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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Alex Zukin | Wolfe Research | 10 | 0% |
| Terry Tillman | Truist Securities | 7 | 0% |
| Joshua Reilly | Needham | 6 | 0% |
| Jon Ho | William Blair | 6 | 0% |
| Saket Kalia | Barclays | 6 | 0% |
| Alexei Gogolev | JPMorgan | 6 | 0% |
| Ken Wong | Oppenheimer | 6 | 17% |
| Charles Strauzer | CJS Securities | 5 | 0% |
| Mark Schappel | Loop Capital | 5 | 0% |
| Rob Oliver | Robert W. Baird | 5 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Wolfe Research | 1 | 10 | 0% |
| Truist Securities | 1 | 7 | 0% |
| Wells Fargo | 2 | 6 | 0% |
| Oppenheimer | 1 |
| 6 |
| 17% |
| Needham | 1 | 6 | 0% |
| Goldman Sachs | 2 | 6 | 0% |
| JPMorgan | 1 | 6 | 0% |
| Barclays | 1 | 6 | 0% |
Tyler achieved record Q1 revenue with strong recurring revenue growth, raising FY2026 guidance primarily reflecting the For The Record addition (approximately $30M) plus Q1 outperformance in transactions. SAAS bookings rebounded strongly without large-deal dependency, and Tyler Connect validated the AI strategy with strong client engagement. Meaningful share repurchases were executed at attractive valuations, and the cross-sell motion accelerated with a 3-to-12 product vision as free cash flow more than doubled from the prior year's first quarter.
Revenue Growth | Demand | Cloud & AI | Innovation & R&D | Subscriber Growth | Competitive Dynamics | Capital Allocation | Regulation Policy | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 1 | 5 | 5 | 4 | 1 | 2 | 2 | 3 |
| 2025Q1 | 5 | 6 | 3 | 1 | 2 | 1 | 2 | |
| 2025Q2 | 5 | 5 | 3 | 3 | 2 | 2 | 3 | |
| 2025Q3 | 5 | 3 | 7 | 4 | 4 | 3 | 1 | 1 |
| 2025Q4 | 10 | 6 | 4 | 3 | 1 | 2 | 2 | 1 |
| 2026Q1 | 5 | 5 | 6 | 5 | 3 | 3 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 1 | 5 | 5 | 5 | 10 | 5 |
| Demand | 5 | 6 | 5 | 3 | 6 | 5 |
| Cloud & AI | 5 | 3 | 3 | 7 | 4 | 6 |
| Innovation & R&D | 4 | 1 | 4 | 3 | 5 | |
| Subscriber Growth | 1 | 2 | 3 | 4 | 1 | 3 |
| Competitive Dynamics | 2 | 2 | 3 | 2 | 3 | |
| Capital Allocation | 2 | 1 | 2 | 1 | 2 | 2 |
| Regulation Policy | 3 | 2 | 3 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
TYL Tyler Technologies | 8 | +8.6% | |
| ADSK Autodesk | 10 | +18.4% | |
| APP Applovin Corp | 9 | +24.1% | |
| CDNS Cadence Design Systems | 9 | +18.7% | |
| CRM Salesforce, Inc. | 9 | +13.3% | |
| DDOG Datadog | 10 | +32.1% | |
| FICO Fair Isaac | 9 | +38.7% | |
| INTU Intuit | 9 | +10.4% | |
| MSTR MicroStrategy Inc. | 7 | +11.9% | |
| NOW ServiceNow | 7 | +22.1% | |
| PTC PTC Inc. | 9 | +21.7% | |
| SHOP Shopify | 8 | +34.3% | |
| TEAM Atlassian | 7 | +31.7% | |
| TTD The Trade Desk, Inc. | 8 | +11.8% | |
| UBER Uber | 8 | +14.5% | |
| WDAY Workday, Inc. | 9 | +13.5% |