ServiceTitan (TTAN) reported its fourth-quarter earnings for fiscal year 2025, revealing a revenue increase of 29% year-over-year to $209.3 million. The company's platform revenues grew by 30% year-over-year, contributing 95.6% of total revenues. Gross profit also saw a notable rise, up 37.88% year-over-year to $138.18 million, resulting in a gross margin of 66%. For the full fiscal year 2025, ServiceTitan's total revenue reached $771.9 million, marking a 26% increase compared to the previous year. Looking ahead, ServiceTitan has guided for total revenue in the current quarter to be between $207 million and $209 million, surpassing the consensus estimate of $203.6 million. Additionally, the company anticipates full-year fiscal 2026 revenues in the range of $895 million to $905 million, exceeding the consensus estimate of $884 million. In related news, Trade Desk (TTD) has been reiterated as a Buy by Stifel, maintaining a price target of $122, with a focus on hiring a Chief Operating Officer to drive future growth, particularly in Connected TV (CTV).