Slides
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Investor Day 2025 © 2025 Amplitude Inc. All Rights Reserved.
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© 2025 Amplitude, Inc. All Rights Reserved. Disclaimer This presentation and the accompanying oral presentation have been prepared by Amplitude, Inc. (the “Company”). Certain statements in this presentation and the accompanying oral commentary are forward-looking statements. These statements relate to the Company’s financial outlook for the full year 2025, the Company’s long-term financial goals, the expected performance of the Company’s products, the Company’s expected quarterly and long-term growth opportunities, investments, and overall future prospects, as well as its business strategy and plans and objectives for future operations, and are subject to a number of known and unknown risks, uncertainties, and other factors that may cause the actual results, levels of activity, performance, or achievements of the Company or its industry to be materially different from those expressed or implied by any forward-looking statements. In some cases, forward-looking statements can be identified by words such as “may,” “should,” “could,” “predict,” “potential,” “believe,” “expect,” “continue,” “will,” “anticipate,” “seek,” “estimate,” “intend,” “plan,” “projection,” “would,” and “outlook,” or the negative version of those words or phrases or other comparable words or phrases of a future- or forward-looking nature. These forward-looking statements are not statements of historical fact, and are based on current expectations, estimates, and projections about the Company's industry as well as certain assumptions made by management, many of which, by their nature, are inherently uncertain and beyond the Company's control. While the Company believes that these expectations, assumptions, estimates, and projections are reasonable, such forward-looking statements are only predictions and involve known and unknown risk and uncertainties, and so you are cautioned not to give undue weight to such forward-looking statements. These risks and uncertainties include, but are not limited to, those set forth herein as well as in the Company’s Annual Report on Form 10-K for the year ended December 31, 2024 filed with the U.S. Securities and Exchange Commission (the “SEC”) on February 20, 2025, and other risks and uncertainties listed from time to time in the Company’s other filings with the SEC. Moreover, the Company operates in a competitive, new, and rapidly changing market, and new risks may emerge from time to time. It is not possible for the Company to predict all risks, nor can it assess the impact of all factors on its business or the extent to which any factor, or combination of factors may cause actual results or outcomes to differ materially from those contained in any forward-looking statements. The Company will also discuss long-term goals which are subject to significant business, economic, regulatory and competitive uncertainties and contingencies, many of which are beyond the control of the Company and its management and are based on assumptions with respect to future decisions, which may change. Actual results will vary from these goals and those variations may be material. Nothing in this presentation should be regarded as a representation by and the Company takes no obligation to update these targets or goals. This presentation also contains estimates and other statistical data made by third parties and by the Company relating to market size and growth and other data about the Company’s industry. These estimates and other statistical data involve a number of assumptions and limitations, and you are cautioned not to give undue weight to such estimates and other statistical data. The Company has not independently verified the statistical and other industry data generated by third parties and contained in this presentation and, accordingly, it cannot guarantee their accuracy or completeness. In addition, expectations, assumptions, estimates and projections of the Company’s future performance and the future performance of the markets in which the Company operates are necessarily subject to a high degree of uncertainty and risk. This presentation also includes certain non-GAAP financial measures (including on a forward-looking basis) such as Free Cash Flow, Free Cash Flow Margin, non-GAAP Gross Profit, non-GAAP Gross Margin, non-GAAP Income (Loss) from Operations, non-GAAP Operating Margin, non-GAAP Sales and Marketing Expenses, non-GAAP Research and Development Expenses, non-GAAP General and Administrative Expenses, non-GAAP Net Income (Loss), and non-GAAP Net Income (Loss) Per Share. These non-GAAP financial measures are in addition to, and not as a substitute for or superior to, measures of financial performance prepared in accordance with GAAP. There are a number of limitations related to the use of these non-GAAP financial measures versus their nearest GAAP equivalents. For example, other companies may calculate non-GAAP financial measures differently or may use other measures to evaluate their performance, all of which could reduce the usefulness of the Company’ s non-GAAP financial measures as tools for comparison. The Company has provided a reconciliation of those historic measures to the most directly comparable GAAP measures, which is available in the appendix to this presentation. An outlook for GAAP gross margin, GAAP S&M, GAAP R&D, GAAP G&A, and GAAP operating margin cannot be reasonably calculated or predicted at this time without unreasonable efforts. For example, the non-GAAP adjustment for stock-based compensation expense requires additional inputs such as the number and value of awards granted that are not currently ascertainable, and the non-GAAP adjustment for amortization of acquired intangible assets depends on the timing and value of intangible assets acquired that cannot be accurately forecasted. All third-party brand names and logos appearing in this presentation are trademarks or registered trademarks of their respective holders. Any such appearance does not necessarily imply any endorsement of the Company.
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© 2025 Amplitude Inc. All Rights Reserved. Agenda Amplitude Vision Spenser Skates, Co-Founder & CEO 01 Product Strategy Francois Ajenstat, CPO 02 Go to Market Thomas Hansen, President 03 04 Building a Durable Growth Business Andrew Casey, CFO 05 Q&A - Leadership Team06 © 2025 Amplitude Inc. All Rights Reserved. Customer Fireside Chat Chris Benyarko, EVP, NBA
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Amplitude Vision Spenser Skates © 2025 Amplitude Inc. All Rights Reserved.
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© 2025 Amplitude Inc. All Rights Reserved. Amplitude 1 Large market opportunity; $50B+ 2 Rapid innovation with new AI opportunities 3 Enterprise focused GTM team 4 Building a durable growth business
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© 2025 Amplitude Inc. All Rights Reserved. Thomas Hansen President Andrew Casey Chief Financial Officer Wade Chambers Chief Engineering Officer KJ Johnson Chief Human Resource Officer Francois Ajenstat Chief Product Officer Leadership Team Spenser Skates Co-Founder and CEO
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© 2025 Amplitude Inc. All Rights Reserved. The Beginning… © 2025 Amplitude Inc. All Rights Reserved.
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© 2025 Amplitude Inc. All Rights Reserved. ~2,500 distinct events per product1 Unique journey for each user 1 Based on Top 100 Amplitude customers by event volume. Represents the average distinct events measured within each digital product among Top 100 Amplitude customers. The Problem ? What generates more revenue — subscription or on-demand purchase and ads? ? What is the LTV of subscribers vs. On-demand? ? How do I improve start trial to complete trial rate? ? What is my trial to subscription conversion? ? Where are users dropping off before subscription?
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© 2025 Amplitude Inc. All Rights Reserved. Web-centric Marketing is the growth driver Before: Digital as Marketing Now: Digital as Product App-centric and cross platform Product is the growth driver The Trend © 2025 Amplitude Inc. All Rights Reserved.
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© 2025 Amplitude Inc. All Rights Reserved. That is why we invented behavioral analytics Business Analytics Marketing Analytics 1995 2010 What was the top selling product last quarter? What was our conversion % on our landing page? 2025 Which new feature leads to better retention? Digital Analytics
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Accurate delivery estimates
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© 2025 Amplitude Inc. All Rights Reserved. Amplitude Digital Analytics Platform Action Insights Analytics Session Replay GovernanceData Warehouse Privacy & Security Data Data Systems & Sources Digital Experience Activation Web Experimentation Guides and Surveys Feature Experimentation Unified Experience | Unified Data Model | Unified & AI-Driven Workflows
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© 2025 Amplitude Inc. All Rights Reserved. RETAIL FINANCE CONSUMER WELLNESS SOFTWARE INDUSTRIAL Customers across the globe are partnering with us © 2025 Amplitude Inc. All Rights Reserved. MEDIA & TELECOM
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© 2025 Amplitude Inc. All Rights Reserved. Where are we going next? © 2025 Amplitude Inc. All Rights Reserved.
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© 2025 Amplitude Inc. All Rights Reserved. Amplitude Agents
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© 2025 Amplitude Inc. All Rights Reserved. Uniquely set-up for success Data We have the largest behavior data repository Ecosystem We are an open ecosystem with 100’s of integrations Action Autonomous Analytics is useless without Action and the ability to change the product
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© 2025 Amplitude Inc.. All Rights Reserved. Amplitude is Sitting on a Data Goldmine ChatGPT Amplitude Behavioral Dataset 5 PB Repository of Events ● Proprietary ● No equivalent open-source datasets Data 570 GB of open source internet text
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© 2025 Amplitude Inc. All Rights Reserved. Unified Experience | Unified Data Model | Unified & AI-Driven Workflows Analytics Session Replay GovernanceData Warehouse Privacy & Security Insights Data Data Systems & Sources Digital Experience Amplitude’s Action Layer Activation Web Experimentation Guides and Surveys Feature Experimentation Action Action
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© 2025 Amplitude Inc. All Rights Reserved. Self Improving Products 3 bugs & broken product flows found. Find Issue Product changes identified to increase retention by 12.7% Roll Out Update Cohort targeted and experiment run. Test Solutions
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We help companies build better products © 2025 Amplitude Inc. All Rights Reserved.
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Product Strategy Francois Ajenstat, Chief Product Officer © 2025 Amplitude Inc. All Rights Reserved.
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We help companies build better products © 2025 Amplitude Inc. All Rights Reserved.
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© 2025 Amplitude Inc. All Rights Reserved. Digital Applications growing exponentially 115M AI App Downloads 2025 # of Digital Applications 1.1B+ websites 8.9M+ Apps worldwide Source: www.digitalsilk.com, Appfigures - Rise of AI apps 2025
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© 2025 Amplitude Inc. All Rights Reserved. Product and Marketing convergence Increase customer touchpoints makes it hard to get a complete view of customer journey Increasing security, governance, compliance requirements Slow and inflexible tools Challenges
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© 2025 Amplitude Inc. All Rights Reserved. Product and Marketing convergence Increase customer touchpoints makes it hard to get a complete view of customer journey Increasing security, governance, compliance requirements Slow and inflexible tools Drive Customer Acquisition Increase Digital Product Adoption Improve Customer Retention Reduce Errors Executive Visibility Into Health Of The Product/Experience Challenges Goals
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© 2025 Amplitude Inc. All Rights Reserved. Product and Marketing convergence Increase customer touchpoints makes it hard to get a complete view of customer journey Increasing security, governance, compliance requirements Slow and inflexible tools Drive Customer Acquisition Increase Digital Product Adoption Improve Customer Retention Reduce Errors Executive Visibility Into Health Of The Product/Experience Challenges Goals Self Service Speed Integrated Open & Flexible
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© 2025 Amplitude Inc. All Rights Reserved. Amplitude Digital Analytics Platform Action Insights Analytics Session Replay GovernanceData Warehouse Privacy & Security Data Data Systems & Sources Digital Experience Activation Web Experimentation Guides and Surveys Feature Experimentation Unified Experience | Unified Data Model | Unified & AI-Driven Workflows
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© 2025 Amplitude Inc. All Rights Reserved. Increasing Usage 18+ Trillion Events ingested 90k+ Experiments Deployed 3.8M Questions Answered 30% Growth YoY 94% Growth YoY 600% Growth with Ask Amplitude Figures as of year ended 2024
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© 2025 Amplitude Inc. All Rights Reserved. Our Platform is better together
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© 2025 Amplitude Inc. All Rights Reserved. Product User Adoption Growth Monetization Marketing Personalization Designed for use across the enterprise
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© 2025 Amplitude Inc. All Rights Reserved. Analytics Analyze the Onboarding Funnel Session Replay Investigate why users are not completing sign-up Surveys Get more qualitative data and make decisions Product: Fix Your Onboarding! Increased adoption of a key feature by 54%
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© 2025 Amplitude Inc. All Rights Reserved. Cohorts Monetize an interested cohort Guides Educate users on value of paid features Experiment A/B test messaging and publish best variant Session Replay Assess if targeting is correct Growth: Monetize Faster! +70% in ARPU
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© 2025 Amplitude Inc. All Rights Reserved. Heatmaps Learn page engagement Web Experimentation A/B test to grow loyalty Cohorts Review results and segment customers Activation Re-engage cart abandoners Marketing: Personalize experiences! +2x Click through rate
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© 2025 Amplitude Inc. All Rights Reserved. Acquisition & Conversion Engagement & Retention BUYING EXPERIENCE Web & Marketing Analytics PRODUCT EXPERIENCE Product Analytics ADDRESSABLE MARKET REVENUE GROWTH OPPORTUNITY Entire Customer Experience
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© 2025 Amplitude Inc. All Rights Reserved. Audience Activation, Personalization Digital Analytics Platform Product & Marketing Analytics One Integrated Platform Experience Analytics Experimentation Guides & Surveys vs. evaluating 40+ point solutions Amplitude Session Replay Amplitude Guides & Surveys Amplitude Activation Amplitude Experiment Amplitude Analytics
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© 2025 Amplitude Inc. All Rights Reserved. Amplitude Digital Analytics Platform Action Insights Analytics Session Replay GovernanceData Warehouse Privacy & Security Data Data Systems & Sources Digital Experience Activation Web Experimentation Guides and Surveys Feature Experimentation Unified Experience | Unified Data Model | Unified & AI-Driven Workflows
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© 2025 Amplitude Inc.. All Rights Reserved. Demo
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© 2025 Amplitude Inc. All Rights Reserved.© 2025 Amplitude Inc. Confidential. All Rights Reserved. Amplitude AI
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© 2025 Amplitude Inc. All Rights Reserved. Our Evolution to Revolution ● Specialized expertise ● Bespoke and difficult Without Amplitude ● Full-window into customer experience ● Self-service Today’s Amplitude ● Self-improving & delightful experiences Future Amplitude
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© 2025 Amplitude Inc. All Rights Reserved. Predictive ● Anomaly Detection ● Behavioral Clustering ● Behavioral Predictions ● Personalized Recommendations ● Predictive Cohorts
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© 2025 Amplitude Inc. All Rights Reserved. Anomaly Detection Did my latest app release break any critical purchase flows?
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© 2025 Amplitude Inc. All Rights Reserved. Behavioral Clustering What types of users end up retaining long-term? How do we make more of them?
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© 2025 Amplitude Inc. All Rights Reserved. Behavioral Predictions Which users should we encourage to sign up for our insurance product?
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© 2025 Amplitude Inc. All Rights Reserved. Self-Improving Generative Predictive ● Anomaly Detection ● Behavioral Clustering ● Behavioral Predictions ● Personalized Recommendations ● Predictive Cohorts ● Ask Amplitude ● Data Assistant
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© 2025 Amplitude Inc. All Rights Reserved. Data Assistant How do we ensure the data in Amplitude is clean and easy to understand?
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© 2025 Amplitude Inc. All Rights Reserved. Ask Amplitude How do we enable self-service analytics for everyone at eBay?
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© 2025 Amplitude Inc. All Rights Reserved. Agentic Self-Improving Generative Predictive ● Anomaly Detection ● Behavioral Clustering ● Behavioral Predictions ● Personalized Recommendations ● Predictive Cohorts ● Ask Amplitude ● Data Assistant Amplitude Agents (2025)
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© 2025 Amplitude Inc. All Rights Reserved. Uniquely set-up for success Data We have the largest behavior data repository Ecosystem We are an open ecosystem with 100s of integrations Action Autonomous Analytics is useless without Action and the ability to change the product
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© 2025 Amplitude Inc. All Rights Reserved. Coming Soon: Amplitude Agents
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© 2025 Amplitude Inc. All Rights Reserved. Self-Improving Products © 2025 Amplitude Inc. All Rights Reserved.
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© 2025 Amplitude Inc. All Rights Reserved. Demo: Amplitude Agents
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© 2025 Amplitude Inc. All Rights Reserved. The vision of self- improving products is becoming a reality 3 bugs & broken product flows found. Find Issue Product changes identified to increase retention by 12.7% Roll Out Update Cohort targeted and experiment run. Test Solutions
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© 2025 Amplitude Inc. All Rights Reserved. Amplitude Digital Analytics Platform Action Insights Analytics Session Replay GovernanceData Warehouse Privacy & Security Data Data Systems & Sources Digital Experience Activation Web Experimentation Guides and Surveys Feature Experimentation Unified Experience | Unified Data Model | Unified & AI-Driven Workflows
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Go To Market Thomas Hansen © 2025 Amplitude Inc. All Rights Reserved.
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© 2025 Amplitude Inc. All Rights Reserved. Enterprise Focus Platform Consolidation Customer Value GTM Northstar: Scale Revenue to $1B+
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© 2025 Amplitude Inc. All Rights Reserved. Thomas Hansen President Tenure: ~2.5 years Tifenn Dano Kwan Chief Marketing Officer Tenure: ~2.5 years Dan Carpenter SVP Strategy & Ops Tenure: ~2.5 years Nate Crook Chief Revenue Officer Tenure: ~2 years Jenna Elliot VP Customer Success Tenure: 5 yrs, ~2 yrs in role Material transformation of the GTM organization ~75% of sales leadership and GTM VPs have been hired/promoted in the last ~2 years GTM Leadership Team
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© 2025 Amplitude Inc. All Rights Reserved. How We Go To Market Focus Countries Core Personas Target Accounts Tier 1: Direct Sales (9 countries) Tier 2: Direct & Partner (14 countries) Tier 3: Partner Led Convergence of Product and Marketing Focus: Enterprise Automate: Mass Market (PLG) Tier 1 (~80% of ARR base) Tier 2 (~15% of ARR base) Tier 3 (~5% of ARR base) All figures as of year ended 2024.
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© 2025 Amplitude Inc. All Rights Reserved. Acceleration Levers Enterprise Focus Operational Efficiency & Sales Productivity Platform Consolidation
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© 2025 Amplitude Inc. All Rights Reserved. Drove larger deals in Enterprise 6x higher ACV & growth potential than non-enterprise Customers have continued to grow with us 42 customers over $1M ACV and 591 above $100k Optimized sales force landing more logos 159 new Enterprise logos landed in FY24 Re-allocation of resources into Enterprise segment 65% of ARR base is Enterprise customers Fueling growth through the Enterprise 88% Y/Y Growth in Enterprise Net ARR © 2025 Amplitude Inc. All Rights Reserved. All figures as of year ended 2024. Y/Y for Q4 2024 vs Q4 2023.
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© 2025 Amplitude Inc. All Rights Reserved. Platform customers renewed at higher rates 10pp higher renewal rates for customers with 2+ products Large opportunity to expand existing base to the platform 43% of our ~600 +$100K ARR customers are still single-product Increased multi-year contract rates for platform customers 41% of platform contracts are multi-year vs 16% for non-platform Multi-product deals have been significantly larger 6x higher average deal size than single-product Platform Consolidation ~50% New ARR from Non-Analytics Products © 2025 Amplitude Inc. All Rights Reserved. All figures as of year ended 2024.
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© 2025 Amplitude Inc. All Rights Reserved. Tech stack consolidation & AI drove efficiency gains 20k people hours/quarter saved Above drove tangible increases in rep productivity 37% Y/Y increase in NewARR/AE, $1.1M/year in NetARR per AE Doubled down on comp plans aligned to strategy Focused incentives to drive Enterprise & Platform growth Re-segmented the business to focus on highest potential accounts 50% fewer focus accounts, 2x the account potential Scaling GTM efficiently ~37% Increase in sales productivity Y/Y © 2025 Amplitude Inc. All Rights Reserved. All figures as of year ended 2024.
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© 2025 Amplitude Inc. All Rights Reserved. RETAIL FINANCE CONSUMER WELLNESS SOFTWARE MEDIA & TELECOM INDUSTRIAL Customers across the globe across all industries & verticals
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© 2025 Amplitude Inc. All Rights Reserved. Starter Account Signup Plus Plan Upgrade Platform Upgrade Growth Moments Jul 2020 Feb 2024 Mar 2024 Testing Product Market Fit Launch of Arc browser Leveraging Amplitude for business growth insights Customer Journey: Free -> PLG -> PLS
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© 2025 Amplitude Inc. All Rights Reserved. Land at Burger King Platform Expansion Platform & Volume Upsell Cross-sell Volume Upsell Growth Moments Aug 2018 2019-2021 Nov 2022Oct 2018 Launch of BK app Expanded to Tim Hortons + Popeyes Growth of Digital business during Covid Expanded to Firehouse Subs Leveraging Activation, Session Replay & WNA 2024 Platform Expansion Customer Journey: Land -> Expand -> Platform Expansion
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© 2025 Amplitude Inc. All Rights Reserved. Mobile Analytics Land Platform Expansion Platform Expansion & Volume Upsell Volume Upsell Volume Upsell Growth Moments Jun 2016 Aug 2023 Mar 20242017-2022 Insights into Mobile Apps Expansion to Business Units & Web Properties Leveraging Audiences & Experiment All usage data to Amplitude Customer Journey: Land -> Expand -> Platform Expansion
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© 2025 Amplitude Inc. All Rights Reserved. Growth Moments Oct 2018 Jun 2023 Sep 2024 Analytics Land Company “4” Industry: Entertainment 2020-2022 Full Org-Wide ELA Platform Expansion Volume Upsell Volume Upsell Volume Upsell Volume Upsell Expansion to all divisions Leveraging Audiences, Activation & Experimentation Expansion to entire extended organization Customer Journey: Land -> Expand -> Full Platform ELA Analytics for Web & Mobile
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© 2025 Amplitude Inc. All Rights Reserved. Chris Benyarko EVP, Direct-to-Consumer (Digital & Broadcast)
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Building a Durable Growth Business Andrew Casey © 2025 Amplitude Inc. All Rights Reserved.
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© 2025 Amplitude Inc. All Rights Reserved. Accelerate Net New ARR Platform Consolidation Growth + Leverage Financial Priorities Our Strategy
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© 2025 Amplitude Inc. All Rights Reserved. Innovate & Advance Platform Acquire New Customers Expand Multi- Product Adoption Use Case, Persona, Industry International, Partner Ecosystem We have multiple growth drivers Our Strategy
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© 2025 Amplitude Inc. All Rights Reserved. Audience Activation, Personalization Digital Analytics Platform Product & Marketing Analytics Experience Analytics Experimentation Guides & Surveys Amplitude Session Replay Amplitude Guides & Surveys Amplitude Activation Amplitude Experiment Amplitude Analytics We’re driving market consolidation through innovation Our Strategy
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© 2025 Amplitude Inc. All Rights Reserved. Enterprise Customers: Higher Land & Expand ARR Higher Land Enterprise logos had ~4x Higher Average Expand ARR Enterprise logos had ~2.5x Higher Average Land ARR Notes: All figures exclude Plus; all figures are 12 months trailing period ended Dec 2024 We define Enterprise as companies who have greater than 1,000 employees or $100M in revenue Stronger Expansion Targeting the right customers
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© 2025 Amplitude Inc. All Rights Reserved. Enterprises have ~2x Higher Multi-Product Adoption1 Value the Platform Enterprises have ~6x Higher Average ARR … Resulting in more ARR Notes: All are 12 months trailing period, excluding Plus, ended Dec 2024, unless otherwise noted We define Enterprise as companies who have greater than 1,000 employees or $100M in revenue 1. Multi-Product defined as 2+ products Enterprises value the platform, and are more durable Targeting the right customers
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© 2025 Amplitude Inc. All Rights Reserved. ~60 % FY-23 ~35% ~40% FY-24 $280 $312 ~65% Non-Enterprise Enterprise ARR $s in millions ~25% ~75% ~15%~$500+ $1Bn + ~85% NRR% 98% 100% 110%+ 115%+ Fueling growth through the Enterprise Efficient Growth Notes: All figures above include Plus; historical figures are as of year-end fiscal year We define Enterprise as companies who have greater than 1,000 employees or $100M in revenue Please refer to page 2 for additional details and disclosures regarding the long-term goals presented on this slide.
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© 2025 Amplitude Inc. All Rights Reserved. Number of Logos ~750 ~1,200+ Avg. ARR ~$270k ~$350k+ % of Total ARR ~65% ~75%+ Enterprise Segment Non-Enterprise Segment Number of Logos ~1,800 ~2,000 Avg. ARR ~$60k ~$68K % of Total ARR ~35% ~25% FY24 $500M+ ARR ~12% CAGR ~7% CAGR ~3% CAGR ~3% CAGR Path to $500M+ ARR and Beyond Efficient Growth Notes: We define Enterprise as companies who have greater than 1,000 employees or $100M in revenue All figures exclude Plus. FY24 is as of Dec. 31, 2024 Please refer to page 2 for additional details and disclosures regarding the long-term goals presented on this slide.
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© 2025 Amplitude Inc. All Rights Reserved. Notes: We define Enterprise as companies who have greater than 1,000 employees or $100M in revenue 1. Largest customers are defined as customers with >$100k ARR 2. Total customers exclude Plus Please refer to page 2 for additional details and disclosures regarding the long-term goals presented on this slide. All figures as of Dec. 31, 2024. $160M+ ARR opportunity Potential Incremental 11% CAGR over 4 years Platform Value enables substantial growth opportunity Average Platform ARR 4x higher than Average Non-Platform ARR 57% of our largest1 customers are multi-product (vs 25% total2) Total Customer Multi-product >$100k Customers Multi-Product 25% 57% Average Single Product ARR Average Platform ARR $67k $267k Platform Play: Large opportunity to expand Efficient Growth
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© 2025 Amplitude Inc. All Rights Reserved. FY21 FY22 FY23 FY24 $170 $248 $239 $309 Long Term Short Term RPO $s in millions $137 $33 $191 $57 $188 $51 $224 $85 Increasing committed contract terms drives RPO Instrumenting the business
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© 2025 Amplitude Inc. All Rights Reserved. Gross Margin S&M (as a % of Revenue) R&D (as a % of Revenue) G&A (as a % of Revenue) Operating Margin 77% 45% 17% 16% (1)% Hosting Optimization, PS Breakeven, Multi-Product 75-77% 41-43% 18-20% 14-16% (1)-1% 80-82% 83%+ 2024 $1Bn + ARR~$500M+ ARR2025e Enterprise & Platform Focus, Demand Gen. & Sales Process Efficiency, Partners Organic & Inorganic Innovation Leverage through scale 38-41% 18-20% 10-12% 10-13% 30-32% 18-21% 8-10% 20%+ Growth with leverage Instrumenting the business Notes: All metrics are Non-GAAP. Gross margin and operating margin are calculated as gross profit and income(loss) from operations, respectively, divided by total revenue. A reconciliation of GAAP to Non-GAAP results is available in the appendix of this presentation. Please refer to page 2 for additional details and disclosures regarding the long-term goals and non-GAAP financial information presented on this slide. Long Term Goals
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© 2025 Amplitude Inc. All Rights Reserved. In closing … 1 Large market opportunity; $50B+ 2 Rapid innovation with new AI opportunities 3 Enterprise focused GTM team 4 Building a durable growth business
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© 2025 Amplitude Inc. Confidential. All Rights Reserved. © 2025 Amplitude Inc. All Rights Reserved. Q&A
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© 2025 Amplitude Inc. Confidential. All Rights Reserved. © 2025 Amplitude Inc. All Rights Reserved. GAAP to Non-GAAP Reconciliation
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© 2025 Amplitude, Inc. All Rights Reserved. (1) For the three and twelve months ended December 31, 2024 and for the three and twelve months ended December 31, 2023, the weighted average shares used in the GAAP per share calculation excludes 8.0 million shares, 8.1 million shares, 9.9 million shar es, and 10.4 million shares, respectively, as the effect is anti -dilutive in the period. GAAP to Non-GAAP Reconciliation
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© 2025 Amplitude, Inc. All Rights Reserved. GAAP to Non-GAAP Reconciliation
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© 2025 Amplitude, Inc. All Rights Reserved. GAAP Cash Flows from Operating Activities to Free Cash Flow