sandler, D.A. Davidson, BofA, BTIG, Citi, William Blair.
  • Revenue USD 100.9 million, up 21% y/y; ARR USD 410 million, up 22% y/y, including USD 17 million from Statsig; customers over USD 100,000 ARR rose 30% y/y to 824.
  • Gross margin 71%, down 4 points q/q, reflecting higher AI inference costs and Statsig integration; non-GAAP operating loss USD 1.5 million; free cash flow USD 23.7 million.
  • Q3 revenue outlook USD 105.6 million-USD 108 million; non-GAAP operating income USD 2.5 million-USD 4.5 million; FY revenue raised to USD 407.2 million-USD 411.2 million.
  • Skates positioned Wave as an alpha-stage, self-improving product platform that uses analytics and experimentation data; monetization planned, with early pull-through for multi-product adoption.


Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Amplitude Inc. published the original content used to generate this news brief on August 07, 2026, and is solely responsible for the information contained therein.