Saastr · 17 September 2026 · Operating Insight

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

Jason Lemkin, GP @ SaaStr

ServiceTitan beat Q2 revenue and EPS but guided back-half growth to 15% from 25%, triggering a 30% stock drop—a cautionary lesson on the tension between AI product transitions that suppress near-term growth and market expectations for acceleration.

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Topics: Enterprise Software · Venture Capital & Startups

Published by Saastr · their site ↗

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