Every material Form 8-K Amplitude, Inc. has filed with the SEC since August 05, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Amplitude reported third-quarter 2026 results, with revenue of $110.6 million, up 25% year-over-year, and annual recurring revenue of $431 million, up 24%. GAAP net loss was $24.5 million, or $(0.19) per share, against $(0.18) a year earlier, while non-GAAP diluted net income per share was $0.04 versus $0.02. The company also gave full-year 2026 revenue guidance of $415.8 million to $418.2 million.
Q3 2026 revenue of $110.6 million, up 25% from $88.6 million in Q3 2025
Annual recurring revenue of $431 million, up 24% year-over-year
GAAP net loss of $24.5 million, or $(0.19) per share, vs. $(0.18) in Q3 2025; nine-month GAAP net loss widened to $82.4 million from $70.9 million
Full-year 2026 revenue outlook of $415.8 million to $418.2 million; Q4 2026 revenue outlook of $110.8 million to $113.2 million
Amplitude appointed Vijaye Raji, founder and former CEO of Statsig and CTO of Applications at OpenAI, as a Class III director effective October 15, 2026, filling a newly created seat that expands the board from eight to nine members. The filing discloses his compensation and a planned indemnification agreement, and it does not report any financial results or change in guidance.
Board expanded from eight to nine directors; Raji named to Cybersecurity Committee
Annual cash retainer of $30,000 for board service plus $4,000 for Cybersecurity Committee service
Initial RSU award of $525,000 vesting in thirds on each grant anniversary; annual RSU award of $175,000
Amplitude reported second quarter 2026 revenue of $100.9 million, up 21% from a year earlier, and annual recurring revenue of $410 million, up 22%. GAAP net loss widened to $34.6 million, or $0.27 per share, from $24.7 million, or $0.19 per share, while non-GAAP net loss was $0.01 per share compared with non-GAAP net income of $0.01 per share a year earlier. The company also guided to full-year 2026 revenue of $407.2 million to $411.2 million.
Q2 2026 revenue $100.9 million, up from $83.3 million in Q2 2025
GAAP net loss $34.6 million ($0.27 per share) versus $24.7 million ($0.19 per share) a year earlier
Free cash flow $23.7 million, up $5.5 million year-over-year
Full-year 2026 revenue guidance $407.2 million to $411.2 million; Q3 2026 revenue guidance $105.6 million to $108.0 million
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