Brent Bracelin's questions to ServiceTitan (TTAN) leadership • Q2 2026
Question
Brent Bracelin asked about the ServiceTitan solutions used by Gulfshore to achieve automation, whether Pro Products are necessary for these automations, and if there's a change in Pro Product interest or attach rates. He also asked about the sustainability of platform gross margins crossing 80%.
Answer
Co-Founder and CEO Ara Mahdessian explained that Gulfshore uses Pro Products like Scheduling Pro, Dispatch Pro, Marketing Pro, and Sales Pro for advanced automation, which delivers higher ROI. CFO Dave Sherry clarified that platform gross margin improvement was partly due to reclassification of customer success expenses. He noted a seasonal peak in Q2 due to high usage but confirmed overall trends towards higher platform gross margins.