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Sep 30, 2024

Tyler Q3 2024 Earnings Report

Reported strong Q3 2024 results, driven by SaaS and transaction revenue growth and expanded non-GAAP operating margin.

Key Takeaways

Tyler Technologies reported a strong third quarter with a 9.8% increase in total revenues to $543.3 million. SaaS and transaction revenues were key growth drivers. The company's non-GAAP operating margin expanded to 25.4%, and free cash flow reached a new quarterly high, up 55.5%.

Total revenues increased by 9.8% to $543.3 million.

SaaS revenues grew by 20.3% to $166.6 million.

Free cash flow increased by 55.5% to $252.9 million.

Non-GAAP operating margin expanded to 25.4%.

Total Revenue
$543M
Previous year: $495M
+9.8%
EPS
$2.52
Previous year: $2.14
+17.8%
Organic Revenue Growth
9.4%
Previous year: 6%
+56.7%
Gross Profit
$237M
Previous year: $225M
+5.5%
Cash and Equivalents
$538M
Previous year: $131M
+309.4%
Free Cash Flow
$253M
Previous year: $163M
+55.5%
Total Assets
$5B
Previous year: $4.64B
+7.7%

Tyler

Tyler

Tyler Revenue by Segment

Forward Guidance

Tyler Technologies provided full-year 2024 guidance, expecting total revenues to be in the range of $2.125 billion to $2.145 billion and GAAP diluted earnings per share to be in the range of $6.13 to $6.28.

Positive Outlook

  • Total revenues are expected to be in the range of $2.125 billion to $2.145 billion.
  • GAAP diluted earnings per share are expected to be in the range of $6.13 to $6.28.
  • Non-GAAP diluted earnings per share are expected to be in the range of $9.47 to $9.62.
  • Free cash flow margin is expected to be in the range of 21% to 23%.
  • Research and development expense is expected to be in the range of $119 million to $122 million.

Revenue & Expenses

Visualization of income flow from segment revenue to net income