Amplitude, Inc. reported its financial results for the third quarter of 2025, revealing a revenue increase of 18% year-over-year, reaching $88.6 million compared to $75.2 million in the same period of 2024. For the nine months ending September 30, 2025, total revenue was $251.8 million, up 14% from $221.1 million in the prior year. Despite this growth, the company recorded a net loss of $24.0 million for the quarter, compared to a loss of $16.9 million in Q3 2024, and a net loss of $70.9 million for the nine-month period, up from $61.7 million a year earlier.
The increase in revenue was primarily attributed to a growing customer base, with the number of paying customers exceeding 4,500. Notably, the number of customers generating over $100,000 in annual recurring revenue (ARR) rose by 15% year-over-year, totaling 653 as of September 30, 2025. The company’s dollar-based net retention rate improved to 102% for the trailing twelve months, up from 97% in the previous year, indicating effective customer retention and expansion strategies.
Operationally, Amplitude has made significant investments in product development and marketing, leading to a 19% increase in total operating expenses, which reached $91.1 million in Q3 2025. Research and development expenses surged by 40% to $26.6 million, reflecting the company's commitment to enhancing its Digital Analytics Platform. The company also completed several acquisitions, including Kraftful, which aims to integrate customer feedback technology into its offerings, and Inari, which is expected to accelerate its artificial intelligence initiatives.
As of September 30, 2025, Amplitude's cash and cash equivalents stood at $82.2 million, down from $171.7 million at the end of 2024, alongside $185.1 million in marketable securities. The company reported a deferred revenue balance of $131.5 million, which will contribute to future revenue recognition. Looking ahead, Amplitude anticipates continued growth driven by its expanding customer base and ongoing investments in product innovation, although it acknowledges potential challenges from global economic conditions and competition in the software-as-a-service market.
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.
About 10-Q Filings
A 10-Q form is an important financial report that public companies in the United States must submit every three months. It gives a clear picture of a company's financial health and recent performance.
Key points about the 10-Q:
- Frequency: Companies file it three times a year, covering the first three quarters. The fourth quarter is covered in a more comprehensive annual report.
-
Content: It includes:
- Financial statements showing the company's current financial position
- Updates from management on the performance and projections of the business
- Information about potential risks the company faces
- Details on how the company is run internally
- Deadline: Must be filed within 40 or 45 days after the quarter ends, depending on the size of the company.
Our Methodology
AssetRoom is committed to providing timely summaries of news from public companies. We use AI to generate these summaries quickly, but they are not reviewed by human experts.
Our method:
- Data Collection: We continuously monitor for new filings (currently limited to US-listed stocks).
- AI-Powered Analysis: Our advanced AI system processes each filing, identifying key information and extracting relevant data.
- Summary Generation: The AI creates a concise, easy-to-understand summary of the filing, highlighting the most important points.
- Publication: The summary is immediately published on our platform, allowing users instant access to the latest information.
- Email users: We distribute round-up emails according to our users preferences, keeping them in the loop with the companies they follow.
Feedback & Corrections
Spot an error or have a suggestion? Contact us.