Market Opportunity and Growth Strategy - The company addresses a massive market with a served addressable Gross Transaction Value (GTV) of $650 billion[9] - The company aims for durable and profitable growth through platform leadership and expanding its competitive advantages[8, 9] - The company's FY26 priorities include expanding enterprise capabilities, broadening Pro product adoption, accelerating commercial progress, and expanding in roofing and exterior trades[10, 12] Enterprise Focus - The company is organized to capture opportunities in corporate, enterprise, residential, and commercial sectors through dedicated sales and customer success teams[23, 24] - Private Equity (PE)-backed customers exhibit greater than 25% higher TitanAdvisor ("TAD") Score, greater than 50% faster GTV growth rate, and over 2x higher ServiceTitan Net Promoter Score (NPS) compared to non-sponsored customers[31] Pro Products and AI Innovation - The company's Pro Products historically delivered functional automation with AI infusion across various business functions[40, 41] - The company is introducing new Pro Products with AI-driven automation for marketing, scheduling, and dispatch, including virtual agents and AI diagnosis[51] Commercial Strategy - The company is targeting "specialty" or "sub" contractors in the commercial sector, focusing on complex agreements, equipment, and projects[64, 65] - Commercial customers have realized significant Return on Investment (ROI), including a 15% average revenue increase in year 2, 8% more projects delivered on time, and 12+ days faster to collect payment[72] - The company estimates the commercial construction market at approximately $100 billion and the commercial service & replace market at approximately $260 billion[86] Exteriors and Roofing - The company is expanding into exterior trades, including roofing, gutters, and siding, leveraging its existing residential value proposition[90, 91]