TTAN 最新10-Q变化

相对上期新增的文字 · 来源:10-Q · 2026-09-08

• Drive More Value to Our Customers through Adoption of Add-on Products and Max. As we demonstrate the high ROI of our products to our customers, and as our customers grow and further professionalize, we are able to sell more add-on products to them and increase

• our share of wallet, which we measure as the portion of our customers’ GTV that we are able to earn. We efficiently expand our customer relationships over time to serve their additional needs and automate more workflows through our platform. We believe that the more our customers use our platform to…

• We offer tiered subscription plans for our Core and upsell products with varying contract lengths. Pursuant to these subscription contracts our customers do not have the ability to take possession of our proprietary software. For new customers, we primarily enter into either annual or multi-year sub…

• of contract term. In some cases for certain usage-based products, the customer is billed in arrears. Pricing for these subscriptions are driven by the features included in the package and are linked to the size of the customer’s business, generally based on the number of field technicians at the cus…

• We have seen, and expect to continue to see, a higher proportion of our new deal volume coming from upsell-based Max deals. Unlike our Core subscription revenue, which is recognized ratably over the term of the contract, upsell Max-related subscription revenue is recognized as it is billed. Because …

相对上期删除的文字 · 来源:10-Q · 2026-06-05

• Drive More Value to Our Customers through Adoption of Add-on Products and Max. As we demonstrate the high ROI of our products to our customers, and as our customers grow and further professionalize, we are able to sell more add-on products to them and increase our share of wallet, which we measure a…

• of wallet, through adoption of Max. Our ability to increase adoption of our add-on products and Max will depend on customer satisfaction with our platform, competition, pricing and our ability to continuously demonstrate the value proposition of our add-on products and Max. We plan to continue inves…

• We offer tiered subscription plans for our Core and Pro products with varying contract lengths. Pursuant to these subscription contracts our customers do not have the ability to take possession of our proprietary software. For new customers, we primarily enter into either annual or multi-year subscr…

• Cost of platform revenue consists of personnel-related costs and costs related to the provisioning of our platform services. Personnel-related costs primarily include salary, employee benefits, bonuses and stock-based compensation related to our customer support team and certain customer success per…

• We define annualized billings for a given quarter as the annualized value of the quarterly amount invoiced for our Core and Pro products, net of reserves, and the quarterly revenue recognized for our FinTech products. Contracts for our platform solutions range from monthly to multi-year. While month…

相对上期新增的文字 · 来源:10-Q · 2026-09-08

• Because our results may vary significantly from quarter to quarter and year to year, our financial results for one quarter or year cannot necessarily be compared to another quarter or year and may not be indicative of our future financial performance in subsequent

• quarters or years. As we serve larger customers and as we enter different trade verticals, the sales cycle may increase the variation of our results from quarter to quarter and year to year.

• We have rapidly grown our business. For example, we first launched our platform in 2012, and our revenue grew from $120.7 million in fiscal 2020 to $961.0 million in fiscal 2026. We are expanding our sales focus to include large businesses, commercial services and construction customers, and expect …

• In some cases, we utilize independent contractors. When we utilize a PEO or independent contractors, we face risks related to compliance with local laws and regulations. Additionally, the agreements executed between PEOs and our team members or between

• If any of our vendors, service providers, employees or contractors use any AI solutions in connection with our business or the services they provide to us, it may lead to the inadvertent disclosure of our confidential information, or that of our customers, into publicly available third-party trainin…

相对上期删除的文字 · 来源:10-Q · 2026-06-05

• the amount and timing of operating costs and capital expenditures related to the expansion of our business, or incorporating AI solutions into our business operations;

• peaking in summer months), extreme weather patterns (e.g., cold spikes causing increased demand for furnace and other home repairs), general economic conditions and the timing of holidays and other seasonal events.

• Because our results may vary significantly from quarter to quarter and year to year, our financial results for one quarter or year cannot necessarily be compared to another quarter or year and may not be indicative of our future financial performance in subsequent quarters or years. As we serve larg…

• We have rapidly grown our business. For example, we first launched our platform in 2012, and our revenue grew from $120.7 million in fiscal 2020 to $961.0 million in fiscal 2026. We are expanding our sales focus to include large businesses, commercial services and construction customers, and expect …

• operations. The future costs and potential benefits of those solutions remains uncertain, and the timing of when we incur those costs and when we might see the potential benefits (if any) may be subject to more fluctuation than we have historically experienced. Accordingly, we have a limited history…

相对上期新增的文字 · 来源:10-Q · 2026-09-08

• At the Company’s 2026 annual meeting of stockholders held on June 17, 2026, the stockholders of the Company voted, on an advisory basis, on the frequency of future advisory votes on the compensation of the Company’s named executive officers. The stockholders voted to hold the advisory vote on execut…