Slide 1: 2026 Second Quarter Earnings Review
2026 Second Quarter Earnings Review 2026 Annual Guidance July 29, 2026
Slide 2: Statement Regarding Use of Non-GAAP Measures
Statement Regarding Use of Non-GAAP Measures Tyler Technologies has provided in this press release financial measures that have not been prepared in accordance with generally accepted accounting principles (GAAP) and are therefore considered non-GAAP financial measures. This information includes non
Slide 3: Forward-Looking Statements
Forward-Looking Statements This document contains “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934 that are not historical in nature and typically address future or anticipated events, trends, expectat
Slide 4: Tyler at a Glance
T Y L E R AT A G L A N C E The Leader in Software Solutions to the Public Sector Key Metrics Diversified Revenue Streams # 1 2025 REVENUE BREAKDOWN MARKET POSITION ERP / State & Federal Financial 87% 33% 27% RECURRING REVENUES 2025 Revenue 98% $2.33B GROSS CLIENT Other RETENTION 2% Civic Services Co
Slide 5: Consistent Strategy with AI-Enhanced Growth Pillars
Consistent Strategy with AI-Enhanced Growth Pillars Driving Transactions Completing Growth Cloud Transition GOAL Leveraging Expanding • Truly differentiated ARR Growth + Installed Base TAM • Cloud-first drives long-term ARR offering Improved Margins = • Flips / Upsell • Expanded AI growth + Expanded
Slide 6: Q2 2026 Summary
Q2 2026 Summary
Slide 7: Second Quarter Results
Second Quarter Results R E C O R D S A A S B O O K I N G S & F R E E C A S H F L O W Revenues* Free Cash Flow1 Non-GAAP Operating Margin1 Total Revenues $645.1M, up 8.2% $118.5M, up 34.7% 25.7%, down 80 bps SaaS Revenues $230.6M, up 21.7% FCF margin expanded to 18.4% Transaction Revenues $223.1M, up
Slide 8: Second Quarter Results
Second Quarter Results R E C O R D T O T A L B O O K I N G S A N D S A A S B O O K I N G S Stable public sector market and Strengthened balance sheet through highly generallyHealthy healthy public budgets; highdemand sector volume of successful $1.4B convertible debt offering; Net RFP and Elevated d
Slide 9: Strong Recurring Revenue Growth
Strong Recurring Revenue Growth Total Revenues Recurring Revenues • Recurring revenues up 8.2% $645.1M $559.5M • Excluding the impact of the Texas payments contract, recurring revenues grew 10.9% % of Total Revenues YoY Growth • Subscriptions rose 12.0% $230.6M SaaS Revenues +21.7% • SaaS revenues g
Slide 10: Notable Q2 Wins
Notable Q2 Wins AC C E L E R AT I N G SA A S M O M E N T U M New Software deals SaaS flips AI-Driven deals • Santa Cruz Regional 911, CA • City of Orlando, FL • Enterprise Public Safety • Enterprise Public Safety • Indiana Office of Judicial Administration • Document Automation AI add-on with • Bonn
Slide 11: Notable Q2 Wins
Notable Q2 Wins Multi-Product / Cross-Sell State / Federal / Transactions Synergies • Transaction-based State Contract • Illinois Department of Agriculture • Digital Motor Vehicle Titling and Electronic Liens • Data & Insights • Software funded through transactions • Cannabis Licensing • Estimated A
Slide 12: 2026 Annual Guidance
2026 Annual Guidance
Slide 13: 2026 Annual Guidance
2026 Annual Guidance E X E C U T I N G LO N G -T E R M G R O W T H A N D C LO U D - F I R ST ST R AT E GY REVENUE DRIVERS T OTA L R E V E N U E S Guidance midpoint implies growth of approx. 9.5% $2.535B - $2.575B • Excluding impact of Texas payments contract, midpoint implies 11.3% growth $2.332B Re
Slide 14: 2026 Annual Guidance
2026 Annual Guidance Diluted EPS - Non-GAAP Free Cash Flow Margin R&D Expense $12.95 - $13.20 26% -28% $245M - $250M $11.31 26.6% $204.6M 2025 2026 Guidance 2025 2026 Guidance 2025 2026 Guidance Most recent 2026 guidance provided on 7/29/26 Tyler Technologies has not reconciled forward-looking full-
Slide 15: Tyler's AI Commitment
Tyler’s AI Commitment
Slide 16: Tyler's AI Commitment
Tyler’s AI Commitment BU I LT O N FO U N DATI ONAL PR I N C I PLE S Built on foundational Governed with strong Strengthened with principles oversight deep partnerships Secure & private AI governance committee AWS + Anthropic Auditable & transparent GenAI-specific guardrails and Azure + Open AI prote
Slide 17: AI Makes Tyler More Valuable
7 AI Makes Tyler More Valuable R E C U R R I N G S O F T W A R E R E V E N U E T O D AY AI WORLD $2.0B Protected recurring base + New TAM The labor augmentation budget AI strengthens it. A new TAM we have the right to win.
Slide 18: Tyler's Government-Grade AI Has the Foundational Elements to Succeed
Tyler’s Government-Grade AI Has the Foundational Elements to Succeed W H Y W E W I N + + + Data Expertise Tyler AI Trust Produced daily by over From decades of public Internal & partnerships Clients trust 16,000 clients sector experience with Microsoft + us to lead managing complex OpenAI + AWS + wo
Slide 19: Appendix
Appendix
Slide 20: Non-GAAP Measures
Non-GAAP Measures THE TABLE RECONCILES THE NON-GAAP MEASURES USED IN THIS PRESENTATION GAAP 20
Slide 21: Non-GAAP Measures
Non-GAAP Measures THE TABLE RECONCILES THE NON-GAAP MEASURES USED IN THIS PRESENTATION GAAP 21
Slide 22: tylertech.com
“>. tyler Empowering people who serve the public” "ey eo ,o y technologies tylertech.com f X in©Q og