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Procore Technologies
Procore Technologies (PCOR) investor relations material
Procore Technologies Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary12 Feb, 2026
Executive summary
Achieved strong Q4 and FY25 results with 15% revenue growth, 14% non-GAAP operating margin, and record free cash flow, driven by customer expansion and product adoption.
CEO emphasized leadership in AI, with the Datagrid acquisition accelerating strategy and enhancing data integration.
Secured significant new ENR 400 customers, major international deals, and a notable customer win-back, demonstrating competitive strength.
Positioned as a leader in construction management software, with AI and operational improvements as key growth levers.
Financial highlights
Q4 revenue reached $349 million, up 16% year-over-year; full-year revenue was $1,323 million, up 15%.
Q4 non-GAAP operating income was $52 million (15% margin); full-year free cash flow was $215 million, up 69% year-over-year, with a 16% margin.
Q4 non-GAAP net income was $57.1 million (diluted EPS: $0.37); full-year non-GAAP net income was $210.2 million (diluted EPS: $1.36).
Q4 GAAP gross margin was 80% (non-GAAP: 84%); Q4 GAAP operating margin was -12% (non-GAAP: 15%).
$100,000+ ARR customers now exceed 2,700, with 115 customers spending over $1 million in ARR (34% year-over-year growth).
Outlook and guidance
FY26 revenue expected between $1.489 billion and $1.494 billion, representing 13% year-over-year growth.
Non-GAAP operating margin guidance for FY26 is 17.5%-18%, implying 340-390 basis points of margin expansion.
Free cash flow margin for FY26 guided at 19%, a 270 basis point increase year-over-year.
Q1 FY26 revenue expected between $351 million and $353 million (13%-14% growth), with non-GAAP operating margin of 14%-15%.
Detail AI strategy and expected impact
What drives the strong $1M+ customer growth?
How will 2026 margin targets be achieved given SBC?
Procore AI monetization strategy details
CRPO growth normalization timing and impact
Owner segment CapEx and FedRAMP impact
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Next Procore Technologies earnings date
Q1 202630 Apr, 2026
Procore Technologies
Next Procore Technologies earnings date
Q1 202630 Apr, 2026
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Frequently asked questions
Construction Management Software
Procore Technologies was established in 2003 and provides modern software solutions to the construction industry, helping construction professionals streamline their projects using cloud-based applications. Addressing various industry needs, its software facilitates project management, quality & safety assurance, financials, and field productivity. With the construction sector often seen as traditional and slow to adapt, Procore’s introduction of these tools has played a part in bridging the gap between construction and technology.
A Clear Vision
The journey of Procore began in the early 2000s when its founder, Craig Courtemanche, identified a gap in the construction sector for specialized project management software. What started as a solution for a single construction project quickly transformed into a broader vision of reshaping the industry's approach to project management. Over the years, Procore has consistently expanded its software suite to cater to increasingly diverse construction industry needs and the company has grown substantially from its foundation. Its main objective has always been to provide services for construction teams to collaborate effectively, irrespective of their location, thus maximizing efficiency and minimizing potential errors.
Features and Functionalities
Procore's software suite is comprehensive. The platform integrates multiple aspects of construction management into one unified interface. Users can access tools for document management, drawing revisions, and schedules, ensuring everyone is updated in real time. Financial tools integrated into the platform help streamline budgeting, bidding, and invoicing processes, ensuring transparency and preventing costly miscommunications. Additionally, with the shift toward mobile devices in many professional settings, Procore has ensured its software is fully functional on tablets and smartphones. This mobile accessibility ensures that on-site workers can quickly report progress, changes, or issues, thus ensuring a continuous flow of information.
Adapting to Industry Evolution
Like nearly every industry, the construction business rapidly evolves as time progresses and Procore has been quick to adapt to changing needs. With increasing emphasis on sustainability, energy efficiency, and green construction practices, the company has integrated features that assist in these areas, ensuring projects remain compliant with the latest industry standards. Furthermore, recognizing the global nature of construction projects, the platform supports collaboration across borders with tools that assist with different languages and currency conversions. Procore is also developing its platform, utilizing new technology and AI to make its software more powerful. Companies offering competing or similar products include names such as Autodesk and Oracle.
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