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Intapp(INTA) - 2024 Q1 - Earnings Call Transcript
2023-11-12 06:07
财务数据和关键指标变化 - 云ARR增长38%,达到2.425亿美元,占总ARR的69% [10] - SaaS和支持收入增长29%,达到7310万美元 [35] - 总收入增长28%,达到1.016亿美元 [35] - 毛利率为71.8%,较上年同期的71.3%有所提升 [37] - 经营利润为640万美元,上年同期为180万美元 [37] - 每股收益为0.06美元,上年同期为0.01美元 [38] - 经营活动产生的现金流为860万美元,占收入的8.5% [38] 各条业务线数据和关键指标变化 - 订阅许可收入增长14%,达到1390万美元 [35] - 专业服务收入增长39%,达到1460万美元 [35] 各个市场数据和关键指标变化 - 国际业务收入增长33%,占总收入的31% [36] 公司战略和发展方向 - 持续投资于应用AI能力,推出了多项新功能 [11][12][13][14][15] - 与微软的战略合作关系不断深化,在Azure市场上架产品,获得微软销售团队的支持 [19][20] - 推出新的合作伙伴计划,扩大生态系统 [22] - 持续拓展新客户,并深化与现有客户的合作 [23][24][25][26][27][28] 管理层对经营环境和未来前景的评论 - 公司服务的行业正在经历数字化转型,存在持续的需求 [30] - 公司在云计算、应用AI等领域的投入将带来持续增长机会 [30] 问答环节重要的提问和回答 问题1 **Natalie Howe 提问** 行业解决方案的预设配置主要吸引哪些客户?是新客户还是现有客户? [47] **John Hall 回答** 这种解决方案吸引新客户和现有客户,可以快速展示适合其业务的解决方案,也可以帮助现有客户获得更多价值 [48] 问题2 **Kevin McVeigh 提问** 大客户的增长是来自新客户还是现有客户的扩展?微软合作是否有助于此? [52] **John Hall 回答** 大客户的增长来自新客户和现有客户的扩展,微软合作通过Azure市场销售和MAC协议有助于此 [53][54][55] 问题3 **Saket Kalia 提问** DealCloud业务的周期性如何?是否受到金融市场波动的影响? [74] **John Hall 回答** DealCloud业务受益于私募资本市场的长期结构性增长趋势,同时也能够通过不同投资策略的变化获得增长机会,整体基础比较稳定 [75][76][77][78]
Intapp(INTA) - 2024 Q1 - Quarterly Report
2023-11-09 05:10
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 September 30, 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 ...
Intapp(INTA) - 2023 Q4 - Annual Report
2023-09-08 04:52
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended June 30, 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 jurisdict ...
Intapp(INTA) - 2023 Q4 - Earnings Call Transcript
2023-09-07 09:33
Intapp, Inc. (NASDAQ:INTA) Q4 2023 Results Conference Call August 6, 2023 5:00 PM ET Company Participants David Trone - SVP, IR John Hall - Chairman and CEO David Morton - CFO Conference Call Participants Alex Sklar - Raymond James Kevin McVeigh - Credit Suisse Koji Ikeda - Bank of America Connor Passarella - Truist Securities Matthew Kikkert - Stifel Brian Schwartz - Oppenheimer Matt Vanvliet - BTIG Saket Kalia - Barclays Operator Hello, and welcome to Intapp Fiscal Fourth Quarter and Year-End 2023 Financi ...
Intapp(INTA) - 2023 Q3 - Quarterly Report
2023-05-10 04:39
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 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, 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 of (I ...
Intapp(INTA) - 2023 Q3 - Earnings Call Transcript
2023-05-09 10:44
财务数据和关键指标变化 - 公司云ARR增长40%至2.06亿美元,占总ARR的65%,总ARR同比增长24% [14] - SaaS和支持收入增长33%至6610万美元,总收入增长32%至9200万美元 [47] 各条业务线数据和关键指标变化 - DealCloud解决方案在各行业的采用持续增加,包括法律、会计和咨询行业 [16][17][19][20][21][22] - 公司推出了多语言支持的AI驱动的电子邮件签名解析引擎,以及集成了文档管理和协作的DealCloud功能 [24][26] 各个市场数据和关键指标变化 - 公司在法律、会计和咨询行业的客户中获得了新的DealCloud采用案例 [17][19][20][21] - 公司在私募股权行业也获得了新的DealCloud客户 [20][21] 公司战略和发展方向和行业竞争 - 公司正在推进与微软的战略合作,包括将平台迁移到Azure云,以及在人工智能等领域的创新 [23][29][30] - 公司通过收购Paragon Data Labs,增强了合规管理的功能 [31][32] 管理层对经营环境和未来前景的评论 - 管理层表示公司的目标市场在经济周期中一直表现稳定,并对公司的长期增长机会保持乐观 [40][41] 问答环节重要的提问和回答 问题1 **Koji Ikeda 提问** 询问公司是否看到目标市场受到银行业动荡的影响 [59] **John Hall 回答** 公司尚未看到销售周期受到影响,目标行业在过去几个周期中一直表现稳定 [60][61] 问题2 **Kevin McVeigh 提问** 询问DealCloud在公司现有客户中的渗透情况 [68] **John Hall 回答** 公司正在稳步扩大DealCloud在各行业的覆盖,受到客户的广泛需求 [69][70][71] 问题3 **Terry Tillman 提问** 询问新客户获取和现有客户拓展的平衡 [86] **Steve Robertson 回答** 公司预计新客户获取和现有客户拓展将保持平衡增长 [87][88]
Intapp(INTA) - 2023 Q2 - Quarterly Report
2023-02-09 05:11
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 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, 2022 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 ...
Intapp(INTA) - 2023 Q2 - Earnings Call Transcript
2023-02-07 09:54
Intapp, Inc. (NASDAQ:INTA) Q2 2023 Earnings Conference Call February 6, 2023 5:00 PM ET Company Participants David Trone - SVP-IR John Hall - Chairman and CEO Steve Robertson - CFO Conference Call Participants Natalie Howe - Bank of America Kevin McVeigh - Credit Suisse Terry Tillman - Truist Brian Schwartz - Oppenheimer Alex Sklar - Raymond James Matthew Kikkert - Stifel Arvind Ramnani - Piper Sandler Operator Good day, and thank you for standby. Welcome to the Intapp Fiscal Second Quarter 2023 Webcast. [O ...