Intapp(INTA)
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Intapp(INTA) - 2026 Q2 - Quarterly Results
2026-02-03 21:15
Exhibit 99.1 Intapp Announces Second Quarter Fiscal Year 2026 Financial Results PALO ALTO, Calif., February 3, 2026 – Intapp, Inc. (NASDAQ: INTA), a leading global provider of AI-powered solutions for professionals at advisory, capital markets, and legal firms, announced financial results for its fiscal second quarter ended December 31, 2025. Intapp also provided its outlook for the third quarter and the full fiscal year 2026. "I am pleased to report our strong second quarter which was supported by the addi ...
Monarch Marks Strong Q4 With Intapp Partnership Expansion
Businesswire· 2026-01-20 14:41
Core Insights - Monarch Financial Technology Solutions, Inc. has expanded its partnership with Intapp to include the resale of DealCloud and support for accelerated deployment, enhancing its market position and service ecosystem [1][2] Group 1: Partnership Expansion - The partnership with Intapp signifies a commitment to building scalable infrastructure for private capital firms, now including an accelerated onboarding offering and a formal reseller agreement [2] - This collaboration aims to strengthen the connection between platforms, data, and workflows, enabling clients to operate with greater precision and speed in a competitive market [2] Group 2: Company Reputation and Momentum - Monarch has established itself as a trusted partner for clients, emphasizing the importance of expertise, relationships, and reliable follow-through in achieving client success [3] - The update reflects Monarch's continued momentum and strong finish to the year, highlighting the belief that great work starts with great people [3] Group 3: Company Overview - Monarch specializes in implementation, configuration, and consulting services for private capital markets, helping firms adopt and maximize ROI on their technology stack [5] - The company serves as a delivery partner for scaling SaaS platforms, ensuring growth without compromising service quality [5] Group 4: Intapp Overview - Intapp provides software solutions that help professionals unlock knowledge, relationships, and operational insights, enhancing value for firms [4] - The company utilizes Applied AI to facilitate access to firm and market intelligence, enabling smarter decision-making and risk management [4]
Intapp Stock: A Great Value Play Amid ARR Acceleration (NASDAQ:INTA)
Seeking Alpha· 2026-01-20 06:38
Market Overview - The market is currently facing challenges as it approaches the Q4 earnings season, with investors exhibiting caution due to high valuations, especially in the tech sector [1] - Macroeconomic conditions and geopolitical events are contributing to the complexity of the current market landscape [1] Analyst Insights - Gary Alexander, with extensive experience in both Wall Street and Silicon Valley, provides insights into the themes influencing the technology industry [1] - He has been a contributor to Seeking Alpha since 2017 and has been featured in various web publications, indicating his established presence in the investment community [1]
Intapp: Divergence In Share Price And Financial Performance Is An Opportunity (INTA)
Seeking Alpha· 2025-12-17 21:38
Core Insights - Intapp, Inc. (INTA) has not recovered from the tariff impacts that affected the market, particularly at the end of the MSc in Finance period [1] Company Overview - Intapp, Inc. is highlighted as a company of interest due to its struggles in the market following tariff-related issues [1] Investment Strategy - The investment approach focuses on a long-term horizon, typically between 5 to 10 years, emphasizing a simple investment strategy [1] - The portfolio is suggested to include a mix of growth, value, and dividend-paying stocks, with a particular inclination towards value stocks [1] - The strategy also includes occasional options trading [1]
Intapp: Divergence In Share Price And Financial Performance Is An Opportunity
Seeking Alpha· 2025-12-17 21:38
Core Insights - Intapp, Inc. (INTA) has not recovered from the tariff impacts that affected the market, particularly noted at the end of the MSc in Finance [1] Company Overview - Intapp, Inc. is highlighted as a company of interest due to its struggles in the aftermath of tariff-related market disruptions [1] Investment Strategy - The investment approach discussed emphasizes a long-term horizon, typically between 5 to 10 years, focusing on a balanced portfolio that includes growth, value, and dividend-paying stocks, with a particular inclination towards value stocks [1]
Steven Cress Reviews His Top 10 Stocks For 2025
Seeking Alpha· 2025-12-16 22:20
Core Insights - The top 10 stock picks for 2025 yielded a return of 45.6%, significantly outperforming the S&P 500's return of 17.6% [34] - The market has experienced volatility due to various factors, including trade disputes and shifts in investor sentiment towards safe havens like gold and silver [8][15] - The performance of stocks is heavily influenced by market sentiment, with a notable shift back to fundamentals following a truce in U.S.-China trade relations [37] Market Overview - The U.S. Dollar Index has decreased by approximately 9.5% year-to-date, indicating a shift away from the U.S. dollar [9] - Technology sector stocks have seen a year-to-date increase of 27%, while consumer staples and healthcare sectors have shown mixed performance [12] - The S&P 500 experienced a maximum pullback of 15% earlier in the year, which historically presents a buying opportunity for long-term investors [19] Stock Performance - The top 10 stocks included companies like Celestica and Credo, which have shown substantial growth, with Celestica up 240% since January 9 [54] - OppFi, initially performing well, faced challenges due to market sentiment but has recently returned to a Buy rating [56] - Stride has been downgraded to a Sell due to poor momentum and analyst revisions, reflecting a significant decline in performance [91] Economic Indicators - The Federal Reserve has cut interest rates three times in the latter half of the year, indicating concerns about the labor market [23] - Major brokerage firms have reduced recession odds following a truce in trade disputes, which has positively impacted market sentiment [24] - Inflation remains a concern, complicating the Fed's decision-making regarding interest rates [25] Future Outlook - The upcoming webinar on January 6 will present the top stock picks for 2026, with expectations of continued focus on companies with strong fundamentals [98] - Analysts are optimistic about the growth potential of companies like Credo, which has a projected earnings growth rate of 78% over the next three to five years [51] - The market remains top-heavy, with 35% of the total market cap attributed to the Magnificent 7 stocks, raising questions about valuation sustainability [30]
Intapp, Inc. (INTA): A Bull Case Theory
Yahoo Finance· 2025-12-05 20:06
Core Thesis - Intapp, Inc. is positioned as a strong investment opportunity due to its specialized enterprise software solutions for professional and financial services firms, with a current share price of $42.68 and a forward P/E of 36.76 [1][2] Company Overview - Intapp, Inc. focuses on niche enterprise software for industries such as law, accounting, consulting, and private equity, providing a cloud platform that integrates client onboarding, workflow automation, time and billing management, and compliance [2] - The company's solutions are designed to manage complex relationship networks and sensitive data, enhancing operational efficiency for its clients [2] Financial Performance - Intapp has demonstrated strong financial performance with a three-year revenue CAGR of 22.8% and a high gross margin of 74%, indicating the scalability of its SaaS platform [3] - The company generates a free cash flow margin of 24.2%, reflecting improving operational efficiency and cash generation as it scales [4] Market Position and Growth Potential - Intapp benefits from strong recurring revenue streams and high client retention due to the specialized nature of its solutions and significant switching costs in its markets [3] - The stock has compounded at an annual rate of 8.4% over the past 4.3 years, indicating investor confidence in its long-term growth trajectory [5] - As digital transformation accelerates in professional services, Intapp's cloud-native solutions position it as a strategic enabler of productivity and compliance, offering durable growth opportunities [5] Risk and Volatility - Intapp's low beta of 0.71 suggests defensive characteristics and limited volatility compared to broader markets, aligning with its stable, contract-based revenue base [4]
Intapp, Inc. (INTA) Presents at UBS Global Technology and AI Conference 2025 Transcript
Seeking Alpha· 2025-12-02 22:33
Group 1 - The presentation highlights the successful public offering of Intapp in 2021 and acknowledges the efforts of the management team led by John and Thad [1] - The event aims to facilitate an interactive Q&A session following a brief disclosure [2] - The research analyst emphasizes the importance of disclosing relationships between UBS and the companies discussed, specifically Intapp [3]
Intapp (NasdaqGS:INTA) 2025 Conference Transcript
2025-12-02 21:37
Summary of Intapp Conference Call Company Overview - **Company**: Intapp - **Industry**: Professional and Financial Services Software - **Public Offering**: Went public in 2021 Key Points and Arguments 1. **Revenue Growth**: Intapp's revenue has grown from $200 million at the time of IPO to $600 million today, indicating strong execution and market demand [2][11][43] 2. **Cloud Transition**: The company transitioned from on-premises solutions to cloud-based services, with over 90% of clients now utilizing cloud solutions, contributing to over 80% of revenue [8][4] 3. **Market Opportunity**: The professional services market is approximately 3% of the global economy, significantly larger than the pharmaceutical industry, presenting a substantial growth opportunity for Intapp [5][6] 4. **AI Integration**: Intapp has integrated machine learning and generative AI into its offerings, focusing on automating workflows and enhancing compliance capabilities, which are critical in regulated industries [6][28][30] 5. **Client Base**: The company serves 2,750 client firms, with a significant opportunity to upsell existing clients, potentially generating over $1 billion in additional revenue [18][19] 6. **Partnerships**: Strong partnerships with Microsoft and KPMG have been established, enhancing market reach and product offerings. Microsoft clients can use Azure credits to purchase Intapp products, facilitating sales [24][25][22] 7. **Net Revenue Retention**: Intapp has achieved a net revenue retention rate of 121%, indicating strong customer loyalty and satisfaction [27][43] 8. **Go-to-Market Strategy**: The company has shifted its sales focus towards the top 2,000 accounts, resulting in higher average deal sizes and a more enterprise-grade solution offering [13][16] 9. **Regulatory Compliance**: Intapp's solutions are designed to help firms navigate complex compliance requirements, which is a significant concern for clients in the legal and financial sectors [8][44] 10. **AI as a Competitive Advantage**: The integration of AI is seen as a way to enhance operational efficiency and unlock the potential of existing knowledge within firms, positioning Intapp as a critical partner for its clients [30][48][50] Additional Important Insights - **Industry Consolidation**: The professional services industry is consolidating, with larger firms requiring enterprise-grade solutions, which Intapp is well-positioned to provide [13][16] - **Client Relationships**: Intapp emphasizes the importance of building strong relationships with clients, which has been crucial for its growth and market penetration [50][51] - **Adaptability in Pricing Models**: The company is exploring various pricing models, including consumption-based pricing, to align with client needs and market trends [40][41] - **Efficiency Gains**: Intapp's solutions have demonstrated significant ROI for clients, such as reducing the time for business clearance from a month to a week, which is critical in competitive environments [44][47] This summary encapsulates the key insights and strategic directions discussed during the Intapp conference call, highlighting the company's growth trajectory, market positioning, and the integration of advanced technologies in its offerings.
Intapp(INTA) - 2025 FY - Earnings Call Transcript
2025-11-18 19:02
Financial Data and Key Metrics Changes - The company reported a quorum with 72,378,553 votes represented, approximately 88.5% of the voting power on the record date [5][6]. - The preliminary vote report indicated that all proposals, including the election of directors and the appointment of Deloitte & Touche LLP, were approved [12]. Business Line Data and Key Metrics Changes - No specific business line data or key metrics were discussed in the meeting [2][3]. Market Data and Key Metrics Changes - No specific market data or key metrics were provided during the meeting [2][3]. Company Strategy and Development Direction and Industry Competition - The company is focused on maintaining strong governance by electing directors and ensuring the appointment of reputable auditors [9][10]. - The advisory vote on executive compensation reflects the company's commitment to aligning management incentives with shareholder interests [10]. Management's Comments on Operating Environment and Future Outlook - Management did not provide specific comments on the operating environment or future outlook during this meeting [2][3]. Other Important Information - The meeting was conducted virtually to reach a greater number of stockholders, indicating a strategic move towards digital engagement [2]. - The company plans to report final vote results in a Form 8-K within four business days [12]. Q&A Session Summary Question: What were the results of the voting on the proposals? - The preliminary vote report confirmed that the nominees for the Board of Directors were duly elected, and the appointment of Deloitte & Touche LLP was ratified [12].