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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Tyler Technologies (TYL) is 8/10.
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.
Scored from Tyler Technologies’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $541M | +12.5% | $1.49 | +63.7% | 41.2% | 13.2% | 12.1% | $221M |
| FY2025 Q1 | $565M | +10.3% | $1.84 | +46.0% | 44.8% | 15.8% | 14.3% | $54M |
| FY2025 Q2 | $596M | +10.2% | $1.93 | +22.9% | 43.5% | 16.0% | 14.2% | $93M |
| FY2025 Q3 | $596M | +9.7% | $1.93 | +10.9% | 47.2% | 16.4% | 14.2% | $251M |
| FY2025 Q4 | $575M | +6.3% | $1.50 | +0.7% | 43.1% | 13.0% | 11.4% | $240M |
| FY2026 Q1 | $614M | +8.6% | $1.88 | +2.2% | 48.3% | 16.3% | 13.2% | $104M |
| FY2026 Q2 | $645M | +8.2% | $2.23 | +15.5% | 47.6% | 14.7% | 14.5% | $119M |