Amplitude (AMPL) investor relations material

Strategic direction and platform evolution

• Focus shifted to selling more to enterprise clients and consolidating multiple analytics and engagement tools into a unified platform over the past two years.

• Integration of product analytics, session replay, experimentation, and activation tools aimed at workflow optimization and ease of use.

• Enhanced enterprise sales process and pipeline analytics led to improved customer retention and reduced churn.

• Data utilization rates improved from 60% to 85%, indicating healthier customer engagement and upsell opportunities.

AI product innovation and adoption

• AI capabilities, including global and specialized agents, were embedded to simplify analytics and broaden user adoption beyond data scientists.

• Session Replay agent enables efficient qualitative analysis, while integrated agents facilitate seamless workflow across analytics, experimentation, and activation.

• Removal of paywalls for certain modules encouraged broader adoption and created upsell opportunities as customers exceeded entitlements.

• AI Feedback aggregates sentiment from diverse sources, Agent Analytics measures agent performance, and Wave automates product improvement cycles.

• Wave and Agent Analytics can operate independently of the core platform, expanding addressable market and growth potential.

Statsig acquisition and experimentation strategy

• Acquisition of Statsig addressed the need for robust experimentation tools, especially for data warehouse-native and developer-centric use cases.

• Statsig complements existing offerings, enabling rapid product development cycles and appealing to a broader developer audience.

• Cross-sell opportunities with Statsig are expected to drive new client acquisition, including large enterprises and AI-native companies.