)
Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Tyler Technologies
Tyler Technologies (TYL) investor relations material
Tyler Technologies 28th Annual Needham Growth Conference Virtual summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual Needham Growth Conference Virtual summary15 Jan, 2026
Operational highlights and strategic progress
Achieved significant milestones in 2025, including progress on a multi-year cloud transition and version consolidation of products.
Completed four tuck-in acquisitions in areas such as school ERP, electronic warrants, emergency networking, and community development.
Maintains the largest customer base in the public sector with 45,000 solutions across 15,000 jurisdictions.
Transaction-based business continues to be a growth driver, with increasing payment processing and service fees.
On track to meet 2030 revenue and margin goals set at a previous investor day.
SaaS ARR trends and pipeline dynamics
2024 saw exceptionally strong new SaaS bookings, driven by a high number of large deals and some deal pull-forward due to ARPA deadlines.
2025 experienced a year-over-year decline in new SaaS ARR, attributed to tough comps and market pauses from DOGE tariffs and administrative changes.
Pipeline composition remains normal, with large deals expected to return in 2026.
Aggregate net new ARR is driven by new logos, migrations, and cross-sell, with a focus on all three for growth.
Cloud migration and product strategy
Targeting migration of over 80% of on-prem clients to the cloud by 2030, with the peak of migrations expected in 2027-2028.
Larger clients remain on-prem longer due to complex IT roadmaps and budget cycles, but most are planning cloud transitions.
Version consolidation and incentives, such as limiting new features to cloud releases and adjusting maintenance pricing, are accelerating migrations.
Cloud migrations present significant cross-sell opportunities, as seen with Idaho's 4x ARR uplift.
AI solutions: How do personnel budgets expand TAM
What drives the cloud migration peak for large clients?
What drives 2026 SaaS ARR recovery, including big deals?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Tyler Technologies earnings date
Q4 202512 Feb, 2026
Tyler Technologies
Next Tyler Technologies earnings date
Q4 202512 Feb, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
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.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage