Latest news with #AmplitudeInc
Yahoo
6 days ago
- Business
- Yahoo
This Software-as-a-Service Stock Is Getting Into Agentic AI, and It Could Be a Game-Changer
Key Points Amplitude beat estimates in its second-quarter earnings report. Revenue growth has accelerated for three quarters in a row and is expected to improve in the third quarter. A trio of recent acquisitions should make its AI suite even more powerful. 10 stocks we like better than Amplitude › Amplitude (NASDAQ: AMPL), the digital product analytics specialist, keeps building momentum quarter after quarter. The company just reported its third straight quarter of accelerating revenue growth as its platform strategy takes shape following earlier additions of product features like session replay, which allows clients to see how customers move through their websites, and guides and surveys, which let clients add a pop-up bubble to prompt customers as they go through the website. With the help of those products, Amplitude reported its strongest growth in annual recurring revenue (ARR) in several quarters, up 16% to $335 million, and it had its highest net-new ARR in nearly three years at $15 million, showing that the business is building momentum. Its dollar-based net retention rate in the second quarter was also the strongest it has been in at least six quarters at 104%, showing it's moving past the post-pandemic churn that had hampered its growth earlier in its history. On a reported basis, revenue in the quarter rose 14% year over year to $83.3 million, which topped the consensus at $81.3 million. The number of customers with an ARR of $100,000 or more was up 16% to 634. On the bottom line, Amplitude is also gaining traction. The company reported an adjusted profit of $0.01 per share, up from breakeven in the quarter a year ago, which matched estimates. Better yet, free cash flow in the quarter nearly tripled, jumping from $6.8 million to $18.2 million. Amplitude's AI playbook The company made several acquisitions over the last year to round out its platform and launch its new suite of AI agents. It acquired Command AI last October, which laid the groundwork for its guides and surveys product, which CEO Spenser Skates said had the fastest adoption the company has had with a new offering. It acquired June, another product analytics tool known for AI-powered analysis, last month; Kraftful for its AI-native Voice of Customer product; and Inari, another feedback analytics tool. Those moves will help beef up Amplitude's talent and offerings as it pushes deeper into AI following the launch of its AI agents in June. Those are currently in beta, being tested by customers, and the company expects to begin selling them later this year. At an event in June, Amplitude introduced several new AI agents, and according to Skates, two of the most promising are Experiment, which generates a variant of an existing website based on the data Amplitude has, and Insight Generation, which looks at a client's dashboard and generates insights -- pinpointing, for example, a drop in traffic and a remedy for it. Customer response to the AI agents has been strong so far, and Amplitude shared a demonstration of some of its capabilities, showing that the company has the potential to add significant value for its customers at a time when there's a lot of hype swirling through the AI sector. The company also got some validation from Forester in its first digital analytics solutions report, rating Amplitude highest in the strength of offering, and it was also rated as a customer favorite, underscoring management's recent efforts. Is Amplitude a buy? Third-quarter guidance was also better than expected, calling for revenue of $85 million to $87 million, up 17.3%, showing revenue growth is likely to accelerate again. Amplitude is still a small company with a market cap of just $1.6 billion, and its revenue growth is already accelerating without the benefit of the new AI agents. Those could be a real difference-maker for the stock as it pioneers the digital product analytics market and takes on legacy providers like Alphabet's Google Analytics and Adobe Analytics. The building blocks seem to be coming together for Amplitude to thrive. If its growth continues to accelerate and the AI agents take off, the stock could soar. Should you invest $1,000 in Amplitude right now? Before you buy stock in Amplitude, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Amplitude wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $653,427!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,119,863!* Now, it's worth noting Stock Advisor's total average return is 1,060% — a market-crushing outperformance compared to 182% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of August 4, 2025 Jeremy Bowman has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Adobe and Alphabet. The Motley Fool has a disclosure policy. This Software-as-a-Service Stock Is Getting Into Agentic AI, and It Could Be a Game-Changer was originally published by The Motley Fool
Yahoo
6 days ago
- Business
- Yahoo
This Software-as-a-Service Stock Is Getting Into Agentic AI, and It Could Be a Game-Changer
Key Points Amplitude beat estimates in its second-quarter earnings report. Revenue growth has accelerated for three quarters in a row and is expected to improve in the third quarter. A trio of recent acquisitions should make its AI suite even more powerful. 10 stocks we like better than Amplitude › Amplitude (NASDAQ: AMPL), the digital product analytics specialist, keeps building momentum quarter after quarter. The company just reported its third straight quarter of accelerating revenue growth as its platform strategy takes shape following earlier additions of product features like session replay, which allows clients to see how customers move through their websites, and guides and surveys, which let clients add a pop-up bubble to prompt customers as they go through the website. With the help of those products, Amplitude reported its strongest growth in annual recurring revenue (ARR) in several quarters, up 16% to $335 million, and it had its highest net-new ARR in nearly three years at $15 million, showing that the business is building momentum. Its dollar-based net retention rate in the second quarter was also the strongest it has been in at least six quarters at 104%, showing it's moving past the post-pandemic churn that had hampered its growth earlier in its history. On a reported basis, revenue in the quarter rose 14% year over year to $83.3 million, which topped the consensus at $81.3 million. The number of customers with an ARR of $100,000 or more was up 16% to 634. On the bottom line, Amplitude is also gaining traction. The company reported an adjusted profit of $0.01 per share, up from breakeven in the quarter a year ago, which matched estimates. Better yet, free cash flow in the quarter nearly tripled, jumping from $6.8 million to $18.2 million. Amplitude's AI playbook The company made several acquisitions over the last year to round out its platform and launch its new suite of AI agents. It acquired Command AI last October, which laid the groundwork for its guides and surveys product, which CEO Spenser Skates said had the fastest adoption the company has had with a new offering. It acquired June, another product analytics tool known for AI-powered analysis, last month; Kraftful for its AI-native Voice of Customer product; and Inari, another feedback analytics tool. Those moves will help beef up Amplitude's talent and offerings as it pushes deeper into AI following the launch of its AI agents in June. Those are currently in beta, being tested by customers, and the company expects to begin selling them later this year. At an event in June, Amplitude introduced several new AI agents, and according to Skates, two of the most promising are Experiment, which generates a variant of an existing website based on the data Amplitude has, and Insight Generation, which looks at a client's dashboard and generates insights -- pinpointing, for example, a drop in traffic and a remedy for it. Customer response to the AI agents has been strong so far, and Amplitude shared a demonstration of some of its capabilities, showing that the company has the potential to add significant value for its customers at a time when there's a lot of hype swirling through the AI sector. The company also got some validation from Forester in its first digital analytics solutions report, rating Amplitude highest in the strength of offering, and it was also rated as a customer favorite, underscoring management's recent efforts. Is Amplitude a buy? Third-quarter guidance was also better than expected, calling for revenue of $85 million to $87 million, up 17.3%, showing revenue growth is likely to accelerate again. Amplitude is still a small company with a market cap of just $1.6 billion, and its revenue growth is already accelerating without the benefit of the new AI agents. Those could be a real difference-maker for the stock as it pioneers the digital product analytics market and takes on legacy providers like Alphabet's Google Analytics and Adobe Analytics. The building blocks seem to be coming together for Amplitude to thrive. If its growth continues to accelerate and the AI agents take off, the stock could soar. Should you invest $1,000 in Amplitude right now? Before you buy stock in Amplitude, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Amplitude wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $653,427!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,119,863!* Now, it's worth noting Stock Advisor's total average return is 1,060% — a market-crushing outperformance compared to 182% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of August 4, 2025 Jeremy Bowman has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Adobe and Alphabet. The Motley Fool has a disclosure policy. This Software-as-a-Service Stock Is Getting Into Agentic AI, and It Could Be a Game-Changer was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
07-08-2025
- Business
- Yahoo
Why Amplitude Stock Was a Winner This Week
Key Points Amplitude delivered better-than-expected results in its Q2 report. The response to its AI agents has been strong so far. Forrester ranked the company as a leader in digital analytics. 10 stocks we like better than Amplitude › Shares of Amplitude (NASDAQ: AMPL), the digital products analytics specialist, were moving higher this week as the company benefited from a broader tailwind in the tech sector and better-than-expected results in its second-quarter earnings report. As of Thursday's close, the stock was up 9.1% for the week. The AI agent era is here The big news for Amplitude this week was its Q2 earnings report, which showed building momentum in its core business and excitement for its new AI agents, which it unveiled at an event in June and are currently in beta. In Q2, annual recurring revenue (ARR) was up 16% to $335 million, and the company reported its strongest net-new revenue at $15 million since Q4 2022. Reported revenue rose 14% to $83.3 million, which topped estimates at $81.3 million. Additionally, the company said the number of customers with ARR of $100,000 or greater rose 16% to 634. On the bottom line, earnings per share (EPS) improved from breakeven in the quarter a year ago to $0.01, matching estimates. In addition to its launch of AI agents in June, Amplitude has made a number of acquisitions to beef up its product as it pushes into AI. The company was also ranked a leader in the first Forrester Wave report for digital analytics, showing the company is outperforming competitors and has a lot of potential growth ahead of it. The response to the AI agents has been strong, and the company plans to begin selling them later this year. What's next for Amplitude Amplitude's guidance for Q3 and the full year was encouraging as it sees revenue of $85 million to $87 million for the current quarter, up 14% at the midpoint from a year ago. After dealing with customer downsizing contracts after the pandemic tailwinds rolled off, Amplitude now looks to be in position to deliver steady growth with a goal of getting to 20% or higher. The AI agents also have the potential to be a significant difference maker for the company. There's still a lot of upside potential for the stock going forward. Should you buy stock in Amplitude right now? Before you buy stock in Amplitude, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Amplitude wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $635,544!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,099,758!* Now, it's worth noting Stock Advisor's total average return is 1,046% — a market-crushing outperformance compared to 181% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of August 4, 2025 Jeremy Bowman has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Why Amplitude Stock Was a Winner This Week was originally published by The Motley Fool
Yahoo
31-05-2025
- Business
- Yahoo
At US$12.39, Is Amplitude, Inc. (NASDAQ:AMPL) Worth Looking At Closely?
Amplitude, Inc. (NASDAQ:AMPL), is not the largest company out there, but it led the NASDAQCM gainers with a relatively large price hike in the past couple of weeks. While good news for shareholders, the company has traded much higher in the past year. With many analysts covering the stock, we may expect any price-sensitive announcements have already been factored into the stock's share price. But what if there is still an opportunity to buy? Let's examine Amplitude's valuation and outlook in more detail to determine if there's still a bargain opportunity. Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit. Great news for investors – Amplitude is still trading at a fairly cheap price. According to our valuation, the intrinsic value for the stock is $17.80, but it is currently trading at US$12.39 on the share market, meaning that there is still an opportunity to buy now. However, given that Amplitude's share is fairly volatile (i.e. its price movements are magnified relative to the rest of the market) this could mean the price can sink lower, giving us another chance to buy in the future. This is based on its high beta, which is a good indicator for share price volatility. Check out our latest analysis for Amplitude Future outlook is an important aspect when you're looking at buying a stock, especially if you are an investor looking for growth in your portfolio. Although value investors would argue that it's the intrinsic value relative to the price that matter the most, a more compelling investment thesis would be high growth potential at a cheap price. With profit expected to grow by a double-digit 15% in the upcoming year, the short-term outlook is positive for Amplitude. It looks like higher cash flow is on the cards for the stock, which should feed into a higher share valuation. Are you a shareholder? Since AMPL is currently undervalued, it may be a great time to accumulate more of your holdings in the stock. With an optimistic outlook on the horizon, it seems like this growth has not yet been fully factored into the share price. However, there are also other factors such as financial health to consider, which could explain the current undervaluation. Are you a potential investor? If you've been keeping an eye on AMPL for a while, now might be the time to make a leap. Its buoyant future outlook isn't fully reflected in the current share price yet, which means it's not too late to buy AMPL. But before you make any investment decisions, consider other factors such as the strength of its balance sheet, in order to make a well-informed buy. Keep in mind, when it comes to analysing a stock it's worth noting the risks involved. For example, we've discovered 1 warning sign that you should run your eye over to get a better picture of Amplitude. If you are no longer interested in Amplitude, you can use our free platform to see our list of over 50 other stocks with a high growth potential. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
