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]

Financial Highlights - Q2'FY26总交易额(GTV)达230亿美元[7] - Q2'FY26总收入为2.42亿美元[7] - Q2'FY26非美国通用会计准则(Non-GAAP)运营利润率为12.1%[7] - Q2'FY26平台毛利率为80.7%[7] - Q2'FY26收入同比增长25%[7] - Q2'FY26平台收入同比增长26%[7] - Q2FY26净留存率超过110%[7] Market Opportunity - 公司服务的行业市场规模约为6500亿美元[18] - 所有潜在行业和市场规模约为1.5万亿美元[19] - 公司当前客户产生的收入机会为130亿美元[22] Customer Base - 公司拥有约9500个活跃客户[39] - 超过1000个客户的年度账单超过10万美元[39] - 来自年度账单超过10万美元的客户的总年度账单占比超过50%[39]

Investor Presentation Summer 2025 | Q1'FY26 Forward-Looking Statements & Other Disclaimers This presentation contains forward-looking statements within the meaning of within the meaning of the Securities Act of 1933, as amended, the Securities Exchange Act of 1934, as amended, and the Private Securities Litigation Reform Act of 1995. Forward-looking statements can be identified by words such as "anticipate," "believe," estimate," "expect," "goal," "intend," "likely," "may," "plan," "project," "seek," "shoul ...