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Intapp Inc. Common Stock Earnings Recaps

INTA Information Technology 3 recaps
Next earnings: November 3, 2026 (estimated) · full calendar
Q4 2026 Aug 6, 2026

Intapp’s shares jumped 10.7% after delivering cloud ARR growth that sustained a strong 29% year-over-year increase and maintaining healthy net revenue retention of approximately 123%, signaling investor confidence in the ongoing demand for its Firm AI and Celeste platforms.

Key takeaways
  • Cloud ARR grew 29% year-over-year in Q4, now making up 84% of total ARR, continuing a 20-quarter streak of growth above 25%.
  • Cloud net revenue retention remained solid at approximately 123%, indicating strong customer retention and expansion.
  • Celeste moved to general availability post-quarter and is already gaining traction among high-profile clients across legal, accounting, private capital, and investment banking sectors.
  • The Firm AI platform distinguishes Intapp by embedding firm-specific compliance and data workflows, enhancing competitive advantage in regulated industries.
  • Management highlighted an expanding pipeline and increasing use cases, supporting optimism around future adoption and revenue growth.
Q3 2026 May 7, 2026

Intapp’s shares edged down 0.4% post-earnings as the market took a neutral stance, reflecting solid top-line growth but hesitance around visibility into sustained momentum beyond product innovation and adoption signals.

Key takeaways
  • Cloud ARR rose 31% YoY to $459 million, now constituting 82% of total ARR of $560 million.
  • SaaS revenue increased 27% YoY to nearly $108 million; total revenue advanced 13% YoY to $146 million.
  • Management highlighted strong client engagement initiatives, including a 40% increase in Amplify event attendance and significant digital engagement gains.
  • The company positioned its new AI platform, Celeste, as a strategic differentiator aimed at expanding addressable market and consumption-based revenue.
  • Despite enthusiasm around AI integration and strategic partnerships, the market reaction suggests investors remain cautious on near-term performance and execution risks.
Q2 2026 Feb 5, 2026

Intapp, Inc. delivered strong fiscal Q2 2026 results, with cloud ARR increasing 31% year-over-year, driven by robust client adoption of AI capabilities and expansion in highly regulated industries.

Key takeaways
  • Cloud ARR reached $434 million, accounting for 81% of total ARR of $535 million.
  • SaaS revenue was $102 million, reflecting a 28% year-over-year growth.
  • New product releases, particularly in AI-driven compliance solutions and DealCloud enhancements, catalyzed cloud migrations and attracted several AmLaw 100 firms.
  • Strong partner ecosystem, particularly with Microsoft, directly influenced 7 of the top 10 sales deals this quarter, showcasing effective collaboration.
  • Increased demand for modernization in legal and accounting sectors is driving client transitions from legacy systems to Intapp’s advanced cloud-based solutions.