Core Insights - Tyler Technologies reported revenue of $595.88 million for the quarter ended September 2025, reflecting a year-over-year increase of 9.7% and a slight positive surprise of 0.19% over the Zacks Consensus Estimate of $594.76 million [1] - The company's EPS for the quarter was $2.97, up from $2.52 in the same quarter last year, exceeding the consensus estimate of $2.88 by 3.12% [1] Financial Performance Metrics - Annualized Recurring Revenues (ARR) were reported at $2.05 million, slightly below the average estimate of $2.07 million from five analysts [4] - Subscription revenue reached $401.09 million, which is a 15.5% increase year-over-year but below the average estimate of $405.01 million from six analysts [4] - Maintenance revenue was $111.31 million, exceeding the estimated $108.72 million but showing a decline of 3.7% compared to the previous year [4] - Professional services revenue was $64.73 million, slightly below the estimate of $65.35 million, with a marginal year-over-year increase of 0.4% [4] - Non-recurring revenue was $83.47 million, surpassing the estimate of $81.19 million, marking a year-over-year increase of 3.6% [4] - Hardware and other revenue was reported at $13.65 million, significantly above the estimate of $10.11 million, reflecting a 37.4% year-over-year increase [4] - Recurring revenue totaled $512.41 million, slightly below the estimate of $513.58 million, with a year-over-year increase of 10.7% [4] - Software licenses and royalties revenue was $5.1 million, below the estimate of $5.6 million, representing a year-over-year decline of 17.6% [4] Stock Performance - Over the past month, shares of Tyler Technologies have returned -2.4%, contrasting with the Zacks S&P 500 composite's increase of 3.8% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Financial Performance - For the quarter ended June 2025, Tyler Technologies reported revenue of $596.12 million, reflecting a 10.2% increase year-over-year [1] - Earnings per share (EPS) for the quarter was $2.91, up from $2.40 in the same quarter last year [1] - The reported revenue exceeded the Zacks Consensus Estimate of $586.23 million by 1.69% [1] - The EPS also surpassed the consensus estimate of $2.78 by 4.68% [1] Key Metrics - Annualized Recurring Revenues (ARR) reached $2.07 million, slightly above the average estimate of $2.03 million from five analysts [4] - Subscription revenue was $405.08 million, exceeding the average estimate of $391.37 million and representing a 21.4% year-over-year increase [4] - Maintenance revenue was $112.12 million, slightly above the average estimate of $110.33 million, but down 2.8% year-over-year [4] - Revenue from hardware and other sources was $16.64 million, surpassing the estimated $11.09 million and showing a 13% increase year-over-year [4] - Software licenses and royalties revenue was $3.66 million, below the estimated $4.67 million, marking a significant decline of 31.3% year-over-year [4] - Professional services revenue was $58.61 million, compared to the estimated $68.77 million, reflecting an 18.5% decrease year-over-year [4] Stock Performance - Over the past month, shares of Tyler Technologies have returned -6.4%, while the Zacks S&P 500 composite has increased by 3.4% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]