Intapp vs SAP

10-K Financial Filing Analysis for Intapp (2026-08-14)

Intapp, Inc. reported its financial results for the fiscal year ended June 30, 2026, delivering total revenue of $577.8 million with a strong gross margin of 76% and operating cash flow of $146.8 million. Total Annual Recurring Revenue (ARR) grew 22% year-over-year to $590.5 million, propelled by a 29% expansion in Cloud ARR to $495.7 million, which now comprises 84% of total ARR. The company maintained strong net retention, demonstrating a trailing twelve months Cloud Net Revenue Retention (NRR) rate of 123%. Operational expansion was supported by the roll-out of Intapp Celeste, its agentic AI coworker designed for vertical workflows across legal, accounting, and private capital firms. Remaining performance obligations reached $833.0 million, and enterprise clients generating over $50,000 ARR rose 10% to more than 1,400. During the fiscal year, Intapp returned capital to shareholders via $275.2 million in common share repurchases, maintaining $162.8 million in cash and cash equivalents.

• Total revenue reached $577.8 million for FY2026 with a gross margin of 76% and operating cash flow of $146.8 million.
• Cloud ARR grew 29% YoY to $495.7 million, representing 84% of total ARR ($590.5 million), with a Cloud NRR of 123%.
• Enterprise clients with >$50k ARR increased 10% to over 1,400, while RPO expanded to $833.0 million.

Intapp News Room: New Blog Posts on AI Governance, Firm AI, and Compliance

Intapp published several new blog posts in late September 2026, including 'On-premises Walls was built for a world before AI', 'Firm AI and the future of Big Law', 'Stop buying AI features. Build the foundation.', and 'How EMEA law firms are moving to Intapp Compliance with Celeste'.

Intapp Blog: New Posts on EMEA Compliance, AI Cost, and ILTACON Takeaways

Intapp published new blog posts on September 24, 2026, covering EMEA law firm adoption of Intapp Compliance with Celeste, the real cost of building AI infrastructure, and key takeaways from ILTACON 2026 on AI and information governance.

SAP and NVIDIA OpenShell: Working Toward Governance and Security for Auditable AI Agents in Enterprise Systems

The two companies are helping shape and strengthen the execution layer for enterprise agentic AI.

6-K Financial Filing Analysis for SAP (2026-07-28)

SAP SE filed Form 6-K with the U.S. Securities and Exchange Commission on July 28, 2026, furnishing its Q2 2026 Quarterly Statement and H1 2026 Half-Year Report originally filed with Deutsche Börse AG on July 24, 2026. The submission serves as a regulatory cross-filing to fulfill reporting requirements under NYSE Sections 103.00 and 203.03. The underlying exhibits provide standard quarterly and half-year financial results alongside non-IFRS performance disclosures for the period ended June 30, 2026.

• Furnished Q2 2026 Quarterly Statement and H1 2026 Half-Year Report for the period ended June 30, 2026 (originally filed with Deutsche Börse on July 24, 2026).
• Filed pursuant to U.S. SEC foreign private issuer requirements and NYSE Sections 103.00 and 203.03 compliance.
• Formally signed and submitted on July 28, 2026, by Chief Accounting Officer Dr. Christopher Sessar and Head of External Reporting Dr. Julia Zicke.

SAP CEO Sees Historic Growth Opportunity with AI Products

SAP CEO Christian Klein sees a historic growth opportunity for the company through its new AI products, which are centered around AI agents and an autonomous enterprise platform. Klein emphasizes SAP's unique advantage in enterprise software, industry knowledge, and data, allowing it to differentiate from generic large language models. The company introduced a unified AI platform at a customer conference in May, aiming to optimize business processes, embed AI agents in workflows, and drive cost savings. Klein believes AI in the enterprise is on the verge of a breakthrough and that SAP agents will deliver superior results, but he stresses that humans will always retain responsibility in critical business areas. In 2025, SAP's revenue rose 8% to €36.8 billion, with a net profit of €7.5 billion.

• SAP CEO Christian Klein sees historic growth opportunity through AI products.
• SAP presented 'autonomous enterprise' with unified AI platform at US customer conference in May.
• SAP AI agents are claimed to deliver enormous productivity gains and cost savings.