Here is how Amplitude, Inc. (AMPL) and Mogo Inc (MOGO) have performed compared to their sector so far this year.
Amplitude, Inc. (NASDAQ:AMPL ) Q1 2025 Earnings Conference Call May 7, 2025 5:00 PM ET Company Participants John Streppa - Head, Investor Relations Spenser Skates - Chief Executive Officer & Co-Founder Andrew Casey - Chief Financial Officer Conference Call Participants Scott Berg - Needham Arjun Bhatia - William Blair Brent Bracelin - Piper Sandler Jackson Ader - KeyBanc Taylor McGinnis - UBS Clark Wright - D.A. Davidson Elizabeth Porter - Morgan Stanley Nick Altmann - Scotiabank Ashley Kim - Citi John Streppa Good afternoon, everyone.
The headline numbers for Amplitude (AMPL) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Amplitude, Inc. (AMPL) reported break-even quarterly earnings per share versus the Zacks Consensus Estimate of a loss of $0.01. This compares to earnings of $0.01 per share a year ago.
Investors interested in Technology Services stocks are likely familiar with Jacobs Solutions (J) and Amplitude, Inc. (AMPL). But which of these two stocks offers value investors a better bang for their buck right now?
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I reiterate my buy rating for Amplitude stock, expecting mid-teens revenue growth and a 20% upside to the share price. AMPL's enterprise sales strategy is driving significant ARR growth, with customers over $100k ARR increasing 16% y/y and enterprise deals now 80% of the pipeline. Product expansion, including Guides & Surveys and session replay, enhances AMPL's platform, increasing TAM and customer stickiness, crucial for long-term growth.
Amplitude (AMPL 3.03%) went public toward the tail end of the pandemic boom, and that timing has been unfortunate for the digital product optimization specialist.
Amplitude stock fell slightly after its Q4 earnings print, creating a well-timed buying opportunity. The company is expecting revenue acceleration in FY25, driven by improving retention and churn trends amid a still-choppy macro environment. The company's push upmarket is helping to spur robust ARR growth with a path to further expansion.
Piper Sandler analyst Brent A. Bracelin reiterated the Overweight rating on Amplitude, Inc. AMPL, raising the price forecast to $17 from $15.
Amplitude, Inc. (NASDAQ:AMPL ) Q4 2024 Earnings Conference Call February 19, 2025 5:00 PM ET Company Participants John Streppa - Head, Investor Relations Spenser Skates - Chief Executive Officer & Co-Founder Andrew Casey - Chief Financial Officer Conference Call Participants Brent Bracelin - Piper Sandler Koji Ikeda - Bank of America Clark Wright - DA Davidson Kyle Diehl - KeyBanc Nick Altmann - Scotiabank Taylor McGinnis - UBS Ashley Kim - Citi Arjun Bhatia - William Blair Rob Oliver - Baird Elizabeth Porter - Morgan Stanley John Streppa Hello, everyone. Welcome to Amplitude's Fourth Quarter and Full Year 2024 Earnings Call.
Amplitude (AMPL) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.