Earnings summaries and quarterly performance for TYLER TECHNOLOGIES.
Executive leadership at TYLER TECHNOLOGIES.
Board of directors at TYLER TECHNOLOGIES.
Research analysts who have asked questions during TYLER TECHNOLOGIES earnings calls.
AG
Alexei Gogolev
JPMorgan Chase & Co.
6 questions for TYL
Also covers: ADSK, ALKT, BABA +17 more
JH
Jonathan Ho
William Blair & Company
6 questions for TYL
Also covers: AKAM, ALLT, AXON +15 more
MT
Michael Turrin
Wells Fargo
6 questions for TYL
Also covers: ADBE, ADSK, CFLT +29 more
Saket Kalia
Barclays Capital
6 questions for TYL
Also covers: ADBE, ADSK, ALKT +26 more
CS
Charles Strauzer
CJS Securities
5 questions for TYL
Also covers: CMCO, DFIN, DLX +2 more
GB
Gabriela Borges
Goldman Sachs
4 questions for TYL
Also covers: AVPT, BIGC, BRZE +27 more
JR
Joshua Reilly
Needham & Company
4 questions for TYL
Also covers: AEYE, ASUR, AUDC +15 more
KH
Keith Housum
Northcoast Research
4 questions for TYL
Also covers: AXON, BRC, CDW +12 more
Robert Oliver
Robert W. Baird & Co.
4 questions for TYL
Also covers: AMPL, ASAN, AZPN +17 more
TT
Terrell Tillman
Truist Securities
4 questions for TYL
Also covers: , FIVN, INST +17 more
AZ
Aleksandr Zukin
Wolfe Research
3 questions for TYL
Also covers: ADBE, DAY, DOCU +20 more
AZ
Alex Zukin
Wolfe Research LLC
3 questions for TYL
Also covers: ADBE, ASAN, CFLT +26 more
CJ
Clarke Jeffries
Piper Sandler & Co.
3 questions for TYL
Also covers: AVAV, AVDX, AZPN +12 more
HW
Hoi-Fung Wong
Oppenheimer & Co. Inc.
3 questions for TYL
Also covers: ADSK, BILL, GDDY +7 more
KW
Ken Wong
Oppenheimer & Co. Inc.
3 questions for TYL
Also covers: ADSK, ALTR, CMRC +10 more
Mark Schappel
Loop Capital Markets
3 questions for TYL
Also covers: ALTR, AZPN, DSGX +12 more
Adam Hotchkiss
Goldman Sachs
2 questions for TYL
Also covers: ALKT, ALRM, BL +14 more
AB
Alan Borkowski
BTIG
2 questions for TYL
Andrew Sherman
Cowen
2 questions for TYL
Also covers: APPN, AXON, DDOG +7 more
JR
Joshua Riley
Wolfe Research
2 questions for TYL
Also covers: AUDC, BAND, KARO +2 more
KM
Kirk Materne
Evercore Partners
2 questions for TYL
Also covers: CRM, HUBS, IOT +2 more
Matthew Kikkert
Stifel Financial
2 questions for TYL
Also covers: BLKB, ENFN, GWRE +6 more
MV
Matt VanVleet
BTIG
2 questions for TYL
TT
Terry Tillman
Truist Financial Corporation
2 questions for TYL
Also covers: QTWO, WK, XZO +1 more
BS
Bill Self
Evercore ISI
1 question for TYL
CS
Charlie Strauzer
CJS Securities, Inc.
1 question for TYL
Also covers: DFIN
CJ
Clarke Jefferies
Piper Sandler Companies
1 question for TYL
MV
Matthew VanVliet
BTIG, LLC
1 question for TYL
Also covers: AGYS, BLKB, BRZE +5 more
Matt Vanvliet
Cantor Fitzgerald
1 question for TYL
Also covers: AGYS, BL, BRZE +8 more
PH
Pete Heckmann
D.A. Davidson & Co.
1 question for TYL
Also covers: ACIW, CWAN, DFIN
PH
Peter Heckmann
D.A. Davidson
1 question for TYL
Also covers: ACIW, ALIT, BR +12 more
SK
S. Kirk Materne
Evercore ISI
1 question for TYL
Also covers: ADBE, AVPT, BLKB +16 more
TW
Trevor Walsh
Citizens JMP
1 question for TYL
Also covers: AMTM, AVAV, AXON +10 more
Recent press releases and 8-K filings for TYL.
Tyler Technologies shares underperform amid analyst optimism
TYL
- Tyler Technologies shares have slid to around $317, trading well below valuation benchmarks such as a DCF fair value of $461.73 and a Street mean price target of $459.65.
- The latest quarter saw revenue of $575.2 million, missing consensus by 2.4%, and adjusted EPS of $2.64 versus a $2.71 forecast.
- Among 22 analysts, 16 rate the stock a “Strong Buy”, with a consensus price target near $459.65 and highs around $675.
- The stock trades at a rich P/E of 43.2x, but has rebounded ~27% over 30 days and ~30% over 90 days despite longer-term underperformance.
5 days ago
Tyler Technologies reports Q4 2025 results
TYL
Earnings
Guidance Update
Share Buyback
- Tyler reported Q4 revenue of $575.2 M, up 6.3% YoY; recurring revenues grew 11% led by SaaS +20.2% and transaction +12.1%, and delivered a Q4 record free cash flow of $236.9 M with a 41% margin.
- Total Q4 bookings were $601 M (flat YoY), SaaS bookings +9.6%, flips ACV $28.1 M (+64.5% YoY), and annualized recurring revenue reached $2.06 B (+10.9%).
- FY 2026 guidance includes revenues of $2.50–2.55 B (+8.3% midpoint), non-GAAP EPS of $12.40–12.65, free cash flow margin 26–28%, and SaaS revenue growth of 20.5–22.5%.
- The board authorized a new $1 B share repurchase program and agreed to acquire For The Record, strengthening its courts & justice portfolio.
Feb 12, 2026, 3:00 PM
Tyler Technologies reports Q4 2025 results
TYL
Earnings
Guidance Update
Share Buyback
- Q4 recurring revenues grew 11%, led by SaaS +20% and transaction services +12%; free cash flow reached a Q4 record of $236.9 M with a 41% free cash flow margin.
- Total Q4 revenue was $575.2 M (+6.3%; +8.1% ex-reserve), with SaaS revenues >$200 M (+20.2%) and transaction revenues of $196.7 M (+12.1%); total bookings were flat at $601 M, SaaS bookings +9.6%, and flips ACV of $28.1 M (+64.5% YoY).
- 2026 guidance: revenues of $2.50–2.55 B (~8.3% growth), non-GAAP EPS $12.40–12.65, free cash flow margin 26–28%, and SaaS revenue growth of 20.5–22.5%.
- Board authorizes $1 B share repurchase program and announces pending acquisition of For The Record to expand courts and justice offerings.
Feb 12, 2026, 3:00 PM
Tyler Technologies reports Q4 2025 results
TYL
Earnings
Guidance Update
Share Buyback
- Tyler delivered 11% recurring revenue growth in Q4, led by 20% SaaS growth and 12% transaction growth, and achieved a record free cash flow margin of 41%.
- Total Q4 revenue was $575.2 M, up 6.3% (or 8.1% ex the one-time non-cash reserve); SaaS revenue exceeded $200 M (+20.2%), transaction revenue was $196.7 M (+12.1%), bookings totaled $601 M (flat), and ARR reached $2.06 B (+10.9%).
- 2026 guidance calls for $2.50–$2.55 B in revenue (~8.3% growth), non-GAAP EPS of $12.40–$12.65, free cash flow margin of 26–28%, SaaS revenue growth of 20.5–22.5%, and transaction revenue growth of 5–7% (or 10–12% ex-Texas).
- Full-year 2025 free cash flow totaled $620.8 M (26.6% margin); the company ended Q4 with $1.16 B in cash and announced its largest-ever share repurchase authorization.
Feb 12, 2026, 3:00 PM
Tyler Technologies reports Q4 2025 earnings
TYL
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Tyler delivered Q4 total revenues of $575.2 M (up 6.3% YoY), free cash flow of $236.9 M (up 9.7%), and a non-GAAP operating margin of 24.1% (down 30 bps).
- ARR grew to $2.1 B (+ 10.9%), led by SaaS revenues of $208.3 M (+ 20.2%) and transaction revenues of $196.7 M (+ 12.1%).
- 2026 guidance implies ~8.3% revenue growth at midpoint, with SaaS up 20.5–22.5% and transactions up 5–7%.
Feb 12, 2026, 3:00 PM
Tyler Technologies reports Q4 2025 results
TYL
Earnings
Guidance Update
Share Buyback
- Tyler reported Q4 revenue of $575.2 million, up 6.3% year-over-year; recurring revenues reached $514.4 million (+10.9%), representing 89.4% of total revenues, and ARR was $2.1 billion (+10.9%).
- Q4 GAAP operating income was $75.0 million (+4.6%), with GAAP net income of $65.5 million ($1.50 EPS, +0.5%) and non-GAAP net income of $115.1 million ($2.64 EPS, +7.8%).
- For full-year 2025, revenues were $2.332 billion (+9.1%), with free cash flow of $620.8 million (+8.0%).
- 2026 guidance: total revenues of $2.50 billion–$2.55 billion, SaaS revenue growth of 20.5%–22.5%, and non-GAAP EPS of $12.40–$12.65.
- The board authorized a new $1 billion share repurchase program; during 2025, $175 million of shares were repurchased.
Feb 11, 2026, 9:30 PM
Tyler Technologies announces $1 billion share repurchase plan
TYL
Share Buyback
- On February 4, 2026, Tyler Technologies’ board approved a share repurchase plan authorizing up to $1 billion of its Class A common stock, superseding prior authorizations.
- Repurchases may occur in the open market or through Rule 10b5-1 plans at management’s discretion on timing, price, and quantity.
- The plan has no fixed expiration date, imposes no obligation to buy any minimum amount, and may be modified, suspended, or terminated at any time under applicable laws.
Feb 4, 2026, 5:05 PM
Tyler Technologies announces $1 billion share repurchase plan
TYL
Share Buyback
- Board authorizes $1 billion share repurchase of Class A common stock, effective immediately.
- Plan replaces all prior authorizations, has no fixed expiration, and allows open-market or Rule 10b5-1 purchases at management’s discretion.
- Repurchase underscores Tyler’s confidence in its business and view that its shares are undervalued, supported by durable free cash flow generation.
Feb 4, 2026, 2:17 PM
Tyler Technologies to acquire For The Record
TYL
M&A
- Tyler Technologies signed a definitive agreement to acquire For The Record for $212.5 million in cash; closing is expected in Q1 2026.
- For The Record provides SaaS digital court-recording solutions with AI-powered “legal grade” speech-to-text and real-time multilingual transcription.
- The deal will integrate For The Record’s offerings into Tyler’s Justice portfolio to unify digital records with case files and deliver “judicial intelligence” through AI-enhanced courtroom workflows.
- Founded in 1993 and headquartered in Phoenix, For The Record operates in all 50 U.S. states and manages hundreds of thousands of hours of court proceedings, with offices in Boston and Brisbane.
Feb 3, 2026, 9:53 PM
Tyler Technologies to acquire For The Record
TYL
M&A
- Tyler Technologies will acquire For The Record for an enterprise value of $258 million, bolstering its Courts & Justice portfolio.
- The deal is designed to accelerate the justice process and enhance courtroom efficiencies by integrating For The Record’s recording solutions with Tyler’s AI-driven case management.
- For The Record brings over 30 years of experience and installations in more than 80 countries, specializing in courtroom recording and speech-to-text technologies.
- The acquisition underscores Tyler’s strategy to empower public sector entities with end-to-end, AI-enabled legal data solutions.
Feb 2, 2026, 5:14 PM
Quarterly earnings call transcripts for TYLER TECHNOLOGIES.
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