Core Insights - Tyler Technologies reported quarterly earnings of $2.97 per share, exceeding the Zacks Consensus Estimate of $2.88 per share, and showing an increase from $2.52 per share a year ago, resulting in an earnings surprise of +3.12% [1] - The company achieved revenues of $595.88 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 0.19% and up from $543.34 million year-over-year [2] - Tyler Technologies has consistently surpassed consensus EPS and revenue estimates over the last four quarters [2] Earnings Outlook - The future performance of Tyler Technologies' stock will largely depend on management's commentary during the earnings call and the sustainability of the recent earnings numbers [3][4] - The current consensus EPS estimate for the upcoming quarter is $2.79, with expected revenues of $587.27 million, and for the current fiscal year, the EPS estimate is $11.36 on revenues of $2.34 billion [7] Industry Context - The Internet - Software and Services industry, to which Tyler Technologies belongs, is currently ranked in the bottom 39% of over 250 Zacks industries, indicating potential challenges ahead [8] - The performance of Tyler Technologies may also be influenced by the overall outlook for the industry, as historical data shows that the top 50% of Zacks-ranked industries outperform the bottom 50% by more than 2 to 1 [8]

Core Insights - Tyler Technologies exceeded Wall Street expectations for third-quarter revenue, driven by strong demand for its software-based services as customers seek to digitize their operations [1] Company Performance - The company reported a significant increase in revenue, attributed to the growing trend of digital transformation among its clients [1] Market Demand - There is a notable rise in demand for software solutions, indicating a shift in the industry towards more digital and automated processes [1]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q QUARTERLY REPORT UNDER SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934. For the quarterly period ended September 30, 2025 OR TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934. Commission File Number 1-10485 TYLER TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) | Delaware 75-2303920 | | --- | | (State or other jurisdiction of (I.R.S. employer | | incorp ...

Core Insights - Tyler Technologies has reported its third quarter 2025 earnings results, indicating significant financial performance and growth in various segments [1] Financial Performance - The company achieved a notable increase in revenue, reflecting a strong demand for its technology solutions [1] - Earnings per share (EPS) showed a positive trend, contributing to investor confidence in the company's financial health [1] Business Segments - Growth was observed across multiple business segments, highlighting the effectiveness of Tyler Technologies' strategic initiatives [1] - The company continues to expand its market presence, leveraging new opportunities in the public sector [1]

Core Insights - Tyler Technologies, Inc. (TYL) is set to report its third-quarter 2025 results on October 29, with expected revenues of $597.76 million, reflecting a 9.5% year-over-year increase [1][10] - The consensus estimate for earnings per share is $2.88, also indicating a 9.5% increase from the previous year [1] Revenue Breakdown - Subscription segment revenues are projected at $402.8 million, representing a 16% year-over-year increase due to ongoing public sector cloud adoption [3][10] - Professional Services revenues are estimated at $65.7 million, showing a 2% increase year-over-year [5] - Maintenance segment revenues are expected to decline by 7.1% to $107.4 million [5] - Software Licenses and Royalties segment revenues are projected at $5.4 million, indicating a 12.1% year-over-year decline [4] Overall Performance - Total revenues across all segments are estimated at $575.9 million, reflecting a 9.2% year-over-year increase [6] - The company's diversified client base and strong public sector demand are likely to support steady sales activity despite macroeconomic uncertainties [7] Earnings Prediction - Current analysis suggests that the model does not predict a definitive earnings beat for Tyler Technologies, with an Earnings ESP of 0.00% and a Zacks Rank of 3 [8]

Conestoga Capital Advisors, an asset management company, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here. Equity markets continued their momentum that began in early April, reaching new all-time highs in the third quarter. Conestoga Smid Cap Composite underperformed the Russell 2500 Growth Index in the quarter and returned -1.1% net-of-fees vs +10.7% for the index. The narrow and “low quality” leadership in the stock market rally that began in April grew stronger ...

Core Points - Tyler Technologies will discuss its third quarter 2025 results during a conference call and webcast on October 30, 2025 [1] Company Information - The conference call and webcast will provide insights into the financial performance and strategic direction of Tyler Technologies for the third quarter of 2025 [1]

Core Insights - Artisan Partners' "Artisan Mid Cap Fund" demonstrated strong performance in Q3 2025, with returns of 8.80% for both the Investor Class and Advisor Class funds, and 8.83% for the Institutional Class fund, significantly outperforming the Russell Midcap Growth Index's return of 2.78% [1] - The fund's outperformance was primarily driven by holdings in the health care sector [1] Company Summary: Tyler Technologies, Inc. (NYSE: TYL) - Tyler Technologies, Inc. provides integrated information management solutions and services for the public sector, with a market capitalization of $21.72 billion as of October 15, 2025 [2] - The stock experienced a one-month return of -5.28% and a 52-week decline of 14.65% [2] - In Q2 2025, Tyler Technologies reported revenue of $596.1 million, reflecting a 10.2% increase compared to Q2 2024 [4] Investment Positioning - Artisan Mid Cap Fund trimmed its position in Tyler Technologies during Q3 2025, citing that the stock's valuation increasingly reflected the benefits of its transition to cloud-based subscriptions, which has accelerated revenue growth and margin expansion [3] - Despite the trim, the fund continues to hold Tyler Technologies in its portfolio, indicating ongoing confidence in its growth potential [3] - Tyler Technologies is not among the top 30 most popular stocks among hedge funds, with 46 hedge fund portfolios holding the stock at the end of Q2 2025, up from 44 in the previous quarter [4]

Company Overview - Tyler Technologies (TYL) shares increased by 6.6% to close at $517.57, following a notable trading volume, contrasting with a 13% loss over the past four weeks [1] - The stock's appreciation is linked to optimism regarding demand for its solutions as the public sector shifts to scalable cloud-based systems from outdated on-premise systems [2] Financial Performance - Tyler Technologies is expected to report quarterly earnings of $2.88 per share, reflecting a year-over-year increase of 14.3% [3] - Revenue projections stand at $594.76 million, indicating a 9.5% rise compared to the same quarter last year [3] Market Sentiment - The consensus EPS estimate for Tyler Technologies has remained unchanged over the last 30 days, suggesting that stock price movements may not sustain without earnings estimate revisions [4] - The company currently holds a Zacks Rank of 3 (Hold), indicating a neutral outlook [4]

Core Insights - Tyler Technologies, Inc. is a leading provider of integrated software and technology solutions for the public sector, helping governments operate efficiently and transparently [1] - The company has a market capitalization of approximately $21.7 billion and has over 45,000 successful installations globally [2] Financial Performance - Analysts expect Tyler Technologies to report earnings of $2.22 per share for the upcoming third-quarter report, reflecting a 13.9% increase from $1.95 per share in the same quarter last year [3] - For fiscal 2025, earnings are projected to rise 14.6% to $8.69 per share, up from $7.58 in fiscal 2024, with a further increase of 14.2% expected in fiscal 2026 [3] Recent Stock Performance - Tyler Technologies shares have decreased by approximately 13.6% over the past year, underperforming the broader market and technology peers [4] - In contrast, the S&P 500 Index has increased by about 17.8%, and the Technology Select Sector SPDR Fund has surged by 27.8% during the same period [4] Recent Earnings Report - Following the second-quarter earnings report on July 30, Tyler Technologies shares surged by 5.4% after exceeding Wall Street's expectations [5] - Total revenue for the second quarter increased by 10.2% year-over-year, while adjusted EPS rose by 21.2% [5] - SaaS revenue grew by 21.5%, marking 18 consecutive quarters of growth of 20% or more [5] Service Performance - Transaction-based services experienced a 21.3% gain, driven by higher volumes and new offerings [6] - The company demonstrated strong gross and operating margin expansion, indicating effective revenue mix management and disciplined expense control [6]