What were the key takeaways from Intapp’s earnings call?

What were the key takeaways from Intapp's earnings call?

What is the revenue and EPS growth rate for Intapp year over year?

What is Intapp's latest dividend and current dividend yield?

What is the market's earnings forecast for Intapp next quarter?

What does Intapp do and what are its main business segments?

What guidance did Intapp's management provide for the next earnings period?

What is Intapp's gross profit margin?

- **Cloud growth**: Cloud ARR up 31% YoY, with 73% SaaS revenue. 
- **AI adoption**: 70+ new AI features in DealCloud and Intapp Time driving client wins. 
- **Partnership impact**: 70% of top deals co-sold with Microsoft, Azure investments accelerating closures. 
- **Financial strength**: Non-GAAP EPS $0.33, free cash flow $22.2M, 124% NRR. 
- **Upcoming AI showcase**: February events to highlight new innovations. 
- **Share buyback**: $200M new authorization reflecting confidence in growth. 


**【CEO Summary Section】**
- **Cloud ARR growth**: Cloud ARR reached $434 million (31% YoY), with 73% of revenue from SaaS ($102.5M, +28% YoY). Key wins include Am Law 100 firms adopting AI solutions and cloud migrations (e.g., Buchanan Ingersoll & Rooney, Ford & Harrison). 
- **AI product adoption**: Intapp Time and DealCloud AI features (70+ new capabilities) drove new clients (Seyfarth Shaw, Neuberger Berman) and cloud migrations. 
- **Partner ecosystem**: 70% of top deals co-sold with Microsoft, with Azure investments accelerating closures. 
- **Vertical growth**: Legal, accounting, and financial services firms modernizing compliance and business development (e.g., Ropes & Gray, Reed Smith). 
- **Upcoming events**: Intapp Amplify in February will showcase new AI innovations. 

**【CFO Financial Commentary】**
- **Financial highlights**: Non-GAAP EPS $0.33, free cash flow $22.2M, and 124% cloud NRR. 
- **Revenue mix**: SaaS growth offsetting license decline (-9% YoY), with 81% ARR from cloud. 
- **Margins & expenses**: Gross margin 78.1% (vs. 76.7% YoY), operating expenses $81.8M (+9% YoY). 
- **Share repurchase**: $100M Q2 buyback, $200M new authorization reflecting confidence in long-term growth. 
- **Guidance**: Q3 SaaS $105-106M, FY2026 SaaS $415-419M, with investments in AI and marketing. 

**【Q&A Key Highlights】**
- **AI competition**: Differentiated focus on compliance and business operations vs. contract review tools. 
- **Data partnerships**: Safeguarding client IP while leveraging third-party data. 
- **Microsoft co-sell success**: Azure marketplace deals shortening sales cycles. 
- **AI adoption trends**: Early use cases in compliance, business development, and headcount efficiency. 
- **Pricing models**: Exploring consumption-based pricing alongside traditional per-user and enterprise agreements. 
- **Upcoming product releases**: February events to showcase AI innovations. 


Intapp, Inc. (INTA) Q2 2026 Earnings Call Transcript

- **Cloud Dominance**: 80% of ARR ($401M) in cloud, up 30% YoY. SaaS revenue beat expectations at $98M. 
- **AI Adoption Surge**: Intapp Time GenAI booked 200+ meetings, Starwood Capital migrated to cloud AI. 
- **Client Growth**: 15% YoY increase in large clients, 121% NRR driven by cross-sell. 
- **Microsoft Momentum**: 50% of Q1 wins co-sold with Microsoft, using Azure credits. 
- **Financial Strength**: $273M cash, $0.24 EPS, 77.7% gross margin. $150M buyback program active.

**【CEO Summary Section】**
- **Cloud ARR Growth**: Reached $401 million, up 30% YoY, with cloud representing 80% of total ARR ($504 million). SaaS revenue was $98 million (27% YoY), total revenue $139 million (17% YoY). 
- **AI Innovation**: Launched Intapp Time with GenAI features, booking over 200 meetings in 6 weeks. Starwood Capital and Alpaca Real Estate adopted DealCloud with AI capabilities. 
- **Client Expansion**: Added 100+ new clients with ARR ≥$100k, up 15% YoY. Legal firms consolidated, e.g., Am Law 100 firm expanded Intapp solutions. 
- **Partnerships**: Microsoft co-sold 50% of Q1 wins, using Azure credits to accelerate deals. Lexsoft expanded reach in Latin America.

**【CFO Financial Commentary】**
- **Revenue Performance**: SaaS $97.5M (27% YoY), license $29.2M (2% YoY), services $12.3M (down 8%). Free cash flow $13.2M. 
- **Financial Health**: Non-GAAP EPS $0.24 (up 14%), gross margin 77.7% (up 1.4pts). Repurchased $50M shares, leaving $100M remaining under $150M buyback. 
- **Guidance**: Q2 SaaS $100-101M, FY26 SaaS $412-416M. Non-GAAP EPS $1.15-1.19. 
- **Efficiency**: NRR 121%, RPO $715M (30% YoY). 813 clients with ≥$100k ARR (15% YoY).

Intapp, Inc. (INTA) Q1 2026 Earnings Call Transcript

- **Cloud Dominance**: 79% of ARR in cloud, SaaS revenue up 27% YoY, 109 clients >$1M ARR (49% growth). 
- **AI Adoption Surge**: 35% of new DealCloud wins include AI, wins at Eversheds, Pantheon Ventures. 
- **Strategic Wins**: 50% of Q4 largest deals co-executed with Microsoft, 49% growth in million-dollar clients. 
- **Financial Strength**: FY25 non-GAAP EPS $0.94 (vs $0.45), free cash flow $121.9M (24% of revenue). 
- **FY26 Outlook**: SaaS $411-415M, EPS $1.09-1.13, 120% cloud NRR. 
- **Partnership Payoff**: Snowflake integration, Microsoft Azure co-sell driving enterprise AI adoption. 
- **TermSheet Potential**: <5% Q4 ARR contribution, but real asset/AI expansion opportunity. 


**【CEO Summary Section】**
- **Cloud ARR Growth**: Q4 Cloud ARR reached $383 million (29% YoY), accounting for 79% of total ARR ($485 million). SaaS revenue was $90 million (27% YoY), with 109 clients generating over $1 million ARR (49% YoY growth). 
- **AI Expansion**: Launched Intapp Assist for DealCloud, Terms, and Intake; 35% of new DealCloud wins now include AI. Clients like Eversheds Sutherland and Pantheon Ventures adopted AI-driven solutions for compliance and deal flow.
- **Strategic Acquisitions & Partnerships**: Acquired TermSheet to expand real asset capabilities; partnered with Microsoft (50% of Q4 largest deals co-executed) and Snowflake for enterprise AI adoption. 
- **Market Penetration**: Added 49% more million-dollar ARR clients, winning in investment banking (Capstone Partners, large U.S. bank), law (Fish & Richardson), and accounting (Anderson Tax). 

**【CFO Financial Commentary】**
- **Q4 Financials**: SaaS revenue $90.2M (27% YoY), total revenue $135M (18% YoY). Non-GAAP EPS $0.27 (vs $0.15), free cash flow $37.5M (28% of revenue). 
- **FY25 Results**: SaaS $331.9M (28% YoY), total revenue $504.1M (17% YoY). Non-GAAP operating income $75.6M (double prior year). Free cash flow $121.9M (24% of revenue). 
- **FY26 Guidance**: SaaS $411.4-415.4M, total revenue $566.7-570.7M. Non-GAAP EPS $1.09-1.13. 
- **Key Metrics**: Cloud NRR 120%, RPO $719.7M (27% YoY), 2,700+ clients. 

**【Q&A Highlights】**
- **NRR & Margin**: 120% NRR driven by low churn and enterprise expansion. FY26 expects 78%+ gross margin as services mix shifts. 
- **RPO Growth**: 27% YoY RPO growth reflects strong pipeline, no duration changes. 
- **TermSheet Impact**: Q4 ARR contribution <5%, but TermSheet's AI/real asset expertise positions for long-term growth. 
- **Microsoft Partnership**: 50% of Q4 largest deals co-executed with Microsoft, leveraging Azure MACC agreements. 
- **Capital Allocation**: $150M share buyback authorized, balanced with M&A and R&D investment. 


Intapp, Inc. (INTA) Q4 2025 Earnings Call Transcript

- **Revenue Growth**: Q3 total revenue $129.1M (+17% YoY), SaaS $84.9M (+28% YoY), 77% ARR in cloud. 
- **AI-Driven Innovation**: Intapp DealCloud Activator, Intapp Time AI upgrade, 140+ partners driving co-sell. 
- **Strategic Acquisitions**: TermSheet acquisition to expand real assets, 748 clients >$100k ARR. 
- **Financial Strength**: Non-GAAP EPS $0.26, free cash flow $35.1M, gross margin 77.9%. 
- **FY25 Guidance**: SaaS $330.8-331.8M, total revenue $500.6-501.6M, SBC as % of revenue declining. 
- **Enterprise Momentum**: 70% of TAM in mid-market, 28% YoY growth in large accounts, 119% NRR. 


**【CEO Summary Section】**
- Q3 revenue reached $129.1 million, up 17% YoY, driven by SaaS growth (28% YoY) and international expansion (20% YoY). 
- Cloud ARR grew 28% YoY to $352 million, with 77% of total ARR now in cloud. 
- Key product launches: Intapp DealCloud Activator, Intapp Time AI upgrade, and TermSheet acquisition to expand real assets capabilities. 
- 400+ clients attended Amplify event, showcasing strong demand for AI-driven solutions like Intapp Assist and Walls. 
- Won new clients like New Forests, Omnes Capital, and DNB, with NRR of 119% and 748 clients >$100k ARR. 
- Legal vertical adoption accelerated, with AmLaw 200 firms replacing legacy CRMs with DealCloud. 
- 140+ partners added, including Infabode and Subscribe, driving co-sell pipeline growth. 

**【CFO Financial Commentary】**
- Q3 non-GAAP EPS: $0.26 (vs $0.14 YoY), free cash flow: $35.1 million (27% of revenue). 
- Gross margin improved to 77.9% (vs 75.1% YoY) due to professional services migration to cloud. 
- Operating expenses: $80.3 million (12% YoY), balanced between R&D investment and cost control. 
- FY25 guidance: SaaS $330.8-331.8 million (28% YoY), total revenue $500.6-501.6 million. 
- FY26 outlook: Focus on partner-driven growth, with SBC as % of revenue trending down. 

**【Q&A Key Highlights】**
- **Macroeconomic Resilience**: 93% of clients use at least one cloud module, with steady demand despite macro uncertainty. 
- **AI Investment**: Applied AI (e.g., Intapp Assist origination) drives 75% partner certification growth YoY. 
- **TermSheet Integration**: Minimal Q4 contribution, but FY26 real assets pipeline expansion expected. 
- **SaaS Visibility**: Narrow guide range reflects deal timing, with 70% of TAM in mid-market enterprises. 
- **Competitive Position**: 748 clients >$100k ARR, 28% YoY growth in large accounts, and 74% partner-driven pipeline. 
- **Margin Leverage**: Gross margin expansion to 77.9%, with SBC as % of revenue declining. 


Intapp (INTA)-6 May 25-2025 Q3 Earnings call transcript

- **Cloud Dominance**: Cloud ARR at $331M (76% of total), SaaS revenue up 27% to $80M, total revenue $121M (+17%).
- **AI Expansion**: New AI features in DealCloud, Outlook integration, and Copilot risk alerts drive client engagement.
- **Partnership Power**: 137 partners (20% growth), Azure Marketplace deals highlight Microsoft synergy.
- **Financial Strength**: Non-GAAP EPS $0.21 (+100%), free cash flow $25.2M, Q3 SaaS guidance $84-85M.
- **Growth Drivers**: 119% cloud NRR, 728 clients ≥$100k ARR, RPO $615M (+37%).
- **Conversion Upside**: On-prem to cloud transitions yield 20%+ revenue, 92% clients on cloud.
- **Legal Momentum**: Cross-sell success in legal (Skadden, Sackers) and accounting (Alvarez & Marsal).


**【CEO Summary Section】**
- **Cloud ARR Growth**: Reached $331 million, up 29% YoY, accounting for 76% of total ARR ($437 million). SaaS revenue of $80 million grew 27% YoY, total revenue $121 million up 17% YoY.
- **AI Innovations**: Introduced AI-powered search in Intapp Assist for DealCloud, integrating with Microsoft Outlook and Google Calendar. Expanded Intapp Walls for Copilot to include OneDrive risk assessment.
- **Partnerships**: 137 partners (20% YoY growth), including new integrations with Proms and Passthrough. Microsoft Azure Marketplace facilitated deals like a top investment bank's expansion.
- **Client Wins**: Added clients like Alvarez & Marsal, Skadden, and Cartesia. Cross-sell successes include Trautman Pepper Lock (DealCloud adoption) and Blank Rome (migrating to cloud).

**【CFO Financial Commentary】**
- **Q2 Financials**: SaaS revenue $80 million (+27%), total revenue $121.2 million (+17%). Non-GAAP gross margin 76.7% (vs 73.4% YoY), operating income $18.9 million (+143%), EPS $0.21 (+100%). Free cash flow $25.2 million (21% of revenue).
- **Guidance**: Q3 SaaS $84-85 million (+27-28%), FY25 SaaS $328.8-332.8 million (+27-28%). Non-GAAP EPS $0.83-0.87.
- **Key Metrics**: Cloud NRR 119%, RPO $615.3 million (+37%), 728 clients with ARR ≥$100k (+12%).

**【Q&A Highlights】**
- **Demand & Pipeline**: Strong pipeline, Q2 back-end loaded with large deals. AI adoption rapid, DealCloud Outlook integration well-received.
- **Gross Margin Trajectory**: Services breakeven with overperformance, targeting further leverage.
- **Legal Market Growth**: Cross-sell success in legal (e.g., Skadden, Sackers), driven by AI and cloud migration.
- **Conversion Activity**: On-prem to cloud transitions yield 20%+ upside, with 92% clients on cloud.
- **Seasonality**: Q4 typically strongest, with Azure Marketplace deals and holiday conversions.
- **Macro Outlook**: Optimism in private capital and advisory services, supporting long-term growth.


Actual	-0.19	-0.04	0	-0.04	-0.04	0.01	0.03	0.03	0.04	0.06	0.11	0.14	0.15	0.21	0.21	0.26	0.27	0.24	0.33
Forecast	-0.3857	-0.07	-0.0835	-0.0974	-0.0779	-0.036	-0.0277	0.0024	0.0128	0.0284	0.0553	0.0725	0.1247	0.1288	0.164	0.2185	0.2288	0.1934	0.2603
Surprise	+50.74%	+42.86%	+100.00%	+58.93%	+48.65%	+127.78%	+208.30%	+1150.00%	+212.50%	+111.27%	+98.92%	+93.10%	+20.29%	+63.04%	+28.05%	+18.99%	+18.01%	+24.10%	+26.78%

INTA

INTA fundamentals

INTA Q2 2026 Earnings

Earnings Call

You can ask Aime

INTA

INTA fundamentals

INTA Q2 2026 Earnings

Earnings Call

INTA Earnings Call Summary for Q2/20265:00 PM on Feb 3, 2026

INTA Earnings Call Summary for Q1/20265:00 PM on Nov 4, 2025

INTA Earnings Call Summary for Q4/20255:00 PM on Aug 12, 2025

INTA Earnings Call Summary for Q3/20255:00 PM on May 6, 2025

INTA Earnings Call Summary for Q2/20255:00 PM on Feb 4, 2025

You can ask Aime