AMPLAmplitude, Inc.
Services-Prepackaged Software
- Revenue
- $343M
- 15% YoY
- Operating margin
- —
- EBITDA
- —
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- AI in 10-K
- —
Red flags 2 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear—Cash flow under 80% of net income
- Dilutive SBCFired27% of revenueOver 10% of revenue
- Payouts exceed cash flowFired103% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear7% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $167M | $238M | $276M | $299M | $343M | 15% |
| Net income | −$75M | −$93M | −$90M | −$94M | −$89M | 6.1% |
| Operating cash flow | −$32M | −$5M | $26M | $19M | $30M | 61% |
| Capex | $2M | $4M | $1M | $2M | $2M | 6.0% |
| Stock-based comp | $34M | $67M | $88M | $100M | $92M | 7.9% |
| Buybacks | — | — | $648K | $0 | $31M |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | $789K | $789K | 21 | 67 |
| FY2024 | $394K | −$342K | 19 | 66 |
| FY2023 | $300K | $147K | 23 | 61 |
| FY2022 | $450K | −$70M | 22 | 44 |
| FY2021 | $450K | $102M | 97 | 90 |