Amplitude, Inc. reported its financial results for the second quarter of 2026, revealing a revenue of $100.9 million, a 21% increase from $83.3 million in the same period last year. For the first half of 2026, revenue reached $194.4 million, up 19% from $163.2 million in the first half of 2025. Despite this growth, the company recorded a net loss of $34.6 million for the quarter, compared to a loss of $24.7 million in Q2 2025, and a total net loss of $57.9 million for the first half of 2026, up from $46.9 million in the prior year.
The increase in revenue was primarily driven by a growing customer base, which included approximately $6.5 million from the acquisition of Statsig, an asset acquisition completed in May 2026. The company reported a total of 824 customers with annual recurring revenue (ARR) exceeding $100,000, marking a 30% increase year-over-year. The dollar-based net retention rate for the trailing twelve months was 105%, up from 99% in the previous year, indicating strong customer expansion despite some churn.
Operating expenses rose significantly, totaling $104.3 million for the quarter, compared to $87.6 million in Q2 2025. This increase was largely attributed to higher research and development costs, which surged by 40% to $33.7 million, and sales and marketing expenses, which increased by 6% to $49.9 million. The company also incurred restructuring charges of $2.1 million as part of a broader organizational restructuring aimed at streamlining operations and reducing costs.
In terms of liquidity, Amplitude reported cash and cash equivalents of $73.8 million, alongside $87.6 million in marketable securities. The company generated positive cash flow from operating activities of $14.0 million for the first half of 2026, reflecting a net loss adjusted for non-cash items. The deferred revenue stood at $163.5 million, indicating a solid pipeline of future revenue.
Looking ahead, Amplitude plans to continue investing in its AI Analytics Platform and expanding its customer base, particularly among larger enterprises. The company remains focused on enhancing its product offerings through strategic acquisitions and internal development, aiming to leverage its technology to drive further growth and improve customer retention.
About Amplitude, Inc.
Amplitude, Inc. provides a unified Digital Analytics Platform designed to analyze user behavior within digital products, enabling businesses to gain real-time, actionable insights. Its integrated suite includes analytics, session replay, experimentation, audience activation, and in-product guides, supporting product-led growth strategies. Serving diverse industries globally, Amplitude’s subscription-based model targets product, marketing, and engineering teams to optimize user engagement, retention, and monetization through data-driven decision-making.
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