Amplitude, Inc. Class A Common Stock Citi Global TMT Conference

Welcome, Andrew. Thank you for hosting us.

YC, I am very old, and I have been in the Valley a long time, so too much background would take too long. You would not have any time to ask questions. But I started my career in the Valley, in Silicon Valley, in 1995, working for Sun Microsystems. I then went to Oracle, not through the acquisition. I was there for a couple of years, then went to Symantec, then I went to HP, and then I went to a company that very few people have ever heard of called ServiceNow.

Yeah. I was there for a little while and really cut my teeth on building out a scalable enterprise software business.

Yeah. Mike was a great mentor and great CFO to work for. I aspire to try to live up to his standards. I probably would still be at ServiceNow if they would've made me the CFO, but the board really wanted somebody who'd already been a CFO. At that point in time, John and Bill were in transition, and both of them asked me to stay, but I told them that, "Look, even if Gina leaves within five years, the fact of the matter is, by your criteria and the board's criteria, I still wouldn't be qualified for the job." That's why I left, and I went to a company called WalkMe, helped take them public in 2021. I then left WalkMe before the sale to SAP and went to a company called Lacework, which was in cloud security. We sold that to Fortinet.

The funny story I tell people is that in August of 2024, I was signing the definitive agreement to sell Lacework to Fortinet at noon, and by 2:00 P.M., I was announced as the CFO of Amplitude, and been with the company for two years now.

Yeah, I would say it's funny, going back 2 years, John leads our IR capabilities and corp dev. He had done a synopsis of all of our transcripts and our earnings releases and other things. You go back to that, and there were 2 major strategies that we were talking about when I first joined Amplitude. First was increasing the amount of business that we do with enterprises. What we mean by enterprises is any company that has 1,000 employees or has $100 million in revenue. Okay? So increasing the business with enterprises, everything's better with enterprises, gross retention, net retention potential, you name it. We wanted to have a greater footprint with enterprise clients. The other thing that we were looking at was really broadening out our product portfolio.