ServiceTitan (TTAN) Virtual Agent Revenue More Than Doubled in Q2

On 2026-09-08, ServiceTitan, Inc. (TTAN) gave the first earnings-call read that belongs to its virtual agents alone: during the quarter, ServiceTitan virtual agent revenue and call volume each more than doubled sequentially. The company disclosed no absolute size for the business and said virtual agents remain early overall [1].

What Contact Center Pro virtual agents do

ServiceTitan sells management software to home-service contractors in trades such as plumbing, HVAC and electrical work. Contractors use it to take jobs, dispatch technicians, invoice and collect payment, and run marketing. The company earns subscription fees plus a usage line billed on what customers actually consume, which contains payments, the partner ecosystem and virtual agents.

Contact Center Pro virtual agents are an AI phone agent that ServiceTitan sells to those contractors. When a homeowner calls or texts, the AI takes the conversation, works out what has gone wrong with the equipment, checks it against the technician capacity still open that day, and books the service appointment directly. If the caller insists on a person, a human call center manager steps in with the full context of the conversation [2]. The agents run inside the contractor's own call center, mainly absorbing surge volume and after-hours calls, and they are a separately chargeable AI product sitting inside ServiceTitan's core business.

How the disclosure got to a standalone number

On the 2025-06-06 call, ServiceTitan said the virtual agents had launched that April, native to its own platform, and the only result it could show was the first batch of jobs booked exclusively by AI agents, with no job count and no customer count [3].

The March 2026 call changed the product's character. The company explained that some packages include an allocation of virtual agent calls while the rest is billed as usage. On the customer side, more surge and after-hours calls were being handed to the agents, and many contractors were choosing not to refill customer support representative roles after turnover. The finance chief stressed that the product was very early and that very little of it was embedded in guidance [2].

In June 2026, ServiceTitan named virtual agents a pillar of its AI monetization, added outbound calling and receptionist capabilities, and described the margin properties of the business for the first time, still without giving any figure that belonged to the agents alone [4]. By the 2026-09-08 call, the full go-to-market push had been running since May, voice agents and SMS agents had converged, and a read specific to virtual agents finally appeared [1].

What the Q2 numbers say, and what they do not

The president said that during the quarter, virtual agent revenue and call volume each more than doubled sequentially, and the finance chief repeated in his own remarks that virtual agent revenue more than doubled quarter over quarter [1].

Both figures doubling together points to customers genuinely using the product more. Voice and SMS were priced separately during the quarter, so a higher price per unit could lift revenue on its own, but call volume doubling alongside it indicates the increment came mainly from more conversations being handed to the AI.

These multiples compare against the prior quarter, not the year-ago quarter. The company supplied no base and disclosed no absolute revenue or call volume for any period. They describe speed, not size.

Where the money lands in the accounts

Virtual agent revenue arrives through usage revenue, the portion ServiceTitan bills on what customers actually consume, as distinct from subscriptions. Every additional call or text a contractor hands to the AI adds recognized revenue on that line.

Usage revenue was $72.1 million in the quarter, up 24% year over year. The finance chief split that line into payments, the ecosystem and virtual agents, and said the latter two performed well [1]. On profitability there is only a direction, not a number: virtual agents together with MAX are additive to gross profit dollars, and the combination of the two runs roughly consistent with the company's total gross margins, so this revenue growth is not currently coming at the expense of gross margin [4].

What is confirmed and what is still unquantified

The operating change that can be confirmed is that virtual agents have gone from a feature bundled into packages to a charged business that management names on its own and reports its own growth rate for.

A good deal remains unquantified. The doubling is a multiple with no disclosed base, and management itself calls the business early overall. The larger part of usage revenue comes from the ecosystem and from payments, which move with transaction volume, so there is no way to judge how much of that 24% belongs to virtual agents. The customer support roles that contractors leave unfilled are described only qualitatively, with no headcount given. Only when ServiceTitan discloses absolute virtual agent revenue, or its share of usage revenue, can the sequential doubling be converted into an actual contribution to that revenue line.

Application assessment

• Contact Center Pro Virtual Agents | Business position: core business | Deployment stage: limited production | Coverage: limited scope | Value type: revenue increase

Sources

[1] Drillr - ServiceTitan, Inc. (TTAN) - 2026-09-08 - Earnings call

"While virtual agents remain early overall, during Q2, our revenue and call volume each more than doubled sequentially."

[2] Drillr - ServiceTitan, Inc. (TTAN) - 2026-03-12 - Earnings call

"Virtual agents that answer inbound calls and book appointments, with a human call center manager ready to step in with full context exactly when a customer demands it."

[3] Drillr - ServiceTitan, Inc. (TTAN) - 2025-06-06 - Earnings call

"We were excited to see the first jobs booked on our platform using exclusively AI agents and our broader AI opportunity is increasingly palpable."

[4] Drillr - ServiceTitan, Inc. (TTAN) - 2026-06-04 - Earnings call

"With regards to the marks from Max, I think both Max and virtual agents are additive to gross profit dollars. And while this may change over time, so far what we've seen is a combination of the two to be roughly consistent with our total gross margins at scale."