Shares of data analytics software provider Amplitude (NASDAQ:AMPL)
jumped 13% in the afternoon session after the company reported strong first quarter 2025 results which included full-year and next quarter revenue guidance that slightly beat Wall Street estimates, though customer growth slowed. What really stood out was the growth in recurring revenue, which jumped 12%, mostly because more big companies are locking in longer contracts and using more parts of the platform.
That helped drive sales up 10% from this time last year, though the company's growth rate still isn't back to what it used to be. Most of the boost came from existing high-spending clients, not from signing up a lot of new ones. Overall, this quarter was decent.
Data analytics software provider Amplitude (NASDAQ:AMPL) met Wall Street’s revenue expectations in Q1 CY2025, with sales up 10.2% year on year to $80 million. The company expects next quarter’s revenue to be around $81.3 million, coming in 1.3% above analysts’ estimates. Its non-GAAP loss of $0 per share was $0.01 above analysts’ consensus estimates.
As the Q4 earnings season wraps, let’s dig into this quarter’s best and worst performers in the data analytics industry, including Health Catalyst (NASDAQ:HCAT) and its peers.
A number of stocks jumped in the afternoon session after stocks extended their rebound, led by strong gains in the technology sector, as renewed optimism surrounding U.S.–China trade negotiations lifted investor sentiment.
While strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns.
Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning.
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Domo (NASDAQ:DOMO) and the rest of the data analytics stocks fared in Q4.
Stocks trading between $10 and $50 can be particularly interesting as they frequently represent businesses that have survived their early challenges.
However, investors should remain vigilant as some may still have unproven business models, leaving them vulnerable to the ebbs and flows of the broader market.
Small-cap stocks can be incredibly lucrative investments because their lack of analyst coverage leads to frequent mispricings.
However, these businesses (and their stock prices) often stay small because their subscale operations make it harder to expand their competitive moats.
Data visualization and business intelligence company Domo (NASDAQ:DOMO)
will be reporting results tomorrow after market hours. Here’s what investors should know.
Shares of data analytics software provider Amplitude (NASDAQ:AMPL)
jumped 22.7% in the pre-market session after the company reported impressive fourth-quarter 2024 earnings: its sales and operating profits outperformed Wall Street's estimates. Looking ahead, management expects revenue growth to accelerate in 2025, with guidance implying a mid-single-digit increase.
One notable bright spot is the company's ability to land larger enterprise deals, as seen in the 16% y/y growth in customers generating over $100,000 in ARR. This suggests a growing reliance on high-value contracts, which could provide more stable long-term growth. Overall, we think this was a solid quarter with some key areas of upside.
Following the results, Baird upgraded the stock's rating from Hold to Buy, adding "While the macro still represents challenges, AMPL is in a very strong position to capture any increase in spend.".
