Amplitude's Q1 2026: Crushing Earnings & Strategic AI Partnership

Amplitudes Q1 2026 earnings soared with $94 million revenue, a 17% increase, and 374 million ARR. They added 29 new big spenders, totaling 727, and net dollar retention reached 106%. Amplitude acquired Statsig from OpenAI, enhancing analytics with experimentation and warehouse-native tools. Customers like Granola, Smartsheet, and Astra Tech praised the integration. Nate Crook joined as CCO, streamlining sales, and AI Week fostered agent-powered workflows. AI-written code now accounts for 90% of their codebase. Despite AI inference costs, gross margins dipped to 75%, but multi-product accounts saw a 3% ARR increase. Q2 revenue projections range from $96.9 to $99.1 million, with full-year estimates between $397 to $403 million, including $5 to $7 million from Statsig. Amplitude is doubling down on AI natives, tightening the dev loop. Support the show:Get a discount at https://solipillow.com/discount/dnn. Advertise on DNN:[email protected] This is an automated, high-level news summary based on public reporting.Report issues to [email protected]. View sources & latest updates:https://sources.thednn.ai/5f724427bd1b97ca