🇺🇸 SECAmplitude, Inc.Doubao · 实盘不做把握 8/10不做原因:标的无直接敞口
北京时间·🕒 发布 04:31:55·⟳ 抓取 04:32:24 +29s·⚡ 决策 10-16 04:33:26 +1m02s·11.9 天前
Amplitude任命Statsig创始人、OpenAI应用CTO Vijaye Raji为董事
8-K实质是常规董事任命(Item 5.02):新增一名非雇员董事、薪酬为标准化非雇员董事安排,不涉及业绩、指引、订单或控制权变化;与Statsig的关联只是延续2026年5月已完成收购的整合叙事,无新增基本面信息,不构成可交易催化。
📄 原文Amplitude, Inc.↗ 原文
----- d446234d8k.htm ----- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REP…
不做 Amplitude, Inc.(AMPL.US)
8-K仅为新增一名非雇员董事(Item 5.02)的例行治理备案,薪酬标准化,不改变控制权、资本配置或核心经营;Statsig收购已于2026年5月完成并定价,本次任命无基本面增量,无交易edge。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
结论摘要
Amplitude盘后8-K仅宣布Statsig创始人Raji出任新增董事,属例行治理安排且Statsig收购已于5个月前完成定价,无收入、指引或战略增量,方向与edge均不成立,回避。
消息传播链
- 公司盘后通过8-K及新闻稿宣布Raji董事任命,为该事件一手首发,无财务或指引信息
主要风险
- Raji的OpenAI/Statsig背景具话题性,盘后或引发轻微情绪波动,但无基本面支撑,不具可交易期望值
反向证据
- 做多前查反向 · 来源 filing · 日期 2026-10-15 · 影响 invalidates
8-K全文仅含董事任命与标准化薪酬,无订单、指引上调或战略变更,缺乏多头催化
检索:Amplitude 8-K director appointment material guidance contract October 2026 原文 ↗
先例如何影响了这次决策
对本次决策的影响:支持AVOID:此类例行董事增聘不进入交易
方向:常规非雇员董事任命属治理事件,历史上对股价无系统性方向影响,不构成事件交易先例样本
涨幅量级:无高相似对齐先例,且事件本身无基本面增量,不据以设定幅度
形态:不适用
工具执行结果 · 成功 3 · 降级 0 · 失败 0 · 取消 0
- search_processed_events 成功 stock_tools HTTP · 11 ms
{"result": "search_processed_events:agent query=`amplitude appoints vijaye raji board director | amplitude statsig acquisition board appointment october 2026 | vijaye raji statsig openai amplitude board`;结构化索引覆盖完整 72 小时;旧记录兼容扫描近 0.0/72 小时、0 条本臂决策(完整),返回 0 条候选。未命中只表示这些 agent query 表达式没有召回候选,不能据此证明消息首 - web_search 成功 doubao_search · 1,163 ms
豆包搜索结果(原始查询:Amplitude Statsig acquisition deal announcement 2026;API SearchType:web) - web_search 成功 doubao_search · 1,310 ms
豆包搜索结果(原始查询:Amplitude acquires Statsig announcement May 5 2026 terms;API SearchType:web)
原文全文
展开原文 · 9,550 字
----- d446234d8k.htm -----
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM
8-K
CURRENT REPORT
Pursuant to Section 13 or 15(d) of the
Securities Exchange Act of 1934
Date of Report (Date of earliest event reported):
October 15, 2026
Amplitude, Inc.
(Exact name of registrant as specified in its charter)
Delaware
001-40817
45-3937349
(State or other jurisdiction
of incorporation)
(Commission
File Number)
(IRS Employer
Identification No.)
201 Third Street
,
Suite 200
San Francisco
,
California
94103
(Address of Principal Executive Offices) (Zip Code)
Registrant’s telephone number, including area code:
(415)
231-2353
Not Applicable
(Former name or former address, if changed since last report)
Check the appropriate box below if the
Form 8-K filing
is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
☐
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐
Soliciting material pursuant to
Rule 14a-12 under
the Exchange Act (17
CFR 240.14a-12)
☐
Pre-commencement communications
pursuant to
Rule 14d-2(b) under
the Exchange Act (17
CFR 240.14d-2(b))
☐
Pre-commencement communications
pursuant to
Rule 13e-4(c) under
the Exchange Act (17
CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each class
Trading
Symbol
Name of each exchange
on which registered
Class A Common Stock, $0.00001 par value per share
AMPL
The Nasdaq Stock Market LLC
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or
Rule 12b-2 of
the Securities Exchange Act of
1934 (§240.12b-2 of
this chapter).
Emerging growth company
☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
Item 5.02
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers.
On October 15, 2026, the Board of Directors (the “Board”) of Amplitude, Inc. (the “Company”) appointed Vijaye Raji to serve as a Class III director, to serve for an initial term expiring at the Company’s 2027 annual meeting of stockholders and until his successor has been elected and qualified or until his earlier resignation, disqualification, retirement or removal. Mr. Raji was appointed to a newly created directorship on the Board resulting from an increase in the size of the Board from eight to nine directors. In connection with his appointment as a Class III director, Mr. Raji was also appointed to serve as a member of the Cybersecurity Committee (the “Cybersecurity Committee”) of the Board.
As a
non-employee
director, Mr. Raji will be compensated for his service in accordance with the Company’s
Non-Employee
Director Compensation Program (the
“Non-Employee
Director Compensation Program”). Pursuant to the
Non-Employee
Director Compensation Program, Mr. Raji will receive annual cash compensation of $30,000 for his service as a member of the Board and $4,000 for his service as a member of the Cybersecurity Committee (each paid quarterly in arrears and prorated based on the portion of days actually served in the applicable quarter). Mr. Raji will also receive (i) an initial award of restricted stock units (“RSUs”) equaling $525,000 divided by the average per share closing trading price of the Company’s Class A common stock over the most recent 30 trading days as of the grant date, which will vest as to
one-third
of the shares on each anniversary of the grant date (the “Initial Award”) and (ii) an annual award of RSUs granted on the date of each annual meeting of the Company’s stockholders, starting with the first annual meeting for which the Initial Award will be fully vested within 12 months thereafter, equaling $175,000 by the average per share closing trading price of the Company’s Class A common stock over the most recent 30 trading days as of the grant date (the “Annual Award”). The Annual Award will vest in full on the earlier of the first anniversary of the grant date and immediately prior to the next annual meeting of the Company’s stockholders after the grant date, subject to his continued service on the Board through the vesting date. In addition, Mr. Raji may elect to receive his annual cash compensation in the form of RSUs and may elect to defer all or a portion of the RSUs he receives under the
Non-Employee
Director Compensation Program until the earliest of a fixed date properly elected by Mr. Raji, Mr. Raji’s termination of service, or a change in control (as defined in the Company’s 2021 Incentive Award Plan). In the event of a change in control, all equity awards held by Mr. Raji will accelerate in full.
Mr. Raji is expected to enter into the Company’s standard form of indemnification agreement in the form filed as Exhibit 10.5 to the Company’s Registration Statement on Form
S-1
(File
No. 333-259168),
filed with the Securities and Exchange Commission on August 30, 2021.
Item 7.01
Regulation FD Disclosure.
A copy of the press release announcing the appointment of Mr. Raji to the Board is furnished as Exhibit 99.1 to this Current Report on Form
8-K.
The information furnished under this Item 7.01, including Exhibit 99.1, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference into any filing under the Securities Act of 1933, as amended, or the Exchange Act, regardless of any general incorporation language in such filing, except as expressly set forth by specific reference in such filing.
Item 9.01
Financial Statements and Exhibits.
(d) Exhibits
Exhibit
No.
Description
99.1
Press Release, dated October 15, 2026, issued by Amplitude, Inc.
104
Cover Page Interactive Data File (the cover page XBRL tags are embedded within the inline XBRL document).
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
AMPLITUDE, INC.
Date: October 15, 2026
By:
/s/ Andrew Casey
Name:
Andrew Casey
Title:
Chief Financial Officer
----- d446234dex991.htm -----
EX-99.1
2
d446234dex991.htm
EX-99.1
EX-99.1
Exhibit 99.1
Amplitude Appoints Statsig Founder Vijaye Raji to Board of Directors
Statsig founder and OpenAI CTO of Applications joins as Amplitude carries forward Statsig’s platform, brand, and mission
SAN FRANCISCO — October 15th, 2026
— Amplitude, Inc. (Nasdaq: AMPL), the leading AI analytics platform, announced today the appointment of
Vijaye Raji, CTO of Applications at OpenAI, to its Board of Directors. Raji joins as Amplitude brings together Amplitude and Statsig to help teams understand customer behavior, experiment with confidence, and build better products. Statsig continues
as a platform and brand within Amplitude, carrying forward its mission to democratize data for teams and organizations of all sizes.
“Vijaye built
the world’s best experimentation platform, and I’m thrilled to have him on our board,” said Spenser Skates, CEO and
co-founder
of Amplitude. “As more teams turn to experimentation to
figure out what works, we’re building the future of Amplitude and Statsig together to help them ship better products”.
Raji, Statsig’s
founder and former CEO, started the company in 2021 to help companies build better software through experimentation and data-informed decisions. Inspired by Facebook’s internal tools, including its Deltoid experimentation platform, he set out
to make sophisticated measurement tools accessible to developers, data scientists, and product managers everywhere. Statsig built an advanced statistical engine with capabilities including variance reduction and sequential testing, helping teams
make rigorous decisions as they experiment. Its platform has been adopted by companies including Figma, Notion and Brex.
Raji now serves as CTO of
Applications at OpenAI, leading Ads, Growth, and foundational data and engineering components. He began his career at Microsoft, working on developer tools and software platforms.
“I started Statsig to help teams use data and experimentation to build better products,” said Raji. “I’m excited to help carry that
mission forward with Spenser and the board as Amplitude and Statsig enter this next chapter together. Building software faster only matters if you’re building the right things and creating more value for your customers. Together, Amplitude and
Statsig can help more teams understand what customers need, test their ideas, and measure whether what they build makes a difference.”
About
Amplitude
Amplitude is the leading AI analytics platform, helping over 5,200 customers—including Atlassian, Replit, The Economist and
Square—build better products and digital experiences. With powerful AI Agents embedded across our platform, teams can analyze, test, and optimize user experiences faster than ever. Ranked #1 across multiple categories in G2’s Fall 2026
Report, Amplitude is the
best-in-class
solution for product, data, and marketing teams. Learn more at
amplitude.com
.
Contacts
Investor Relations
John Streppa
ir@amplitude.com
Media Contact
press@amplitude.com
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM
8-K
CURRENT REPORT
Pursuant to Section 13 or 15(d) of the
Securities Exchange Act of 1934
Date of Report (Date of earliest event reported):
October 15, 2026
Amplitude, Inc.
(Exact name of registrant as specified in its charter)
Delaware
001-40817
45-3937349
(State or other jurisdiction
of incorporation)
(Commission
File Number)
(IRS Employer
Identification No.)
201 Third Street
,
Suite 200
San Francisco
,
California
94103
(Address of Principal Executive Offices) (Zip Code)
Registrant’s telephone number, including area code:
(415)
231-2353
Not Applicable
(Former name or former address, if changed since last report)
Check the appropriate box below if the
Form 8-K filing
is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
☐
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐
Soliciting material pursuant to
Rule 14a-12 under
the Exchange Act (17
CFR 240.14a-12)
☐
Pre-commencement communications
pursuant to
Rule 14d-2(b) under
the Exchange Act (17
CFR 240.14d-2(b))
☐
Pre-commencement communications
pursuant to
Rule 13e-4(c) under
the Exchange Act (17
CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each class
Trading
Symbol
Name of each exchange
on which registered
Class A Common Stock, $0.00001 par value per share
AMPL
The Nasdaq Stock Market LLC
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or
Rule 12b-2 of
the Securities Exchange Act of
1934 (§240.12b-2 of
this chapter).
Emerging growth company
☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
Item 5.02
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers.
On October 15, 2026, the Board of Directors (the “Board”) of Amplitude, Inc. (the “Company”) appointed Vijaye Raji to serve as a Class III director, to serve for an initial term expiring at the Company’s 2027 annual meeting of stockholders and until his successor has been elected and qualified or until his earlier resignation, disqualification, retirement or removal. Mr. Raji was appointed to a newly created directorship on the Board resulting from an increase in the size of the Board from eight to nine directors. In connection with his appointment as a Class III director, Mr. Raji was also appointed to serve as a member of the Cybersecurity Committee (the “Cybersecurity Committee”) of the Board.
As a
non-employee
director, Mr. Raji will be compensated for his service in accordance with the Company’s
Non-Employee
Director Compensation Program (the
“Non-Employee
Director Compensation Program”). Pursuant to the
Non-Employee
Director Compensation Program, Mr. Raji will receive annual cash compensation of $30,000 for his service as a member of the Board and $4,000 for his service as a member of the Cybersecurity Committee (each paid quarterly in arrears and prorated based on the portion of days actually served in the applicable quarter). Mr. Raji will also receive (i) an initial award of restricted stock units (“RSUs”) equaling $525,000 divided by the average per share closing trading price of the Company’s Class A common stock over the most recent 30 trading days as of the grant date, which will vest as to
one-third
of the shares on each anniversary of the grant date (the “Initial Award”) and (ii) an annual award of RSUs granted on the date of each annual meeting of the Company’s stockholders, starting with the first annual meeting for which the Initial Award will be fully vested within 12 months thereafter, equaling $175,000 by the average per share closing trading price of the Company’s Class A common stock over the most recent 30 trading days as of the grant date (the “Annual Award”). The Annual Award will vest in full on the earlier of the first anniversary of the grant date and immediately prior to the next annual meeting of the Company’s stockholders after the grant date, subject to his continued service on the Board through the vesting date. In addition, Mr. Raji may elect to receive his annual cash compensation in the form of RSUs and may elect to defer all or a portion of the RSUs he receives under the
Non-Employee
Director Compensation Program until the earliest of a fixed date properly elected by Mr. Raji, Mr. Raji’s termination of service, or a change in control (as defined in the Company’s 2021 Incentive Award Plan). In the event of a change in control, all equity awards held by Mr. Raji will accelerate in full.
Mr. Raji is expected to enter into the Company’s standard form of indemnification agreement in the form filed as Exhibit 10.5 to the Company’s Registration Statement on Form
S-1
(File
No. 333-259168),
filed with the Securities and Exchange Commission on August 30, 2021.
Item 7.01
Regulation FD Disclosure.
A copy of the press release announcing the appointment of Mr. Raji to the Board is furnished as Exhibit 99.1 to this Current Report on Form
8-K.
The information furnished under this Item 7.01, including Exhibit 99.1, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference into any filing under the Securities Act of 1933, as amended, or the Exchange Act, regardless of any general incorporation language in such filing, except as expressly set forth by specific reference in such filing.
Item 9.01
Financial Statements and Exhibits.
(d) Exhibits
Exhibit
No.
Description
99.1
Press Release, dated October 15, 2026, issued by Amplitude, Inc.
104
Cover Page Interactive Data File (the cover page XBRL tags are embedded within the inline XBRL document).
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
AMPLITUDE, INC.
Date: October 15, 2026
By:
/s/ Andrew Casey
Name:
Andrew Casey
Title:
Chief Financial Officer
----- d446234dex991.htm -----
EX-99.1
2
d446234dex991.htm
EX-99.1
EX-99.1
Exhibit 99.1
Amplitude Appoints Statsig Founder Vijaye Raji to Board of Directors
Statsig founder and OpenAI CTO of Applications joins as Amplitude carries forward Statsig’s platform, brand, and mission
SAN FRANCISCO — October 15th, 2026
— Amplitude, Inc. (Nasdaq: AMPL), the leading AI analytics platform, announced today the appointment of
Vijaye Raji, CTO of Applications at OpenAI, to its Board of Directors. Raji joins as Amplitude brings together Amplitude and Statsig to help teams understand customer behavior, experiment with confidence, and build better products. Statsig continues
as a platform and brand within Amplitude, carrying forward its mission to democratize data for teams and organizations of all sizes.
“Vijaye built
the world’s best experimentation platform, and I’m thrilled to have him on our board,” said Spenser Skates, CEO and
co-founder
of Amplitude. “As more teams turn to experimentation to
figure out what works, we’re building the future of Amplitude and Statsig together to help them ship better products”.
Raji, Statsig’s
founder and former CEO, started the company in 2021 to help companies build better software through experimentation and data-informed decisions. Inspired by Facebook’s internal tools, including its Deltoid experimentation platform, he set out
to make sophisticated measurement tools accessible to developers, data scientists, and product managers everywhere. Statsig built an advanced statistical engine with capabilities including variance reduction and sequential testing, helping teams
make rigorous decisions as they experiment. Its platform has been adopted by companies including Figma, Notion and Brex.
Raji now serves as CTO of
Applications at OpenAI, leading Ads, Growth, and foundational data and engineering components. He began his career at Microsoft, working on developer tools and software platforms.
“I started Statsig to help teams use data and experimentation to build better products,” said Raji. “I’m excited to help carry that
mission forward with Spenser and the board as Amplitude and Statsig enter this next chapter together. Building software faster only matters if you’re building the right things and creating more value for your customers. Together, Amplitude and
Statsig can help more teams understand what customers need, test their ideas, and measure whether what they build makes a difference.”
About
Amplitude
Amplitude is the leading AI analytics platform, helping over 5,200 customers—including Atlassian, Replit, The Economist and
Square—build better products and digital experiences. With powerful AI Agents embedded across our platform, teams can analyze, test, and optimize user experiences faster than ever. Ranked #1 across multiple categories in G2’s Fall 2026
Report, Amplitude is the
best-in-class
solution for product, data, and marketing teams. Learn more at
amplitude.com
.
Contacts
Investor Relations
John Streppa
ir@amplitude.com
Media Contact
press@amplitude.com
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