Intapp Inc (NASDAQ:INTA) Exceeds Q4 and Full-Year 2025 Earnings Expectations with Strong SaaS Growth

Intapp Inc (NASDAQ:INTA) reported its fiscal fourth-quarter and full-year 2025 earnings, delivering results that exceeded analyst expectations on both revenue and earnings per share (EPS). The company’s performance reflects continued growth in its SaaS offerings and expanding client base, though the market reaction has been mixed in after-hours trading.

Earnings and Revenue Performance

• Q4 Revenue: Intapp reported $135.0 million in revenue for the quarter, up 18% year-over-year and slightly above the consensus estimate of $134.6 million.
• Q4 Non-GAAP EPS: The company posted $0.27 per share, surpassing the estimated $0.23.
• Full-Year Revenue: Fiscal 2025 revenue reached $504.1 million, a 17% increase from the prior year.
• Full-Year Non-GAAP EPS: Came in at $0.94, up significantly from $0.45 in fiscal 2024.

Market Reaction

Following the earnings release, Intapp’s stock saw an after-market movement of +21.07%, suggesting strong investor optimism. However, the stock has declined -11.87% over the past week and -18.05% over the past month, indicating broader market volatility or sector-wide pressures ahead of the earnings announcement. The post-earnings surge suggests that the results may have alleviated some concerns, though long-term sentiment will depend on execution against future guidance.

Key Business Highlights

• SaaS Growth: SaaS revenue rose 27% year-over-year to $90.2 million in Q4, now representing 79% of total annual recurring revenue (ARR).
• Cloud Expansion: Cloud ARR reached $383.1 million, up 29% year-over-year.
• Client Growth: The company now serves over 2,700 clients, with 109 generating more than $1 million in ARR, up from 73 a year ago.
• Net Revenue Retention: Cloud net revenue retention stood at 120%, indicating strong upsell and cross-sell performance.

Outlook vs. Analyst Estimates

Intapp provided guidance for fiscal 2026, projecting:

• Q1 Revenue: $134.8–$135.8 million (vs. analyst estimates of $137.97 million).
• Full-Year Revenue: $566.7–$570.7 million (vs. analyst consensus of $580.18 million).
• Non-GAAP EPS: $1.09–$1.13 for the full year (vs. estimates not explicitly provided, but likely in line with expectations given the Q4 beat).

The slightly conservative revenue outlook for Q1 may explain some of the recent stock weakness, though the full-year guidance suggests confidence in continued growth.

Strategic Developments

• The company expanded partnerships with firms like MSCI, Snowflake, and SUBSCRIBE.
• AI adoption among professionals in Intapp’s target markets surged to 72%, up from 48% in 2024, reinforcing the demand for its AI-powered solutions.

Conclusion

Intapp’s earnings beat and strong SaaS performance underscore its position as a growing player in vertical SaaS for professional services. While the near-term stock performance has been volatile, the after-hours rally suggests renewed investor confidence.

For more detailed earnings estimates and historical performance, visit Intapp’s earnings page.

Disclaimer: This article is for informational purposes only and does not constitute investment advice.