Intapp (INTA) Q4 2026 earnings summary

Executive summary

• Fiscal Q4 2026 capped a defining year with the launch and rapid adoption of Celeste and Firm AI, targeting business operations in highly regulated industries.

• Cloud ARR grew 29% year-over-year to $495.7 million, now representing 84% of total ARR, with 20 consecutive quarters of cloud ARR growth above 25% since IPO.

• Client base expanded to 1,400+ clients over $50K ARR, 897 clients over $100K ARR, and 142 clients over $1M ARR, up 30% year-over-year.

• AI bookings doubled sequentially in Q4, now over 20% of net new bookings, and cloud migration reached a record pace with 95% of clients on the cloud.

• Partner ecosystem, especially with Microsoft and Moody's, accelerated deal cycles and expanded product capabilities.

Financial highlights

• Q4 total revenue was $152.5 million, up 13% year-over-year; full year revenue reached $577.8 million, up 15%.

• Subscription/SaaS revenue for Q4 was $115 million, up 27% year-over-year; FY26 SaaS revenue was $422.8 million, up 27%.

• Non-GAAP gross margin for Q4 was 79.4%, up from 78% a year ago; full year non-GAAP gross margin was 78.5%.

• Non-GAAP operating income for FY26 was $108.6 million (up from $75.6M); Q4 was $34.3 million (up from $21.3M).

• Free cash flow for FY26 was $144.7 million, with a 25% free cash flow margin.

Outlook and guidance

• FY27 guidance: subscription/SaaS revenue $528.7M–$532.7M; total revenue $656.5M–$660.5M; non-GAAP operating income $134.7M–$138.7M; non-GAAP EPS $1.58–$1.62.

• Q1 FY27 guidance: subscription/SaaS revenue $123.7M–$124.7M; total revenue $159.3M–$160.3M; non-GAAP operating income $33.4M–$34.4M; non-GAAP EPS $0.39–$0.41.

• Firm AI adoption is early but momentum and pipeline support confidence in reaching $1 billion ARR long-term.