AMPL — what changed in the latest 10-Q

Text added vs the prior filing · source: 10-Q · 2026-05-07

• We believe that our customers will demand additional features and capabilities beyond our current platform offerings to assist them in optimizing their digital products. We have a history of, and will continue to invest significantly in, developing and delivering innovative products, features, and f…

• Our investment for growth encompasses multiple critical areas, including product expansion, our sales force, sales support, partner ecosystem, and our international presence. We continue to evolve our technology and platform to ensure that we are best serving our customers’ needs. For example, in Fe…

• Sales and marketing expenses increased $6.7 million, or 15%, during the three months ended March 31, 2026 compared to the three months ended March 31, 2025. The increase was primarily driven by a $4.2 million increase in personnel-related expenses, a $0.7 million increase in travel and entertainment…

• General and administrative expenses remained flat during the three months ended March 31, 2026 compared to the three months ended March 31, 2025.

• Since inception, we have financed operations primarily through the net proceeds we have received from the sales of our preferred stock and common stock as well as cash generated from the sale of subscriptions to our platform. We have generated losses from our operations as reflected in our accumulat…

Text removed vs the prior filing · source: 10-Q · 2025-11-06

• Ranked #1 in multiple categories by Forrester and G2, Amplitude offers a comprehensive and easy-to-use platform, which includes Product and Marketing Analytics, Session Replay, Feature and Web Experimentation, Activation, and Guides and Surveys.

• We believe that our customers will demand additional features and capabilities beyond our current platform offerings to assist them in optimizing their digital products. We have a history of, and will continue to invest significantly in, developing and delivering innovative products, features, and f…

• expand our platform capabilities. In October 2024, we acquired CommandAI to provide intuitive AI-powered user assistance to make complex software easier to adopt and navigate. In June 2025, we completed an asset acquisition of Inari to accelerate our AI roadmap, leveraging their team’s deep expertis…

• Our investment for growth encompasses multiple critical areas, including product expansion, our sales force, sales support, partner ecosystem, and our international presence. We continue to evolve our technology and platform to ensure that we are best serving our customers’ needs. For example, in Ju…

• and investors, even if negative, about the amount of cash used in our operations other than that used for investments in property and equipment and capitalized internal-use software costs.

Text added vs the prior filing · source: 10-Q · 2026-05-07

• the need to educate prospective customers about the uses and benefits of our AI Analytics Platform;

• We have incorporated, and expect in the future we will continue to incorporate AI Technologies into our AI Analytics Platform, and are making significant investments in this area. Across our AI Analytics Platform, we offer our customers a suite of AI Technologies that are designed to help them surfa…

• With respect to our products or services that incorporate AI Technologies, the market for such products and services is rapidly evolving and important assumptions about the characteristics of targeted markets, pricing, sales cycles, cost, performance, and perceived value associated with our products…

• In addition to our proprietary AI Technologies, we use AI Technologies licensed from third parties in our products and services and our ability to continue to use such technologies at the scale we need may be dependent on access to specific third-party technology. We cannot control the availability …

• Issues relating to the responsible use of our technologies, including AI Technologies in our AI Analytics Platform, may result in reputational or financial harm and liability.

Text removed vs the prior filing · source: 10-Q · 2025-11-06

• Any shift in our sales cycle may adversely affect our financial results. Factors that may influence the length and variability of our sales cycle include:

• the need to educate prospective customers about the uses and benefits of our Digital Analytics Platform;

• conditions of the general economy or markets in which we operate worsen from present levels, our business, financial condition, and results of operations could be materially adversely affected.

• We have incorporated, and expect in the future we will continue to incorporate, machine learning and generative artificial intelligence technologies (collectively, “AI Technologies”) into our product offerings. We offer our customers a suite of AI Technologies that help them achieve data insights fa…

• claims, increasing our risks of liability. For example, the output data produced by certain AI Technologies may include information subject to certain privacy laws or constitute an unauthorized derivative work of the copyrighted material used in training the underlying AI Technology, any of which co…