Key Highlights

  • Intapp reported total revenues of USD 161.3 million for the quarter, with a gross margin of 78%.
  • Annual recurring revenue reached USD 607.1 million, up 20% year over year, as of September 30, 2026.
  • Cloud ARR grew 28% year over year to USD 515.3 million, representing 85% of total ARR.
  • Remaining performance obligations stood at USD 799.4 million, representing future contracted revenue not yet recognized.

Cloud ARR Outpaces Overall Revenue Recurring Base

Intapp (NASDAQ:INTA) generated total revenues of USD 161.3 million for the quarter ended September 30, 2026, with a gross margin of 78%. Annual recurring revenue reached USD 607.1 million, up 20% from USD 504.1 million a year earlier, reflecting continued growth in the company's subscription based client base.

Cloud ARR, the portion of ARR tied to active subscription contracts, grew 28% year over year to USD 515.3 million, representing 85% of total ARR, up from 80% a year earlier. This outpacing of overall ARR growth by Cloud ARR reflects the company's continued shift of clients toward cloud subscription offerings.

Client Retention and Enterprise Growth

Trailing twelve month Cloud net revenue retention reached 123%, up from 121% a year earlier, reflecting a combination of cross-sell, upsell, cloud migration and pricing contributions that more than offset client attrition. The company said it expects the vast majority of future ARR growth to come from cloud subscription sales going forward.

The number of enterprise clients with contracts exceeding USD 50,000 of ARR grew 8% year over year to more than 1,400, while enterprise clients with contracts exceeding USD 100,000 of ARR grew 12% to 908. This growth in higher value enterprise relationships reflects the company's continued penetration of large accounting, consulting, investment banking, legal and private capital firms globally.

Cash Generation and Capital Return

Operating cash flow was USD 28.4 million for the quarter, and the company repurchased approximately 0.6 million shares of common stock for USD 25.0 million. Total cash and cash equivalents stood at USD 147.7 million as of September 30, 2026. Remaining performance obligations, representing all future revenue under contract yet to be recognized, were USD 799.4 million.

Continued growth in Cloud ARR relative to overall ARR could support further margin expansion as cloud subscriptions typically carry different cost structures than legacy license and on-premise arrangements, while the pace of enterprise client additions remains a leading indicator of the company's forward revenue trajectory.

Subscription Metrics to Track

Cloud ARR growth relative to the 28% increase reported this quarter, net revenue retention trends relative to the 123% trailing twelve month figure, and continued enterprise client growth across both the USD 50,000 and USD 100,000 ARR thresholds are among the data points that may shape how subsequent quarters compare with this result. The pace at which remaining performance obligations convert into recognized revenue, alongside continued gross margin trends near this quarter's 78% level, are additional reference points management has used to frame the company's subscription transition.