Amplitude: With Acceleration Expected In FY25, I'm Buying In
Portfolio Pulse from
Amplitude's stock dipped after Q4 earnings, presenting a buying opportunity as the company anticipates revenue acceleration in FY25. This is driven by improved retention, churn trends, and a strategic push upmarket, enhancing ARR growth.
February 25, 2025 | 5:45 am
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Amplitude's stock fell slightly after Q4 earnings, but the company expects revenue acceleration in FY25 due to improved retention and churn trends. The strategic push upmarket is boosting ARR growth.
The slight drop in Amplitude's stock post-Q4 earnings presents a buying opportunity as the company forecasts revenue acceleration in FY25. This is supported by improved retention and churn trends, and a strategic move upmarket, which is driving ARR growth. These factors suggest a positive short-term impact on the stock price.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100