Tyler DuPont (Wells Fargo)

Focus Areas4 topics

Demand2Competitive Dynamics2Capital Allocation1Guidance Reliability1

Trends2 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History3 questions

JKHYJack Henry & Associates2 quarters

2026 Q1

how should we be thinking about upside to that 50 to 55 annual target

DemandCompetitive DynamicsView in transcript →

The $122 million in the quarter was pretty meaningfully above, it looks like both consensus and even your own historical trends

Capital AllocationGuidance ReliabilityView in transcript →

2025 Q3

from an asset size perspective, could you maybe clarify the average size of the wins you're seeing in the quarter

DemandCompetitive DynamicsView in transcript →