NASDAQ$INTA

Intapp Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Intapp's Q2 2023 financial results were announced, demonstrating revenue growth and a shift towards cloud-based solutions.

Intapp reported a strong second quarter with a 31% year-over-year increase in total revenue, reaching $84.7 million. The company's cloud ARR grew by 42% year-over-year, highlighting its successful transition to cloud-based services. While still reporting a GAAP operating and net loss, the company achieved non-GAAP operating and net profit.

  • Total revenue increased by 31% year-over-year to $84.7 million.
  • SaaS and support revenue grew by 31% year-over-year to $61.6 million.
  • Cloud ARR increased by 42% year-over-year to $191.8 million.
  • GAAP operating loss improved to ($19.4) million, compared to ($24.3) million in the prior year.

Headline financials

Total Revenue

$84.7M

Previous: $64.7M+30.9%
EPS (adj)

$0.03

Previous: -$0.40+107.5%
Capital Expenditures

-$1.7M

Previous: -$116K-1363.8%
Free Cash Flow

-$21.5M

Previous: -$24.3M+11.9%
Net Income

-$19.8M

Previous: -$24.2M+18.5%
Operating Income

-$19.4M

Previous: -$24.3M+20.0%
Gross Profit

$57.9M

Previous: $41.1M+40.7%
Cash & Equivalents

$51.6M

Previous: $56M-7.9%
Total Assets

$511M

Previous: $457M+11.9%
Stock-Based Comp

$20.3M

Previous: $20.4M-0.8%

Revenue & EPS history

Intapp · Revenue · Quarterly

$84.7M

Q2 2023+30.9%vs Q2 2022
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

Intapp · $73.7M total across 2 segments · Q2 2023

  • SaaS
    $61.6M+31.1%
  • Professional services
    $12.1M+44.1%

Forward guidance

Intapp provided its outlook for the third quarter and full fiscal year 2023. The guidance includes SaaS and support revenue, total revenue, non-GAAP operating profit, and non-GAAP net income (loss) per share.

Tailwinds

  • Third quarter SaaS and support revenue is expected to be $63.0 - $64.0 million.
  • Third quarter total revenue is expected to be $87.0 - $88.0 million.
  • Third quarter non-GAAP operating profit is expected to be $0.5 - $1.5 million.
  • Third quarter non-GAAP net income (loss) per share is expected to be ($0.01) - $0.01.
  • Full fiscal year SaaS and support revenue is expected to be $246.0 - $250.0 million.

Headwinds

  • Full fiscal year total revenue is expected to be $340.5 - $344.5 million.
  • Full fiscal year non-GAAP operating profit is expected to be $4.5 - $8.5 million.
  • Full fiscal year non-GAAP net income (loss) per share is expected to be $0.02 - $0.06.
  • The guidance constitutes forward-looking statements and actual results may differ materially.
  • Reconciling items, including stock-based compensation and amortization of intangible assets, could be highly variable and cannot be reasonably predicted.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2023

Historical avgQ2 2023

+3.7%

Avg return

Earnings day

+5.3%

Avg return

5 days after

+6.5%

Avg return

30 days after

65%

13 / 20 earnings

Positive

+17.6%

Q4 2024

Best reaction

-25.8%

Q2 2026

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026-4.7%-1.1%+1.2%
Q2 2026-25.8%-16.8%-5.1%
Q1 2026+6.1%+8.4%+16.5%
Q3 2025-6.2%-1.5%+1.8%
Q2 2025-1.2%-3.3%-16.9%
Q1 2025+2.0%+20.0%+36.5%
Q4 2024+17.6%+27.9%+35.0%
Q3 2024+12.2%+17.1%+8.7%
Q2 2024-11.8%-7.4%-19.9%
Q1 2024+14.5%+13.2%+6.0%
Q4 2023-6.3%-8.4%-4.9%
Q3 2023+16.0%+16.2%+14.4%
Q2 2023+15.8%+17.5%+43.4%
Q1 2023+7.9%+7.6%+9.3%
Q4 2020+9.5%+0.8%+21.8%
Q4 2022+16.2%+27.2%+41.4%
Q3 2022-6.7%-4.8%-22.9%
Q2 2022+6.9%+4.7%+13.0%
Q1 2022+8.3%-5.4%-16.3%
Q4 2021+3.3%-5.3%-33.4%
Q3 2021
Q2 2021
Q1 2021
Q3 2020
Q2 2020
Q1 2020

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