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Analyst
Mat VanVliet
Period: Reporting periods mapped to calendar 2025 Q2 – 2026 Q2 (5 quarters).
- Questions
- 7on tracked calls
- Challenge rate
- 0%none of 7 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 5with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 7 of 7 questions from 1 company
TYLTyler Technologies7 questions · 5 reporting periods · 0 of 7 challenging
Calendar 2026 Q2
looking at the progress of For the Record, obviously it’s only been a couple months, but just curious on how the
Show response
Moore gave a specific Australian ARR win and said FTR is performing about as expected, validating the M&A approach.
could you just give us the organic revenue growth and bookings growth that you’ve historically given?
Show response
Miller supplied the organic revenue figure and acquisition contribution but did not have organic bookings growth on hand.
Calendar 2026 Q1
Curious in terms of what you're seeing coming out of that in terms of deal execution win, like win percentage?
Show response
Lynn said market good and steady with stable win rates. Deal sizes modestly increasing from cloud upsells and AI add-ons at flip time.
I wanted to drill in a little bit more on the raise of the revenue guide for 2026.
Show response
Brian said FTR is vast majority of guidance raise (~$30M). Also higher transaction volume expectations from Q1 outperformance. No fundamental change to organic outlook entered the year with.
Calendar 2025 Q4
how should we think about the level this quarter on a go forward basis? Is this kind of a new baseline
Show response
Brian confirmed Q4 flip level is new baseline expected to grow from, with peak in 2027-2029. Nothing particular to call out on renewal cohorts. Continued success selling additional products during flips.
Calendar 2025 Q3
Curious if there have been any areas where you've seen some weakness and maybe any reasons you've identified there
Show response
Lynn said post-ARPA delay filtered across ERP and justice suites but now ramping back. Public safety having a really great sales year. Federal impacted by noise but immaterial part of business.
Calendar 2025 Q2
how that was trending into your Connect user conference, how the conference helped support that?
Show response
Lynn cited California court flip building on Idaho reference momentum. Brian confirmed flips more back-end weighted in 2025, growing ~25% YoY with peak in 2027-2028.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| TYL Tyler Technologies | 7 | 0%none of 7 questions |
- TYLTyler Technologies · 7 questions0%none of 7 questions
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | 2 | 0%none of 2 questions | 1 |
| 2026 Q2 | 2 | 0%none of 2 questions | 1 |
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- M&A3
- Demand2
- Cloud & AI2
- Subscriber Growth2
- Innovation & R&D1
- Revenue Growth1
- Competitive Dynamics1
- Guidance Reliability1
- Regulation Policy1