Amplitude, Inc.

What the company does

• Provides an AI analytics platform that helps organizations understand user behavior in digital products and drive product-led growth.
• The platform combines multiple capabilities in one suite to move teams from data to insights to action:
  • Analytics, Session Replay, Feature Experimentation, Web Experimentation
  • Audience Activation, Guides and Surveys
  • AI Agents, Amplitude Model Context Protocol (MCP), AI Visibility, AI Feedback, Automated Insights
• Core platform concept: a single, integrated system built around a large repository of user behavior data (the Behavioral Graph), optimized for end-user behavioral analysis with low-latency query/response.
• Real-time data management for ingestion from SDKs and integrations, identity resolution across devices, data governance, and observability.
• Designed for collaboration across product, marketing, data, and engineering teams and supports hundreds of data sources and integrations.

Platform capabilities and focus

• Real-time, self-service analytics to accelerate experimentation and personalization.
• In-product tools to analyze behavior, identify friction, and improve engagement, retention, and monetization.
• Four-tier go-to-market model: Starter, Plus, Growth, Enterprise, with monthly tracked users (MTUs) pricing to align usage and pricing.
• Broad product portfolio:
  • Amplitude Analytics, Amplitude Session Replay, Amplitude Feature Experimentation, Amplitude Web Experimentation
  • Amplitude Activation (formerly CDP), Guides and Surveys, AI Agents
  • Amplitude MCP, AI Visibility, AI Feedback, Automated Insights
• Emphasis on product-led growth, cross-functional collaboration, and enterprise-grade security and scalability.

Customers and market reach

• Paying customers: 4,797 as of December 31, 2025; 3,875 as of December 31, 2024 (year-over-year growth of 24%).
• Large deals:
  • 698 customers with ARR > $100,000
  • 56 customers with ARR > $1,000,000
• Fortune 100 customers: 27 as of December 31, 2025.
• Revenue mix: subscription revenue was 98% of total revenue for the year ended December 31, 2025.

Financials and growth indicators

• Revenue: $343.2 million for the fiscal year ended December 31, 2025; $299.3 million for 2024.
• Net income (loss): net losses of $88.5 million in 2025 and $94.3 million in 2024.
• Accumulated deficit: $546.4 million as of December 31, 2025.

Employees and culture

• Total employees: 780 as of December 31, 2025; 188 located outside the United States.
• Sales and marketing: 437 employees.
• Research and development: 223 employees.
• Company emphasizes diversity, equity, and inclusion, and a culture centered on humility, ownership, a growth mindset, and customer centricity.

Growth strategy and monetization

• Land-and-expand model: begin with a specific use case and expand within customers by adding teams, features, and use cases.
• Revenue drivers include upsell and cross-sell within existing customers and acquisition of new customers across industries.
• Product strategy focuses on expanding AI analytics capabilities (AI Agents, MCP, AI Visibility, AI Feedback, Automated Insights) and deepening integrations with partner ecosystems.

Operating model and go-to-market

• Revenue is primarily subscription-based, sold through direct sales, solution partners, and product-led growth.
• Focus on securing reference accounts across industries and scaling deployments within large enterprises and Fortune 100 customers.

Summary

Amplitude sells an integrated AI analytics platform that combines product analytics, experimentation, personalization, and AI-driven insights. The company supports product-led growth with a land-and-expand revenue model and a growing suite of AI-powered capabilities, backed by an expanding customer base.