Amplitude Shifts to Agentic AI Analytics as Q3 Revenue Reaches $110.6M

Amplitude reported third-quarter 2026 revenue of $110.6 million, up 25% year over year, while expanding its digital analytics platform into agentic artificial intelligence. According to Yahoo Finance, annual recurring revenue reached $431 million and non-GAAP operating income reached a record $5.7 million. The company is leaning heavily into autonomous agents and model context protocol interfaces to power self-improving software experiences.

Founded in 2012 and headquartered in San Francisco, Amplitude provides self-service visibility into customer journeys across digital applications. Over 1,900 customers, including Atlassian, NBCUniversal, Shopify, and Under Armour, use its platform to track user retention, execute experiments, and measure product interaction.

Launching Agentic Analytics and Wave

Amplitude has introduced new AI capabilities designed to transform how software teams monitor user behavior. SiliconANGLE reported that CEO Spenser Skates announced a suite of AI agents built to provide automated recommendations. "We’re entering a new era of analytics, where AI can monitor your product around the clock, and free up your team to focus on improving the experience," Skates said.

Among these tools is Amplitude Wave, described in a company video, Meet Amplitude Wave: The Proactive Agent for Self-Improving Products, as a self-improving product engine that detects friction, identifies issues across product surfaces, and proposes fixes directly. To support customer integration across development environments, Amplitude is also rolling out Model Context Protocol (MCP) servers, making behavioral customer data available inside external AI tools such as Claude, ChatGPT, and coding IDEs.

To lead this product expansion, Amplitude is hiring a Principal Product Manager, AI Agents & MCP in San Francisco ($237,000–$398,000) to own the 12- to 24-month vision for the Agentic Amplitude team. The company is also seeking a Director of Product Management, AI & Growth ($228,000–$349,000) for remote work in California or San Francisco to build industry-tailored agents for e-commerce and fintech verticals.

Developer Automation and Cloud Infrastructure

Behind its customer-facing platform, Amplitude operates a high-scale real-time infrastructure utilizing Kafka, Redis, Amazon S3, DynamoDB, Kubernetes, and Terraform. The company has also automated its internal development lifecycle.

As reported by Cursor, Amplitude's engineering organization adopted cloud-based coding agents to handle background work such as legacy React layout refactoring and automated bug triaging directly from Slack. The setup resulted in a 3x increase in weekly production commits, with agents running over 1,000 automated workflows per week. "Most AI coding tools give you more code. Cursor gives you more useful production software. The ability to run agents that can effectively parallelize work, test their own changes, and take a feature from idea to production is the difference," said CTO Curtis Liu.

Amplitude is actively hiring software engineers to scale this automated infrastructure. A remote Staff Software Engineer - DevX ($198,000–$331,000) will own the developer platform and software factory to enable autonomous AI agents to ship code straight to production. Another open position for a Staff Software Engineer - DevX ($198,000–$330,000) in San Francisco or remote focuses on building cloud-first automated testing and development workflows.

Leadership and Technical Foundation

Amplitude was co-founded by Spenser Skates (CEO) and Curtis Liu (CTO). Both founders studied at the Massachusetts Institute of Technology (MIT). Skates earned a B.S. in Bioengineering in 2010 and won MIT's Battlecode programming competition two years in a row before working as an algorithmic trader at DRW Trading Group. Liu graduated from MIT with degrees in Electrical Engineering and Computer Science as well as Mathematics, followed by engineering roles at Google and Electronic Arts. Prior to starting Amplitude in 2012, Skates and Liu co-founded voice recognition startup Sonalight.

In a interview with CNBC, Skates stated that public software companies must accelerate product release cycles to maintain momentum in the AI landscape, emphasizing Amplitude's push to leverage its behavioral datasets for automated analytics consolidation.

Core Platform Engineering and Governance

Alongside its AI product push, Amplitude continues to hire across core data systems, enterprise infrastructure, and experimentation teams.

On the data processing side, a Senior Software Engineer; Analytics Compute Platform team in San Francisco ($167,000–$230,000) will work on query engine execution, result caching, and enabling SQL interfaces for third-party AI agents. To build enterprise controls, a hybrid Senior Fullstack Software Engineer, Enterprise Foundation in San Francisco or Vancouver ($167,000–$230,000) will focus on permissions, access control, and shared administrative governance.

Engineering leadership openings include an onsite Engineering Manager, Guides & Surveys in San Francisco ($227,000–$341,000) to direct backend services capturing billions of user events, and a Senior Engineering Manager, Experiment ($254,000–$381,000) responsible for high-volume optimization systems across web and mobile SDKs.

Open Roles at Amplitude

See all open roles at Amplitude