Intapp Earnings Call Transcripts
Fiscal Year 2026
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AI is driving efficiency and new opportunities for large professional services firms, with Celeste offering compliance-focused, model-agnostic automation. Strategic partnerships and evolving pricing models support growth toward a $1 billion ARR target by 2029.
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Q3 fiscal 2026 saw robust cloud and SaaS growth, with AI platform Celeste driving over 15% of net new bookings and strong client engagement. Guidance for Q4 and full year 2026 reflects continued momentum, supported by deepening partnerships and expanding market demand.
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The event highlighted a major AI-native platform launch, Intapp Celeste, designed for compliance-driven automation in professional services. Strategic partnerships, strong financial growth, and a clear path to $1 billion revenue by FY 2029 were emphasized.
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Celeste, a new AI-native platform, is set to transform client workflows with expert agents, expanding the addressable market and enabling new consumption-based pricing. Strong cloud growth, robust NRR, and a $1B ARR target by FY29 underpin the strategy, with Celeste providing significant upside.
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Q2 saw 31% year-over-year cloud ARR growth and 16% total revenue growth, driven by strong SaaS demand, enterprise focus, and AI adoption. Guidance for FY26 remains robust, with continued investment in AI, cloud, and share repurchases.
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Strong Q1 results with 30% cloud ARR growth and 17% total revenue increase, driven by AI innovation, cloud migration, and deepened Microsoft partnership. Guidance for FY26 remains prudent despite robust demand and expanding enterprise client base.
Fiscal Year 2025
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Revenue has tripled since 2022, driven by cloud migration, industry focus, and strategic partnerships with Microsoft and KPMG. AI innovation is central, with new agentic AI offerings and flexible pricing models supporting growth and strong client retention.
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The meeting covered board elections, auditor ratification, and executive compensation, with all proposals approved by a strong quorum. A Q&A session followed the formal business, and final voting results will be filed in a Form 8-K.
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Q4 and FY25 saw robust growth in cloud ARR, SaaS revenue, and client expansion, with strong AI-driven product adoption and major contributions from strategic partnerships. FY26 guidance projects continued double-digit growth, margin expansion, and a $150M share repurchase program.
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AI-powered origination is transforming private capital by streamlining deal sourcing, optimizing fundraising and exits, and integrating diverse data sources for smarter decision-making. The new DealCloud Origination feature enables end-to-end workflows and global coverage, positioning firms to compete in a rapidly evolving market.
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The event highlighted a strong focus on vertical cloud solutions for professional and financial services, emphasizing industry-specific compliance, AI innovation, and deep Microsoft partnership. Recent product launches, including multiple AI-powered tools, are driving growth and differentiation.
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The event highlighted strong demand for cloud and AI solutions in professional and financial services, with stable growth across cycles and increasing enterprise focus. Product differentiation through industry-specific data models and compliance features, along with strategic partnerships and international expansion, are driving continued momentum.
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Q3 revenue grew 17% year-over-year to $129.1M, with SaaS revenue up 28% and strong cloud adoption. The TermSheet acquisition and new AI products fueled growth, while guidance points to continued double-digit SaaS and total revenue increases for Q4 and FY25.
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Multiple AI-powered product launches and a strong Microsoft partnership are accelerating cloud adoption and enterprise growth. The company’s vertical cloud platform, tailored for complex professional and financial services, is driving robust ARR and margin expansion.
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Q2 saw strong cloud and SaaS growth, with ARR and revenue up double digits year over year. New AI features, expanded partnerships, and successful client migrations drove results. Guidance for Q3 and FY25 points to continued robust growth and profitability.
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Strong Q1 results featured 30% SaaS revenue growth, 27% cloud ARR growth, and margin expansion, driven by new AI features, deepened Microsoft partnership, and strategic sales realignment. Guidance calls for continued robust SaaS and total revenue growth in FY25.
Fiscal Year 2024
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A purpose-built platform for professional financial services has driven rapid cloud adoption, strong net revenue retention, and significant expansion within large accounts. Strategic alliances with Microsoft and KPMG have accelerated growth, while a focus on data and AI continues to differentiate in a resilient, underserved market.
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The meeting covered board elections, auditor ratification, and executive compensation, with all proposals approved by a strong quorum. Shareholders participated virtually and a Q&A session followed the business portion.
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Cloud ARR grew 33% year-over-year, with SaaS revenue up 32% and strong international and enterprise expansion. FY25 guidance projects 26%-28% SaaS growth, continued margin improvement, and minimal direct AI revenue, but strong pipeline interest.