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ServiceTitan (TTAN) investor relations material
ServiceTitan Investor Update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Update summary18 Sep, 2025
Strategic Business Drivers and Market Positioning
Focus on building a generational company as the operating system for the trades, emphasizing education on business fundamentals and leadership.
Five core investment pillars: leadership in a large vertical, deepening competitive moat, multiple growth opportunities, and an efficient operating model.
Addressable market estimated at $650B, with platform leadership and defensible product, scale, and ecosystem advantages supporting an expanding moat.
Multiple growth vectors and clear customer ROI drive an efficient operating model targeting 25% incremental margins.
Four main investment priorities for FY26, including the introduction of Atlas to champion AI in the trades.
FY26 Strategic Priorities
Focus on expanding enterprise capabilities, broadening Pro product adoption, accelerating commercial progress, and growing in roofing and exterior trades.
Enterprise and Private Equity Customer Strategy
Strong momentum in enterprise B2B, focusing on large contractors and private equity-backed businesses, leveraging platform extensibility and vertical-specific workflows.
High customer win-back rate from horizontal enterprise software competitors due to tailored workflows and operational fit.
PE-backed customers show faster revenue growth, higher NPS, and greater Pro product adoption.
Deep relationships with private equity firms accelerate entry into new trades and geographies, supporting both organic and inorganic growth.
M&A support and integration services are a key differentiator, enabling rapid onboarding and value creation for roll-ups and add-ons.
How does AI automation boost contractor margins?
ServiceTitan's role in PE-backed M&A?
Key challenges in expanding to exteriors?
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Next ServiceTitan earnings date
Q3 20265 Dec, 2025
LIVEat 21:00
Next ServiceTitan earnings date
Q3 20265 Dec, 2025
LIVEat 21:00
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