INTA
Intapp, Inc.44.84
+2.31+5.43%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q2 '26
AI differentiation, partner momentum affirmed.
Q&A reinforced the scripted story of AI-driven cloud growth but added crisp differentiation from Anthropic's legal plugins: Intapp targets the 'business of law' compliance, not contract review, positioning as AI infrastructure enabler. Microsoft partnerships shorten enterprise cycles, fueling new logos and expansions. AI Assist hooks via richer insights, not just efficiency; firms experiment but favor specialists over in-house builds. NRR jumped on upsells, partners. Management teased consumption pricing tests and a massive February AI release. Q&A was light on guidance tweaks. Watch AI monetization at Investor Day.
Key Stats
Market Cap
3.67BP/E (TTM)
-Basic EPS (TTM)
-0.35Dividend Yield
0%Recent Filings
8-K
Intapp authorizes $200M buyback
Intapp's board authorized a $200.0 million common stock repurchase program on January 29, 2026, following completion of its prior $150.0 million program from August 2025. Shares may be bought opportunistically via open market or private deals, with no expiration date or purchase obligation. Repurchases draw from cash reserves. No fixed timeline disclosed.
10-Q
Q2 FY2026 results
Intapp posted Q2 FY2026 revenues of $140.2M, up 16% y/y, driven by 28% SaaS growth to $102.5M while licenses dipped 9% on cloud migrations; gross margin expanded to 75%. Operating loss narrowed to $7.2M from $10.2M y/y, yet net loss widened slightly to $5.9M versus $10.2M due to taxes. Cash fell to $191.2M after $150M stock repurchases, with $36.7M operating cash flow; $100M revolver undrawn. Remaining performance obligations hit $777.1M. Sales cycles stay long.
8-K
Q2 SaaS up 28%, ARR surges
Intapp crushed Q2 FY2026 with SaaS revenue at $102.5M, up 28% year-over-year, and cloud ARR hitting $433.6M, up 31%. Total revenue rose 16% to $140.2M while narrowing GAAP operating loss to $7.2M. Cloud retention soared to 124%. Q3 SaaS guidance: $105-106M. Share repurchases drained cash to $191.2M.
8-K
Annual meeting results reported
Intapp held its 2025 Annual Meeting on November 18, with 88.5% of shares represented. Stockholders elected Beverly Allen, Nancy Harris, and Marie Wieck as Class II directors through 2028; note Harris's strong 67M for votes versus 23M withheld for Wieck. They ratified Deloitte as auditors for fiscal 2026 and approved executive pay advisory vote. Governance stays steady.
8-K
Q1 SaaS up 27%, cloud ARR +30%
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