Amplitude (AMPL) Earnings: Q3 2026 Results

The quarter ended September 30, 2026 and Amplitude published the results on November 4, 2026. Revenue and diluted EPS are shown against Q3 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison. Amplitude reports EPS two ways: GAAP, under the accounting rules every US filer follows, and non-GAAP, which leaves out items the company considers outside its operating results. The release reconciles the two, and when they diverge, the reconciliation says why.

• Amplitude reports revenue by customer address (United States and international), not by product. It reports in thousands; figures here are in millions.
• Amplitude acquired assets tied to Statsig's customer contracts on May 1, 2026, so Q3 2026 revenue includes Statsig customers that Q3 2025 did not.

Source: Amplitude Q3 2026 results, November 4, 2026. Also in the Form 10-Q for the quarter ended September 30, 2026. Figures as reported; checked against the release on November 10, 2026.

How Amplitude splits revenue in its own release, under its own labels, for Q3 2026 against Q3 2025. Indented lines are parts of the line above them.

• Amplitude's United States revenue was $67.0 million in Q3 2026, up 23% from $54.4 million in Q3 2025, 61% of total revenue.
• Amplitude's International revenue was $43.6 million in Q3 2026, up 28% from $34.2 million in Q3 2025, 39% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

From the earnings release

Lines from the outlook table in Amplitude's release: each gives the Q4 2026 range first, then full year 2026. Amplitude does not give a GAAP outlook.

In its Q3 2026 release, Amplitude said:

“Revenue $110.8-$113.2 million $415.8-$418.2 million”

“Non-GAAP Operating Income $7.0-$9.0 million $8.9-$10.9 million”

“Non-GAAP Net Income Per Share, diluted $0.05-$0.06 $0.07-$0.09”

Source: Amplitude Q3 2026 release, Nov 4, 2026.

This is the company's own guidance as of Nov 4, 2026, quoted as given. Walnut does not make forecasts of its own. Analyst estimates for the coming quarters are on the AMPL forecast page.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

Revenue and GAAP basic and diluted net loss per share, each as first reported in that quarter's release.

We do not hold a confirmed date for Amplitude's next report. Companies post the date on their investor relations site a few weeks ahead, usually with the time of the conference call.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 2026 (this page), reported Nov 4, 2026

Amplitude's revenue was $110.6 million in Q3 2026, up 25% from $88.6 million a year earlier. Amplitude sells subscriptions to its AI-powered analytics platform, and said the increase came mainly from growth in its paying customer base, expansion within existing customers and customer contracts acquired from Statsig, partly offset by customer churn. (Amplitude Q3 2026 release, Nov 4, 2026; Amplitude Form 10-Q, Q3 2026, Nov 5, 2026; Amplitude Form 10-K, 2025, Feb 19, 2026)

On May 1, 2026 Amplitude acquired assets tied to Statsig's customer contracts: customer relationships, order backlog, the Statsig trade name and a perpetual non-exclusive license to certain proprietary technology. Amplitude assumed the remaining performance obligations on those contracts and accounted for the deal as an asset acquisition, so no goodwill was recognized. (Amplitude Form 10-Q, Q3 2026, Nov 5, 2026)

Amplitude's annual recurring revenue (ARR) was $431 million at September 30, 2026, up 24%, or $84 million, from a year earlier, and remaining performance obligations were $497 million, up 27%. Customers with $100,000 or more in ARR rose 31% to 855. Dollar-based net retention for the trailing 12 months was 104%, against 102%, while the period-end rate was 103%, against 104%. (Amplitude Q3 2026 release, Nov 4, 2026; Amplitude Form 10-Q, Q3 2026, Nov 5, 2026)

By customer address, Amplitude's U.S. revenue was $67.0 million, up from $54.4 million, and international revenue $43.6 million, up from $34.2 million. Amplitude says it has over 5,100 paying customers, including Atlassian, Replit, The Economist and Square. (Amplitude Form 10-Q, Q3 2026, Nov 5, 2026; Amplitude Q3 2026 release, Nov 4, 2026)

Amplitude's GAAP net loss was $24.5 million, or $(0.19) per share, in Q3 2026, against $24.0 million, or $(0.18), a year earlier. Gross margin fell to 67% from 74% as cost of revenue rose 57% to $36.3 million; Amplitude said $9.6 million of the increase was third-party hosting and inference costs to support customer usage, including the customers acquired from Statsig. (Amplitude Q3 2026 release, Nov 4, 2026; Amplitude Form 10-Q, Q3 2026, Nov 5, 2026)

Amplitude's non-GAAP net income per share was $0.04, against $0.02. Its non-GAAP measures exclude stock-based compensation and related employer payroll taxes ($28.8 million in the quarter, against $25.7 million), amortization of acquired intangible assets ($1.2 million), acquisition-related costs and a $0.3 million impairment of capitalized software. Non-GAAP income from operations was $5.7 million, a 5.1% margin, which the CFO called the highest non-GAAP operating margin in company history. (Amplitude Q3 2026 release, Nov 4, 2026)

Amplitude repurchased 12,940,579 Class A shares for $89.5 million in the first nine months of 2026, and $36.6 million remained available under its repurchase program at September 30, 2026. Basic weighted-average shares fell to 126.0 million from 133.0 million a year earlier, and the non-GAAP diluted count was 138.4 million. (Amplitude Form 10-Q, Q3 2026, Nov 5, 2026; Amplitude Q3 2026 release, Nov 4, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

Amplitude gives a next-quarter and full-year outlook on a non-GAAP basis only. For Q4 2026 it expects revenue of $110.8 million to $113.2 million, non-GAAP operating income of $7.0 million to $9.0 million and non-GAAP diluted EPS of $0.05 to $0.06. For full year 2026 it expects revenue of $415.8 million to $418.2 million, non-GAAP operating income of $8.9 million to $10.9 million and non-GAAP diluted EPS of $0.07 to $0.09. (Amplitude Q3 2026 release, Nov 4, 2026)

Amplitude does not give a GAAP outlook, saying stock-based compensation and amortization of acquired intangibles cannot be reasonably predicted. The Q4 2026 per-share range assumes 142.5 million diluted shares. (Amplitude Q3 2026 release, Nov 4, 2026)

A consensus figure is the average of the models published by the analysts who cover Amplitude, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones Amplitude's own release and filings put weight on for Q3 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning AMPL is on is AMPL a buy or a sell?, what analysts expect next is on the AMPL forecast, and what the company does is on the Amplitude (AMPL) stock page.

Every number on this page can be traced to a document Amplitude published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.