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

Did ServiceTitan beat or miss consensus estimates last quarter?

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

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

What factors drove the changes in ServiceTitan's revenue and profit?

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

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

What is ServiceTitan's gross profit margin?

- **MAX Program Breakthrough**: Early adopters doubled subscription revenue, with one customer achieving 30% EBITDA margin. 
- **AI-Driven Growth**: Virtual Agents and Pro products deliver 22%-23% Usage revenue growth, outpacing GTV. 
- **Financial Strength**: 80% platform gross margin, $85 million free cash flow, and 25% incremental margin framework for FY 2027. 
- **Expansion Momentum**: Doubling MAX capacity, entering new commercial trades, and 10x R&D velocity with new CTO. 
- **Customer Obsession**: 95%+ retention rates, $1 billion+ annualized revenue run rate, and 10,800+ active customers. 
- **AI Differentiation**: Proprietary 10-year data set (80+ billion in transaction volume) powers end-to-end automation, unlike point solutions. 


**【CEO Summary Section】**
- ServiceTitan achieved $961 million in total revenue for FY 2026, growing 24% YoY, with Subscription revenue up 26% YoY. 
- Launched MAX, an AI-powered Agentic Operating System, which doubled monthly subscription revenue for early adopters and improved EBITDA margins from 18% to 30% for one customer. 
- Emphasized AI's role in automating end-to-end workflows, with Virtual Agents handling inbound calls and Pro products driving 50%+ revenue growth for some customers. 
- FY 2027 goals include expanding MAX adoption, entering new trades, and accelerating internal AI velocity with new CTO Abhishek Mather. 

**【CFO Financial Commentary】**
- Q4 FY 2026 total revenue: $254 million (21% YoY), with Subscription ($192 million, 23% YoY) and Usage ($53 million, 22% YoY) both strong. 
- Platform gross margin: 80% (up 330bps YoY), total gross margin: 73.8% (up 360bps YoY). 
- Operating income: $27.1 million (10.7% margin), up 740bps YoY. 
- FY 2027 guidance: $1.11-$1.12 billion revenue, $128-$133 million operating income. 
- Q1 2027 revenue: $255-$257 million, operating income: $27-$28 million. 

**【Q&A Highlights】**
- **MAX Adoption**: Doubling MAX capacity in Q1, with customers seeing 50%+ revenue growth and 30% EBITDA margin expansion. 
- **AI & Sales Velocity**: New CTO driving 10x+ R&D velocity, with AI tools reducing onboarding time by 50%. 
- **Commercial Growth**: Commercial GTV up 30% YoY, with Construction and CRM products driving adoption. 
- **Virtual Agents**: Early success in handling surge calls, with potential to reduce CSR turnover. 
- **Weather Impact**: Q4 GTV growth constrained by unusual warmth, but January saw latent demand recovery. 
- **Incremental Margins**: FY 2026 36% margins due to Usage overperformance; FY 2027 targeting 25% with AI investments. 
- **New Trades**: Expanding into commercial exteriors, with Roofing GTV up 40% YoY. 
- **Customer Retention**: Net dollar retention >110%, gross dollar retention >95% for FY 2026. 
- **Free Cash Flow**: $85 million FY 2026, up from $15 million prior year. 
- **Competitive Position**: Proprietary data (80+ billion in transaction volume) and end-to-end workflow automation give defensible AI advantage. 


ServiceTitan, Inc.(TTAN)-20260313-2026 Q4 Earnings call transcript

- **Revenue Growth**: 25% YoY total revenue ($249.2M), 26% subscription growth, 24% usage growth
- **AI Leadership**: MAX program pilot with 50 customers; virtual agents deployed across Pro portfolio
- **Financial Strength**: 80.2% platform gross margin, $38M free cash flow (vs $11M prior year)
- **Commercial Momentum**: 50-branch roofing consolidator signed; private equity-backed customers grow 500bps faster
- **FY26 Guidance**: $951-953M revenue, $83-84M operating income
- **Q4 Outlook**: $244-246M revenue, 1 fewer business day expected to reduce GTV growth by ~150bps

**【CEO Summary Section】**
- ServiceTitan marked 1 year since IPO, with Q3 2026 revenue growth of 25% YoY (subscription +26%, usage +24%), driven by AI adoption and customer expansion. 
- Highlighted Wrench Group case study: 7,000-employee operator using ServiceTitan for enterprise-wide automation, including AI voice agents, predictive analytics, and Dispatch Pro for complex scheduling. 
- Introduced MAX program pilot with 50 customers, focusing on AI-driven revenue optimization across workflows.

**【CFO Financial Commentary】**
- Q3 2026 results: 
  - GTV $21.7B (+22% YoY)
  - Total revenue $249.2M (+25% YoY)
  - Platform gross margin 80.2% (up 310bps YoY)
  - Free cash flow $38M (vs $11M prior year)
- FY26 guidance: 
  - Total revenue $951-953M
  - Operating income $83-84M
- Q4 2026 outlook: 
  - Revenue $244-246M
  - Operating income $16-17M
  - 1 fewer business day expected to reduce GTV growth by ~150bps

**【Q&A Highlights】**
- **MAX Program Progress**: Slow-roll pilot with 50 customers, focusing on revenue/profit optimization. Early results strong but still validating. Full rollout pending.
- **Commercial Expansion**: 
  - Announced commercial CRM and construction management capabilities
  - 50-branch roofing consolidator signed to scale to 30 states
  - 500bps faster growth for private equity-backed customers
- **AI Adoption**: 
  - Virtual agents deployed across Pro portfolio
  - Field Pro (AI for field technicians) driving usage
  - 99% locations using Scheduling Pro
- **Margins & Hiring**: 
  - FY26 operating margin 8.6% (vs 0.8% prior year)
  - FY27 targeting 25% incremental margins
  - Catching up on R&D/hiring after delayed Q3 2026 hiring


ServiceTitan, Inc. (TTAN) Q3 2026 Earnings Call Transcript

**【CEO Summary】**
- **Revenue Growth**: Subscription revenue up 27% YoY, total revenue up 25% YoY, driven by new customer adoption and usage revenue growth.
- **AI Adoption**: Gulfshore case study demonstrates full workflow automation (booking, dispatch, payment) with 22% close rate increase and $150+ ticket uplift.
- **Operational Efficiency**: Record 12.1% operating margin (510bps YoY improvement) and $34.3M free cash flow.

**【CFO Financial Highlights】**
- **Topline Performance**: Q2 GTV $22.9B (+19% YoY), total revenue $242.1M (+25% YoY), platform GM $232.7M (+26% YoY).
- **Margin Expansion**: Platform GM 80.7% (280bps YoY improvement), total GM 74.4% (330bps YoY expansion).
- **Guidance**: Q3 revenue $237-239M, FY26 revenue $935-940M, operating income $74-76M.

**【Q&A Key Themes】**
- **Commercial Strategy**: 3-year investment in construction workflows (RFIs, daily logs, bid management) driving enterprise adoption.
- **Pro Product Uptick**: Contact Center Pro adoption rate accelerating with virtual agent ROI case studies.
- **Market Share Defense**: Short sales cycle (2-3 months) mitigates macroeconomic risk.


ServiceTitan, Inc. (TTAN) Q2 2026 Earnings Call Transcript

- **Revenue Growth**: 29% subscription revenue growth, 27% total revenue growth, 560bps operating margin expansion.
- **Customer Success**: A1 Garage Door and Guild Garage demonstrate Pro product ROI, with A1 adding 150+ technicians via Dispatch Pro.
- **Financial Strength**: $16.2M operating income, 79.7% platform gross margin, and improved free cash flow vs. prior year.
- **AI & Commercial Focus**: Launching virtual agents, field AI tools, and targeting construction workflows for commercial expansion.
- **Q2 Outlook**: Seasonal GTV growth tempered by cautious macro assumptions, with guidance reflecting weather and usage variability.

**【CEO Opening Remarks】**
- Subscription revenue grew 29% YoY, total revenue up 27%, with record operating margins improving 560 basis points.
- Highlighted customer success stories: A1 Garage Door expanded to 22 states with $21M+ monthly revenue, and Guild Garage achieved $250M+ annual revenue via ServiceTitan's Pro products.
- FY '26 priorities: expanding enterprise capabilities, Pro product adoption, commercial growth, and roofing market penetration.

**【CFO Financial Highlights】**
- Q1 GTV: $17.7B (+22% YoY), total revenue: $215.7M (+27% YoY), platform gross margin: 79.7% (up 300+ bps YoY).
- Operating income: $16.2M (7.5% margin), free cash flow: -$22.3M (better than prior year's -$24.6M).
- Q2 guidance: $228-230M revenue, FY '26: $910-920M revenue, targeting 25%+ long-term operating margin.

**【Q&A Key Takeaways】**
- **Commercial Momentum**: 4 major commercial go-lives in Q1, including top 5 mechanical firm; ARR added in 28 hours exceeded monthly targets.
- **AI & Automation**: Launching Contact Center Pro virtual agents, Field Assist for technicians, and Conversational AI for back-office efficiency.
- **Seasonality**: Q2 GTV growth driven by weather-dependent trades; FY '26 guidance incorporates cautious macro assumptions.
- **Pro Product Adoption**: Subscription revenue growth led by Pro products like Dispatch Pro, Ads Optimizer, and Service Titan Intelligence.
- **Tariff Impact**: Customers resilient to macro challenges; ServiceTitan helps mitigate supply chain costs via automation and workflow optimization.


ServiceTitan, Inc. (TTAN) Q1 2026 Earnings Call Transcript

- **Record Growth**: FY2025 revenue up 26% to $772M, with 28% subscription revenue growth and 27% incremental margins.
- **Profitability Milestone**: First-ever free cash flow positive and 76.7% platform gross margin.
- **Strategic Focus**: Accelerating Pro product adoption (25% GTV now using 4+ Pro products), expanding into $360B commercial construction market, and building leadership in roofing.
- **AI-Driven Expansion**: Sales Pro and Contact Center Pro driving new revenue streams, with 25%+ effective earn rate target.
- **Resilience**: 75% of work non-discretionary, minimal macro impact observed to date.

**【CEO Summary Section】**
- Fiscal Year 2025 total revenue: $772 million (26% YoY growth), driven by 28% subscription revenue growth.
- Achieved 27% incremental operating margins and first-time free cash flow positivity.
- Key focus areas for FY2026: expanding enterprise capabilities, Pro product adoption, commercial construction, and roofing market growth.

**【President's Strategic Priorities】**
- **Enterprise Expansion**: Building enterprise-grade features for large customers, including automation and benchmarking tools.
- **Pro Product Penetration**: Sales Pro and Contact Center Pro launched in Q4, with 25% of GTV now using 4+ Pro products.
- **Commercial Construction**: Developing CRM and project management tools for specialty subcontractors, targeting $360B addressable GTV.
- **Roofing Market**: Exceeded expectations with new partnership with GAF, North America's largest roofing manufacturer.

**【CFO Financial Highlights】**
- Q4 2025: 
  - Total revenue: $209.3 million (29% YoY growth)
  - Platform gross margin: 76.7% (30bps YoY improvement)
  - Operating income: $6.9 million (3.3% operating margin)
  - Free cash flow: $10.8 million (vs -$2.2 million YoY)
- FY2026 Guidance: 
  - Total revenue: $895-905 million (12% YoY growth)
  - Operating income: $48-53 million (25%+ non-GAAP operating margin target)

**【Q&A Key Takeaways】**
- **Pro Product Adoption**: 25% of GTV now uses 4+ Pro products, up from 5% three years ago.
- **Commercial Growth**: 100% of commercial GTV growth in FY2025, targeting $360B addressable market.
- **Macroeconomic Resilience**: 75% of work non-discretionary, minimal impact on jobs performed or average ticket size seen to date.
- **AI Integration**: Dispatch Pro, Ads Optimizer, and Sales Pro driving AI-driven revenue growth.
- **Customer Retention**: >110% net dollar retention, >95% gross dollar retention for FY2025.

Actual	-0.0327	0.112	0.18	0.33	0.24	0.27
Forecast	-0.0271	0.0262	0.1234	0.176	0.1536	0.1762
Surprise	-20.66%	+327.48%	+45.87%	+87.50%	+56.25%	+53.23%

Actual	199.28M	209.28M	215.69M	242.12M	249.16M	253.99M
Forecast	198.48M	200.11M	208.64M	229.51M	238.55M	245.51M
Surprise	+0.40%	+4.59%	+3.38%	+5.50%	+4.45%	+3.45%

TTAN

TTAN fundamentals

TTAN Q4 2026 Earnings

Earnings Call

You can ask Aime

TTAN

TTAN fundamentals

TTAN Q4 2026 Earnings

Earnings Call

TTAN Earnings Call Summary for Q4/20265:00 PM on Mar 12, 2026

TTAN Earnings Call Summary for Q3/20265:00 PM on Dec 4, 2025

TTAN Earnings Call Summary for Q2/20265:00 PM on Sep 4, 2025

TTAN Earnings Call Summary for Q1/20265:00 PM on Jun 5, 2025

TTAN Earnings Call Summary for Q4/20255:00 PM on Mar 13, 2025

You can ask Aime