INTA — what changed in the latest 10-Q

Text added vs the prior filing · source: 10-Q · 2026-10-27

• Intapp is a leading global provider of AI-powered solutions for professional firms in highly regulated industries. Intapp's vertically tailored solutions are purpose-built for the specialized workflows, complex relationship networks, and professional compliance requirements of accounting, consulting…

• We generate revenues primarily from the sale of our solutions, typically with one-year or multi-year contract terms. We sell our solutions through a direct sales model, which targets clients based on end market, geography, firm size, and business need. We recognize revenues from cloud subscriptions …

• Certain prior period amounts reported in our unaudited condensed consolidated financial statements and notes thereto have been renamed to conform to the current year presentation. Effective July 1, 2026, we adjusted the naming of “SaaS revenues” to be “subscription revenues” on our unaudited condens…

• We generate revenues from the sale of our subscription solutions and premium support services. License revenues are derived from our term software applications and related support services. Professional services revenues are earned by delivering professional services for the configuration, implement…

• Subscription revenues include fees from clients accessing our cloud solutions, premium support services related to subscriptions, and updates, if any, to the subscribed service during the subscription term. We recognize subscription revenues ratably over the contract term beginning on the commenceme…

Text removed vs the prior filing · source: 10-Q · 2026-05-05

• We are a leading global provider of AI-powered solutions for the world’s premier accounting, consulting, investment banking, legal, private capital and real assets firms. Our vertical software as a service (“SaaS”) solutions help professionals apply their collective expertise to make smarter decisio…

• We generate revenues primarily from software subscriptions, typically with one-year or multi-year contract terms. We sell our software through a direct sales model, which targets clients based on end market, geography, firm size, and business need. We recognize revenues from SaaS revenue ratably ove…

• We generate revenues from the sale of our SaaS solutions and premium support services related to SaaS, and subscriptions to our term software applications and support services related to licenses. We generate professional services revenues primarily by delivering professional services for the config…

• SaaS revenues include subscription fees from clients accessing our SaaS solutions, premium support services related to SaaS, and updates, if any, to the subscribed service during the subscription term. We recognize SaaS revenues ratably over the contract term beginning on the commencement date of ea…

• License revenues include subscription fees from providing clients with the right to functional intellectual property where clients can benefit from the subscription licenses on their own and support services related to the licenses, which entitles clients to receive technical support and software up…

Text added vs the prior filing · source: 10-Q · 2026-10-27

• Our reporting currency is the U.S. dollar and the functional currency for all of our foreign subsidiaries is the U.S. dollar.

Text removed vs the prior filing · source: 10-Q · 2026-05-05

• Our reporting currency is the U.S. dollar and the functional currency for all of our foreign subsidiaries is the U.S. dollar. As of September 30, 2025, the Company has liquidated Rekoop Ltd., which had a functional currency of British pounds.

Text added vs the prior filing · source: 10-Q · 2026-10-27

• During the three months ended September 30, 2026, none of our officers or directors adopted or terminated a “Rule 10b5-1 trading arrangement” as defined in Item 408(a) of Regulation S-K intended to satisfy the affirmative defense conditions of Rule 10b5-1(c) (a “Rule 10b5-1 Plan”), except for the fo…

• Nancy Harris, a member of our Board of Directors, entered into a Rule 10b5-1 Plan on August 10, 2026, which has an end date of August 31, 2027. Ms. Harris's Rule 10b5-1 Plan provides for the potential sale of up to 21,582 shares of Intapp common stock.

• Ben Harrison, our President, Industries, entered into a Rule 10b5-1 Plan on August 17, 2026, which has an end date of December 31, 2027. Mr. Harrison’s Rule 10b5-1 Plan provides for the potential sale of up to 55,883 shares of Intapp common stock and the net shares of Intapp common stock that Mr. Ha…

• Ralph Baxter, a member of our Board of Directors, entered into a Rule 10b5-1 Plan on August 19, 2026, which has an end date of May 22, 2027. Mr. Baxter’s Rule 10b5-1 Plan provides for the potential exercise of stock options and the associated sale of up to 66,757 shares of Intapp common stock.

• Dustin Sedgwick, our Chief Marketing Officer, entered into a Rule 10b5-1 Plan on September 9, 2026, which has an end date of January 31, 2028. Mr. Sedgwick’s Rule 10b5-1 Plan provides for the potential sale of up to 10,073 shares of Intapp common stock and 50%, 90% or 100% of the net shares of Intap…

Text removed vs the prior filing · source: 10-Q · 2026-05-05

• Michele Murgel, our Chief People and Places Officer, entered into a stock trading plan intended to satisfy the affirmative defense conditions of Rule 10b5-1(c) (a “Rule 10b5-1 Plan”) on March 12, 2026, which has an end date of November 15, 2026. Ms. Murgel’s Rule 10b5-1 Plan provides for the potenti…