Amplitude Inc-A 2025年季度报告

For the quarterly period endedJune30,2025OR ☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF1934 For the transition period fromtoCommission File Number:001-40817 (Exact Name of Registrant as Specified in its Charter) N/A (Former name, former address and former fiscal year, if changed since last report) Securities registered pursuant to Section 12(b) of the Act: Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the SecuritiesExchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) hasbeen subject to such filing requirements for the past 90 days.Yes☒No☐ Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant toRule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was requiredto submit such files).Yes☒No☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, smaller reportingcompany, or an emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,” and“emerging growth company” in Rule 12b-2 of the Exchange Act. Large accelerated filer☒Non-accelerated filer☐Emerging growth company☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period forcomplying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act).Yes☐No☒ As of August 4, 2025, there were102,111,652shares of the registrant's Class A common stock and30,408,035shares of the registrant'sClass B common stock, each with a $0.00001 par value per share, outstanding. Table of Contents PART I.FINANCIAL INFORMATION6Item 1.Financial Statements (Unaudited)6Condensed Consolidated Balance Sheets6Condensed Consolidated Statements of Operations and Comprehensive Loss7Condensed Consolidated Statements of Stockholders’ Equity8Condensed Consolidated Statements of Cash Flows10Notes to Condensed Consolidated Financial Statements11Item 2.Management’s Discussion and Analysis of Financial Condition and Results of Operations24Item 3.Quantitative and Qualitative Disclosures About Market Risk39Item 4.Controls and Procedures39PART II.OTHER INFORMATION40Item 1.Legal Proceedings40Item 1A.Risk Factors40Item 2.Unregistered Sales of Equity Securities and Use of Proceeds71Item 3.Defaults Upon Senior Securities71Item 4.Mine Safety Disclosures71Item 5.Other Information71Item 6.Exhibits72Signatures73 SPECIAL NOTE REGARDING FORWARD-LOOKING STATEMENTS This Quarterly Report on Form 10-Q contains forward-looking statements. We intend such forward-looking statements to becovered by the safe harbor provisions for forward-looking statements contained in Section 27A of the Securities Act of 1933, asamended (the “Securities Act”), Section 21E of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), and thePrivate Securities Litigation Reform Act of 1995. All statements other than statements of historical facts contained in this QuarterlyReport on Form 10-Q may be forward-looking statements. In some cases, you can identify forward-looking statements by termssuch as “may,” “will,” “should,” “expects,” “plans,” “anticipates,” “could,” “intends,” “targets,” “projects,” “contemplates,”“believes,” “estimates,” “forecasts,” “predicts,” “potential,” or “continue,” or the negative of these terms or other similarexpressions. Forward-looking statements contained in this Quarterly Report on Form 10-Q include, but are not limited tostatements about: •our expectations regarding our revenue, expenses, and other operating results;•our ability to acquire new customers;•our ability to increase usage of our Digital Analytics Platform and upsell and cross-sell additional products;•our ability to achieve or sustain profitability;•future investments in our business, our anticipated capital expenditures, and our estimates regarding our capitalrequirements;•the costs and success of our sales and marketing efforts, including our ability to grow and maintain our channelpartners, and our ability to promote our brand;•the effects of public health crises and other global events, such as the war in Ukraine and the conflicts in the MiddleEast, on our business and the global economy generally;•our reliance on key personnel and our ability to identify, recruit, and retain skilled personnel;•our ability to drive growth by incorporating artificial intelligence and machine learning solutions into our platform;•our ability to effectively manage our growth, including any international expansion