Jun 2026 (Q2 FY26) — Aug 5, 2026
Amplitude Q2 FY26 — AI Transformation Drives Strong ARR Growth and Record FCF
Read the full callAmplitude earnings: last reported Wed, 5 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 101 | +21.2% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | -34.9 | −2.3 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | -34.6 | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Price
1Y: $9.69 on 17 Oct 2025 → $15.18. High $15.83 (15 Oct 2026), low $5.61 (10 Apr 2026).
Overview
Call summaries
Amplitude Q2 FY26 — AI Transformation Drives Strong ARR Growth and Record FCF
Read the full callEvery analysed call
Financials
Net profit, year on year: −40% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 75 | 78 | 80 | 83 | 89 | 91 | 93 | 101 |
| Operating profit | — | — | — | -27 | — | — | — | -35 |
| Operating margin | — | — | — | −32.5% | — | — | — | −34.9% |
| Profit before tax | -16 | -32 | -21 | -24 | -23 | -17 | -22 | -33 |
| Tax rate | −4.6% | −1.3% | −3.6% | −2.3% | −4.0% | −5.7% | −4.9% | −3.6% |
| Net profit | -17 | -33 | -22 | -25 | -24 | -18 | -23 | -35 |
| EPS ($ per share) | -0.14 | — | -0.17 | -0.19 | -0.18 | — | -0.17 | -0.27 |
| Line item | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|
| Reserves | — | -105 | -180 | -273 | -364 | -458 | -546 |
| Total liabilities | — | 54 | 94 | 119 | 139 | 149 | 175 |
| Fixed assets | — | 3 | 5 | 9 | 10 | 16 | 19 |
| Investments | — | — | 0 | 12 | 74 | 69 | 111 |
| Total assets | — | 175 | 400 | 414 | 434 | 446 | 421 |
| Line item | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|
| Cash from operations | -16 | -10 | -32 | -5 | 26 | 19 | 30 |
| Cash from investing | -1 | -6 | -1 | -89 | 9 | -75 | -55 |
| Cash from financing | 1 | 54 | 223 | 6 | -5 | -20 | -65 |
| Net cash flow | -16 | 38 | 189 | -89 | 30 | -77 | -91 |
| Capital expenditure | -1 | -1 | -2 | -4 | -1 | -2 | -2 |
| Free cash flow | -17 | -11 | -33 | -9 | 24 | 17 | 28 |
57 filings between Nov 7, 2025 and Oct 15, 2026.
Purchases
$299.8K
1 purchase by 1 insider
Sales
$13.27M
15 sales by 5 insiders
100% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Also filed: 7 conversions.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Skates Spenser | — | $8.27M | Oct 2, 2026 |
| Crook Nathaniel Glenn | — | $3.90M | Sep 4, 2026 |
| Liu Curtis | — | $832.1K | Jun 1, 2026 |
| Casey Andrew | $299.8K | — | Nov 7, 2025 |
| Schultz Erica | — | $211.1K | Dec 15, 2025 |
| Wong Catherine | — | $50.6K | Jun 12, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 15, 2026 | Raji Vijaye Ganesh Director | Award | 37,851 | $0 |
| Oct 5, 2026 | Tzuo Tien Director | Award | 818 | $0 |
| Oct 5, 2026 | Schultz Erica Director | Award | 892 | $0 |
| Oct 2, 2026 | Skates Spenser CEO and President | Sale 10b5-1 plan | 70,087 | $1.02M |
| Oct 2, 2026 | Skates Spenser CEO and President | Conversion 10b5-1 plan | 70,087 | $0 |
| Oct 1, 2026 | Skates Spenser CEO and President | Sale 10b5-1 plan | 3,539 | $51.1K |
| Oct 1, 2026 | Skates Spenser CEO and President | Conversion 10b5-1 plan | 3,539 | $0 |
| Sep 30, 2026 | Skates Spenser CEO and President | Conversion 10b5-1 plan | 1,374 | $0 |
| Sep 30, 2026 | Skates Spenser CEO and President | Sale 10b5-1 plan | 1,374 | $19.9K |
| Sep 10, 2026 | Skates Spenser CEO and President | Conversion 10b5-1 plan | 185,000 | $0 |
| Sep 10, 2026 | Skates Spenser CEO and President | Sale 10b5-1 plan | 185,000 | $2.28M |
| Sep 4, 2026 | Crook Nathaniel Glenn Chief Commercial Officer | Sale 10b5-1 plan | 300,000 | $3.90M |
| Aug 17, 2026 | Skates Spenser CEO and President | Tax withheld | 52,369 | $682.4K |
| Aug 17, 2026 | Crook Nathaniel Glenn Chief Commercial Officer | Tax withheld | 109,368 | $1.43M |
| Aug 17, 2026 | Casey Andrew Chief Financial Officer | Tax withheld | 72,814 | $948.8K |
| Aug 17, 2026 | Liu Curtis Chief Technology Officer | Tax withheld | 53,878 | $702.0K |
| Jul 5, 2026 | Tzuo Tien Director | Award | 1,521 | $0 |
| Jul 5, 2026 | Schultz Erica Director | Award | 1,659 | $0 |
| Jun 12, 2026 | Wong Catherine Director | Sale 10b5-1 plan | 7,453 | $50.6K |
| Jun 9, 2026 | Grady Patrick W Director | Award | 24,857 | $0 |
| Jun 9, 2026 | Wong Catherine Director | Award | 24,857 | $0 |
| Jun 9, 2026 | Schultz Erica Director | Award | 24,857 | $0 |
| Jun 9, 2026 | Gill Ronald S Director | Award | 24,857 | $0 |
| Jun 9, 2026 | Whitehurst James M Director | Award | 24,857 | $0 |
| Jun 1, 2026 | Liu Curtis Chief Technology Officer | Sale 10b5-1 plan | 22,786 | $182.9K |
| May 15, 2026 | Liu Curtis Chief Technology Officer | Tax withheld | 40,279 | $244.1K |
| May 15, 2026 | Crook Nathaniel Glenn Chief Commercial Officer | Tax withheld | 101,292 | $613.8K |
| May 15, 2026 | Casey Andrew Chief Financial Officer | Tax withheld | 64,872 | $393.1K |
| May 15, 2026 | Skates Spenser CEO and President | Tax withheld | 39,562 | $239.7K |
| May 4, 2026 | Liu Curtis Chief Technology Officer | Sale 10b5-1 plan | 17,586 | $142.9K |
| Apr 21, 2026 | Skates Spenser CEO and President | Award | 1,323,119 | $0 |
| Apr 15, 2026 | Liu Curtis Chief Technology Officer | Award | 417,827 | $0 |
| Apr 15, 2026 | Crook Nathaniel Glenn Chief Commercial Officer | Award | 974,930 | $0 |
| Apr 15, 2026 | Crook Nathaniel Glenn Chief Commercial Officer | Award | 278,551 | $0 |
| Apr 15, 2026 | Casey Andrew Chief Financial Officer | Award | 431,754 | $0 |
| Apr 5, 2026 | Tzuo Tien Director | Award | 1,538 | $0 |
| Apr 5, 2026 | Schultz Erica Director | Award | 1,678 | $0 |
| Mar 6, 2026 | Liu Curtis Chief Technology Officer | Sale 10b5-1 plan | 33,201 | $265.8K |
| Mar 5, 2026 | Liu Curtis Chief Technology Officer | Sale 10b5-1 plan | 30,061 | $240.5K |
| Feb 15, 2026 | Casey Andrew Chief Financial Officer | Tax withheld | 39,438 | $250.0K |
| Feb 15, 2026 | Liu Curtis Chief Technology Officer | Tax withheld | 26,672 | $169.1K |
| Feb 15, 2026 | HANSEN THOMAS NEERGAARD President | Tax withheld | 69,142 | $438.4K |
| Jan 5, 2026 | Tzuo Tien Director | Award | 999 | $0 |
| Dec 26, 2025 | Skates Spenser Chief Executive Officer | Conversion 10b5-1 plan | 100 | $0 |
| Dec 26, 2025 | Skates Spenser Chief Executive Officer | Sale 10b5-1 plan | 100 | $1.2K |
| Dec 24, 2025 | Skates Spenser Chief Executive Officer | Sale 10b5-1 plan | 42,743 | $513.4K |
| Dec 24, 2025 | Skates Spenser Chief Executive Officer | Conversion 10b5-1 plan | 42,743 | $0 |
| Dec 15, 2025 | Schultz Erica Director | Sale 10b5-1 plan | 10,000 | $108.8K |
| Dec 15, 2025 | Schultz Erica Director | Option exercise 10b5-1 plan | 10,000 | $41.9K |
| Nov 17, 2025 | Schultz Erica Director | Sale 10b5-1 plan | 10,000 | $102.3K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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