Amplitude (AMPL) Citizens JMP Technology Conference 2026 summary

Executive background and career journey

• Andrew Casey shared his extensive experience across major tech companies, including Sun Microsystems, Oracle, Symantec, HP, ServiceNow, WalkMe, and Lacework.

• At Sun, he learned the value of rotation and investor relations for aspiring CFOs.

• He played key roles in major transitions, integrations, and turnarounds, such as HP's EDS integration and Lacework's financial restructuring.

• Led ServiceNow's growth from $400 million to $4.5 billion in revenue over six years.

• Joined Amplitude after successfully selling Lacework to Fortinet in August 2024.

Leadership philosophy and decision-making

• Values operational finance leadership and close CEO/CFO partnerships.

• Prioritizes transparency, direct communication, and mutual learning with executive teams.

• Emphasizes the importance of humility and adaptability in founder-led companies.

• Advocates for hands-on involvement in operations, not just financial reporting.

• Seeks roles where he can drive transformation and strategic change.

Company overview and business model

• Amplitude provides a product analytics platform enabling businesses to understand digital customer engagement.

• Platform is used across industries, including media, finance, and healthcare, for optimizing digital experiences.

• Monetization is based on data ingestion and cross-selling additional modules, not seat-based pricing.

• Expanded from digital-native clients to broader enterprise adoption.

• Building a partner-led model to drive future growth, aiming for 40% of business from partners.