UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40550 Intapp, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 46-1467620 ( State or other jurisdiction of ...

财务数据和关键指标变化 - 云ARR增长33%,达到2.742亿美元,占总ARR的72% [8] - SaaS和支持收入增长22%,达到8,080万美元 [8] - 总收入增长20%,达到1.106亿美元 [8] - 非GAAP毛利率为75.1%,较上年同期提升 [35] - 非GAAP营业利润为1,120万美元,较上年同期大幅增长 [36] - 非GAAP每股收益为0.14美元,较上年同期大幅增长 [36] - 经营活动产生的现金流为1,610万美元,占总收入的15% [37] 各条业务线数据和关键指标变化 - 订阅许可收入增长22%,达到1,650万美元,主要由于部分大客户选择多年期现场续订 [32] - 专业服务收入增长7%,达到1,330万美元,公司正在逐步降低专业服务收入占比 [33] 各个市场数据和关键指标变化 - 国际业务收入占总收入约30%,保持强劲增长 [35] - 合作伙伴渠道销售动力强劲,新增6家合作伙伴,现有合作伙伴总数达到125家 [35] 公司战略和发展方向及行业竞争 - 公司发布了新的应用人工智能能力,包括Intapp Assist for DealCloud、Intapp Walls for Copilot等 [6][10][11][16] - 收购了AI公司Delphai,增强了公司的AI技术实力 [20] - 收购了长期合作伙伴TDI,加强了公司在微软应用程序中的协作能力 [9] - 公司与微软的合作不断深化,在CIO峰会上与客户分享了创新和最佳实践 [17][18] - 公司的客户基础不断扩大,包括新获得的欧洲咨询公司、房地产投资公司Fengate、私募股权公司Flexpoint Ford等 [22][23] - 公司在现有客户中持续实现交叉销售和升级,如Perella Weinberg、Warner Norcross and Judd等 [24][25] 管理层对经营环境和未来前景的评论 - 公司看好在应用人工智能领域的发展机遇,认为这是一个重要的战略举措 [44][45] - 公司将继续投资产品开发和市场推广,以支持未来增长 [36] - 公司对未来保持谨慎乐观,认为自身在行业内的地位和专业优势将带来持续增长 [51][55][57] 问答环节重要的提问和回答 问题1 **Natalie Howe 提问** 如何在投资平台和AI之间平衡,实现利润率的进一步提升? [43] **John Hall 和 David Morton 回答** 公司将继续提升自身的运营效率,在产品研发、销售营销和管理等方面寻找潜在的优化空间。同时也将通过定价和打包等方式,合理地将新的AI功能转化为收入增长。[44][45][46][47] 问题2 **Kevin McVeigh 提问** 微软和KPMG的合作伙伴关系对公司的收入贡献如何?是否有助于提升利润率? [49] **David Morton 回答** 这些合作伙伴关系目前还处于初期阶段,但未来将成为公司增长的加速器。公司将继续加强这些合作关系。[50][51] 问题3 **Steve Enders 提问** 宏观环境和行业情况对公司的影响如何?SaaS和支持收入的表现如何? [54][55] **John Hall 回答** 公司的主要客户群体,如律所和会计师事务所,在经济环境较差时也能保持相对稳定。公司将继续密切关注宏观形势,但整体保持谨慎乐观。SaaS和支持收入保持良好增长。[56][57][58][59]

For the quarter ended March 2024, Intapp (INTA) reported revenue of $110.64 million, up 20.2% over the same period last year. EPS came in at $0.14, compared to $0.03 in the year-ago quarter. The reported revenue represents a surprise of +2.28% over the Zacks Consensus Estimate of $108.18 million. With the consensus EPS estimate being $0.07, the EPS surprise was +100.00%. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street ex ...

Exhibit 99.1 Intapp Announces Third Quarter Fiscal Year 2024 Financial Results • Third quarter SaaS and support revenue of $80.8 million, up 22% year-over-year • Third quarter total revenue of $110.6 million, up 20% year-over-year • Cloud annual recurring revenue (ARR) of $274.2 million, up 33% year-over-year PALO ALTO, Calif., May 7, 2024 – Intapp, Inc. (NASDAQ: INTA), a leading global provider of AI-powered solutions for professionals at advisory, capital markets, and legal firms, announced financial resu ...

Wall Street analysts expect Intapp (INTA) to post quarterly earnings of $0.07 per share in its upcoming report, which indicates a year-over-year increase of 133.3%. Revenues are expected to be $108.18 million, up 17.6% from the year-ago quarter. Over the past 30 days, the consensus EPS estimate for the quarter has remained unchanged. This demonstrates the covering analysts' collective reassessment of their initial projections during this period. Before a company reveals its earnings, it is vital to take int ...

Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? Intapp (INTA) , which belongs to the Zacks Internet - Software industry, could be a great candidate to consider. When looking at the last two reports, this software developer has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 91.67%, on average, in the last two quarters. For the last reported quarter, Int ...

J Studios Summary Following my coverage on Intapp (NASDAQ:INTA), for which I recommended a hold rating (in Jun’23) as valuation has become too expensive (8x forward revenue at the time of writing), this post is to provide an update on my thoughts on the business and stock. While I did not downgrade to a sell rating, I believe shifting away from a buy rating was the right decision as valuation continued to trend down as share price fell from $48 (previous update time of writing) to $31 (near my original targ ...

PALO ALTO, Calif., April 09, 2024 (GLOBE NEWSWIRE) -- Knowledge workers across accounting, consulting, private capital, and law are eager to leverage AI technology to automate manual tasks, work more efficiently, and derive greater career satisfaction. Firms have incentive to equip their professionals with the AI tools and training necessary to increase their productivity, help them achieve performance goals, and ensure their retention. These findings and more are revealed in the 2024 Technology Perceptions ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40550 Intapp, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 46-1467620 ( State or other jurisdiction ...

财务数据和关键指标变化 - 云ARR同比增长34%,达到2.561亿美元,占总ARR的70% [5] - SaaS和支持收入同比增长25%,达到7710万美元 [19] - 总收入同比增长23%,达到1.039亿美元 [21] - 非GAAP毛利率为73.4%,较上年同期的71.5%有所提升 [21] - 非GAAP营业利润为760万美元,上年同期为280万美元 [22] - 非GAAP每股收益为0.11美元,上年同期为0.03美元 [22] - 自由现金流为1180万美元,占总收入的11% [22] 各条业务线数据和关键指标变化 - 订阅许可收入同比增长29%,达到1410万美元,主要由于大客户选择多年期现场续订 [19] - 专业服务收入同比增长5%,达到1270万美元,增速放缓是由于公司有意减少专业服务业务,转而更多依靠合作伙伴网络 [20] 各个市场数据和关键指标变化 - 国际业务收入占总收入的30%,保持强劲增长 [21] - 客户总数超过2400家,其中ARR超过10万美元的客户达649家,较上年同期的561家有所增加 [23] - 净收入保持率为115%,在113%-117%的目标区间内 [23] 公司战略和发展方向及行业竞争 - 公司持续加强行业解决方案,推出了针对法律、私募股权和基金的新蓝图,帮助客户更快部署并获得最佳实践 [9][10] - 公司将在2月22日的"智能应用启动日"发布一系列新的AI能力,包括自动化、机器学习、深度学习和生成式AI,帮助客户更好利用数据 [6][7][8] - 公司正在与微软加强合作,帮助客户利用Azure预付费云支出购买公司产品,并在全球范围内与微软团队合作 [77][84][85] 管理层对经营环境和未来前景的评论 - 公司看好未来增长机会,将继续通过创新、获取新客户以及扩展现有客户来推动增长 [16] - 公司认为自身专注于专业和金融服务行业的定位,以及将AI技术深度融入行业解决方案的策略是关键竞争优势 [36][37] - 公司将在2月22日的投资者日上分享更多关于战略、指标和财务目标的见解 [26] 问答环节重要的提问和回答 问题1 **Koji Ikeda 提问** 询问公司如何将新推出的AI产品进行商业化,是否会推出新的高级版本 [29][30] **John Hall 回答** 公司将采取包括将部分AI能力纳入现有订阅产品,同时也会推出针对更高级AI功能的附加订阅产品 [30] 问题2 **Steve Enders 提问** 询问公司在AI应用领域的竞争优势和差异化 [35][36] **John Hall 回答** 公司专注于专业和金融服务行业,深入理解行业特点和从业者工作方式,能够将AI技术融入行业特定的解决方案 [36][37] 问题3 **Doug Bruehl 提问** 询问公司在销售和营销投入方面如何平衡增长和盈利 [43][44] **David Morton 回答** 公司正在进行FY 2025的规划,将继续寻求提升效率和生产力的机会,以实现适度的投资和利润平衡 [44]