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. (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.
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. (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) 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.
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 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 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.
Despite recent stock declines, I remain bullish on Procore's long-term growth, especially with market opportunities both domestically and internationally. Procore's CEO transition introduces risk as does the ever-changing tariff situation. Procore's focus on AI-driven product enhancements and strategic BIM acquisitions strengthens its competitive edge and should keep client retention high.
Procore Technologies, Inc. (NYSE:PCOR ) Q1 2025 Earnings Conference Call May 1, 2025 5:00 PM ET Company Participants Alexandra Geller - Head-Investor Relations Tooey Courtemanche - Founder, President and Chief Executive Officer Howard Fu - Chief Financial Officer Conference Call Participants Saket Kalia - Barclays Dylan Becker - William Blair Joe Vruwink - Baird Brent Bracelin - Piper Sandler Matt Martino - Goldman Sachs DJ Hynes - Canaccord Adam Borg - Stifel Jason Celino - KeyBanc Capital Markets Operator Good afternoon. Thank you for attending today's Procore Technologies, Inc. FY 2025 Q1 Earnings Call.
Procore Technologies (PCOR) came out with quarterly earnings of $0.23 per share, beating the Zacks Consensus Estimate of $0.17 per share. This compares to earnings of $0.30 per share a year ago.
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.