Intapp, Inc. (NASDAQ:INTA ) Q4 2025 Earnings Conference Call August 12, 2025 5:00 PM ET Company Participants David H. Morton - Chief Financial Officer David Melvin Trone - Senior Vice President of Investor Relations John T.
While the top- and bottom-line numbers for Intapp (INTA) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Intapp (INTA) came out with quarterly earnings of $0.27 per share, beating the Zacks Consensus Estimate of $0.23 per share. This compares to earnings of $0.15 per share a year ago.
Besides Wall Street's top-and-bottom-line estimates for Intapp (INTA), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended June 2025.
Intapp's AI-powered cloud solutions drive strong SaaS and cloud ARR growth, with high gross margins and expanding operating leverage supporting a bullish outlook. Recent stock pullback reflects concerns about macro headwinds and slower fiscal 2026 growth, but current estimates may be conservative, offering upside potential. Key partnerships with Microsoft and Snowflake enhance enterprise momentum and analytics capabilities, strengthening INTA stock's competitive position in a challenging environment.
Intapp's fundamentals remain robust with strong revenue growth, high gross margins, and best-in-class net revenue retention despite recent share price declines. Cloud ARR is growing nearly 30% year-over-year, now making up 77% of total ARR, fueling high-quality, recurring revenue expansion. INTA generates significant free cash flow and maintains strong operating leverage, providing flexibility for future capital allocation.
Intapp's vertical SaaS focus yields strong SaaS metrics, high retention, and improving fundamentals, despite a maturing growth rate and niche market limitations. Cloud and SaaS revenue growth remains robust, with high gross margins and positive free cash flow, signaling operational efficiency and disciplined capital allocation. Valuation is reasonably relative to peers; further upside hinges on scaling, innovation (especially AI), and navigating macroeconomic headwinds impacting discretionary IT spend.
The consensus price target hints at a 29% upside potential for Intapp (INTA). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.
Intapp (INTA) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
The mean of analysts' price targets for Intapp (INTA) points to a 26.1% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
Intapp, Inc. (NASDAQ:INTA ) Q3 2025 Earnings Conference Call May 6, 2025 5:00 PM ET Company Participants David Trone - SVP, IR John Hall - Chairman & CEO David Morton - CFO Conference Call Participants Alexei Gogolev - JPMorgan Matthew Kikkert - Stifel Jon McCary - Raymond James & Associates Steven Enders - Citigroup Brian Schwartz - Oppenheimer Koji Ikeda - Bank of America Merrill Lynch Operator Hello, everyone, and welcome to the Intapp Fiscal Third Quarter 2025 Webcast. [Operator Instructions] Please be advised that today's conference is being recorded.
While the top- and bottom-line numbers for Intapp (INTA) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.