Amplitude, Inc. (AMPL) Presents at UBS Global Technology and AI Conference 2025 Transcript
While the top- and bottom-line numbers for Amplitude (AMPL) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
UBS analysts have upgraded Amplitude Inc (NASDAQ: AMPL) to 'Buy' from ‘Neutral', believing the digital analytics software company stands out with a “compelling setup" due to the potential for an acceleration of its revenue growth to 20% plus in fiscal 2026. In a note to clients on Friday, the analysts stated their revenue growth projections are backed by factors such as growing multi-product adoption, favorable usage-based pricing dynamics, and emerging AI agent opportunities.
| Software Industry | Information Technology Sector | Spenser Skates CEO | NASDAQ (CM) Exchange | 03213A104 CUSIP |
| US Country | 740 Employees | - Last Dividend | 23 Jul 2012 Last Split | - IPO Date |
Amplitude, Inc., initially founded as Sonalight, Inc., transitioned its name to Amplitude, Inc. in December 2014 and was incorporated in 2011. This San Francisco, California-based company, along with its subsidiaries, offers a comprehensive digital analytics platform on an international scale, focused primarily on analyzing customer behavior. Specializing in delivering its services via a software-as-a-service (SaaS) model, Amplitude provides a subscription-based application accessible over the Internet. This approach ensures that customers can leverage real-time insights into product usage and user behavior, aiding in making informed decisions for product development, marketing strategies, and overall business growth. In addition to its technology solutions, Amplitude commits to supporting its customers through a range of support services including initial implementation setup, ongoing support, and application training, positioning itself as a pivotal partner in its clients' pursuit of digital excellence.
Amplitude's product portfolio is tailored to meet various needs around digital analytics, experimentation, customer data management, and user behavior analysis. Here's an overview of their key offerings:
Complementing its product suite, Amplitude also emphasizes customer support, offering services that range from help with the initial setup and ongoing technical support to comprehensive application training. These services ensure customers can maximize the value of Amplitude's offerings, guiding them through every step of their digital analytics journey.