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Tyler Technologies
Tyler Technologies (TYL) investor relations material
Tyler 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
Q4 2025 revenues reached $575.2 million, up 6.3% year-over-year, with recurring revenue and free cash flow surpassing expectations.
SaaS revenues grew 20.2% in Q4, with annual SaaS revenues up 20.6% and annualized recurring revenue reaching $2.1 billion, up 10.9%.
Free cash flow for Q4 was $236.9 million, up 9.7%, with a margin of 41.2%; full-year free cash flow reached $620.8 million, margin 26.6%.
Public sector demand remains robust, with healthy budgets, active pipelines, and increased adoption of AI-enabled solutions.
Strategic focus on cloud transition, leveraging client base, transaction business growth, and new markets.
Financial highlights
Q4 non-GAAP operating margin was 24.1%; full-year margin was 26%, up 150 bps.
Q4 non-GAAP net income was $115.1 million ($2.64 per share), up 7.8% year-over-year.
Full-year 2025 total revenues were $2.33 billion, up 9.1% year-over-year; recurring revenues accounted for 87–89.4% of total.
Adjusted EBITDA for 2025 was $650.4 million, up from $567.8 million in 2024.
Maintenance revenues declined 4.9% in Q4 and 3.8% for the year, reflecting migration to SaaS.
Outlook and guidance
2026 revenue guidance: $2.5–$2.55 billion, implying ~8.3% growth at midpoint; excluding Texas contract impact, growth is 10%.
GAAP diluted EPS expected between $8.36–$8.61; non-GAAP EPS between $12.40–$12.65.
Free cash flow margin expected between 26%–28%; R&D expense guided at $242–$247 million.
Subscription revenue to grow 12%–15%; SaaS revenue 20.5%–22.5%; transaction revenue 5%–7% (10%–12% excluding Texas contract impact).
Maintenance revenue to decline 5%–7%; professional services to grow 3%–5%; license revenue to grow 15%–17%.
SaaS ACV from flip signings rose 64.5% - explain
Impact of Texas payments contract termination?
Capital allocation strategy for shareholder returns?
AI monetization strategy for new solutions
SaaS bookings duration impact on growth
M&A opportunities given market valuations
Partial view of Summaries dataset, powered by Quartr API
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Next Tyler Technologies earnings date
Q1 202623 Apr, 2026
Tyler Technologies
Next Tyler Technologies earnings date
Q1 202623 Apr, 2026
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Frequently asked questions
Tyler Technologies, Inc. is the largest and most established provider of integrated software and technology services focused on the public sector. Tyler's end-to-end solutions empower local, state, and federal government entities to operate more efficiently and connect more transparently with their constituents and with each other.
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