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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Alex Zukin | Wolfe Research | 12 questions · 8% challenging |
| Terry Tillman | Truist Securities | 9 questions · 0% challenging |
| Alexei Gogolev | JPMorgan | 8 questions · 0% challenging |
| Jon Ho | William Blair | 8 questions · 0% challenging |
| Joshua Reilly | Needham | 7 questions · 0% challenging |
| Mat VanVliet | Cantor Fitzgerald | 7 questions · 0% challenging |
| Michael Turrin | Wells Fargo | 7 questions · 14% challenging |
| Rob Oliver | Robert W. Baird | 7 questions · 0% challenging |
| Saket Kalia | Barclays | 6 questions · 0% challenging |
| Ken Wong | Oppenheimer | 6 questions · 17% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Wolfe Research | 1 analyst | 12 questions · 8% challenging |
| Truist Securities | 1 analyst | 9 questions · 0% challenging |
| JPMorgan | 1 analyst | 8 questions · 0% challenging |
| Wells Fargo | 2 analysts | 8 questions · 13% challenging |
| William Blair | 1 analyst | 8 questions · 0% challenging |
| Cantor Fitzgerald | 1 analyst | 7 questions · 0% challenging |
| Needham | 1 analyst | 7 questions · 0% challenging |
| Robert W. Baird | 1 analyst | 7 questions · 0% challenging |
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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 |
Calendar quarter Q1 2026Earnings call Apr 30, 2026
FY2026 Q1 in brief
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.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for Tyler Technologies (TYL), FY2026 Q1: 8/10. Scores: Tyler Technologies’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: TYL daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
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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 Q1Selected | $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 |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
GAAP revenue YoY +8.55% → base 7. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
What TYL and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“we completed the acquisition of For The Record, representing the third largest acquisition in Tyler's history.”
Tyler acquired courtroom-technology vendor For The Record, its third-largest acquisition, expanding into judicial recording/transcription.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
TYL Tyler Technologies | 8 | +8.6% | |
| ADSK Autodesk | 10 | +19.8% | |
| AI C3.ai, Inc. | 1 | -46.1% | |
| APP Applovin Corp | 9 | +59.0% | |
| CDNS Cadence Design Systems | 9 | +18.7% | |
| CHYM Chime Financial, Inc. Class A Common Stock | 10 | +24.8% | |
| CRM Salesforce, Inc. | 9 | +12.1% | |
| DDOG Datadog | 10 | +32.1% | |
| DUOL Duolingo, Inc. | 9 | +26.5% | |
| FICO Fair Isaac | 9 | +38.7% | |
| FIG Figma, Inc. | 9 | +46.1% | |
| INTU Intuit | 9 | +17.4% | |
| MSTR MicroStrategy Inc. | 7 | +11.9% | |
| NOW ServiceNow | 7 | +22.1% | |
| PTC PTC Inc. | 9 | +21.7% | |
| SHOP Shopify | 8 | +34.3% | |
| SNOW Snowflake Inc. | 9 | +30.1% | |
| SOUN SoundHound AI, Inc. | 8 | +51.7% | |
| TEAM Atlassian | 7 | +31.7% | |
| TTD The Trade Desk, Inc. | 8 | +11.8% | |
| U Unity Software Inc. | 9 | +16.8% | |
| UBER Uber | 8 | +14.5% | |
| WDAY Workday, Inc. | 7 | +14.5% |