Core Insights - ServiceTitan has announced a partnership with Associated Builders and Contractors (ABC), enhancing its commitment to providing technology solutions for specialty contractors in the construction industry [1][2][3] - The partnership allows ABC members to access ServiceTitan's software platform, which includes tools for scheduling, billing, and real-time tracking, along with a member-exclusive benefit of three complimentary months of subscription [2][3] - ServiceTitan aims to drive innovation and operational excellence in the construction sector, which has historically been underserved by technology [2][5] Company Overview - ServiceTitan is a cloud-based software platform designed to empower trades businesses by providing an integrated solution for managing operations and enhancing customer experience [6] - The platform combines project management tools with service functionality, enabling specialty contractors to run their entire business on a single platform [4][6] - ServiceTitan's addition to ABC's Tech Marketplace solidifies its leadership position in construction technology, setting new standards for productivity and operational efficiency [5] Industry Context - ABC, a national trade association with 23,000 members, focuses on advancing industry trends and fostering innovation through its Tech Marketplace [3] - The collaboration between ServiceTitan and ABC aims to equip contractors with cutting-edge digital tools to improve safety, profitability, and efficiency in their operations [3] - This partnership reflects a broader trend in the construction industry towards increased technology adoption to enhance productivity and deliver superior outcomes [5]

Core Insights - ServiceTitan has announced a strategic collaboration with ABC Supply Co., Inc. to enhance procurement and estimating processes for roofing contractors [1][2] - The integration aims to provide accurate product catalogs, pricing, and order status directly within ServiceTitan's platform, improving operational efficiency and customer satisfaction [2][3] Company Overview - ServiceTitan is a cloud-based software platform designed to support trades businesses, offering tools for business management and customer experience enhancement [5] - ABC Supply Co., Inc. is the largest wholesale distributor of roofing and other building products in North America, focusing on serving professional contractors since its founding in 1982 [7] Integration Features - The integration will allow for branch-specific, up-to-date pricing pulled nightly, ensuring contractors have the most current costs for accurate estimates [5] - Location-aware estimates will automatically apply branch-level prices based on job location, maintaining profitability across different markets [5] - Real-time validation at purchase will check current pricing and availability, reducing order errors and material delays [5] - The seamless estimate-to-order flow will enable teams to convert estimates into electronic purchase orders instantly [5] - Contractors will have access to ABC's full catalog with product names and imagery, enhancing proposal accuracy and professionalism [5] Industry Context - Material prices are a significant concern for contractors, with 64% indicating that rising costs may hinder growth and profitability [3] - Supply chain disruptions in the roofing industry are making it increasingly challenging for contractors to source materials at the right time and price [3]

Core Insights - ServiceTitan reported strong financial results for the fiscal first quarter of 2026, with significant year-over-year growth in gross transaction volume and total revenue [2][3] - The company's focus on delivering ROI to customers is highlighted as a key competitive advantage, with a strong start in its four primary areas of focus for the year [1][2] Financial Highlights - Gross transaction volume (GTV) increased to $17.7 billion, representing a 22% year-over-year growth compared to $14.5 billion in the previous year [2] - Total revenue reached $215.7 million, a 27% increase from $170.3 million in the same quarter of the previous year [2] - Platform revenue also grew by 27% year-over-year, amounting to $208.0 million [2] - Non-GAAP income from operations was reported at $16.2 million, compared to $3.3 million in the same quarter last year, resulting in a non-GAAP operating margin of 7.5% [2][31] - Net cash used in operating activities decreased to $14.6 million from $19.2 million year-over-year [2][36] Operational Outlook - For the second quarter of fiscal 2026, ServiceTitan expects total revenue between $228 million and $230 million, and non-GAAP income from operations between $17 million and $18 million [3] - The full fiscal year 2026 revenue outlook is projected to be between $910 million and $920 million, with non-GAAP income from operations expected to be between $54 million and $59 million [3] Company Overview - ServiceTitan is a cloud-based software platform designed to support trades businesses, providing tools for business management and customer experience enhancement [6] - The company aims to transform the trades industry, which has historically been underserved by technology, by equipping contractors with necessary technological solutions [6]

Core Viewpoint - ServiceTitan, Inc. will report its financial results for the fiscal first quarter ended April 30, 2025, on June 5, 2025, and will provide an outlook for fiscal year 2026 [1]. Group 1: Financial Reporting - The financial results will be announced after market close on June 5, 2025 [1]. - A conference call will be held at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time) on the same day to discuss the results [2]. Group 2: Company Overview - ServiceTitan is a software platform that supports trades businesses with a cloud-based, end-to-end solution [3]. - The platform provides contractors with tools to manage their business operations and enhance customer experience [3]. - ServiceTitan aims to equip tradespeople with technology in an industry that has been historically underserved [3].

Core Insights - The exterior services industry, particularly roofing contractors, is focusing on revenue growth and profitability despite challenges such as rising material prices, labor shortages, and increased overhead costs [1][3][4] Group 1: Industry Challenges - 76% of contractors aim to grow revenue in 2025, but only 56% expect to achieve this due to challenges like increasing material prices (64%), labor shortages (58%), and rising labor and overhead costs (53%) [1][3] - The industry must balance innovation, customer-first execution, and financial discipline to drive sustainable growth [1][2] Group 2: Optimization Strategies - 62% of contractors are optimizing overhead costs, 56% are focusing on labor costs, and 37% are improving marketing efficiency to enhance profit margins [4] - 18% of contractors plan to invest in additional software, while 37% prioritize comprehensive features tailored to the industry [7] Group 3: Growth Opportunities - Contractors are expanding into new business lines, with 23% entering metal roofing, 21% adding new locations, and 6% acquiring other businesses [5] - 40% of respondents are considering adding siding, while 35% see opportunities in entering the commercial sector [5] Group 4: Customer Experience Focus - Modernizing and digitizing the customer experience is a key goal for 31% of contractors, with 52% emphasizing the importance of customizing and personalizing customer interactions [6] - Digital transformation and enhancing online presence are seen as significant opportunities by 42% of respondents [6]