Amplitude, Inc. (AMPL) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

SA Transcripts158.8K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Amplitude, Inc. (AMPL) Morgan Stanley Technology, Media & Telecom Conference 2026 March 4, 2026 6:20 PM EST Company Participants Andrew Casey - CFO & Treasurer Conference Call Participants Lucas Cerisola - Morgan Stanley, Research Division Presentation Lucas CerisolaMorgan Stanley, Research Division All right. Well, let's get started. Good afternoon, everybody, and welcome to the Morgan Stanley TMT Conference. My name is Lucas Cerisola. I sit on the U.S. software team here at Morgan Stanley. And today, I have the pleasure of hosting Amplitude's CFO, Andrew Casey. Andrew, welcome. Andrew CaseyCFO & Treasurer Thank you. Lucas CerisolaMorgan Stanley, Research Division And before we get started, just a few disclosures. For important disclosures, please see the Morgan Stanley research disclosure website at www.morganstanley.com/researchdisclosures. If you have any questions, please reach out to your Morgan Stanley sales representative. Question-and-Answer Session Lucas CerisolaMorgan Stanley, Research Division So Andrew, welcome. Amplitude has been an incredible company over the last couple of years evolving over the course of that time. And you've described 2026 as transformative with AI agents and new pricing. So at a high level, what business is Amplitude becoming over the next couple of years? Andrew CaseyCFO & Treasurer Well, I think it's -- increasingly Amplitudes becoming that infrastructure layer, that data layer and decision point layer that's bringing together behavioral heuristics, such you continue to see evolution in software and products and then increasingly, we're becoming more and more relevant into the marketing use cases. And I would say the customer experience use cases. What I say all the time is that any customer who has a digital interaction with their client, they're going to want to know how that interaction is happening, how they can provide better services, provide better products and make those interactions more meaningful. The use cases around