ServiceTitan Inc (MEX:TTAN)

Q1 2027 ServiceTitan Inc Earnings Call Transcript

Jun 4, 2026 / 09:00 PM GMT

Release Date Price: MXN1270 (+31.47%)

Transcript 10-Q8-K

Key Points

Positve

ServiceTitan Inc (TTAN) reported a 25% year-over-year revenue growth, demonstrating strong financial performance.
The company successfully doubled the number of locations using its MAX platform in Q1 and plans to double it again in Q2, indicating strong demand and adoption.
ServiceTitan Inc (TTAN) achieved a significant milestone with over 2000 customers having annualized billings greater than $100,000, representing over 60% of their ARR.
The introduction of new features like speed to lead, inbound call booking automation, and auto inventory replenishment has enhanced the platform's capabilities.
The company's focus on AI and automation is driving efficiency and scalability, with virtual agents experiencing strong early customer adoption.

Negative

Despite strong growth, ServiceTitan Inc (TTAN) reported a negative free cash flow of $9.6 million in Q1, though it was an improvement from the previous year.
The company faces challenges in scaling the MAX platform efficiently, requiring significant manual work and executive involvement in the initial phases.
Weather and business day variations contributed to revenue fluctuations, making it difficult to predict future performance accurately.
The company is experiencing a mix shift towards commercial operations, which has lower monetization due to different payment methods.
There is a potential risk of AI-driven gross margin compression as customers increase their usage of AI functionalities.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

TTAN.OQ - ServiceTitan Inc
Q1 2027 ServiceTitan Inc Earnings Call
Jun 04, 2026 / 09:00PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Thank you for standing by and welcome to Service Titans Fiscal First Quarter 2027 Earnings Conference Call.

Currently, all participants are in a listen-only mode.

After the speaker's presentation, there will be a question-and-answer session.

To ask a question during the session, you will need to press *11 on your telephone.

To remove yourself from the queue, please press *11 again.

I would now like to hand the call over to Jason Rekel. Please go ahead.

--------------------------------------------------------------------------------
Unidentified_2 [2]
--------------------------------------------------------------------------------
Thank you, operator, and welcome,

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.