Last Updated: October 7, 2025
Analyzing Management
For hedge funds and asset managers, evaluating public company leadership plays a crucial role in both initial due diligence and continuous risk assessment. ManagementTrack offers a consistent approach that eliminates distractions—highlighting specific strengths and weaknesses, identifying warning signs and positive indicators, and drawing a clear connection between CEO actions and financial performance.
CEO Skates’ product vision may not overcome ops/hiring woes for GTM & profit.
Analysis of Amplitude CEO Spenser Skates
While his product vision has driven NRR recovery, a poor track record hiring key leaders and managing operations may leave Spenser Skates poorly aligned with the company’s need for durable GTM execution and profitability.
ManagementTrack’s analysis focuses on Spenser Skates’s track record and skillset against the following key factors for AMPL:
- Executing the platform cross-sell to increase wallet share.
- Sustaining NRR recovery amid customer churn risk.
- Scaling the new GTM motion to sustain ARR momentum.
- Managing high OpEx to hit guided profitability targets.
Report Available: Proprietary Interviews & Analysis on Spenser Skates Answers Key Questions
ManagementTrack reports provide track record analysis, career playbooks, strengths, and weaknesses for every CEO. They allow investors to dig deeper to uncover hard-to-find data to answer the most pressing questions.
Reach out to sales@paragonintel.com or visit https://paragonintel.com/access-now/ for more information.
Question Answered #1
How has Skates’s weakness in hiring and managing senior executives historically undermined his attempts to scale the business and improve operations?
Question Answered #2
How does Skates’s deep involvement in product development impact his ability to effectively lead the go-to-market and operational functions of the business?
Question Answered #3
How will Skates’s historical struggles as an operator impact his ability to lead the company’s current pivot to operational maturity?
Why Do Investors Use ManagementTrack?
What is ManagementTrack’s analysis of Spenser Skates at AMPL?
ManagementTrack’s assessment of Spenser Skates is built on its proprietary career analysis and interviews with former colleagues to establish his track record, core strengths, and weaknesses. This profile is then evaluated against AMPL’s most critical challenges: executing the platform cross-sell to increase wallet share, sustaining its NRR recovery amidst churn risk, scaling the new go-to-market motion to maintain ARR momentum, and managing high operating expenses to hit profitability targets.
What other proprietary tools does ManagementTrack use to connect executive behavior to company performance?
ManagementTrack utilizes proprietary models that flag atypical executive evasion in earnings call Q&A sessions. Its platform also analyzes the universe of insider transactions to identify outlier trades that signal future over or underperformance. When combined with the ManagementTrack Rating, a predictive 1-10 score assigned to each executive, these tools give investors a clear, forward-looking perspective on how management is likely to impact company performance.
What is the extent of ManagementTrack’s coverage?
ManagementTrack provides real-time coverage of the C-suite for every publicly traded company.
How to Learn More
Reach out to sales@paragonintel.com or visit https://paragonintel.com/access-now/ to see our deep dive analysis on any executive.
Author
Author: Colby Howard is the co-founder and President of Paragon Intel. Paragon Intel’s ManagementTrack is the premier executive analysis platform for hedge funds, asset managers, corporations, boards, and recruiters. Our proprietary data, built over a decade of analysis, allows us to analyze each public company executive to understand their fit and ability to execute at their company. We leverage our proprietary data – key quantitative research on an executive’s career plus interviews with their former colleagues – with public documents, including SEC filings (10-K, 10-Q), investor presentations, press releases, and earnings call transcripts. to build a holistic, evidence-based view of an executive’s capabilities and playbook.
Sources
Verified Career History by ManagementTrack for Spenser Skates
Analysis of Capital Allocation, Performance, and Fundamentals across career by ManagementTrack
Amplitude, Inc. 10Q
Amplitude, Inc. 10K
Amplitude, Inc. Earnings Calls
Amplitude, Inc. Press Releases
Relevant Links
- For more information on ManagementTrack’s Data visit: https://paragonintel.com/management-track-data/
- For more information on ManagementTrack’s Interview & Analysis visit: https://paragonintel.com/management-track-reports/
- For more information on ManagementTrack’s Interview library visit: https://paragonintel.com/management-track-report-library/
- For more information on ManagementTrack’s Evasion Analysis visit: https://paragonintel.com/earnings-call-evasion/
- For more information on how ManagementTrack helps hedge funds and asset managers visit: https://paragonintel.com/
