Inferra AI / Company / TTAN

Servicetitan, Inc.

TTAN · Information Technology

Last earnings Sep 8, 2026

Key results

Revenuequarter

21%

“Our strong momentum delivering the Agentic Operating System to the Trades resulted in 21% year-over-year revenue growth and over $50 million of non-GAAP free cash flow this quarter,” said Ara Mahdessian, Co-Founder and CEO.

SEC original ↗Servicetitan, Inc. — Earnings release (8-K exhibit)EX-99Sep 8, 2026

AI analysis

Q3 2027 · reported Sep 8, 2026

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Headline figures

MetricQ3 2027Prior qtrYear ago
Revenue21%$1B—

EX-99 · Sep 8, 2026

Guidance · company-stated

Total revenue

“$285”

Guidance stated in the release for Fiscal Year 2027; figures as stated.

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

In addition, free cash flow does not reflect mandatory debt service and other non-discretionary expenditures that are required to be made under contractual commitments and does not represent the total increase or decrease in our cash balance for any given period.

Areas that are subject to judgment and use of estimates include revenue recognition, expected period of benefit for deferred contract costs, income taxes, estimated credit losses, certain accrued liabilities including non-income tax liabilities, internally developed software, useful lives and recoverability of long-lived assets, asset retirement obligations, the recoverability of goodwill, the incremental borrowing rate used to determine lease liabilities, fair value of stock-based compensation, and fair value of assets acquired and liabilities assumed in a business combination.

Company-stated claims

Jun 4, 2026

Forward-looking · doubled · subscribers_users

“” “I am excited about our progress so far this year,” said Vahe Kuzoyan, Co-Founder and President, “During Q1, we more than doubled the number of locations on Max; we're optimizing our internal processes, automating customer onboarding and expect to again double the number of locations on Max during Q2.”

EX-99 · Jun 4, 2026
General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Servicetitan, Inc. Q3 2027 — “Our strong momentum delivering the Agentic Operating System to the Trades resulted in 21% year-over-year revenue growth and over $50 million of non-GAAP free cash flow this quarter,” sa…

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

Total revenue: “Total revenue $285”

Total revenue (“Fiscal Year 2027”)
“: For fiscal third quarter 2027 and for the full fiscal year 2027, the company currently expects: Fiscal Third Quarter 2027 Full Fiscal Year 2027 (in millions) Total revenue $285 - $287 $1,139 - $1,144 Non-GAAP income from operations (3) $29 - $30 $152 - $154 _________________________ (3) ServiceTitan is not able, at this time, to provi”

Guidance stated in the release for Fiscal Year 2027; figures as stated.

Capital allocation

In addition, free cash flow does not reflect mandatory debt service and other non-discretionary expenditures that are required to be made under contractual commitments and does not represent the total increase or decrease in our cash balance for any given period.

SEC original ↗Servicetitan, Inc. — Earnings release (8-K exhibit)EX-99Sep 8, 2026

Areas that are subject to judgment and use of estimates include revenue recognition, expected period of benefit for deferred contract costs, income taxes, estimated credit losses, certain accrued liabilities including non-income tax liabilities, internally developed software, useful lives and recoverability of long-lived assets, asset retirement obligations, the recoverability of goodwill, the incremental borrowing rate used to determine lease liabilities, fair value of stock-based compensation, and fair value of assets acquired and liabilities assumed in a business combination.

SEC original ↗Servicetitan, Inc. — 10-Q Quarterly report10-QSep 8, 2026

Debt Arrangements Credit Agreement In January 2023, the Company entered into a secured credit agreement (the Original Credit Agreement ) with Wells Fargo Bank N.

SEC original ↗Servicetitan, Inc. — 10-Q Quarterly report10-QSep 8, 2026

In September 2024, the Company amended the Original Credit Agreement (the First Amendment ) to, among other things, convert its existing term loan to a new term loan balance and a revolving credit facility.

SEC original ↗Servicetitan, Inc. — 10-Q Quarterly report10-QSep 8, 2026

On January 30, 2026, the Company entered into a second amendment (the Second Amendment ) to the Original Credit Agreement (as amended by the First Amendment and the Second Amendment, the Amended Credit Agreement ) that increased the total borrowing capacity of the revolving credit facility made available under the Amended Credit Agreement from $ 140.0 million to $ 250.0 million (the Amended Revolver ) and extended the term of the Amended Credit Agreement through January 30, 2031.

SEC original ↗Servicetitan, Inc. — 10-Q Quarterly report10-QSep 8, 2026

In addition, the Second Amendment (i) modified pricing and unused commitment fees payable under the Amended Credit Agreement to be based on total net leverage rather than recurring revenue, (ii) replaced the recurring revenue and liquidity financial covenants in the Original Credit Agreement with a total net leverage financial covenant, and (iii) modified certain customary negative covenants from the Original Credit Agreement, including liens, indebtedness, investments, dispositions, restricted payments and restricted debt payments, to provide us with more flexibility thereunder.

SEC original ↗Servicetitan, Inc. — 10-Q Quarterly report10-QSep 8, 2026

Strategy & priorities

Forward-looking statements in this release include, but are not limited to, statements regarding ServiceTitan’s financial outlook for total revenue and non-GAAP income from operations for fiscal third quarter 2027 ending October 31, 2026 and the full fiscal year ending January 31, 2027, and statements regarding our ability to fully capitalize on bringing AI, including Max, to the trades, our operating and organizational velocity, AI strategy, and plans for Max.

SEC original ↗Servicetitan, Inc. — Earnings release (8-K exhibit)EX-99Sep 8, 2026

In some cases, you can identify forward-looking statements because they contain words such as anticipate, believe, contemplate, continue, could, estimate, expect, intend, may, plan, potential predict, project, should, target, or will, or the negative of these words or other similar terms or expressions that concern our expectations, strategy, plans or intentions.

SEC original ↗Servicetitan, Inc. — 10-Q Quarterly report10-QSep 8, 2026

Risks & headwinds

ServiceTitan’s expectations and beliefs regarding these matters may not materialize, and actual results in future periods are subject to risks and uncertainties that could cause actual results to differ materially from those projected, including those more fully described under the caption “ Risk Factors ” in our Quarterly Report on Form 10-Q for fiscal first quarter 2027 ended April 30, 2026 as filed with the SEC on June 5, 2026, which should be read in conjunction with this press release and the financial results included herein.

SEC original ↗Servicetitan, Inc. — Earnings release (8-K exhibit)EX-99Sep 8, 2026

Legal Proceedings 40 Item 1A.

SEC original ↗Servicetitan, Inc. — 10-Q Quarterly report10-QSep 8, 2026

Exhibits 77 Signatures 78 i CAUTIONARY NOTE REGARDING FORWARD-LOOKING STATEMENTS This Quarterly Report on Form 10-Q for the three months ended July 31, 2026 (this Quarterly Report ) contains forward-looking statements within the meaning of the federal securities laws, which statements involve substantial risks and uncertainties.

SEC original ↗Servicetitan, Inc. — 10-Q Quarterly report10-QSep 8, 2026

The outcome of the events described in these forward-looking statements is subject to risks, uncertainties and other factors, including those described in Part I, Item 2, Management s Discussion and Analysis of Financial Condition and Results of Operations , and Part II, Item 1A, Risk Factors , within this Quarterly Report, as well as those risks and uncertainties set forth from time to time in our reports and other documents filed with the Securities and Exchange Commission (the SEC ).

SEC original ↗Servicetitan, Inc. — 10-Q Quarterly report10-QSep 8, 2026

Moreover, new risks and uncertainties emerge from time to time, and it is not possible for us to predict all risks and uncertainties that could have an impact on the forward-looking statements contained in this Quarterly Report.

SEC original ↗Servicetitan, Inc. — 10-Q Quarterly report10-QSep 8, 2026

iii SUMMARY OF RISK FACTORS Our business is subject to numerous risks and uncertainties, including those highlighted in the section titled Risk Factors contained within this Quarterly Report.

SEC original ↗Servicetitan, Inc. — 10-Q Quarterly report10-QSep 8, 2026

What changed vs prior quarter

Revenue — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Servicetitan, Inc. — Earnings release (8-K exhibit)EX-99Sep 8, 2026

Documents

Earnings deck slides

0 decks with slide view

Servicetitan, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Servicetitan, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Servicetitan, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Filings

26 documents

Earnings releases

0 documents

No earnings releases for Servicetitan, Inc. are held in this edition of the library.

Presentations

3 documents

Transcripts

0 documents

No transcripts for Servicetitan, Inc. are held in this edition of the library.

See also the earnings calendar for every tracked company’s next earnings date.