Tyler Technologies: Momentum Is Evaporating For This Expensive Stock
Shares of Tyler Technologies slid after reporting weak Q1 earnings, which to me is the beginning of a deeper slide. Tyler Technologies' bookings momentum and revenue trends are decelerating, with Q1 showcasing a drying up of new software deals and ARR. Government efficiency measures are reducing demand for new software like Tyler's, impacting its growth prospects and bookings.
Tyler Technologies Inc (TYL) Q1 2025 Earnings Call Transcript
Tyler Technologies Inc (NYSE:TYL ) Q1 2025 Results Conference Call April 24, 2025 10:00 AM ET Company Participants Hala Elsherbini - Senior Director of IR Lynn Moore - CEO, President & Director Brian Miller - EVP & CFO Conference Call Participants Kirk Materne - Evercore Ken Wong - Oppenheimer Terry Tillman - Truist Securities Michael Turrin - Wells Fargo Securities Alexei Gogolev - JPMorgan Joshua Reilly - Needham Saket Kalia - Barclays Charles Strauzer - CJS Securities Rob Oliver - Baird Jonathan Ho - William Blair Gabriela Borges - Goldman Sachs Alex Zukin - Wolfe Research Keith Housum - Northcoast Research Operator Hello, and welcome to today's Tyler Technologies First Quarter 2025 Conference Call. Your host for today's call is Lynn Moore, President and CEO of Tyler Technologies.
Tyler Technologies Surpasses Q1 Earnings and Revenue Estimates
TYL's Q1 results reflect the benefits of a rise in subscription revenues, primarily driven by new software contracts.
Tyler Technologies (TYL) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
While the top- and bottom-line numbers for Tyler Technologies (TYL) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Tyler Technologies (TYL) Surpasses Q1 Earnings and Revenue Estimates
Tyler Technologies (TYL) came out with quarterly earnings of $2.78 per share, beating the Zacks Consensus Estimate of $2.56 per share. This compares to earnings of $2.20 per share a year ago.
Tyler Technologies boosts annual forecast on steady demand for IT services
Tyler Technologies raised its annual forecast and beat Wall Street expectations for first-quarter revenue on Wednesday, driven by strong demand for its IT services.
Countdown to Tyler Technologies (TYL) Q1 Earnings: A Look at Estimates Beyond Revenue and EPS
Evaluate the expected performance of Tyler Technologies (TYL) for the quarter ended March 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
Tyler Technologies to Report Q1 Earnings: What's in Store?
TYL's Q1 results are likely to reflect benefits from robust demand for SaaS solutions as the public sector shifts from on-premise to cloud-based systems.
Tyler Technologies (TYL) Upgraded to Buy: Here's What You Should Know
Tyler Technologies (TYL) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
Tyler Fortifies Public Sector Footprint With Hillsborough County Deal
TYL's deal with Hillsborough County is another strategic win, reinforcing its role as a trusted partner for public sector modernization.
Tyler Technologies: Slowing Bookings Exposes Huge Valuation
Tyler Technologies is an expensive, lower-quality tech company with shares up nearly 50% in the past year, despite fundamental weaknesses. The company's growth is slowing, limited by its narrow niche in government and education, and faces fierce competition from larger software vendors. Tyler's aggressive M&A strategy has led to significant debt, and its valuation multiples are disconnected from its modest growth rates.
Tyler Technologies Inc (TYL) Q4 2024 Earnings Conference Call Transcript
Tyler Technologies Inc (NYSE:TYL ) Q4 2024 Earnings Conference Call February 13, 2025 10:00 AM ET Company Participants Hala Elsherbini - Senior Director of IR Lynn Moore - CEO, President & Director Brian Miller - EVP & CFO Conference Call Participants Alexei Gogolev - JPMorgan Joshua Reilly - Needham & Company Ken Wong - Oppenheimer Saket Kalia - Barclays Alex Zukin - Wolfe Research Michael Turrin - Wells Fargo Charles Strauzer - CJS Securities, Inc. Clarke Jeffries - Piper Sandler Rob Oliver - Robert W. Baird Jonathan Ho - William Blair Terry Tillman - Truist Securities Mark Schappel - Loop Capital Markets Gabriela Borges - Goldman Sachs Operator Hello, and welcome to today's Tyler Technologies Fourth Quarter 2024 Conference Call.
