Procore Technologies Inc. (PCOR)
Procore Technologies, Inc. (PCOR) Q3 2025 Earnings Call Transcript
Procore Technologies, Inc. ( PCOR ) Q3 2025 Earnings Call November 5, 2025 5:00 PM EST Company Participants Alexandra Geller - Head of Investor Relations Craig Courtemanche - Founder, Chairman, CEO & President Matthew Puljiz - Senior Vice President of Finance Conference Call Participants David Hynes - Canaccord Genuity Corp., Research Division Matthew Martino - Goldman Sachs Group, Inc., Research Division Brent Thill - Jefferies LLC, Research Division Saket Kalia - Barclays Bank PLC, Research Division Jason Celino - KeyBanc Capital Markets Inc., Research Division Joseph Vruwink - Robert W. Baird & Co. Incorporated, Research Division Joshua Tilton - Wolfe Research, LLC Hoi-Fung Wong - Oppenheimer & Co. Inc., Research Division Will Hancock - BMO Capital Markets Equity Research Presentation Operator Hello, and welcome to the Procore Technologies, Inc. Q3 2025 Earnings Call.
Procore Technologies (PCOR) Surpasses Q3 Earnings and Revenue Estimates
Procore Technologies (PCOR) came out with quarterly earnings of $0.42 per share, beating the Zacks Consensus Estimate of $0.31 per share. This compares to earnings of $0.24 per share a year ago.
Procore: Time For Its Next Chapter
Procore is a leader in construction management software, with significant growth potential as industry digitization remains low and new AI-driven products are launched. PCOR is targeting substantial margin expansion and cross-sell opportunities, with recent bookings and cross-sell metrics showing strong momentum despite macro headwinds in construction. A new CEO, Ajai Gopal, brings a track record of tech-driven growth and M&A and is expected to accelerate innovation, margin improvement, and potentially reposition the company for acquisition.
Procore Technologies (PCOR) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
Procore Technologies (PCOR) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Will Procore Technologies (PCOR) Beat Estimates Again in Its Next Earnings Report?
Procore Technologies (PCOR) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Procore Technologies, Inc. (PCOR) Shareholder/Analyst Call Transcript
Procore Technologies, Inc. (NYSE:PCOR ) Shareholder/Analyst Call October 16, 2025 10:00 AM EDT Company Participants Alexandra Geller Steven Davis - President of Product & Technology Craig Courtemanche - Founder, Chairman, CEO & President Geoff Lewis Ajei Gopal Conference Call Participants Jason Celino - KeyBanc Capital Markets Inc., Research Division Adam Borg - Stifel, Nicolaus & Company, Incorporated, Research Division David Hynes - Canaccord Genuity Corp., Research Division Joseph Vruwink - Robert W. Baird & Co. Incorporated, Research Division Dylan Becker - William Blair & Company L.L.C.
'Basement Kid' Procore Has A Credible Path To Move Up And Out Into The Grownup World
I normally dislike companies that resemble adult children who remain mired in the parent's basements. In business terms, this refers to companies with negative operating margins. Such companies are that way because they generally struggle to cover fixed costs. Put another way, they haven't yet reached the business equivalent of adulthood. But Procore (PCOR) is the sort of “basement kid” I can love. I see a clear and credible path to achieving operating profitability, and then some.
Procore Technologies, Inc. (PCOR) Q2 2025 Earnings Call Transcript
Procore Technologies, Inc. (NYSE:PCOR ) Q2 2025 Earnings Conference Call July 31, 2025 5:00 PM ET Company Participants Alexandra Geller - Corporate Participant Craig F. Courtemanche - Founder, Chairman, CEO & President Howard Fu - CFO & Treasurer Conference Call Participants Daniel William Jester - BMO Capital Markets Equity Research David E.
Procore Technologies (PCOR) Surpasses Q2 Earnings and Revenue Estimates
Procore Technologies (PCOR) came out with quarterly earnings of $0.35 per share, beating the Zacks Consensus Estimate of $0.24 per share. This compares to earnings of $0.39 per share a year ago.
Analysts Estimate Procore Technologies (PCOR) to Report a Decline in Earnings: What to Look Out for
Procore Technologies (PCOR) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Procore: 3 Things To Watch In Q2 Earnings
Procore is headlined by strong fundamentals, robust cash flow, and a reasonable valuation versus peers like Autodesk. Key Q2 watch items are management's plans to re-accelerate revenue growth, progress on margin expansion, and updates on the ongoing CEO search. Procore's non-GAAP margin expansion and consistent revenue outperformance suggest operational leverage, though GAAP profitability remains a milestone to watch.
Procore Continues To Expand Their Product Features And AI Capabilities
Procore delivered solid Q1 results with 15% revenue growth, strong margins, and robust customer retention, supporting my positive outlook. International expansion and product innovation, especially in AI and geospatial features, remain key growth drivers and differentiators versus competitors like ACC. Procore's large addressable market and low current penetration offer significant runway for customer growth and upselling opportunities.
