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Amplitude, Inc.（AMPL）与莱夫 Nation 娱乐（LIVE）财务数据对比。点击上方公司名可切换其他公司
莱夫 Nation 娱乐的季度营收约是Amplitude, Inc.的1.2倍（$108.5M vs $91.4M），莱夫 Nation 娱乐净利率更高（-0.1% vs -19.3%，领先19.3%），Amplitude, Inc.同比增速更快（17.0% vs -2.7%），Amplitude, Inc.自由现金流更多（$12.7M vs $8.5M），过去两年Amplitude, Inc.的营收复合增速更高（12.2% vs -4.3%）
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。
Live Nation Entertainment是一家美国跨国娱乐企业，2010年由Live Nation与Ticketmaster合并而成。目前两大品牌均作为子品牌运营，在全球范围内推广现场娱乐活动并提供票务销售服务，同时还自营多处娱乐场馆，并为音乐人提供艺人经纪服务。
AMPL vs LIVE — 直观对比
营收规模更大
LIVE
是对方的1.2倍
$91.4M
营收增速更快
AMPL
高出19.7%
-2.7%
净利率更高
LIVE
高出19.3%
-19.3%
自由现金流更多
AMPL
多$4.1M
$8.5M
两年增速更快
AMPL
近两年复合增速
-4.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $91.4M | $108.5M |
| 净利润 | $-17.7M | $-64.0K |
| 毛利率 | 74.6% | 32.6% |
| 营业利润率 | -18.3% | 3.2% |
| 净利率 | -19.3% | -0.1% |
| 营收同比 | 17.0% | -2.7% |
| 净利润同比 | 45.8% | -113.0% |
| 每股收益（稀释后） | $-0.13 | $-0.02 |
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AMPLLIVE
| Q4 25 | $91.4M | $108.5M | ||
| Q3 25 | $88.6M | $113.9M | ||
| Q2 25 | $83.3M | $112.5M | ||
| Q1 25 | $80.0M | $107.0M | ||
| Q4 24 | $78.1M | $111.5M | ||
| Q3 24 | $75.2M | $112.7M | ||
| Q2 24 | $73.3M | $123.9M | ||
| Q1 24 | $72.6M | $118.6M |
净利润AMPLLIVE
| Q4 25 | $-17.7M | $-64.0K | ||
| Q3 25 | $-24.0M | $997.0K | ||
| Q2 25 | $-24.7M | $5.4M | ||
| Q1 25 | $-22.2M | $15.9M | ||
| Q4 24 | $-32.6M | $492.0K | ||
| Q3 24 | $-16.9M | $-19.9M | ||
| Q2 24 | $-23.4M | $-2.9M | ||
| Q1 24 | $-21.5M | $-3.3M |
毛利率AMPLLIVE
| Q4 25 | 74.6% | 32.6% | ||
| Q3 25 | 73.9% | 32.4% | ||
| Q2 25 | 72.6% | 34.0% | ||
| Q1 25 | 74.7% | 32.8% | ||
| Q4 24 | 74.7% | 31.7% | ||
| Q3 24 | 75.1% | 31.9% | ||
| Q2 24 | 73.4% | 29.9% | ||
| Q1 24 | 74.0% | 29.9% |
营业利润率AMPLLIVE
| Q4 25 | -18.3% | 3.2% | ||
| Q3 25 | -26.0% | 3.3% | ||
| Q2 25 | -29.0% | 7.1% | ||
| Q1 25 | -26.8% | 2.0% | ||
| Q4 24 | -41.2% | 0.7% | ||
| Q3 24 | -21.4% | -15.5% | ||
| Q2 24 | -31.7% | 0.9% | ||
| Q1 24 | -29.0% | -0.7% |
净利率AMPLLIVE
| Q4 25 | -19.3% | -0.1% | ||
| Q3 25 | -27.1% | 0.9% | ||
| Q2 25 | -29.6% | 4.8% | ||
| Q1 25 | -27.8% | 14.8% | ||
| Q4 24 | -41.7% | 0.4% | ||
| Q3 24 | -22.4% | -17.6% | ||
| Q2 24 | -31.9% | -2.3% | ||
| Q1 24 | -29.5% | -2.8% |
每股收益（稀释后）AMPLLIVE
| Q4 25 | $-0.13 | $-0.02 | ||
| Q3 25 | $-0.18 | $-1.52 | ||
| Q2 25 | $-0.19 | $1.24 | ||
| Q1 25 | $-0.17 | $5.05 | ||
| Q4 24 | $-0.25 | $0.16 | ||
| Q3 24 | $-0.14 | $-6.31 | ||
| Q2 24 | $-0.19 | $-0.91 | ||
| Q1 24 | $-0.18 | $-1.04 |
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 | — | — |
| 股东权益账面价值 | $245.3M | $95.3M |
| 总资产 | $420.7M | $389.2M |
| 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AMPLLIVE
| Q4 25 | $192.0M | — | ||
| Q3 25 | $189.2M | — | ||
| Q2 25 | $208.1M | — | ||
| Q1 25 | $209.0M | — | ||
| Q4 24 | $241.1M | — | ||
| Q3 24 | $319.9M | — | ||
| Q2 24 | $318.3M | — | ||
| Q1 24 | $316.1M | — |
股东权益AMPLLIVE
| Q4 25 | $245.3M | $95.3M | ||
| Q3 25 | $262.2M | $95.3M | ||
| Q2 25 | $279.5M | $94.3M | ||
| Q1 25 | $289.5M | $88.9M | ||
| Q4 24 | $296.6M | $73.3M | ||
| Q3 24 | $290.0M | $72.9M | ||
| Q2 24 | $287.3M | $92.7M | ||
| Q1 24 | $289.2M | $95.9M |
总资产AMPLLIVE
| Q4 25 | $420.7M | $389.2M | ||
| Q3 25 | $438.1M | $386.4M | ||
| Q2 25 | $456.6M | $387.5M | ||
| Q1 25 | $445.8M | $393.6M | ||
| Q4 24 | $445.9M | $395.5M | ||
| Q3 24 | $445.6M | $407.5M | ||
| Q2 24 | $445.4M | $436.8M | ||
| Q1 24 | $437.9M | $433.9M |
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 | $9.8M |
| 自由现金流经营现金流 - 资本支出 | $12.7M | $8.5M |
| 自由现金流率自由现金流/营收 | 13.8% | 7.8% |
| 资本支出强度资本支出/营收 | 0.2% | 1.2% |
| 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 | $21.9M |
8季度趋势，按日历期对齐
经营现金流AMPLLIVE
| Q4 25 | $12.8M | $9.8M | ||
| Q3 25 | $5.0M | $6.8M | ||
| Q2 25 | $20.1M | $12.3M | ||
| Q1 25 | $-8.0M | $231.0K | ||
| Q4 24 | $3.2M | $9.4M | ||
| Q3 24 | $6.2M | $6.7M | ||
| Q2 24 | $9.2M | $11.7M | ||
| Q1 24 | $-48.0K | $-5.7M |
自由现金流AMPLLIVE
| Q4 25 | $12.7M | $8.5M | ||
| Q3 25 | $4.5M | $4.8M | ||
| Q2 25 | $19.5M | $10.8M | ||
| Q1 25 | $-8.5M | $-2.3M | ||
| Q4 24 | $2.4M | $7.6M | ||
| Q3 24 | $6.2M | $3.3M | ||
| Q2 24 | $8.6M | $10.1M | ||
| Q1 24 | $-405.0K | $-7.5M |
自由现金流率AMPLLIVE
| Q4 25 | 13.8% | 7.8% | ||
| Q3 25 | 5.1% | 4.2% | ||
| Q2 25 | 23.4% | 9.6% | ||
| Q1 25 | -10.6% | -2.1% | ||
| Q4 24 | 3.1% | 6.8% | ||
| Q3 24 | 8.2% | 2.9% | ||
| Q2 24 | 11.8% | 8.2% | ||
| Q1 24 | -0.6% | -6.3% |
资本支出强度AMPLLIVE
| Q4 25 | 0.2% | 1.2% | ||
| Q3 25 | 0.5% | 1.7% | ||
| Q2 25 | 0.6% | 1.3% | ||
| Q1 25 | 0.5% | 2.3% | ||
| Q4 24 | 1.0% | 1.6% | ||
| Q3 24 | 0.0% | 3.1% | ||
| Q2 24 | 0.8% | 1.3% | ||
| Q1 24 | 0.5% | 1.4% |
现金转化率AMPLLIVE
| Q4 25 | — | — | ||
| Q3 25 | — | 6.78× | ||
| Q2 25 | — | 2.28× | ||
| Q1 25 | — | 0.01× | ||
| Q4 24 | — | 19.11× | ||
| 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% |
LIVE
| Steel Manufacturing Segment | $31.9M | 29% |
| Flooring Manufacturing Segment | $28.9M | 27% |
| Retail Flooring Segment | $25.3M | 23% |
| Retail Entertainment Segment | $23.6M | 22% |
