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ServiceTitan (TTAN) investor relations material
ServiceTitan Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary4 Dec, 2025
Executive summary
Q3 2026 total revenue reached $249.2M, up 25% year-over-year, with platform revenue at $239.6M and GTV at $21.7B, up 22% year-over-year.
Net dollar retention exceeded 110%, reflecting strong customer engagement and expansion.
Growth was driven by increased adoption of pro products, AI-driven automation, and expansion in commercial and residential markets.
The company operates in a large, durable market, with a SAM of ~$13Bn and TAM exceeding $30Bn, addressing $650Bn in trades industry spend.
Strategic partnerships, acquisitions, and product launches, including the MAX program and Conduit acquisition, supported growth.
Financial highlights
Q3 total revenue: $249.2M, up 25% YoY; subscription revenue: $182.8M; usage revenue: $56.8M; platform revenue: $239.6M.
Platform gross margin (non-GAAP): 80.2%, up from 77.1% YoY; total gross margin: 74.3%.
Non-GAAP operating income: $21.5M (8.6% margin, up 780 bps); free cash flow: $38M, up from $11M YoY.
GAAP net loss for Q3: $39.5M, improved from $46.5M prior year; non-GAAP net income: $23.8M.
Cash and cash equivalents at quarter-end: $493.2M.
Outlook and guidance
Q4 2026 revenue expected between $244M–$246M; non-GAAP operating income $16M–$17M.
Full year 2026 revenue expected between $951M–$953M; non-GAAP operating income $83M–$84M.
Q4 GTV and usage revenue growth to be compressed by 150 bps due to one fewer business day; offset by an extra day in Q1 FY27.
Long-term non-GAAP gross margin target is ~77%, with S&M and R&D each at 20–22% of revenue, and operating margin at ~25%.
MAX program pilot progress and rollout?
Commercial market standardization timeline?
GTV insulation from OEM cycles?
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Next ServiceTitan earnings date
Q4 202612 Mar, 2026
Next ServiceTitan earnings date
Q4 202612 Mar, 2026
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