Tyler Technologies, Inc. (TYL) Presents at Piper Sandler 5th Annual Growth Frontiers Conference Transcript

SA Transcripts 162.21K Followers Follow Tyler Technologies, Inc. ( TYL ) Piper Sandler 5th Annual Growth Frontiers Conference September 15, 2026 4:00 PM EDT Company Participants Brian Miller - Executive VP & CFO Conference Call Participants Clarke Jeffries - Piper Sandler & Co., Research Division Presentation Clarke Jeffries Piper Sandler & Co., Research Division We can go ahead and get started. My name is Clarke Jeffries. I'm part of the technology research practice here at Piper Sandler. I'm very pleased to have Brian Miller, EVP and CFO of Tyler Technologies. Thank you for joining us. Brian Miller Executive VP & CFO Thanks for having me. Question-and-Answer Session Clarke Jeffries Piper Sandler & Co., Research Division Yes, welcome to Nashville. Those of you who might not be familiar with Tyler, maybe we can give us a little intro on where the business is at in 2026. Brian Miller Executive VP & CFO Yes. Sure. We are -- if you're not familiar with Tyler, we're the leading provider of software for the public sector. We focused exclusively on the public sector. We have by far the widest set of solutions for public sector entities across federal -- federal is very small, but federal state and local governments. We also have, by far, the biggest customer base of anyone in the public sector. So we have about installations of our products across about 16,000 different government entities. And about 1/3 of our revenues today are also transaction based. So we have a growing transaction business with payments that are embedded across our software solutions and other transition-based offerings. Just had an Investor Day in June, laid out a new updated and raised targets for our 2030 Tyler vision, where we're talking about roughly a 20% SaaS CAGR through 2030, 10% to 12% transaction growth CAGR and operating margins going from the mid-20s to the mid-30s over that