Amplitude (AMPL) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

For the quarter ended December 2025, Amplitude, Inc. (AMPL) reported revenue of $91.43 million, up 17% over the same period last year. EPS came in at $0.04, compared to $0.02 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $90.09 million, representing a surprise of +1.49%. The company delivered an EPS surprise of -9.09%, with the consensus EPS estimate being $0.04.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Amplitude performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Dollar-based Net Retention Rate: 105% versus 104% estimated by three analysts on average.
• Paying Customers: 4,797 versus the three-analyst average estimate of 4,800.
• Annual Recurring Revenue (ARR): $366 million versus $360.06 million estimated by two analysts on average.

View all Key Company Metrics for Amplitude here>>>

Shares of Amplitude have returned -31.6% over the past month versus the Zacks S&P 500 composite's -1% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.