Core Insights - ServiceTitan has achieved an annualized revenue run rate exceeding $1 billion, reflecting strong growth and operational execution [2][3] - The company plans to continue its multi-year growth strategy in FY27, focusing on enhancing its Agentic Operating System and increasing operational capacity [2] Financial Performance - Fiscal Fourth Quarter 2026 Results: - Gross Transaction Volume (GTV) reached $19.8 billion, a year-over-year growth of 16% [2] - Total revenue was $254.0 million, up 21% from $209.3 million in Q4 2025 [2] - Platform revenue increased to $245.1 million, reflecting a 23% growth compared to $200.1 million in Q4 2025 [2] - Non-GAAP income from operations was $27.1 million, compared to $6.9 million in Q4 2025 [2] - Non-GAAP operating margin improved to 10.7% from 3.3% in the previous year [2] - Full Fiscal Year 2026 Results: - Total revenue for the year was $961.0 million, a 24% increase from $771.9 million in FY 2025 [2] - Platform revenue for the year was $925.4 million, up 25% from $739.5 million in FY 2025 [2] - Non-GAAP income from operations for the year was $94.1 million, significantly higher than $25.2 million in FY 2025 [2] Customer Metrics - The total number of active customers increased to approximately 10,800, up from about 9,500 in the previous year [2] - Net dollar retention rate remained above 110%, indicating strong customer loyalty and revenue expansion from existing customers [2] Financial Outlook - For Q1 FY27, the company expects total revenue between $255 million and $257 million, and non-GAAP income from operations between $27 million and $28 million [5] - For the full fiscal year 2027, total revenue is projected to be between $1,110 million and $1,120 million, with non-GAAP income from operations expected to be between $128 million and $133 million [5]
ServiceTitan Announces Fiscal Fourth Quarter and Full Fiscal Year 2026 Financial Results