Procore (NYSE:PCOR) Earnings Call Presentation

Procore Helix & AI - Procore Helix is a construction intelligence layer comprised of AI, analytics, and agentic workflows, designed for decision confidence [20] - Procore is developing Agents, digital teammates embedded across the platform, to streamline workflows and automate tasks [22] - Over 2,000 customers are using Assist, with over 14,000 monthly active Assist users [31, 32] - Developer Studio, Procore's integration platform, will connect thousands of systems to orchestrate transactional workflows, evolving to AI-driven automation [25] Platform Innovation - Procore's investments in the platform have accelerated the pace of innovation, with over 400 features launched since Groundbreak '24 [16] - Procore has resolved over 20,000 UserVoice votes, doubling the prior year's resolution rate [16] - Scheduling 2.0 and Resource Management are now available [49, 55] Owner Opportunity - Owners represent 25% of Procore's Total ARR [38] - Procore has over 3,200 owner customers [38] - Procore has approximately 3% penetration within its addressable market of owners, representing roughly 100,000 global owners in active GTM countries [38]