Core Insights - Jacobs Solutions (J) currently has a Zacks Rank of 2 (Buy), indicating a positive earnings outlook, while Amplitude, Inc. (AMPL) has a Zacks Rank of 3 (Hold) [3] - Value investors assess companies based on various traditional metrics to determine if they are undervalued [4] Valuation Metrics - Jacobs Solutions has a forward P/E ratio of 18.33, significantly lower than Amplitude's forward P/E of 121.14 [5] - The PEG ratio for Jacobs Solutions is 1.56, while Amplitude's PEG ratio stands at 3.13, indicating a more favorable growth outlook for J [5] - Jacobs Solutions has a P/B ratio of 3.21 compared to Amplitude's P/B of 3.69, further supporting the valuation advantage of J [6] Value Grades - Based on the analysis, Jacobs Solutions holds a Value grade of B, whereas Amplitude has a Value grade of F, suggesting that J is the more attractive option for value investors [6]

Quantum computing stocks are having a moment.Following Alphabet's revelation of its Willow quantum chip in December, quantum computing stocks including Rigetti Computing (RGTI -7.73%) soared, and attention has remained on the sector as Microsoft and Nvidia have made their own announcements about quantum computing.Rigetti Computing is still a development-stage company, as it brought in just $10.8 million in revenue in 2024 and an operating loss of $68.5 million. Its revenue also declined by 10% during the ye ...

Group 1 - The individual investor focuses on managing personal capital accumulated over the years, utilizing a diverse range of investment strategies including fundamental, technical, and momentum investing [1] - The investor aims to leverage the strengths of various investment approaches to refine their investment process [1] - The purpose of writing on Seeking Alpha is to track the performance of investment ideas and connect with like-minded investors [1]

Amplitude (AMPL 3.03%) went public toward the tail end of the pandemic boom, and that timing has been unfortunate for the digital product optimization specialist.The company, which provides tools that help companies enhance and refine their digital products and customer-facing interfaces, has struggled with post-pandemic-related headwinds for much of its publicly traded history. Like other software companies, many of Amplitude's customers overbought its services during the pandemic and have been rightsizing ...

With the stock market continuing to bounce around nervously at all-time highs, I continue to keep my eyes peeled for value stocks that have a chance of bucking broader market trends if the stock market is due for aWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor on Seeking Alpha ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission File Number 001-40817 AMPLITUDE, INC. (Exact name of Registrant as specified in its Charter) (State or other jurisdiction of incorporation or organiz ...

Piper Sandler analyst Brent A. Bracelin reiterated the Overweight rating on Amplitude, Inc. AMPL, raising the price forecast to $17 from $15.The analyst has raised the price forecast, recommending it for small-cap growth investors due to leadership improvements, a new self-serve product driving strong growth, a promising new product cycle, and potential for cross-selling Command AI.The company reported fourth-quarter results, where revenues increased 9% year over year.Bracelin notes that while large deal co ...

Amplitude (AMPL) Q4 2024 Earnings Call February 20, 2025 03:53 AM ET Company Participants John Streppa - Head Of Investor RelationsSpenser Skates - Chief Executive Officer & Co-FounderAndrew Casey - Chief Financial OfficerKyle Manning - Investment Banking AssociateNick Altmann - Director - U.S. Software Equity ResearchAshley Kim - AVP - Senior Equity Research Associate Conference Call Participants Koji Ikeda - AnalystTaylor McGinnis - AnalystArjun Bhatia - Partner, Co-Head Tech Equity Research, Software Ana ...

Financial Data and Key Metrics Changes - Fourth quarter revenue was $78 million, up 9% year-over-year [11][50] - Annual recurring revenue (ARR) increased to $312 million, up $13 million from the previous quarter [11][50] - Non-GAAP operating income was $0.2 million, with free cash flow for the year at almost $12 million [11][54] - Gross margin for Q4 was 77%, consistent with Q4 2023 [52][120] - Net income per share was $0.02 based on 135.7 million diluted shares, compared to $0.04 with 129.2 million diluted shares a year ago [54][122] Business Line Data and Key Metrics Changes - Customers with more than $100,000 in ARR grew to 591, an increase of 16% year-over-year [11][51] - In-period net revenue retention (NRR) was 100%, a 2-point increase sequentially, while trailing 12-month NRR was 97% [51][119] - 67% of new land ARR in targeted accounts came from multi-product deals, indicating a strong cross-sell opportunity [30][97] Market Data and Key Metrics Changes - The macro environment remains challenging, particularly for new logos, but churn rates are stabilizing [40][109] - The company is focused on larger enterprises, defined as those with over 1,000 employees or generating over $100 million in revenue [44][113] Company Strategy and Development Direction - The company aims to build an extensible platform that allows customers to create mission-critical workflows [44][112] - 2025 is positioned as the year of the Amplitude platform, emphasizing integrated solutions over standalone products [12][78] - A new strategic enterprise accounts team has been created to focus on top customers and prospects, enhancing relationships and driving higher gross bookings [27][95] Management's Comments on Operating Environment and Future Outlook - Management expects continued pressure in the lower end of the market but is optimistic about improving churn rates [40][109] - The company plans to reinvest in its platform opportunity and is confident in its ability to build a durable growth model [56][126] - For Q1 2025, revenue is expected to be between $78.5 million and $80.5 million, representing an annual growth rate of 10% at the midpoint [57][125] Other Important Information - The company launched new products, including Guides and Surveys, just four months after acquiring Command AI, indicating a strong pace of innovation [20][87] - The company is seeing strong demand for its new products, with record-breaking sign-ups on launch day [92][91] Q&A Session Summary Question: What drove the increase in net new ARR? - The increase in net new ARR is attributed to a focus on enterprise coverage and the maturation of sales cycles, with a component of ARR from Command AI contributing approximately $2 million [61][63][62] Question: What is the potential for cross-sell with Command AI? - The early feedback on the Guides and Surveys product indicates a compelling upsell opportunity, with expectations of a 20% to 50% uplift on analytics contracts [64][66][68]

Revenue and Growth - Annual Recurring Revenue (ARR) reached $312 million, an increase of 11% year-over-year[4] - Fourth quarter revenue was $78.1 million, up 9% year-over-year[4] - Revenue for Q4 2024 was $78,131,000, representing a 9.6% increase from $71,403,000 in Q4 2023[24] - For Q1 2025, revenue is expected to be between $78.5 million and $80.5 million[7] - For the full year 2025, revenue guidance is set between $324.8 million and $330.8 million[7] - The number of customers with over $100,000 in ARR increased to 591, representing a 16% year-over-year growth[6] - Annual Recurring Revenue (ARR) increased to $312 million by December 31, 2024, up from $281 million in December 2023, marking a growth of 11.0%[31] Profitability and Loss - GAAP net loss per share was $(0.26), compared to $(0.16) in the fourth quarter of 2023[6] - Non-GAAP net income per share was $0.02, down from $0.04 in the fourth quarter of 2023[6] - Net loss for Q4 2024 was $32,590,000, compared to a net loss of $18,543,000 in Q4 2023, marking an increase in loss of 75.8%[24] - GAAP net loss for Q4 2024 was $32,590 million, compared to a loss of $18,543 million in Q4 2023, indicating a deterioration in profitability[28] - Non-GAAP net income for the year ended December 31, 2024, was $8,489 million, up from $7,956 million in 2023, showing a growth of 6.7%[28] Cash Flow and Financial Position - Cash flow from operations was $3.2 million, a $0.9 million increase year-over-year[6] - Free cash flow remained stable at $1.5 million year-over-year[6] - Cash and cash equivalents decreased to $171,678,000 as of December 31, 2024, down from $248,491,000 at the end of 2023, a decline of 30.8%[22] - Free cash flow for Q4 2024 was $1,527 million, slightly higher than $1,482 million in Q4 2023, with a free cash flow margin of 2.0%[29] Expenses and Investments - Operating expenses increased to $93,830,000 in Q4 2024, compared to $74,675,000 in Q4 2023, reflecting a rise of 25.6%[24] - Research and development expenses surged to $34,430,000 in Q4 2024, compared to $22,198,000 in Q4 2023, a significant increase of 55.0%[24] - The company reported stock-based compensation expense of $35,105,000 in Q4 2024, up from $23,280,000 in Q4 2023, reflecting an increase of 50.7%[24] Deferred Revenue and Performance Obligations - Remaining performance obligations totaled $308.6 million, reflecting a 29% year-over-year increase[4] - Deferred revenue rose to $109,671,000 in Q4 2024, up from $102,573,000 in Q4 2023, an increase of 6.8%[24] Assets and Equity - Total assets increased to $445,911,000 in 2024, compared to $433,684,000 in 2023, showing a growth of 2.6%[22] - The total stockholders' equity increased slightly to $296,556,000 in 2024 from $294,753,000 in 2023, a growth of 0.6%[22] Margins and Retention - GAAP operating margin for Q4 2024 was -45.4%, worsening from -30.2% in Q4 2023, reflecting increased operational challenges[28] - Non-GAAP operating margin for Q4 2024 was 0.3%, down from 3.2% in Q4 2023, suggesting a decline in operational efficiency[28] - Dollar-based Net Retention Rate (NRR) for Q4 2024 improved to 100%, compared to 98% in Q4 2023, indicating strong customer retention[31] Gross Profit - Gross profit for the year ended December 31, 2024, was $222,348,000, up from $204,361,000 in 2023, indicating an increase of 8.5%[24] - GAAP gross profit for Q4 2024 was $58,325 million, up from $53,138 million in Q4 2023, representing a growth of 4.5%[28] - Non-GAAP gross profit for the year ended December 31, 2024, reached $229,310 million, compared to $212,899 million in 2023, reflecting an increase of 7.7%[28]