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Amplitude, Inc.（AMPL）与Digital Turbine, Inc.（APPS）财务数据对比。点击上方公司名可切换其他公司
Digital Turbine, Inc.的季度营收约是Amplitude, Inc.的1.7倍（$151.4M vs $91.4M），Digital Turbine, Inc.净利率更高（3.4% vs -19.3%，领先22.7%），Amplitude, Inc.同比增速更快（17.0% vs 12.4%），过去两年Digital Turbine, Inc.的营收复合增速更高（16.2% vs 12.2%）
Amplitude是一家美国企业，专注于研发数字分析软件，能够帮助企业梳理用户行为数据、优化产品决策与数字化运营体验。该公司于2021年9月28日在纳斯达克交易所挂牌上市，股票代码为AMPL。
Digital Turbine是一家全球移动广告科技企业，为移动运营商、设备厂商及应用开发者提供端到端的应用变现、用户获取和定向广告解决方案，业务覆盖北美、欧洲、亚太地区，服务电信、移动科技、消费应用等多个核心领域。
AMPL vs APPS — 直观对比
营收规模更大
APPS
是对方的1.7倍
$91.4M
营收增速更快
AMPL
高出4.6%
12.4%
净利率更高
APPS
高出22.7%
-19.3%
两年增速更快
APPS
近两年复合增速
12.2%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $91.4M | $151.4M |
| 净利润 | $-17.7M | $5.1M |
| 毛利率 | 74.6% | 57.4% |
| 营业利润率 | -18.3% | 14.3% |
| 净利率 | -19.3% | 3.4% |
| 营收同比 | 17.0% | 12.4% |
| 净利润同比 | 45.8% | 122.1% |
| 每股收益（稀释后） | $-0.13 | $0.03 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收AMPLAPPS
| Q4 25 | $91.4M | $151.4M | ||
| Q3 25 | $88.6M | $140.4M | ||
| Q2 25 | $83.3M | $130.9M | ||
| Q1 25 | $80.0M | $119.2M | ||
| Q4 24 | $78.1M | $134.6M | ||
| Q3 24 | $75.2M | $118.7M | ||
| Q2 24 | $73.3M | $118.0M | ||
| Q1 24 | $72.6M | $112.2M |
净利润AMPLAPPS
| Q4 25 | $-17.7M | $5.1M | ||
| Q3 25 | $-24.0M | $-21.4M | ||
| Q2 25 | $-24.7M | $-14.1M | ||
| Q1 25 | $-22.2M | $-18.8M | ||
| Q4 24 | $-32.6M | $-23.1M | ||
| Q3 24 | $-16.9M | $-25.0M | ||
| Q2 24 | $-23.4M | $-25.2M | ||
| Q1 24 | $-21.5M | $-236.5M |
毛利率AMPLAPPS
| Q4 25 | 74.6% | 57.4% | ||
| Q3 25 | 73.9% | 55.1% | ||
| Q2 25 | 72.6% | 55.6% | ||
| Q1 25 | 74.7% | 55.4% | ||
| Q4 24 | 74.7% | 48.0% | ||
| Q3 24 | 75.1% | 52.6% | ||
| Q2 24 | 73.4% | 52.7% | ||
| Q1 24 | 74.0% | 52.3% |
营业利润率AMPLAPPS
| Q4 25 | -18.3% | 14.3% | ||
| Q3 25 | -26.0% | 4.7% | ||
| Q2 25 | -29.0% | -3.6% | ||
| Q1 25 | -26.8% | -9.8% | ||
| Q4 24 | -41.2% | -9.5% | ||
| Q3 24 | -21.4% | -11.4% | ||
| Q2 24 | -31.7% | -13.6% | ||
| Q1 24 | -29.0% | -185.2% |
净利率AMPLAPPS
| Q4 25 | -19.3% | 3.4% | ||
| Q3 25 | -27.1% | -15.2% | ||
| Q2 25 | -29.6% | -10.8% | ||
| Q1 25 | -27.8% | -15.8% | ||
| Q4 24 | -41.7% | -17.2% | ||
| Q3 24 | -22.4% | -21.0% | ||
| Q2 24 | -31.9% | -21.3% | ||
| Q1 24 | -29.5% | -210.7% |
每股收益（稀释后）AMPLAPPS
| Q4 25 | $-0.13 | $0.03 | ||
| Q3 25 | $-0.18 | $-0.20 | ||
| Q2 25 | $-0.19 | $-0.13 | ||
| Q1 25 | $-0.17 | $-0.18 | ||
| Q4 24 | $-0.25 | $-0.22 | ||
| Q3 24 | $-0.14 | $-0.24 | ||
| Q2 24 | $-0.19 | $-0.25 | ||
| Q1 24 | $-0.18 | $-2.33 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $192.0M | $40.2M |
| 总债务越低越好 | — | $355.0M |
| 股东权益账面价值 | $245.3M | $194.6M |
| 总资产 | $420.7M | $858.2M |
| 负债/权益比越低杠杆越低 | — | 1.82× |
8季度趋势，按日历期对齐
现金及短期投资AMPLAPPS
| Q4 25 | $192.0M | $40.2M | ||
| Q3 25 | $189.2M | $38.8M | ||
| Q2 25 | $208.1M | $33.4M | ||
| Q1 25 | $209.0M | $39.4M | ||
| Q4 24 | $241.1M | $34.6M | ||
| Q3 24 | $319.9M | $32.1M | ||
| Q2 24 | $318.3M | $35.0M | ||
| Q1 24 | $316.1M | $32.9M |
总债务AMPLAPPS
| Q4 25 | — | $355.0M | ||
| Q3 25 | — | $396.4M | ||
| Q2 25 | — | $400.5M | ||
| Q1 25 | — | $408.7M | ||
| Q4 24 | — | $408.2M | ||
| Q3 24 | — | $407.6M | ||
| Q2 24 | — | $393.8M | ||
| Q1 24 | — | $383.5M |
股东权益AMPLAPPS
| Q4 25 | $245.3M | $194.6M | ||
| Q3 25 | $262.2M | $148.1M | ||
| Q2 25 | $279.5M | $152.3M | ||
| Q1 25 | $289.5M | $154.0M | ||
| Q4 24 | $296.6M | $163.6M | ||
| Q3 24 | $290.0M | $182.4M | ||
| Q2 24 | $287.3M | $196.0M | ||
| Q1 24 | $289.2M | $213.9M |
总资产AMPLAPPS
| Q4 25 | $420.7M | $858.2M | ||
| Q3 25 | $438.1M | $818.7M | ||
| Q2 25 | $456.6M | $818.4M | ||
| Q1 25 | $445.8M | $812.9M | ||
| Q4 24 | $445.9M | $839.7M | ||
| Q3 24 | $445.6M | $844.5M | ||
| Q2 24 | $445.4M | $860.2M | ||
| Q1 24 | $437.9M | $865.5M |
负债/权益比AMPLAPPS
| Q4 25 | — | 1.82× | ||
| Q3 25 | — | 2.68× | ||
| Q2 25 | — | 2.63× | ||
| Q1 25 | — | 2.65× | ||
| Q4 24 | — | 2.50× | ||
| Q3 24 | — | 2.24× | ||
| Q2 24 | — | 2.01× | ||
| Q1 24 | — | 1.79× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $12.8M | $14.2M |
| 自由现金流经营现金流 - 资本支出 | $12.7M | — |
| 自由现金流率自由现金流/营收 | 13.8% | — |
| 资本支出强度资本支出/营收 | 0.2% | — |
| 现金转化率经营现金流/净利润 | — | 2.78× |
| 过去12个月自由现金流最近4个季度 | $28.2M | — |
8季度趋势，按日历期对齐
经营现金流AMPLAPPS
| Q4 25 | $12.8M | $14.2M | ||
| Q3 25 | $5.0M | $14.5M | ||
| Q2 25 | $20.1M | $8.8M | ||
| Q1 25 | $-8.0M | $11.9M | ||
| Q4 24 | $3.2M | $10.4M | ||
| Q3 24 | $6.2M | $-8.7M | ||
| Q2 24 | $9.2M | $-1.4M | ||
| Q1 24 | $-48.0K | $28.7M |
自由现金流AMPLAPPS
| Q4 25 | $12.7M | — | ||
| Q3 25 | $4.5M | — | ||
| Q2 25 | $19.5M | — | ||
| Q1 25 | $-8.5M | — | ||
| Q4 24 | $2.4M | — | ||
| Q3 24 | $6.2M | — | ||
| Q2 24 | $8.6M | — | ||
| Q1 24 | $-405.0K | — |
自由现金流率AMPLAPPS
| Q4 25 | 13.8% | — | ||
| Q3 25 | 5.1% | — | ||
| Q2 25 | 23.4% | — | ||
| Q1 25 | -10.6% | — | ||
| Q4 24 | 3.1% | — | ||
| Q3 24 | 8.2% | — | ||
| Q2 24 | 11.8% | — | ||
| Q1 24 | -0.6% | — |
资本支出强度AMPLAPPS
| Q4 25 | 0.2% | — | ||
| Q3 25 | 0.5% | — | ||
| Q2 25 | 0.6% | — | ||
| Q1 25 | 0.5% | — | ||
| Q4 24 | 1.0% | — | ||
| Q3 24 | 0.0% | — | ||
| Q2 24 | 0.8% | — | ||
| Q1 24 | 0.5% | — |
现金转化率AMPLAPPS
| Q4 25 | — | 2.78× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
AMPL
| US | $55.8M | 61% |
| International | $35.7M | 39% |
APPS
| On Device Solutions | $99.6M | 66% |
| App Growth Platform | $52.6M | 35% |
