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Tyler Technologies Barclays 23rd Annual Global Technology Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Barclays 23rd Annual Global Technology Conference summary10 Dec, 2025
Key achievements and financial performance
Raised guidance for the third consecutive quarter, staying on track or exceeding annual and long-term objectives.
Achieved or surpassed 2025 targets and remain well positioned for 2030 goals, despite early-year challenges.
Bookings growth and financial performance have improved after initial federal government-related noise.
SaaS revenue growth and drivers
Projecting approximately 20% SaaS revenue growth for 2026, with 12% from backlog, 5% from new bookings, and 3% from on-prem to cloud flips.
Flips yield 1.7x–1.8x uplift over maintenance revenues, with the peak of flip activity expected in 2–3 years.
SaaS revenue growth is increasingly driven by renewals, add-on sales, and migrations, with new logo sales as a smaller component.
Metrics and forward-looking indicators
Focus is shifting to new ARR added each quarter as the primary health metric, moving away from complex bookings metrics.
ARR at quarter-end and its year-over-year growth are emphasized as more stable and meaningful indicators.
Bookings can be lumpy due to large deals and multi-year contracts, impacting comparability across periods.
What is the long-term SaaS growth trajectory?
Why won't 2026 see strong margin improvement?
How will capital allocation priorities shift?
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Next Tyler Technologies earnings date
Q4 202512 Feb, 2026
Next Tyler Technologies earnings date
Q4 202512 Feb, 2026
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