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Amplitude, Inc.（AMPL）与DOMO, INC.（DOMO）财务数据对比。点击上方公司名可切换其他公司
Amplitude, Inc.的季度营收约是DOMO, INC.的1.2倍（$91.4M vs $79.4M），DOMO, INC.净利率更高（-13.1% vs -19.3%，领先6.2%），Amplitude, Inc.同比增速更快（17.0% vs -0.5%），Amplitude, Inc.自由现金流更多（$12.7M vs $1.1M），过去两年Amplitude, Inc.的营收复合增速更高（12.2% vs -0.5%）
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。
Domo股份有限公司是总部设在美国犹他州美国福克的美国云软件企业，主营人工智能、商业智能与数据可视化业务，属于SaaS（软件即服务）企业，核心产品可帮助企业各层级决策者在极少IT介入的情况下，实时获取业务数据，支撑决策开展。
AMPL vs DOMO — 直观对比
营收规模更大
AMPL
是对方的1.2倍
$79.4M
营收增速更快
AMPL
高出17.5%
-0.5%
净利率更高
DOMO
高出6.2%
-19.3%
自由现金流更多
AMPL
多$11.6M
$1.1M
两年增速更快
AMPL
近两年复合增速
-0.5%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $91.4M | $79.4M |
| 净利润 | $-17.7M | $-10.4M |
| 毛利率 | 74.6% | 74.2% |
| 营业利润率 | -18.3% | -8.7% |
| 净利率 | -19.3% | -13.1% |
| 营收同比 | 17.0% | -0.5% |
| 净利润同比 | 45.8% | 44.6% |
| 每股收益（稀释后） | $-0.13 | $-0.25 |
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AMPLDOMO
| Q4 25 | $91.4M | $79.4M | ||
| Q3 25 | $88.6M | $79.7M | ||
| Q2 25 | $83.3M | $80.1M | ||
| Q1 25 | $80.0M | $78.8M | ||
| Q4 24 | $78.1M | $79.8M | ||
| Q3 24 | $75.2M | $78.4M | ||
| Q2 24 | $73.3M | $80.1M | ||
| Q1 24 | $72.6M | $80.2M |
净利润AMPLDOMO
| Q4 25 | $-17.7M | $-10.4M | ||
| Q3 25 | $-24.0M | $-22.9M | ||
| Q2 25 | $-24.7M | $-18.1M | ||
| Q1 25 | $-22.2M | $-17.7M | ||
| Q4 24 | $-32.6M | $-18.8M | ||
| Q3 24 | $-16.9M | $-19.5M | ||
| Q2 24 | $-23.4M | $-26.0M | ||
| Q1 24 | $-21.5M | $-18.7M |
毛利率AMPLDOMO
| Q4 25 | 74.6% | 74.2% | ||
| Q3 25 | 73.9% | 74.8% | ||
| Q2 25 | 72.6% | 74.2% | ||
| Q1 25 | 74.7% | 74.4% | ||
| Q4 24 | 74.7% | 75.0% | ||
| Q3 24 | 75.1% | 74.3% | ||
| Q2 24 | 73.4% | 74.1% | ||
| Q1 24 | 74.0% | 76.3% |
营业利润率AMPLDOMO
| Q4 25 | -18.3% | -8.7% | ||
| Q3 25 | -26.0% | -9.1% | ||
| Q2 25 | -29.0% | -17.9% | ||
| Q1 25 | -26.8% | -15.6% | ||
| Q4 24 | -41.2% | -13.9% | ||
| Q3 24 | -21.4% | -18.5% | ||
| Q2 24 | -31.7% | -26.8% | ||
| Q1 24 | -29.0% | -16.6% |
净利率AMPLDOMO
| Q4 25 | -19.3% | -13.1% | ||
| Q3 25 | -27.1% | -28.8% | ||
| Q2 25 | -29.6% | -22.5% | ||
| Q1 25 | -27.8% | -22.4% | ||
| Q4 24 | -41.7% | -23.5% | ||
| Q3 24 | -22.4% | -24.9% | ||
| Q2 24 | -31.9% | -32.5% | ||
| Q1 24 | -29.5% | -23.3% |
每股收益（稀释后）AMPLDOMO
| Q4 25 | $-0.13 | $-0.25 | ||
| Q3 25 | $-0.18 | $-0.56 | ||
| Q2 25 | $-0.19 | $-0.45 | ||
| Q1 25 | $-0.17 | $-0.45 | ||
| Q4 24 | $-0.25 | $-0.48 | ||
| Q3 24 | $-0.14 | $-0.51 | ||
| Q2 24 | $-0.19 | $-0.69 | ||
| Q1 24 | $-0.18 | $-0.51 |
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 | — |
| 总债务越低越好 | — | $124.2M |
| 股东权益账面价值 | $245.3M | $-191.9M |
| 总资产 | $420.7M | $201.6M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资AMPLDOMO
| Q4 25 | $192.0M | — | ||
| Q3 25 | $189.2M | — | ||
| Q2 25 | $208.1M | $47.2M | ||
| Q1 25 | $209.0M | $45.3M | ||
| Q4 24 | $241.1M | — | ||
| Q3 24 | $319.9M | — | ||
| Q2 24 | $318.3M | $61.2M | ||
| Q1 24 | $316.1M | $60.9M |
总债务AMPLDOMO
| Q4 25 | — | $124.2M | ||
| Q3 25 | — | $121.9M | ||
| Q2 25 | — | $119.7M | ||
| Q1 25 | — | $117.7M | ||
| Q4 24 | — | $115.6M | ||
| Q3 24 | — | $115.2M | ||
| Q2 24 | — | $114.1M | ||
| Q1 24 | — | $113.5M |
股东权益AMPLDOMO
| Q4 25 | $245.3M | $-191.9M | ||
| Q3 25 | $262.2M | $-191.5M | ||
| Q2 25 | $279.5M | $-178.7M | ||
| Q1 25 | $289.5M | $-177.2M | ||
| Q4 24 | $296.6M | $-171.2M | ||
| Q3 24 | $290.0M | $-166.4M | ||
| Q2 24 | $287.3M | $-163.5M | ||
| Q1 24 | $289.2M | $-153.5M |
总资产AMPLDOMO
| Q4 25 | $420.7M | $201.6M | ||
| Q3 25 | $438.1M | $195.7M | ||
| Q2 25 | $456.6M | $189.7M | ||
| Q1 25 | $445.8M | $214.3M | ||
| Q4 24 | $445.9M | $190.2M | ||
| Q3 24 | $445.6M | $197.8M | ||
| Q2 24 | $445.4M | $204.4M | ||
| Q1 24 | $437.9M | $225.7M |
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 | $3.4M |
| 自由现金流经营现金流 - 资本支出 | $12.7M | $1.1M |
| 自由现金流率自由现金流/营收 | 13.8% | 1.4% |
| 资本支出强度资本支出/营收 | 0.2% | 2.9% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $28.2M | $9.9M |
8季度趋势，按日历期对齐
经营现金流AMPLDOMO
| Q4 25 | $12.8M | $3.4M | ||
| Q3 25 | $5.0M | $3.4M | ||
| Q2 25 | $20.1M | $4.0M | ||
| Q1 25 | $-8.0M | $8.9M | ||
| Q4 24 | $3.2M | $-13.7M | ||
| Q3 24 | $6.2M | $-6.2M | ||
| Q2 24 | $9.2M | $1.9M | ||
| Q1 24 | $-48.0K | $5.4M |
自由现金流AMPLDOMO
| Q4 25 | $12.7M | $1.1M | ||
| Q3 25 | $4.5M | $1.0M | ||
| Q2 25 | $19.5M | $1.0M | ||
| Q1 25 | $-8.5M | $6.7M | ||
| Q4 24 | $2.4M | $-16.2M | ||
| Q3 24 | $6.2M | $-8.4M | ||
| Q2 24 | $8.6M | $-625.0K | ||
| Q1 24 | $-405.0K | $2.9M |
自由现金流率AMPLDOMO
| Q4 25 | 13.8% | 1.4% | ||
| Q3 25 | 5.1% | 1.3% | ||
| Q2 25 | 23.4% | 1.3% | ||
| Q1 25 | -10.6% | 8.5% | ||
| Q4 24 | 3.1% | -20.3% | ||
| Q3 24 | 8.2% | -10.7% | ||
| Q2 24 | 11.8% | -0.8% | ||
| Q1 24 | -0.6% | 3.6% |
资本支出强度AMPLDOMO
| Q4 25 | 0.2% | 2.9% | ||
| Q3 25 | 0.5% | 2.9% | ||
| Q2 25 | 0.6% | 3.7% | ||
| Q1 25 | 0.5% | 2.8% | ||
| Q4 24 | 1.0% | 3.2% | ||
| Q3 24 | 0.0% | 2.8% | ||
| Q2 24 | 0.8% | 3.2% | ||
| Q1 24 | 0.5% | 3.1% |
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% |
DOMO
| Subscription | $71.9M | 91% |
| Professional Servicesand Other | $7.5M | 9% |
