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5 Interesting Learnings from ServiceTitan at $1.14 Billion in Revenue: 21% Growth … But a Back Half Guided to Mid-Teens, and a 30% One-Day Stock Price Drop

“Vertical SaaS for The Traders” leader ServiceTitan reported its fiscal Q2 2027 on September 8 (quarter ended July 31, 2026), and on paper it was a good quarter. Revenue of $292.8M, up 21%, ahead of their own 18% guide and ahead of consensus. Non-GAAP EPS of $0.40 against $0.36 expected. Operating margin up 310 basis…
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B2B SaaS Blog - "Everyone's Freaking Out About Quarterly Quotas" Blog Posts, Marketing, Metrics

Monthly Quotas are Better than Quarterly, At Least Until $10m ARR or So. Here’s Why.

.@samdblond CRO @brexHQ "Always start with monthly sales targets in the early days. You just don't have visibility beyond that in the beginning." pic.twitter.com/8gYGnlm7Tk — Jason ✨👾SaaStr.Ai✨ Lemkin (@jasonlk) March 3, 2022 In SaaS companies in the very wide band from ~$1m to $40m ARR or so, the debate over Quarterly vs. Monthly Quotas comes…
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