TTAN is a software platform provider primarily serving the trades industry. The company offers a range of software solutions designed to enhance the operations of small- and medium-sized businesses (SMBs) as well as larger enterprises in the trades sector. TTAN's offerings include subscription-based access to its platform and usage-based financial technology solutions, catering to various business needs within the industry.
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Platform Revenue - Generates the majority of TTAN's revenue through subscription and usage-based models.
- Subscription Revenue - Provides access to TTAN's platform, including Core and Pro products, offering essential and advanced functionalities for business operations.
- Usage-Based Revenue - Involves transactions using TTAN's FinTech solutions and usage of certain Pro products, including payment processing and third-party financing solutions.
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Professional Services and Other Revenue - Contributes a smaller portion of TTAN's revenue, primarily from onboarding new customers and additional services.
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Research analysts who have asked questions during ServiceTitan earnings calls.
Dylan Becker
William Blair
5 questions for TTAN
Jason Celino
KeyBanc Capital Markets
5 questions for TTAN
Michael Turrin
Wells Fargo
5 questions for TTAN
Scott Berg
Needham & Company, LLC
5 questions for TTAN
Tyler Radke
Citigroup Inc.
4 questions for TTAN
Yun Kim
Loop Capital Markets
4 questions for TTAN
Brent Bracelin
Piper Sandler Companies
3 questions for TTAN
Parker Lane
Stifel Financial Corp.
3 questions for TTAN
Terrell Tillman
Truist Securities
3 questions for TTAN
Andrew Sherman
Cowen
2 questions for TTAN
David Hynes
Canaccord Genuity Group Inc.
2 questions for TTAN
David Hynes Jr.
Canaccord Genuity
2 questions for TTAN
Egor Tolmachev
Freedom Capital Markets
2 questions for TTAN
Josh Baer
Morgan Stanley
2 questions for TTAN
Joshua Baer
Morgan Stanley
2 questions for TTAN
Kash Rangan
Goldman Sachs
2 questions for TTAN
Kasthuri Rangan
Goldman Sachs
2 questions for TTAN
Terry Tillman
Truist Securities
2 questions for TTAN
Yun Suk Kim
Loop Capital Markets LLC
2 questions for TTAN
Hannah Rudoff
Piper Sandler Companies
1 question for TTAN
Joseph Vruwink
Baird
1 question for TTAN
Notable M&A activity and strategic investments in the past 3 years.
| Company | Year | Details |
|---|---|---|
Convex Labs Inc. | 2024 | The acquisition was completed for a total purchase price of $25.8 million using both ServiceTitan common stock and cash, including holdback shares for post-closing adjustments. The deal’s strategic rationale was to enhance data-driven solutions for modernizing the commercial services industry, with significant allocations to goodwill ($14.96M) and identifiable intangible assets ($9.53M)—covering customer relationships and developed technology. |
Recent press releases and 8-K filings for TTAN.
- Revenue reached $215.7 million in the first quarter, up from $170.3 million in the prior period.
- Non-GAAP income from operations improved to $16.2 million with an operating margin of 7.5%, reflecting enhanced performance.
- The company provided guidance for Q2, expecting revenue between $228–230 million, and for full FY2026, anticipating revenue of $910–920 million.
- ServiceTitan Inc delivered strong Q4 2025 performance with total revenue of $209M representing 29% YoY growth and a robust GTV of $17B with 26% YoY growth.
- The company achieved a non-GAAP platform gross margin of 77% and a non-GAAP operating margin of 3%, underscoring its efficient operating model and platform leadership.
- Q4 2025 revenue increased 29% year-over-year to $209.3 million, with platform revenue growing 30% to $200.1 million.
- The company reported a GAAP net loss of ($100.9 million) in Q4 2025 compared to ($51.4 million) in Q4 2024, while non‐GAAP net income reached $7.5 million versus a loss of ($0.8 million).
- For the full fiscal year 2025, total revenue rose 26% to $771.9 million and platform revenue increased 27% to $739.5 million, with improvements in non‐GAAP operating performance.