Amplitude, Inc. — Cyborg Score 5/10

Strategic Profile

With AI Agents embedded across the platform, teams can analyze, test, and optimize user experiences faster than ever, and is ranked #1 across multiple categories in G2's Winter 2026 Report. The company's annual recurring revenue reached $366 million with 17.3% year-on-year growth.

Cyborg Score Rationale

Q4 2025 revenue of $91.43 million exceeded Wall Street estimates by 1.2%. However, adjusted EPS guidance for 2026 is $0.11 at the midpoint, missing analyst estimates by 9.8%. Operating margin losses and customer retention challenges temper growth momentum.

Top Insights

• Annual recurring revenue of $366 million with 15.4% year-on-year growth demonstrates strong SaaS fundamentals.
• The January 2026 InfiniGrow acquisition expands AI capabilities across marketing and revenue use cases.
• Net revenue retention of 104% indicates expanding customer relationships, though this lags behind industry standards.
• Leadership transition announced with President Thomas Hansen departing March 31, 2026, introducing execution risk.

Named Competitors

• Product Analytics — Product analytics platform competitor
• Product Analytics — Product analytics and experimentation platform
• Product Analytics — Web and app analytics from Google
• Experimentation — Experimentation and optimization platform

Recent Developments

• (February 2026) Thomas Hansen to depart as President effective March 31, 2026
• (January 2026) Acquisition of InfiniGrow to expand AI marketing analytics capabilities
• (February 2026) Q4 2025 revenue beat estimates at $91.43 million, 2026 guidance reaffirmed

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