Amplitude: New Customer Acquisitions May Fuel A Rebound
Amplitude, a marketing analytics software company, makes for a great value/rebound play at just ~3x forward revenue. The company has struggled with higher churn rates over the past year, which has contributed to a slowdown in revenue growth to the single digits. However, AMPL is also picking up new customers at a rapid clip, with paid customer counts up 40% y/y in its most recent quarter.
Is Amplitude an AI Sleeper Stock in the Making for 2025?
Amplitude Inc. NASDAQ: AMPL is a leading AI-powered product analytics platform enabling companies to better understand how customers engage with their digital products and services. It tracks customers' behaviors and identifies trends and patterns, providing data-driven insights to help businesses improve engagements and make better product decisions.
Down 88%, This Growth Stock Could Be Set for a Recovery in 2025
Down 88%, This Growth Stock Could Be Set for a Recovery in 2025
Amplitude, Inc. (AMPL) Q3 2024 Earnings Call Transcript
Amplitude, Inc. (NASDAQ:AMPL ) Q3 2024 Earnings Conference Call November 7, 2024 5:00 PM ET Company Participants Yaoxian Chew - Vice President, Investor Relations Spenser Skates - Chief Executive Officer & Founder Andrew Casey - Chief Financial Officer Conference Call Participants George McGregor-Henon - Bank of America Brent Bracelin - Piper Matt Pryde - Citi Willow Ahn - Blair Jack Nichols - KeyBanc Elizabeth Porter - Morgan Stanley Clark Wright - DA Davidson Operator Yaoxian Chew During today's call, management will make forward-looking statements, including statements regarding our financial outlook for the fourth quarter and full year 2024, the expected performance of our products, our expected quarterly and long-term growth investments, and our overall future prospects. These forward-looking statements are based on current information, assumptions, and expectations and are subject to risks and uncertainties, some of which are beyond our control that could cause actual results to differ materially from those described in these statements.
Compared to Estimates, Amplitude (AMPL) Q3 Earnings: A Look at Key Metrics
The headline numbers for Amplitude (AMPL) give insight into how the company performed in the quarter ended September 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Amplitude: Left For Dead, The Stock Has Major Upside From Here
Amplitude is undervalued at 2x EV/NTM Sales, with a market cap of $1 billion, down 90% from its $10 billion peak. AMPL leads in product analytics, poised for growth with simplified user experience and expanding enterprise penetration. Revenue growth and NRR are expected to re-accelerate in 2025, with NRR bottoming out in Q3 '24 at ~95%.
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J vs. AMPL: Which Stock Should Value Investors Buy Now?
Investors with an interest in Technology Services stocks have likely encountered both Jacobs Solutions (J) and Amplitude, Inc. (AMPL). But which of these two stocks offers value investors a better bang for their buck right now?
Down 91%, This Software Stock May Finally Be Ready for a Comeback
Amplitude said it's moved past its biggest contract resets from the pandemic. Its software is emerging is a crucial tool for generative AI companies.
Amplitude: Rating Upgrade As The Trough Is Getting Near
Upgraded rating from hold to buy due to potential growth acceleration in the coming quarters. 2Q24 earnings showed positive growth, strong billings, and raised revenue guidance. New Amplitude product launch expected to drive further growth acceleration.
Amplitude, Inc. (AMPL) Q2 2024 Earnings Call Transcript
Amplitude, Inc. (NASDAQ:AMPL ) Q2 2024 Earnings Conference Call August 8, 2024 5:00 PM ET Company Participants Yaoxian Chew - Vice President, Investor Relations Spenser Skates - Chief Executive Officer & Founder Andrew Casey - Chief Financial Officer Mike Dean - Vice President, Corporate Controller Conference Call Participants Koji Ikeda - Bank of America Arjun Bhatia - Blair Nick Altmann - Scotia Rob Oliver - Baird Claire Gerdes - USB Jackson Ader - KeyBanc Elizabeth Porter - Morgan Stanley Clark Wright - DA Davidson Yaoxian Chew Hello, everyone. Welcome to Amplitude's Second Quarter 2024 Earnings Conference Call.
Compared to Estimates, Amplitude (AMPL) Q2 Earnings: A Look at Key Metrics
While the top- and bottom-line numbers for Amplitude (AMPL) give a sense of how the business performed in the quarter ended June 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
