Compared to Estimates, Tyler Technologies (TYL) Q2 Earnings: A Look at Key Metrics

For the quarter ended June 2025, Tyler Technologies (TYL) reported revenue of $596.12 million, up 10.2% over the same period last year. EPS came in at $2.91, compared to $2.40 in the year-ago quarter.The reported revenue represents a surprise of +1.69% over the Zacks Consensus Estimate of $586.23 million. With the consensus EPS estimate being $2.78, the EPS surprise was +4.68%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.Here is how Tyler Technologies performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:Annualized Recurring Revenues (ARR): $2.07 million compared to the $2.03 million average estimate based on five analysts.Revenue- Subscriptions: $405.08 million compared to the $391.37 million average estimate based on six analysts. The reported number represents a change of +21.4% year over year.Revenue- Maintenance: $112.12 million compared to the $110.33 million average estimate based on six analysts. The reported number represents a change of -2.8% year over year.Revenue- Hardware and other: $16.64 million versus $11.09 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +13% change.Revenue- Software licenses and royalties: $3.66 million versus $4.67 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a -31.3% change.Revenue- Professional services: $58.61 million versus $68.77 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a -18.5% change.Gross profit- Hardware and other: $2.97 million compared to the $3.61 million average estimate based on three analysts.Gross profit- Software licenses and royalties: $1.82 million versus the three-analyst average estimate of $3.74 million.View all Key Company Metrics for Tyler Technologies here>>>Shares of Tyler Technologies have returned -6.4% over the past month versus the Zacks S&P 500 composite's +3.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.#1 Semiconductor Stock to Buy (Not NVDA)The incredible demand for data is fueling the market's next digital gold rush. As data centers continue to be built and constantly upgraded, the companies that provide the hardware for these behemoths will become the NVIDIAs of tomorrow.One under-the-radar chipmaker is uniquely positioned to take advantage of the next growth stage of this market. It specializes in semiconductor products that titans like NVIDIA don't build. It's just beginning to enter the spotlight, which is exactly where you want to be.See This Stock Now for Free >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Tyler Technologies, Inc. (TYL): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks