财务数据和关键指标变化 - 2024财年第四季度SaaS收入为7080万美元,同比增长31% [35] - 2024财年第四季度订阅许可收入为1610万美元,同比增长32% [35] - 2024财年第四季度总收入为1.144亿美元,同比增长21% [36] - 2024财年全年SaaS收入为2.593亿美元,同比增长32% [41] - 2024财年全年订阅许可收入为6070万美元,同比增长24% [41] - 2024财年全年总收入为3.16亿美元,同比增长25% [41] - 2024财年第四季度非GAAP毛利率为76.1%,去年同期为69.9% [38] - 2024财年全年非GAAP毛利率为74.2%,去年同期为71.1% [42] - 2024财年第四季度非GAAP营业利润为1350万美元,去年同期为300万美元 [38] - 2024财年全年非GAAP每股收益为0.45美元,去年同期为0.11美元 [42] - 2024财年全年自由现金流为6480万美元,占总收入的15% [42] 各条业务线数据和关键指标变化 - 2024财年第四季度SaaS和支持收入为8500万美元,同比增长25% [34] - 2024财年第四季度专业服务收入为1330万美元,同比下降9% [36] - 2024财年全年专业服务收入为5390万美元,同比增长9% [42] 各个市场数据和关键指标变化 - 2024财年第四季度国际业务收入占总收入的34% [36] - 公司正在持续投资拓展国际市场 [73] 公司战略和发展方向及行业竞争 - 公司持续投资产品创新,发布了一系列垂直行业AI能力,如Intapp Assist和Intapp Walls for Copilot [13][14] - 通过收购Delphai和Transform Data International,增强了公司的AI和协作技术能力 [20][21] - 与微软的战略合作伙伴关系持续推动公司的全球增长 [23][24] - 公司正在持续扩大合作伙伴生态系统,已有130家数据、技术和服务合作伙伴 [25][37][82] - 公司看好专业服务行业的数字化转型需求,是一个具有韧性和增长潜力的垂直市场 [58][59] 管理层对经营环境和未来前景的评论 - 公司对2025财年的增长前景保持乐观和信心 [12] - 管理层认为公司的垂直SaaS平台、应用AI战略和强大的竞争地位为未来可持续增长和执行奠定了坚实基础 [12] - 管理层预计2025财年SaaS收入将增长26%-28%,总收入将增长17%-18% [44][45] - 管理层预计2025财年非GAAP营业利润将增长至5650万-6050万美元,非GAAP每股收益为0.59-0.63美元 [45] 其他重要信息 - 2024财年第四季度云ARR同比增长33%,达到2.97亿美元,占总ARR的73% [11] - 2024财年第四季度公司拥有73家年ARR超过100万美元的客户,同比增长38% [11][39] - 2024财年第四季度公司总客户数超过2,550家 [26] - 2024财年第四季度公司净收入保持率为116%,云端净收入保持率为121% [39][40] 问答环节重要的提问和回答 问题1 **Kevin McVeigh 提问** 询问公司专业服务收入下降的原因,是否与KPMG等合作伙伴有关 [46][47] **John Hall 回答** 公司正在有意识地降低专业服务收入占比,因为可以通过合作伙伴获得更多的杠杆。大型客户的专业服务需求正在由合作伙伴来满足 [47] 问题2 **Koji Ikeda 提问** 询问公司对2025财年专业服务和金融服务行业需求的预期 [56][57] **John Hall 回答** 公司看好专业服务行业的数字化转型需求,这是一个具有韧性和增长潜力的垂直市场。即使在经济环境不确定的情况下,这些行业客户也相对更加稳定 [58][59] 问题3 **Terry Tillman 提问** 询问公司是否会采取更加主动的措施来推动现有客户的增值和交叉销售 [79][80] **John Hall 回答** 公司正在持续投资销售和营销能力,并专门设立了一支团队专注于大型企业客户。公司看到了大型客户的交叉销售和增值销售的良好表现。同时,公司也在中小型客户中看到了类似的机会 [80]

For the quarter ended June 2024, Intapp (INTA) reported revenue of $114.38 million, up 20.9% over the same period last year. EPS came in at $0.15, compared to $0.04 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $111.54 million, representing a surprise of +2.54%. The company delivered an EPS surprise of +25.00%, with the consensus EPS estimate being $0.12.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street exp ...

Intapp (INTA) came out with quarterly earnings of $0.15 per share, beating the Zacks Consensus Estimate of $0.12 per share. This compares to earnings of $0.04 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 25%. A quarter ago, it was expected that this software developer would post earnings of $0.07 per share when it actually produced earnings of $0.14, delivering a surprise of 100%.Over the last four quarters, the company has ...

财务业绩 - 第四季度SaaS和支持收入为8500万美元，同比增长25%[4] - 第四季度总收入为1.144亿美元，同比增长21%[5] - 云端年度经常性收入(ARR)为2.967亿美元，同比增长33%[6] - 总ARR为4.042亿美元，同比增长22%[7] - 非GAAP营业利润为1350万美元，上年同期为300万美元[9] - 非GAAP净利润为1190万美元，上年同期为320万美元[11] - 非GAAP每股摊薄收益为0.15美元，上年同期为0.04美元[13] - 公司2024财年第三季度总收入为114.376百万美元，同比增长20.8%[42] - 公司2024财年第三季度SaaS和支持收入为84.973百万美元，同比增长25.3%[42] - 公司2024财年第三季度订阅许可收入为16.116百万美元，同比增长32.5%[42] - 公司2024财年第三季度毛利率为73.1%，同比提升5.7个百分点[42] - 公司2024财年第三季度非GAAP毛利率为76.1%，同比提升6.2个百分点[48] - 公司2024财年第三季度非GAAP净利润为10.604百万美元，同比下降18.2%[47] - 公司SaaS和支持业务收入同比增长25.4%，达到84.97百万美元[49] - 公司订阅许可收入同比增长32.5%，达到16.12百万美元[49] - 公司非GAAP经常性毛利率同比提升2.6个百分点至86.2%[49] - 公司非GAAP营业利润同比增长352.6%，达到13.52百万美元[53] - 公司非GAAP净利润同比增长272.3%，达到11.85百万美元[55] - 公司非GAAP每股摊薄收益为0.15美元，同比增长275.0%[56] - 公司自由现金流同比增长156.4%，达到64.77百万美元[58] 业务发展 - 截至2024年6月30日，公司服务超过2,550家客户，其中698家客户的ARR超过10万美元[17] - 公司持续开发合作伙伴生态系统，与Bite Investments建立新合作关系[21] - 2025财年第一季度SaaS收入预计为7.53-7.63亿美元，全年预计为32.67-33.07亿美元[26] 投入情况 - 公司2024财年第三季度研发投入为29.838百万美元，同比增长17.0%[42] - 公司2024财年第三季度销售和营销投入为33.232百万美元，同比增长2.6%[42] - 公司非GAAP研发费用同比增长22.5%，达到26.53百万美元[50] - 公司非GAAP销售和营销费用同比增长1.5%，达到29.01百万美元[51] - 公司非GAAP一般及行政费用同比增长39.5%，达到18.02百万美元[52] 现金流 - 公司2024财年第三季度现金及现金等价物为208.37百万美元，较上年同期增加60.0%[43] - 公司2024财年第三季度经营活动产生的现金流入为27.079百万美元，同比增长154.1%[44]

Fourth quarter SaaS and support revenue of $85.0 million, up 25% year-over-yearFourth quarter total revenue of $114.4 million, up 21% year-over-yearCloud annual recurring revenue (ARR) of $296.7 million, up 33% year-over-year PALO ALTO, Calif., Aug. 13, 2024 (GLOBE NEWSWIRE) -- Intapp, Inc. (NASDAQ: INTA), a leading global provider of AI-powered solutions for professionals at advisory, capital markets, and legal firms, announced financial results for its fourth quarter and fiscal year ended June 30, 2024. I ...

PALO ALTO, Calif., Aug. 12, 2024 (GLOBE NEWSWIRE) -- Intapp (NASDAQ: INTA), a leading global provider of AI-powered solutions for professionals in advisory, legal, and capital markets firms, today announced the general availability of Intapp Assist for Terms. A new Intapp Assist generative AI feature, Ask Intapp, reduces barriers to complying with client contractual obligations by giving professionals immediate answers to their questions within Microsoft Teams. Intapp Assist for Terms applies generative AI ...

Analysts on Wall Street project that Intapp (INTA) will announce quarterly earnings of $0.12 per share in its forthcoming report, representing an increase of 200% year over year. Revenues are projected to reach $111.54 million, increasing 17.9% from the same quarter last year.The current level reflects no revision in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this period. ...

PALO ALTO, Calif., June 26, 2024 (GLOBE NEWSWIRE) -- Intapp (NASDAQ:INTA), a leading global provider of AI-powered solutions for professionals at advisory, capital markets, and legal firms, announces that private equity firm Enventure has selected Intapp DealCloud and its AI capabilities to modernize deal management and investor relations. Leading change "During our pursuit of growth and the launch of two new funds, we've realized that it's imperative for us to transition from traditional spreadsheets to a ...

PALO ALTO, Calif., June 25, 2024 (GLOBE NEWSWIRE) -- Intapp (NASDAQ:INTA), a leading global provider of AI-powered solutions for professionals at advisory, capital markets, and legal firms, announces that Argonaut Private Equity has selected Intapp Employee Compliance to monitor, identify, and manage employee adherence to firm code of ethics and conflicts of interest policies. Leading change "As we've grown, the effort to meet regulatory requirements by manually sharing and reviewing personal trading activi ...

PALO ALTO, Calif., June 20, 2024 (GLOBE NEWSWIRE) -- Intapp (NASDAQ:INTA), a leading global provider of AI-powered solutions for professionals at advisory, capital markets, and legal firms, today announced that it won the Investor Relations Technology category at The Drawdown Awards 2024. The awards recognize outstanding achievements in private equity across 32 categories during 2023. Service provider categories honor suppliers and vendors that have demonstrated expertise in their delivery of services and a ...