Amplitude Dirección
Dirección controles de criterios 2/4
El CEO de Amplitude es Spenser Skates , nombrado en Jan 2011, tiene una permanencia de 15.42 años. compensación anual total es $789.02K, compuesta por 57% salario y 43% primas, incluidas acciones y opciones de la empresa. posee directamente un 5.42% de las acciones de la empresa, por valor de $47.90M. La antigüedad media del equipo directivo y de la junta directiva es de 1.2 años y 6.3 años, respectivamente.
Información clave
Spenser Skates
Chief Executive Officer (CEO)
US$789.0k
Compensación total
| Porcentaje del salario del CEO | 57.03% |
| Permanencia del CEO | 15.4yrs |
| Participación del CEO | 5.4% |
| Permanencia media de la dirección | 1.2yrs |
| Promedio de permanencia en la Junta Directiva | 6.3yrs |
Actualizaciones recientes de la dirección
Recent updates
Actualización de narrativa • Jun 12
AMPL: AI Cost Pressures And Legal Probes Will Shape Future Repricing
Analysts have trimmed Amplitude's fair value estimate to $7.00 from $9.00, reflecting updated assumptions around the discount rate, revenue growth, profit margins and future P/E multiples after several firms reduced their price targets in recent research. Analyst Commentary Recent Street research has taken a more cautious tone on Amplitude, with several firms revisiting their price targets and assumptions.
Actualización de narrativa • May 29
AMPL: AI Data Platform Will Support Future Upside Execution
Analysts trimmed their average price target on Amplitude by $10, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E that reflect a more balanced risk and return profile. Analyst Commentary Bullish analysts are focusing on how the revised price targets, including the recent US$10 adjustment cited by BofA, still point to what they view as a more balanced risk and reward profile for Amplitude.Actualización de narrativa • May 13
AMPL: AI And Buybacks Will Support Future Upside Execution
Analysts have nudged their average price target for Amplitude down by about $3, reflecting slightly softer revenue growth assumptions, a lower forward P/E of roughly 42x, and updated views on margins and discount rates across recent research updates. Analyst Commentary Recent research on Amplitude shows a mix of caution on valuation and constructive views on execution and growth, with several bullish analysts still highlighting upside drivers even as price targets reset lower in some cases.
Actualización de narrativa • Apr 29
AMPL: AI Product Momentum And Buybacks Will Support Future Market Rerating
Analyst price targets for Amplitude have been reduced, with the fair value estimate moving from $12.70 to $11.40 as analysts incorporate slightly lower revenue growth and profit margin assumptions, along with a modestly lower future P/E multiple. Analyst Commentary Recent Street research on Amplitude points to a mixed setup, with several firms trimming price targets while keeping generally constructive views on execution and growth.Actualización de narrativa • Apr 15
AMPL: AI Execution And Buybacks Will Support Future Upside Potential
The analyst fair value estimate for Amplitude has moved modestly higher to $20.00, as analysts factor in slightly higher modeled revenue growth, a small adjustment to the discount rate, and a steady long term P/E assumption, despite several recent price target cuts that reflect more cautious views on margins and near term execution. Analyst Commentary Recent Street research on Amplitude reflects a split view, with many price targets reset to lower levels while some bullish analysts highlight potential upside tied to execution and product momentum.Actualización de narrativa • Apr 01
AMPL: AI Product Momentum And Buyback Program Will Support Re Rating
Analysts have trimmed the blended price target for Amplitude by around $3 to reflect lower fair value and profit margin assumptions, even as they factor in slightly higher revenue growth expectations and a reduced future P/E multiple. Analyst Commentary Recent Street research on Amplitude shows a mixed picture, with several firms cutting their price targets while keeping generally positive or neutral ratings.Actualización de narrativa • Mar 18
AMPL: AI Adoption And Buybacks Will Support Future Upside Potential
Narrative Update on Amplitude The updated analyst fair value estimate for Amplitude moves slightly higher to about $19.63 from $19.00. Analysts are weighing mixed price target revisions alongside expectations for revenue growth around the mid to high teens and a modestly lower future P/E multiple.Actualización de narrativa • Mar 04
AMPL: AI Data Products And Guidance Will Support Future Repricing
Analysts have reset their view on Amplitude with the average price target moving to about $9 from $12. This reflects updated models that balance tempered margin expectations with ongoing revenue growth and product momentum flagged in recent research.Actualización de narrativa • Feb 17
AMPL: Recent Upgrade And Reset Expectations Will Support Future Upside
Analysts have trimmed their price target on Amplitude by $4, reflecting updated views on revenue growth, profit margins, and future P/E following recent research that combined a target cut with an upgrade. Analyst Commentary Recent Street research on Amplitude combines a price target trim with an upgrade, which sends a mixed but generally constructive signal for investors.Actualización de narrativa • Feb 03
AMPL: Recent Upgrade And AI-Powered Feedback Will Support Future Upside
Analysts have modestly reset their expectations on Amplitude, trimming the price target by $4 as they factor in updated assumptions around discount rates, revenue growth, profit margins, and a slightly higher future P/E multiple based on recent research updates. Analyst Commentary Bullish analysts are using the latest research updates to fine tune their views on Amplitude, with attention on how the revised assumptions around discount rates, revenue growth, profit margins, and future P/E multiples feed into long term valuation scenarios.Actualización de narrativa • Jan 20
AMPL: Recent Upgrade And AI Launches Will Support Future Upside
Analysts kept their fair value estimate for Amplitude steady at $19.00, citing slightly adjusted assumptions around revenue growth, profit margin and future P/E following recent research updates, including a Morgan Stanley upgrade. Analyst Commentary Recent research has centered on how current assumptions around revenue growth, profit margins and future P/E line up with Amplitude's execution and the risk profile implied by the US$19.00 fair value estimate.Actualización de narrativa • Jan 05
AMPL: AI Product Suite And Buybacks Will Support Steady Outlook
Analysts have lifted their fair value estimate for Amplitude from US$11.00 to US$12.00, citing updated assumptions around revenue growth, profit margins and a lower future P/E multiple. What's in the News Amplitude launched AI Feedback, a customer feedback engine that uses a proprietary LLC process to convert raw input into prioritized product insights.Actualización de narrativa • Dec 14
AMPL: AI Product Suite And Buybacks Will Support Stronger Future Upside
Analysts have modestly raised their price target on Amplitude from 18.00 dollars to 19.00 dollars, citing slightly faster expected revenue growth and a richer future earnings multiple that more than offset a marginally lower profit margin and higher discount rate. What's in the News Launched AI Feedback, a customer feedback engine that turns raw input into prioritized, actionable insights to guide product roadmaps, messaging, and churn reduction (Key Developments).Seeking Alpha • Nov 17
Amplitude: Buy Before The Market Catches On To This Turnaround
Summary Amplitude offers a compelling value opportunity with bargain-basement multiples and a turnaround in fundamentals not yet fully appreciated by the market. AMPL's Q3 beat-and-raise quarter, accelerating revenue growth, and rising RPO signal a positive long-term trajectory and improving customer commitments. At just over $10 per share, AMPL trades at low revenue multiples, with potential for significant upside if assigned even conservative industry valuations. I'm reiterating a "Buy" rating on AMPL, as its overlooked growth and AI-driven demand position it well for a 2026 turnaround and market re-rating. Read the full article on Seeking AlphaArtículo de análisis • Sep 29
Should You Think About Buying Amplitude, Inc. (NASDAQ:AMPL) Now?
Amplitude, Inc. ( NASDAQ:AMPL ), might not be a large cap stock, but it saw significant share price movement during...Artículo de análisis • Aug 10
Amplitude, Inc. (NASDAQ:AMPL) Just Reported And Analysts Have Been Lifting Their Price Targets
NasdaqCM:AMPL 1 Year Share Price vs Fair Value Explore Amplitude's Fair Values from the Community and select yours The...Actualización de narrativa • Aug 08
Enterprise Adoption And AI Analytics Will Power Digital Transformation
The upward revision in Amplitude's price target reflects slightly improved revenue growth forecasts and a higher future P/E multiple, raising its fair value estimate from $14.67 to $15.44. What's in the News Amplitude provided Q3 revenue guidance of $85.0–$87.0 million and full-year revenue guidance of $335.2–$338.2 million for 2025.Artículo de análisis • Jun 27
Is It Time To Consider Buying Amplitude, Inc. (NASDAQ:AMPL)?
While Amplitude, Inc. ( NASDAQ:AMPL ) might not have the largest market cap around , it led the NASDAQCM gainers with a...Artículo de análisis • Apr 09
Amplitude, Inc. (NASDAQ:AMPL) May Have Run Too Fast Too Soon With Recent 33% Price Plummet
Amplitude, Inc. ( NASDAQ:AMPL ) shares have had a horrible month, losing 33% after a relatively good period beforehand...
Nueva narrativa • Mar 23
AI-driven Features And Enterprise Strategy Will Create An Integrated Data Analytics Solution By 2025
Enterprise platform strategy and product innovations aim to enhance revenue growth, customer engagement, and cross-sell opportunities.Seeking Alpha • Feb 25
Amplitude: With Acceleration Expected In FY25, I'm Buying In
Summary Amplitude stock fell slightly after its Q4 earnings print, creating a well-timed buying opportunity. The company is expecting revenue acceleration in FY25, driven by improving retention and churn trends amid a still-choppy macro environment. The company's push upmarket is helping to spur robust ARR growth with a path to further expansion. The stock remains cheaply valued at just ~4x forward revenue. Read the full article on Seeking AlphaArtículo de análisis • Feb 21
Amplitude, Inc. (NASDAQ:AMPL) Stock Rockets 28% As Investors Are Less Pessimistic Than Expected
Despite an already strong run, Amplitude, Inc. ( NASDAQ:AMPL ) shares have been powering on, with a gain of 28% in the...Artículo de análisis • Jan 01
Unpleasant Surprises Could Be In Store For Amplitude, Inc.'s (NASDAQ:AMPL) Shares
With a median price-to-sales (or "P/S") ratio of close to 5.4x in the Software industry in the United States, you could...Artículo de análisis • Nov 08
Should You Think About Buying Amplitude, Inc. (NASDAQ:AMPL) Now?
Amplitude, Inc. ( NASDAQ:AMPL ), is not the largest company out there, but it received a lot of attention from a...Artículo de análisis • Oct 12
Amplitude, Inc.'s (NASDAQ:AMPL) Intrinsic Value Is Potentially 91% Above Its Share Price
Key Insights Amplitude's estimated fair value is US$16.29 based on 2 Stage Free Cash Flow to Equity Amplitude's US$8.53...Seeking Alpha • Aug 13
Amplitude: Rating Upgrade As The Trough Is Getting Near
Summary Upgraded rating from hold to buy due to potential growth acceleration in the coming quarters. 2Q24 earnings showed positive growth, strong billings, and raised revenue guidance. New Amplitude product launch expected to drive further growth acceleration. Read the full article on Seeking AlphaArtículo de análisis • Aug 11
Analysts Have Been Trimming Their Amplitude, Inc. (NASDAQ:AMPL) Price Target After Its Latest Report
Amplitude, Inc. ( NASDAQ:AMPL ) came out with its second-quarter results last week, and we wanted to see how the...Artículo de análisis • Jun 27
Amplitude, Inc.'s (NASDAQ:AMPL) Intrinsic Value Is Potentially 74% Above Its Share Price
Key Insights Amplitude's estimated fair value is US$15.08 based on 2 Stage Free Cash Flow to Equity Amplitude's US$8.68...Artículo de análisis • May 10
Amplitude, Inc.'s (NASDAQ:AMPL) Share Price Could Signal Some Risk
It's not a stretch to say that Amplitude, Inc.'s ( NASDAQ:AMPL ) price-to-sales (or "P/S") ratio of 4.1x right now...Análisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$90m |
| Dec 31 2025 | US$789k | US$450k | -US$89m |
| Sep 30 2025 | n/a | n/a | -US$103m |
| Jun 30 2025 | n/a | n/a | -US$96m |
| Mar 31 2025 | n/a | n/a | -US$95m |
| Dec 31 2024 | US$394k | US$394k | -US$94m |
| Sep 30 2024 | n/a | n/a | -US$80m |
| Jun 30 2024 | n/a | n/a | -US$81m |
| Mar 31 2024 | n/a | n/a | -US$86m |
| Dec 31 2023 | US$300k | US$300k | -US$90m |
| Sep 30 2023 | n/a | n/a | -US$96m |
| Jun 30 2023 | n/a | n/a | -US$101m |
| Mar 31 2023 | n/a | n/a | -US$97m |
| Dec 31 2022 | US$450k | US$450k | -US$93m |
| Sep 30 2022 | n/a | n/a | -US$91m |
| Jun 30 2022 | n/a | n/a | -US$105m |
| Mar 31 2022 | n/a | n/a | -US$91m |
| Dec 31 2021 | US$450k | US$450k | -US$75m |
| Sep 30 2021 | n/a | n/a | -US$58m |
| Jun 30 2021 | n/a | n/a | -US$24m |
| Mar 31 2021 | n/a | n/a | -US$23m |
| Dec 31 2020 | US$7m | US$275k | -US$25m |
Compensación vs. Mercado: La compensación total de Spenser($USD789.02K) está por debajo de la media de empresas de tamaño similar en el mercado US ($USD3.69M).
Compensación vs. Ingresos: La compensación de Spenser ha aumentado mientras la empresa no es rentable.
CEO
Spenser Skates (37 yo)
15.4yrs
Permanencia
US$789,019
Compensación
Mr. Spenser Skates is Co-Founder and serves as Chief Executive Officer and as a member of board of directors at Amplitude, Inc. since 2011 and served as its President until July 2022. Mr. Skates is Chairma...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Co-Founder | 15.4yrs | US$789.02k | 5.42% $ 47.9m | |
| Founder | 15.4yrs | US$8.33m | 5.66% $ 50.0m | |
| CFO & Treasurer | 1.8yrs | US$2.21m | 0.36% $ 3.2m | |
| Advisor | less than a year | US$6.16m | 0.67% $ 5.9m | |
| Co-Founder | no data | sin datos | sin datos | |
| Head of Investor Relations | no data | sin datos | sin datos | |
| General Counsel & Secretary | less than a year | sin datos | sin datos | |
| Chief Human Resources Officer | 3.3yrs | sin datos | sin datos | |
| Chief Commercial Officer | less than a year | sin datos | 0.42% $ 3.7m | |
| Chief Engineering Officer | 1.7yrs | sin datos | sin datos | |
| SVP & Chief Customer Officer | less than a year | sin datos | sin datos | |
| Chief Product Officer | less than a year | sin datos | sin datos |
1.2yrs
Permanencia media
55yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de AMPL no se considera experimentado ( 1.2 años antigüedad media), lo que sugiere un nuevo equipo.
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Co-Founder | 15.4yrs | US$789.02k | 5.42% $ 47.9m | |
| Founder | 15.4yrs | US$8.33m | 5.66% $ 50.0m | |
| Lead Independent Director | 4.8yrs | US$242.90k | 0.11% $ 958.3k | |
| Independent Director | 7.6yrs | US$220.93k | 0.15% $ 1.3m | |
| Independent Director | 1.3yrs | US$632.47k | 0.038% $ 338.4k | |
| Independent Director | 7yrs | US$238.70k | 0.28% $ 2.5m | |
| Independent Director | 5.5yrs | US$218.72k | 0.075% $ 666.0k | |
| Independent Director | 5yrs | US$226.70k | 0.084% $ 742.4k |
6.3yrs
Permanencia media
51yo
Promedio de edad
Junta con experiencia: La junta directiva de AMPL se considera experimentada (6.3 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/06/17 11:56 |
| Precio de las acciones al final del día | 2026/06/16 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Amplitude, Inc. está cubierta por 15 analistas. 11 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Robert Oliver | Baird |
| Koji Ikeda | BofA Global Research |
| Nicholas Altmann | BTIG |