•
Mar 31

Procore Q1 2025 Earnings Report

Procore reported solid revenue growth and improved operational efficiency in Q1 2025, but remained in a net loss position under GAAP.

Key Takeaways

Procore Technologies posted $311 million in revenue for Q1 2025 with a GAAP net loss of $33 million and an adjusted EPS of $0.23. The company continued to expand its customer base and maintained high gross margins, highlighting operational progress despite macro uncertainty.

Revenue reached $311 million, growing 15% year-over-year.

GAAP net loss totaled $32,989,000, but non-GAAP net income was $35,655,000.

Procore added 218 net new organic customers, reaching 17,306 in total.

Free cash flow came in at $46,664,000, supporting continued investment and buybacks.

Total Revenue
$311M
Previous year: $269M
+15.3%
EPS
$0.23
Previous year: $0.3
-23.3%
Total customer count
17.31K
Net new customers
218
$100K+ customer count
2.42K
Previous year: 2.12K
+14.0%
Gross Profit
$246M
Previous year: $224M
+9.8%
Cash and Equivalents
$314M
Previous year: $428M
-26.6%
Free Cash Flow
$46.7M
Previous year: $58M
-19.5%
Total Assets
$1.95B
Previous year: $1.88B
+3.7%

Procore

Procore

Forward Guidance

Procore guided for continued revenue growth and margin improvement into Q2 and FY2025, despite macroeconomic uncertainties such as tariffs.

Positive Outlook

  • Q2 2025 revenue expected between $310M–$312M.
  • Q2 non-GAAP operating margin forecasted between 11%–11.5%.
  • FY2025 revenue guidance reaffirmed at $1.286B–$1.290B.
  • FY2025 non-GAAP operating margin expected to improve to 13%–13.5%.
  • Confidence in customer ROI supports sustained growth.

Challenges Ahead

  • Ongoing uncertainty from evolving tariff environment.
  • GAAP profitability remains negative.
  • Cost base remains elevated despite efficiency gains.
  • Cash balance declined due to repurchases and tax withholdings.
  • Margin compression risk due to macro and inflationary pressures.