AMPLMEDIUM SIGNALOPERATIONAL10-K

AMPL achieved solid 14.7% revenue growth while significantly expanding its AI capabilities and customer base, but burned through half its cash reserves despite improved operating cash flow.

The company is successfully executing on growth with 922 net new customers and expanded AI platform capabilities including new AI Agents and automated insights features. However, the dramatic 52.7% decline in cash reserves alongside increased liabilities suggests significant cash deployment for growth initiatives or acquisitions that investors should monitor closely.

Comparing 2026-02-19 vs 2025-02-20View on EDGAR →
FINANCIAL ANALYSIS

AMPL delivered strong operational performance with revenue growing 14.7% to $343.2M and operating cash flow surging 61.2% to $29.8M, demonstrating improving cash generation efficiency. However, the company's cash position plummeted from $171.7M to $81.1M while total liabilities increased 17.4%, indicating substantial cash deployment that wasn't reflected in operating activities. The combination of solid revenue growth, improved cash flow generation, but dramatically reduced cash reserves suggests the company is investing heavily in growth initiatives while maintaining operational momentum.

FINANCIAL STATEMENT CHANGES
Operating Cash Flow
Cash Flow
+61.2%
$18.5M$29.8M

Operating cash flow surged 61.2% — exceptional cash generation, highest quality earnings signal.

Cash & Equivalents
Balance Sheet
-52.7%
$171.7M$81.1M

Cash declined 52.7% — significant cash burn or deployment; verify adequacy of remaining liquidity runway.

Total Liabilities
Balance Sheet
+17.4%
$149.4M$175.3M

Liabilities increased 17.4% — monitor debt-to-equity ratio and interest coverage.

Stockholders Equity
Balance Sheet
-17.3%
$296.6M$245.3M

Equity decreased 17.3% — buybacks or losses reducing book value, monitor solvency ratios.

Current Assets
Balance Sheet
-15.5%
$303.6M$256.7M

Current assets declined 15.5% — monitor working capital adequacy and short-term liquidity.

Revenue
P&L
+14.7%
$299.3M$343.2M

Revenue growing 14.7% — solid top-line momentum, watch margins for quality of growth.

Gross Profit
P&L
+14.2%
$222.3M$253.9M

Gross profit expanding — improving pricing power or product mix shift toward higher-margin offerings.

Current Liabilities
Balance Sheet
+14%
$144.5M$164.7M

Current liabilities rose 14% — increased short-term obligations, watch current ratio.

Accounts Receivable
Balance Sheet
-11.1%
$26.3M$23.4M

Receivables declined — improved collection efficiency or conservative revenue recognition.

LANGUAGE CHANGES
NEW — 2026-02-19
PRIOR — 2025-02-20
ADDED
As of February 13, 2026, there were 104,143,565 shares of the registrant's Class A common stock and 29,583,125 shares of the registrant's Class B common stock, each with a $0.00001 par value per share, outstanding.
Our development and use of machine learning and generative artificial intelligence technologies (collectively, AI Technologies ) within our AI Analytics Platform may not achieve their intended benefits and may expose us to technical, legal, and regulatory risks, which could have a material adverse effect on our business, financial condition, and results of operations.
That s why we built an AI Analytics Platform designed specifically to analyze behavioral data and provide real-time, actionable insights that drive business outcomes.
It unifies Analytics, Session Replay, Feature Experimentation, Web Experimentation, Audience Activation, Guides and Surveys, AI Agents, Amplitude Model Context Protocol ("MCP"), AI Visibility, AI Feedback and Automated Insights, allowing teams to seamlessly move from data to insights to actions all in one place.
As of December 31, 2025, we had 4,797 paying customers, including 27 of the Fortune 100, demonstrating both strong adoption and the significant opportunity that remains.
+7 more — sign up free →
REMOVED
As of February 13, 2025, there were 96,317,761 shares of the registrant's Class A common stock and 33,093,043 shares of the registrant's Class B common stock, each with a $0.00001 par value per share, outstanding.
That s why we believe we have built the industry s first Digital Analytics Platform designed specifically to analyze behavioral data and provide real-time, actionable insights that drive business outcomes.
It unifies Analytics, Session Replay, Experimentation, Audience Activation, and Guides and Surveys, allowing teams to seamlessly move from data to insights to actions all in one place.
As of December 31, 2024, we had 3,875 paying customers, including 27 of the Fortune 100, demonstrating both strong adoption and the significant opportunity that remains.
On a day-to-day basis that means our mission is to help companies build better products and digital experiences.
+7 more — sign up free →
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