Covering IPOs, Healthcare and Technology Stocks

Andrei Zakharov

A highly collaborative investment professional and research analyst with 10+ years of international experience in equity research, treasury operations, and trading positions across multiple asset classes at leading multinational banks Citibank and Morgan Stanley, UHNWI-backed family office and European independent equity research firm. A respectable background in equity capital markets, corporate treasury, investment banking operations, equity research analysis and portfolio management.

Amplitude: Valuations Look Attractive and Growth Catalysts May Materialize in CY22

Amplitude – Our Stock Pick With Huge Upside Potential

Founder-Led Unicorn And Leader In Product Analytics

Algosun Global

Equity Bottom-Up

<ul>
<li>Amplitude reported 2QCY22 results and raised CY22 revenue and profitability guidance. The 2Q print was solid, with +48% y/y revenue growth. </li>
<li>The company generated ~$8M of free cash flows in the quarter, driven by a few large renewals. Total revenue was $58.1M, which topped consensus estimates.  </li>
<li>Management was confident that the company’s dollar-based net retention rate would be above 120% in the long term.</li>
</ul>


Amplitude reported 2QCY22 results and raised CY22 revenue and profitability guidance. The 2Q print was solid, with +48% y/y revenue growth. 
The company generated ~$8M of free cash flows in the quarter, driven by a few large renewals. Total revenue was $58.1M, which topped consensus estimates.  
Management was confident that the company’s dollar-based net retention rate would be above 120% in the long term.


Amplitude: Cash Flow Positive Quarter, Management Raised CY22 Revenue and Profitability Guidance