Slide 1: 2Q 2026 Investor Presentation
2Q 2026 Investor Presentation © 2026 Amplitude, Inc. All Rights Reserved.
Slide 2: Disclaimer
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 t
Slide 3: Amplitude at a Glance
Amplitude at a Glance Q2 26 FINANCIALS CUSTOMERS INTEGRATED PLATFORM Revenue ARR Leader in Digital Analytics $100.9M $410M 824 Session Replay • Activation ≥$100k+ ARR Guides & Surveys • Experimentation Increased by 21% Y/Y Increased by 22% Y/Y Customers Named a Leader and a Customer Pro Forma NRR (2
Slide 4: Amplitude 101
Amplitude 101 © 2026 Amplitude, Inc. All Rights Reserved.
Slide 5: Digital Applications growing exponentially
Digital Applications growing exponentially 2025 8.9M+ 1.1B+ 115M Apps websites AI App worldwide Downloads # of Digital Applications © 2026 Amplitude, Inc. All Rights Reserved. Source: www.digitalsilk.com, Appfigures - Rise of AI apps 2025
Slide 6: The Problem
The Problem ? What is the LTV of ? subscribers vs. On-demand? What generates more revenue — subscription or on-demand purchase and ads? ? Where are users dropping off before subscription? ? How do I improve start trial to complete trial rate? ? What is my trial to subscription conversion? ~2,500 dis
Slide 7: Build better products & experiences with Amplitude
Build better products & experiences with Amplitude Easily democratize Unlock full-journey, Turn insights into your data real-time insights impact-FAST ● AI-driven data governance ● Product & marketing analytics ● Smart guides and surveys ● Self-service data access ● AI-infused session replays ● No-c
Slide 8: Active insights FAST to engage customers
Active insights FAST to engage customers Leverage Smart Experiment & Target & Guides & Surveys Optimize Everything Personalize Engage users with insight-backed Run feature and web experiments Segment users based on behavior pop-ups to drive engagement & self-serve to de-risk campaigns & and personal
Slide 9: Self Service Integrated Speed
Self Service Integrated Challenges Goals Product and Marketing Drive Customer convergence Acquisition Increased customer Increase Digital touchpoints makes it hard Product Adoption to get a complete view of customer journey Improve Customer Retention Increasing security, Reduce Errors governance, an
Slide 10: Product development process
Product development process SHIP USE 50 years of innovation BUILD LEARN © 2026 Amplitude, Inc. All Rights Reserved.
Slide 11: AI Analytics Platform
AI Analytics Platform Global Agent Specialized Agents MCP Web Feature Guides and Act Activation Assistant Experimentation Experimentation Surveys QUANTITATIVE QUALITATIVE Decide Product Analytics Marketing Analytics Session Replay AI Feedback Sense Data Capture Governance & Privacy Monitoring & Dete
Slide 12: Customers across the globe are partnering with us
Customers across the globe are partnering with us Retail Finance Industrial Consumer Wellness Software Media and Telecom © 2026 Amplitude, Inc. All Rights Reserved.
Slide 13: Financial Review
Financial Review © 2026 Amplitude, Inc. All Rights Reserved.
Slide 14: Our Strategy: Financial Priorities
Our Strategy Financial Priorities Accelerate Net New ARR Platform Consolidation Growth + Leverage © 2026 Amplitude, Inc. All Rights Reserved.
Slide 15: We have multiple growth drivers
Our Strategy We have multiple growth drivers International, Partner Ecosystem Use Case, Persona, Industry Expand Multi-Product Adoption Acquire New Innovate & Customers Advance Platform © 2026 Amplitude, Inc. All Rights Reserved.
Slide 16: Q2 Financial Results Highlights
RESULTS Q2 26 Financial Results Highlights Revenue ARR Pro Forma NRR* $100.9M $410M 105% Increased by 21% Y/Y Increased by 22% Y/Y vs 104% in Q2 25 Non-GAAP Operating Loss Net New ARR Cash & Investments ($1.5)M $36M $162M Compared to $15M in Q2 25 Free Cash Flow Customers ≥$100,000 ARR Multi-Product
Slide 17: Annual Recurring Revenue
$ in M’s Annual Recurring Revenue +22% Y/Y $410 $374 $366 $347 $335 $320 $312 $298 $290 2024 2025 2026 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 © 2026 Amplitude, Inc. All Rights Reserved.
Slide 18: Platform Strategy Ramping
Platform Strategy Ramping 2+ products 3+ products 4+ products 5+ products 80% 77% 74% 71% 67% 64% 59% 59% 57% 55% 52% 51% 46% 42% 41% 36% 37% 31% 30% 28% 26% 26% 23% 23% 24% 21% 20% 18% 18% 15% 13% 11% 10% 11% 6% 5% 2Q24 3Q24 4Q24 1Q25 2Q25 3Q25 4Q25 1Q26 2Q26 2Q24 3Q24 4Q24 1Q25 2Q25 3Q25 4Q25 1Q26
Slide 19: Customers with ≥$100k in ARR
Customers with ≥$100k in ARR +30% Y/Y 824 727 698 653 634 617 591 567 547 2024 2025 2026 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 © 2026 Amplitude, Inc. All Rights Reserved.
Slide 20: Revenue Growth
$ in M’s Revenue Growth Annual Revenue Quarterly Revenue $407 +21% Y/Y $100.9 - 411 $93.5 $91.4 $343 $88.6 $83.3 $299 $80.0 $78.1 $276 $75.2 $73.3 2023 2024 2025 2026 2024 2025 2026 Guide Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 © 2026 Amplitude, Inc. All Rights Reserved.
Slide 21: Dollar-Based Net Retention
Dollar-Based Net Retention NRR (in Qtr) 105% 106% 105%* 104% 104% 101% 100% 98% 96% 2024 2025 2026 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 For definitions, please refer to Slide 2 © 2026 Amplitude, Inc. All Rights Reserved. *Pro Forma NRR includes Amplitude & Statsig. Excluding the ARR attributable to Statsig, N
Slide 22: RPO Growth
$ in M’s RPO Growth +35% Y/Y $483 $161 $427 $418 $392 $148 $358 $150 $326 $134 $309 $287 $110 $274 $92 $85 $67 $76 $279 $322 $258 $267 $234 $249 $211 $223 $207 2024 2025 2026 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Current RPO Long Term RPO © 2026 Amplitude, Inc. All Rights Reserved. *Numbers are rounded and may
Slide 23: Margin Progression
NON-GAAP Margin Progression Gross Margin 77% 77% 77% 77% 76% 76% 75% 76% 77% 75% 71% Operating Margin (5%) 2% 0% (3%) (2%) 1% 5% (1%) (1%) 0% (3%) FCF Margin 24% 22% 9% 12% 6% 4% 4% 7% 2% (12%) (14%) 2024 2025 2026 2024 2025 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 For GAAP to Non-GAAP reconciliation, please refe
Slide 24: Margin Progression
NON-GAAP Expenses as a % of Total Revenue Margin Progression 15% 16% 15% 13% 16% 14% 13% 13% 12% 48% 45% 45% 39% 44% 44% 43% 42% 43% 19% 20% 21% 17% 16% 18% 19% 18% 18% 2024 2025 2026 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 R&D S&M G&A © 2026 Amplitude, Inc. All Rights Reserved. For GAAP to Non-GAAP reconciliati
Slide 25: Guidance
Guidance Q3 2026 FY 2026 Revenue $105.6 - $108.0M $407.2 - $411.2M % Growth Y/Y 19% to 22% Y/Y 19% to 20% Y/Y Non-GAAP Operating Income $2.5 - $4.5M $6.3 - $9.3M Non-GAAP Net Income Per Share $0.02 - $0.03 $0.06 - $0.08 133.0M 137.1M Weighted Average Shares Outstanding diluted shares diluted shares
Slide 26: GAAP to Non-GAAP Reconciliation
GAAP to Non-GAAP Reconciliation © 2026 Amplitude, Inc. All Rights Reserved.
Slide 27: GAAP to Non-GAAP Reconciliation
GAAP to Non-GAAP Reconciliation © 2026 Amplitude, Inc. All Rights Reserved.
Slide 28: GAAP to Non-GAAP Reconciliation
GAAP to Non-GAAP Reconciliation © 2026 Amplitude, Inc. All Rights Reserved.
Slide 29: GAAP Cash Flows from Operating Activities to Free Cash Flow
GAAP Cash Flows from Operating Activities to Free Cash Flow © 2026 Amplitude, Inc. All Rights Reserved.