Amplitude, Inc.: directors' dealings · United States · SEC (Form 4)

About Amplitude, Inc.

Amplitude, Inc. is a U.S.-based software company listed on the NASDAQ market in the United States. Founded in 2012, with the business originally incorporated in Delaware in 2011 under the name Sonalight, Inc., the company adopted the Amplitude name in 2014. Its headquarters are in San Francisco, California. ([sec.gov](https://www.sec.gov/Archives/edgar/data/1866692/000095017025024135/ampl-20241231.htm?utm_source=openai)) From an investor perspective, Amplitude is best understood as a SaaS analytics platform focused on helping companies understand how users behave inside digital products, how engagement evolves over time, and where product experiences can be improved. The company started with core digital/product analytics and has since expanded into a broader platform that includes experimentation, activation, guides and surveys, marketing analytics, and more recently AI-driven capabilities such as agents, automated insights, AI feedback, AI visibility, and embedded support assistants. Revenue is primarily subscription-based, which supports a land-and-expand model across its customer base. ([sec.gov](https://www.sec.gov/Archives/edgar/data/0001866692/000119312526057847/ampl-20251231.htm?utm_source=openai)) Amplitude positions itself as a leading player in the product and digital analytics category, competing with broader analytics suites and specialized product-intelligence tools. Its differentiation is centered on a unified platform approach: behavioral analytics, experimentation, customer feedback, and AI-native workflow tools designed to help teams move from insight to action faster. The company states that it serves more than 4,700 customers, including names such as Atlassian, Burger King, NBCUniversal, and Square, underscoring relevance across both enterprise and large mid-market accounts. That customer mix suggests a diversified installed base and a meaningful enterprise motion. ([investors.amplitude.com](https://investors.amplitude.com/news-releases/news-release-details/amplitude-host-first-quarter-2026-earnings-webcast-may-6-2026/?utm_source=openai)) Geographically, Amplitude remains anchored in the United States, but its platform is sold globally through a blend of direct sales, partners, and product-led growth. This mix gives the company exposure to international digital businesses while keeping its operating center and corporate identity firmly rooted in San Francisco. ([sec.gov](https://www.sec.gov/Archives/edgar/data/0001866692/000119312526057847/ampl-20251231.htm?utm_source=openai)) Recent developments highlight a clear strategic pivot toward AI analytics. In 2025 and 2026, Amplitude launched or announced a series of AI-related products and capabilities, including AI Agents, AI Visibility, AI Feedback, AI Assistant, and Automated Insights, while also completing the Kraftful acquisition to strengthen voice-of-customer and qualitative feedback capabilities. Financially, the company reported first-quarter 2026 revenue of $93.5 million and ARR of $374 million, both up 17% year over year, indicating continued top-line expansion as it invests in the next generation of its platform. ([amplitude.com](https://amplitude.com/press/first-quarter-2026-financial-results?utm_source=openai))