Amplitude IPO Presentation Deck
Large Market Opportunity in Early Innings
Estimated
potential market X
penetration ¹
Median
ARR value 2
+
Attach-rate and
uplift multiple 3
=~$37B
Total Addressable Market4
1 The market penetration rate is based on internal estimates. Market penetration factors include a business' digital maturity, the industry in which it operates, and our belief of spend potential, among other factors. For example, while we believe
our Digital Optimization System has applicability for businesses of all sizes, we have included only a very small fraction of the businesses with less than 100 employees in our current addressable market to account for the fact that many businesses
of this size may not be representative of our core target customers.
2 Calculated using internally generated company data based on actual customer spend by size and industry. This ARR primarily reflects customer spend on our analytics offering and does not reflect the potential spend on additional products,
Recommend and Experiment, recently released in 2021, which we believe are integral to powering digital optimization.
3 We use a conservative attach-rate and an assumed uplift multiple on each ARR by cohort based on internal estimates of potential additional spend.
4 Estimate for 2021View entire presentation