TTAN ServiceTitan (TTAN) Q4 FY26 earnings call
ServiceTitan concluded FY26 with robust financial performance, exceeding $1 billion in annualized revenue run rate and demonstrating strong profitability driven by its AI-powered Agentic Operating System. The Max program shows promising early results, with customers reporting significant improvements in revenue and margins. While facing some GTV headwinds from weather and business days, the company is strategically investing in AI and organizational velocity to accelerate value delivery for its customers.
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TTAN operating KPIs by quarter
| KPI | This call Jan 2026 Q4 FY26 | Apr 2026 Q1 FY27 | Jul 2026 Q2 FY27 | Change vs prior quarter |
|---|---|---|---|---|
| Gross transaction volume (GTV) | $19.8BQ4 gross transaction volume, or GTV, was $19.8 billion, representing 16% year-over-year growth.Source: earnings call transcript | $21.7BQ1 gross transaction volume or GTV was $21.7 billion, representing 23% year-over-year growth.Source: earnings call transcript | $26.8BQ2 gross transaction volume, or GTV, was $26.8 billion, up 17% year-over-year.Source: earnings call transcript | +23.5% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.