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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“We are driving our enterprise solutions further into government with Tyler Technologies. An integrated software provider”
Fiserv expanded its strategic relationship with Tyler Technologies to support state government payment processing across more channels and value-added solutions.
“We recently signed a definitive agreement to acquire For The Record. A digital court recording pioneer with over 30 years of experience as a trusted category innovator”
Tyler signed a definitive agreement to acquire For The Record, adding AI-powered court recording/transcription to its courts and justice portfolio.
“we do work with Anthropic and AWS and with and OpenAI. We have active relationships with with all of those major players”
Tyler works with OpenAI among the major AI providers for the AI development work in its products.
“we do work with Anthropic and AWS and with and OpenAI. We have active relationships with with all of those major players”
Tyler works with AWS (Amazon) among the major AI/cloud providers to support the AI development work in its products.
“we do work with Anthropic and AWS and with and OpenAI. We have active relationships with with all of those major players”
Tyler works with Anthropic among the major AI providers to embed AI into its public-sector software products.
“We've got partnerships with AWS, OpenAI, Anthropic.”
Tyler names Anthropic as an AI partner supporting its public-sector AI product roadmap.
“We've got partnerships with AWS, OpenAI, Anthropic.”
Tyler names OpenAI as an AI partner supporting its public-sector AI product roadmap.
“We've got partnerships with AWS, OpenAI, Anthropic.”
Tyler cites AWS among the cloud/AI partnerships underpinning its strategy to lead the public sector through AI modernization.
“Lynn, yesterday, we've heard Tenable call out improving federal spending environment. How have Tyler's sales cycle evolved since Q1?”
An analyst cites peer software vendor Tenable's commentary on an improving federal spending environment as a benchmark for gauging whether Tyler is seeing similar tailwinds in its own public-sector sales cycle.
“We obviously partner with AWS on a lot of things. Yes, they are helping us with roadmaps on not just AI, but just even other things with respect to our cloud initiative.”
Tyler leans on AWS as a cloud and AI roadmap partner, and was recently named AWS State or Local Government Partner of the Year.
“As it relates to Fiserv, Fiserv is one of our larger payment processors. They had a long-standing relationship with NIC prior to our acquisition. They primarily or exclusively right now serve our payment processing in the state market within NIC.”
Tyler describes Fiserv as one of its larger payment processors, inherited via the NIC acquisition, and is looking to deepen ties for enhanced technology like fraud protection and cryptocurrency support.
| Analyst | Firm | Questions (Challenge)Percentage 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%) |
| Ken Wong | Oppenheimer | 6 (17%) |
| Alexei Gogolev | JPMorgan | 6 (0%) |
| Saket Kalia | Barclays | 6 (0%) |
| Jon Ho | William Blair | 6 (0%) |
| Joshua Reilly | Needham | 6 (0%) |
| Mat VanVliet | Cantor Fitzgerald | 5 (0%) |
| Gabriela Borges | Goldman Sachs | 5 (0%) |
| Mike Turrin | Wells Fargo | 5 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage 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 |
Tyler closed FY2025 with Q4 revenue of $575.2M, up 6.3%, as SAAS eclipsed $200M quarterly for the first time and cloud flips set a record in both number and value with annual contract value up 64.5% year-over-year. FY2026 guidance was introduced at $2.50-$2.55B revenue and $12.40-12.65 EPS, while a $1B share repurchase authorization signaled a capital return shift. A one-time contract loss reserve obscured underlying revenue strength, and the For The Record acquisition expanded the courts portfolio with AI transcription capabilities.
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 |
| 6 (17%) |
| Needham | 1 | 6 (0%) |
| Goldman Sachs | 2 | 6 (0%) |
| JPMorgan | 1 | 6 (0%) |
| Barclays | 1 | 6 (0%) |
| 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% |