Amplitude Inc. published the edited transcript of its Q4 2025 earnings call (AMPL.OQ), held Feb. 18, 2026. The call was hosted by Head of Investor Relations John Streppa, with Chairperson and CEO Spenser Skates and CFO Andrew Casey, and included analysts from UBS, Piper Sandler, Baird, DA Davidson, BofA Securities, Needham, BTIG, Morgan Stanley, Citi and William Blair, among others. Management highlighted strong Q4 results, including revenue of $91.4 million (up 17% year-over-year), exiting ARR of $366 million (up 17%), and non-GAAP operating income of $4.2 million. “Q4 represents one of these strongest quarters in Amplitude history,” Skates said, adding that it was the company’s “highest net new ARR quarter since 2021.” Casey said the company has “established a new baseline for durable growth,” pointing to enterprise ARR up 20% year-over-year and dollar-based net retention “now above 105%.” A major focus was Amplitude’s push into AI-driven “agentic analytics,” including newly launched global and specialized AI agents and MCP integrations with tools such as Anthropic, OpenAI, GitHub, Figma and Slack. Skates said the platform has reached “a 76% success rate on complex production-grade queries,” and argued that “AI is a structural tailwind for Amplitude.” The company also discussed its acquisition of InfiniGrow to expand into AI-native marketing analytics and connect “spends, behavior and revenue impact,” according to Skates. Casey outlined a new pricing and packaging approach that keeps the core billing metric as events, while monetizing other products as a percentage uplift on the core platform charge. “It’s a radical simplification of our pricing that acknowledges our customers’ needs for greater cost transparency and certainty,” he said. The company guided to Q1 2026 revenue of $91.7 million to $93.7 million and full-year 2026 revenue of $390 million to $398 million, and announced an additional $100 million reserve approved for share buybacks. The full transcript can be accessed through the link below.

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