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Intapp Q3 2026 – SaaS Revenue Up 27%

Intapp reported third-quarter fiscal 2026 SaaS revenue of $107.9 million, up 27% from $84.9 million a year earlier. Total revenue rose to $146.0 million from $129.5 million, a 13% increase.

Cloud annual recurring revenue reached $459.3 million as of March 31, 2026, up 31% from $350.4 million a year earlier. Total ARR climbed 23% to $559.9 million from $455.2 million. Cloud ARR made up 82% of total ARR, compared with 77% in the prior-year period.

Profitability metrics moved in different directions. GAAP operating loss widened to $14.2 million from $5.7 million. GAAP net loss increased to $15.5 million from $3.0 million, and GAAP loss per share widened to $0.20 from $0.04. Non-GAAP operating income rose to $25.7 million from $20.3 million, while non-GAAP net income increased to $23.7 million from $21.7 million. Non-GAAP diluted earnings per share edged up to $0.29 from $0.26.

Cash and cash equivalents fell to $146.8 million at March 31, 2026, from $313.1 million at June 30, 2025. Over the first nine months of fiscal 2026, operating cash flow increased to $100.6 million from $85.2 million in the same period a year earlier. During that period, the company repurchased 7.3 million shares for $250.1 million, including broker fees.

Customer counts also grew. Intapp said it served more than 1,375 clients with contracts above $50,000 of ARR, including 858 clients above $100,000 of ARR. Its trailing 12-month cloud net revenue retention rate was 123% as of March 31, 2026.

For the fourth quarter, Intapp guided SaaS revenue to $113.1 million to $114.1 million and total revenue to $149.1 million to $150.1 million. For the full fiscal year, it projected SaaS revenue of $421.0 million to $422.0 million and total revenue of $574.3 million to $575.3 million. It forecast non-GAAP operating income of $102.7 million to $103.7 million and non-GAAP diluted EPS of $1.22 to $1.24. The market has reacted to these announcements by moving the company's shares 1.1% to a price of $23.93. If you want to know more, read the company's complete 8-K report here.

The above analysis is intended for educational purposes only and was performed on the basis of publicly available data. It is not to be construed as a recommendation to buy or sell any security. Any buy, sell, or other recommendations mentioned in the article are direct quotations of consensus recommendations from the analysts covering the stock, and do not represent the opinions of Market Inference or its writers. Past performance, accounting data, and inferences about market position and corporate valuation are not reliable indicators of future price movements. Market Inference does not provide financial advice. Investors should conduct their own review and analysis of any company of interest before making an investment decision.

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