Amplitude Inc-A 2026年季度报告

Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of theSecurities Exchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required tofile such reports), and (2) has been 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 besubmitted pursuant to Rule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorterperiod that the registrant was required to 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 reporting company, 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. If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transitionperiod for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the ExchangeAct.☐ 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 May 1, 2026, there were 103,867,086 shares of the registrant's Class A common stock and 28,752,160 shares of theregistrant's Class B common stock, each with a $0.00001 par value per share, outstanding. Table of Contents ePART 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 Risk37Item 4.Controls and Procedures37PART II.OTHER INFORMATION38Item 1.Legal Proceedings38Item 1A.Risk Factors38Item 2.Unregistered Sales of Equity Securities and Use of Proceeds68Item 3.Defaults Upon Senior Securities69Item 4.Mine Safety Disclosures69Item 5.Other Information69Item 6.Exhibits70Signatures71 SPECIAL NOTE REGARDING FORWARD-LOOKING STATEMENTS This Quarterly Report on Form 10-Q contains forward-looking statements. We intend such forward-lookingstatements to be covered by the safe harbor provisions for forward-looking statements contained in Section 27A ofthe Securities Act of 1933, as amended (the “Securities Act”), Section 21E of the Securities Exchange Act of 1934,as amended (the “Exchange Act”), and the Private Securities Litigation Reform Act of 1995. All statements otherthan statements of historical facts contained in this Quarterly Report on Form 10-Q may be forward-lookingstatements. In some cases, you can identify forward-looking statements by terms such 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 similar expressions.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 AI 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 ourcapital requirements;•the costs and success of our sales and marketing efforts, including our ability to grow and maintain ourchannel partners, 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 inthe Middle East, 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 ourplatform;•our ability to effectively manage our growth, including any international expansion;•our ability to protect our intellectual property rights and any costs associated therewith;•our ability to compete effectively with existing competitors and new market entrants; and•the expenses associated with being a public company. We caution you that the foregoing list does not contain all of the forward-looking statements made in thisQuarterly Report on Form 10-Q. You should not rely upon forward-looking statements as predictions of future events. We have based theforward