Amplitude Inc (NASDAQ: AMPL) is a software-as-a-service analytics company that provides a platform for analyzing user behavior within digital products and experiences. Revenue is recognized over the term of customer contracts, consistent with a subscription-based SaaS model. Founded in 2012, Amplitude positions its platform against traditional analytics tools by focusing on behavioral data rather than surface-level metrics such as web traffic. The platform includes capabilities for product analytics, session replay, experimentation, digital adoption, and personalization, all built on a proprietary Behavioral Graph that the company describes as one of the largest repositories of user behavior data in the world. The company operates a dual-class common stock structure, concentrating voting control with founders, executives, and early stockholders. Amplitude's platform serves product management, marketing, and engineering teams at companies building digital products.

Revenue model

Subscription SaaS. Revenue is recognized ratably over the term of customer contracts, meaning new sales and churn affect reported revenue on a lagged basis rather than immediately.

Products and services

Amplitude AI Analytics Platform, including product analytics, session replay, experimentation tools, digital adoption features, and personalization capabilities. The platform is built on a proprietary Behavioral Graph purpose-built for complex, interactive behavioral queries at the individual user-action level.

Customers and end markets

Companies building digital products and experiences. End users of the platform include product managers, marketing teams, and engineers seeking behavioral data insights. The filing does not disclose specific customer counts, named customers, or customer concentration metrics.

Value-chain role

Software platform vendor sitting between raw behavioral event data and the product and marketing teams that act on it. Aggregates and unifies behavioral data to serve as a single source of truth for digital product decisions.

Geographic exposure

The filing references international expansion as a managed risk but does not disclose specific geographic revenue breakdowns.

Source: SEC 10-K, filed 2026-02-19

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