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Amplitude UBS’s 2025 Global Technology and AI Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.UBS’s 2025 Global Technology and AI Conference summary3 Dec, 2025
Business momentum and growth drivers
Achieved 18% growth through platform expansion and enterprise sales focus.
Shifted from transactional to enterprise sales model, improving process instrumentation and financial outcomes.
Recent growth attributed to changes implemented in late 2024, with further sales productivity and profitability initiatives planned for 2025.
Emphasis on growing enterprise segment and expanding product portfolio while increasing operational leverage.
Revenue model, retention, and upsell dynamics
Monetization is based on event data ingestion and additional modules, not traditional seat-based SaaS.
Growth driven by increased data ingestion and new product offerings, with upsell potential now opening up.
New agentic capabilities and product launches in January expected to drive further data ingestion and use cases.
Multi-year contracts and improved sales processes have reduced renewal risk and increased sales capacity.
Only 39% of customers use multiple products, representing a significant expansion opportunity.
Go-to-market and operational changes
Implemented major changes in sales quotas, compensation, and focus on multi-year contracts.
RPO growth and lower renewal requirements have improved revenue visibility and reduced churn risk.
Methodical territory redesign and rep ramping have improved sales team efficiency and reduced attrition.
Enterprise customers show higher retention and expansion rates compared to SMB/mid-market.
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Amplitude Inc provides a digital analytics platform that helps businesses optimize product experiences through data-driven insights. The company offers tools for behavior tracking, customer journey analysis, experimentation, and predictive analytics. Amplitude serves clients across technology, retail, media, and financial services sectors. The company is headquartered in San Francisco, California, and its shares are listed on the NASDAQ.
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