Tyler Technologies, Inc. (TYL) Earnings Call Transcripts
Tyler Technologies, Inc.'s Latest Earnings Call - September 15, 2026
In the third quarter of fiscal year 2026, Tyler Technologies reported a significant increase in its SaaS growth target, raising it from high teens to 20% CAGR through 2030. The company also highlighted a strong transaction-based revenue stream, now comprising one-third of total revenues. Management maintained a positive outlook, indicating that they expect continued growth in both SaaS and transaction revenues, with operating margins projected to rise from the mid-20s to mid-30s over the next several years.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $500M (beat) |
| EPS | $1.25 (beat) |
| Operating Margin | 26% (beat) |
| SaaS CAGR Target | 20% (positive) |
| Transaction Revenue Contribution | 33% (positive) |
| Customer Retention Rate | 98-99% (positive) |
Guidance from management
Management maintained a positive outlook, expecting continued growth in both SaaS and transaction revenues, with operating margins projected to rise from the mid-20s to mid-30s over the next several years.
What analysts pressed on
Analysts expressed concerns about the potential impact of staffing shortages on government clients and the pace of transitioning large customers to cloud solutions. There were questions regarding the competitive landscape as AI solutions become more prevalent in the market.
Main topics on the call
- SaaS Growth Target Increase — Tyler Technologies raised its SaaS CAGR target from high teens to 20%, driven by strong performance and acquisitions. Brian Miller stated, "Some of it is the progress we've made from '23 to '25 and that we're sort of ahe...
- Transaction Revenue Growth — Transaction-based revenues now account for one-third of total revenues, reflecting a growing business segment. Miller noted, "we have a growing transaction business with payments that are embedded across our software sol...
- AI Integration and Opportunities — Management discussed the development of AI products, with expectations to roll out around 25 new AI solutions by the end of the year. Miller mentioned, "we're really talking about second half of next year before we start...
- Customer Retention and Stickiness — Tyler Technologies boasts a gross retention rate of 98% to 99%, highlighting strong customer loyalty. Miller emphasized, "Our customers don't get acquired and they don't go out of business. So they are very sticky."
Read the full Tyler Technologies, Inc. transcript (September 15, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Tyler Technologies, Inc.
Tyler Technologies, Inc. (TYL) is a publicly listed company in the Software industry, within the Information Technology sector. It trades on NYSE and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 98 calls on record spanning February 13, 2020 to September 15, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 98 Tyler Technologies, Inc. earnings call transcripts on record, spanning February 13, 2020 to September 15, 2026. Based on this history, Tyler Technologies, Inc. reports quarterly. The most recent call on file is dated September 15, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- TYL
- Exchange
- NYSE
- Country
- US
- Sector
- Information Technology
- Industry
- Software
- Calls on record
- 98
- First call
- February 13, 2020
- Most recent
- September 15, 2026
- Reporting cadence
- quarterly