ServiceTitan, Inc. TTAN reported mixed first-quarter results on Thursday.ServiceTitan posted adjusted earnings of 18 cents per share, beating market estimates of 12 cents per share. The company's quarterly sales came in at $215.69 million versus expectations of $208.69 million.The company raised its FY2026 sales guidance from $895.00 million-$905.00 million to $910.00 million-$920.00 million.“The ROI we deliver to our customers continues to be our greatest advantage,” said Vahe Kuzoyan, Co-Founder and Presi ...

ServiceTitan (TTAN) Q1 2026 Earnings Call June 05, 2025 05:00 PM ET Company Participants Jason Rechel - VP - Investor RelationsAra Mahdessian - Co-founder, Chairperson & CEOVahe Kuzoyan - Co-Founder and PresidentDave Sherry - CFOKash Rangan - Managing DirectorParker Lane - DirectorTerry Tillman - Managing DirectorYun Kim - Managing Director Conference Call Participants Joshua Baer - Executive Director - Software Equity Research AnalystMichael Turrin - Managing Director, Software Equity Research AnalystDavid ...

ServiceTitan (TTAN) Q1 2026 Earnings Call June 05, 2025 05:00 PM ET Speaker0 Thank you for standing by and welcome to ServiceTitan's First Quarter Fiscal Year twenty twenty six Earnings Conference Call. At this time, all participants are in a listen only mode. After the speaker presentation, there will be a question and answer session. To remove yourself from the queue, you may press 11 again. I would now like to hand the call over to Jason Reckle, VP of Investor Relations. Please go ahead. Speaker1 Thank y ...

业绩总结 - Q1'FY26总交易量(GTV)为180亿美元，同比增长22%[7] - Q1'FY26总收入为2.16亿美元，同比增长27%[7] - Q1'FY26非GAAP运营利润率为7.5%[7] - Q1'FY26非GAAP平台毛利率为79.7%[7] - Q1'FY26净美元留存率超过110%[7] - 当前客户的总收入为8.17亿美元[23] - 超过9500个活跃客户，其中超过1000个客户的年化账单超过10万美元[39] - 订阅收入同比增长29%[61] - 使用收入同比增长22%[63] - 总收入在Q1'FY26达到215,692千美元[98] 市场规模与客户数据 - 公司服务的市场总规模(SAM)约为6500亿美元[18] - 全部可寻址市场(TAM)约为1.5万亿美元[19] - 95%以上的收入来自平台收入[33] 成本与支出 - Q1'FY26客户获取成本（CAC）回收期为21个月[56] - Q1'FY26非GAAP运营支出占收入的比例为5.6%[56] - GAAP销售和市场费用在Q1 FY'24为$50,410千，较Q1 FY'23的$50,353千略有下降[106] - 非GAAP销售和市场费用在Q1 FY'24为$39,619千，较Q1 FY'23的$41,396千下降约4.3%[106] - GAAP研发费用在Q1 FY'24为$45,701千，较Q1 FY'23的$35,526千增长约28.5%[108] - 非GAAP研发费用在Q1 FY'24为$38,325千，较Q1 FY'23的$30,541千增长约25.5%[108] 毛利润与毛利率 - GAAP平台毛利润在Q1 FY'26达到157,945千美元，较Q1 FY'23增长143.6%[99] - 非GAAP平台毛利润在Q1 FY'26为165,836千美元，较Q1 FY'23增长134.1%[99] - GAAP毛利润在Q1 FY'26为148,396千美元，较Q1 FY'23增长14.4%[104] - 非GAAP毛利润在Q1 FY'26为158,756千美元，较Q1 FY'23增长24.5%[104] 运营损失与净损失 - GAAP运营损失在Q1 FY'25为$56,039千，Q4 FY'25为$100,943千[114] - 非GAAP净损失在Q1 FY'26为$17,897千，Q4 FY'25为$7,458千[114] 其他信息 - Q1 FY'24的股权补偿费用及相关雇主税为$17,624千，Q4 FY'25为$79,699千[112] - Q1 FY'24的重组费用为$7,424千，Q4 FY'25为$2,496千[112]

New Integration Combines EagleView’s Precise Aerial Data with ServiceTitan’s Estimating and Proposal Capabilities, Streamlining Workflows Driving Higher Close RatesLOS ANGELES, June 05, 2025 (GLOBE NEWSWIRE) -- ServiceTitan (Nasdaq: TTAN), the software platform that powers the trades, today announced the availability of its integration with EagleView, a leading provider of aerial roofing measurements. This new integration brings EagleView’s advanced property data directly to contractors, equipping them with ...

Exhibit 99.1 | | | | | Fiscal | Second | | Quarter | 2026 | | Full | Fiscal | Year | 2026 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | | | | (in millions) | | | | | | Total revenue | | | | | $228 | - | $230 | | | | $910 - | $920 | | | Non-GAAP | income | from | (2) operations | | $17 | - $18 | | | | | $54 - | $59 | | ServiceTitan Announces Fiscal First Quarter Financial Results LOS ANGELES – June 5, 2025 – ServiceTitan (NASDAQ: TTAN), the software pla ...

LOS ANGELES, June 05, 2025 (GLOBE NEWSWIRE) -- ServiceTitan (NASDAQ: TTAN), the software platform that powers the trades, today announced financial results for the fiscal first quarter ended April 30, 2025. “I am humbled by the way that our team, in partnership with our customers, performed this quarter,” said Ara Mahdessian, Co-Founder and CEO. “The quality and breadth of execution underscore our opportunity to transform the lives of every hardworking contractor in the trades.” “The ROI we deliver to our c ...

LOS ANGELES, May 05, 2025 (GLOBE NEWSWIRE) -- ServiceTitan, Inc. (Nasdaq: TTAN), the software platform that powers the trades, today announced that it will report its financial results for the fiscal first quarter ended April 30, 2025 after market close on Thursday, June 5, 2025. In conjunction with this report, ServiceTitan will host a conference call at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time) on the same day to discuss its fiscal first quarter financial results, as well as fiscal year 2026 outlook ...

"Economic uncertainty continues to test the agility of the exterior services industry, while reaffirming its resilience. Businesses wanting to improve revenue growth and profitability in this environment can't assume what's worked in the past will carry their business forward; instead, they need to equip themselves with the tools necessary to handle whatever new challenges emerge," said Chris Petros, GM of Residential at ServiceTitan. "Real-time insights to help spot issues and opportunities, tools that all ...

Cobalt, A Leading Commercial Access Solutions Platform, Will Leverage ServiceTitan to Drive Growth and Efficiency for its Expanding Portfolio of BusinessesLOS ANGELES, April 15, 2025 (GLOBE NEWSWIRE) -- ServiceTitan (Nasdaq: TTAN), the software platform that powers the trades, today announced a strategic partnership with Cobalt Service Partners, an access solutions platform dedicated to the commercial industry, and backed by Alpine Investors. In just over a year, Cobalt has rapidly grown to 12 market-leadin ...