Slide 1: 2026 First Quarter Earnings Review
2026 First Quarter Earnings Review 2026 Annual Guidance April 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: The Leader in Software Solutions for the Public Sector
The Leader in Software Solutions for the Public Sector T Y L E R A T A G L A N C E 1 M ARKET 87% RECURRI NG 26.6% F REE CASH F L OW 98% GROSS CL I ENT POSI TI ON REVENUES 2 0 2 5 M ARGI N 2 0 2 5 RETENTI ON 2 0 2 5 R E V E N U E B R E A K D O W N ERP / PLATFORM COURTS & PUBLIC K-12 APPRAISAL & CIVIC
Slide 5: Tyler 2030 | Pillars of Growth
Tyler 2030 | Pillars of Growth Leveraging Expanding Completing Growing Our Strong Into New Our Cloud Our Payments Client Base Markets Transition Business Goals: Grow revenues, expand margins, and invest in our people & tools 5
Slide 6: Q1 2026 Summary
Q1 2026 Summary
Slide 7: First Quarter Results
First Quarter Results A R R & F R E E C A S H F L O W E X C E E D E X P E C T A T I O N S Revenues* Free Cash Flow1 Non-GAAP Operating Margin1 Total Revenues $613.5M, up 8.6% $102.8M, up 113% 27.2%, up 40 bps SaaS Revenues $222.4M, up 23.5% FCF margin expanded to 16.8% Transactions Revenues $207.4M,
Slide 8: First Quarter Results
First Quarter Results H I G H L I G H T S Stable public sector market with healthy budgets; strongsector RFP and demo Repurchased nearly 800,000 shares of our Healthy public demand trends reflecting stock. Including April 2026 activity, repurchased Elevatedsustained long-term sales activity demand i
Slide 9: Strong Recurring Revenue Growth
Strong Recurring Revenue Growth Total Revenues Recurring Revenues • Recurring revenues up 10.4% $613.5M $538.6M • Excluding the impact of the Texas payments contract, recurring revenues grew 13.3% % of Total Revenues YoY Growth • Subscriptions rose 14.6% $222.4M SaaS Revenues +23.5% • SaaS revenues
Slide 10: Notable Q1 Wins
Notable Q1 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 • Northwest Regional Education Services • Cherokee County Clerk of Courts, GA District, OR • Resident Assistant • Enterprise Justice • School ERP Pro • Alabama Department of Revenue • Upper Pen
Slide 11: Notable Q1 Wins
Notable Q1 Wins Multi-Product / Cross-Sell State / Federal / Transactions Synergies • Transaction-based State Contract • County of Loudoun, VA • Digital Motor Vehicle Titling • Enterprise Permitting & Licensing • Electronic Liens • Environmental Health • Leveraged state enterprise agreement • Estima
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 $2.332B termination, midpoint implies 11.
Slide 14: 2026 Annual Guidance
2026 Annual Guidance Diluted EPS - Non-GAAP Free Cash Flow Margin R&D Expense $12.50 - $12.75 26.6% 26% -28% $245M - $250M $11.31 $204.6M 2025 2026 Guidance 2025 2026 Guidance 2025 2026 Guidance Most recent 2026 guidance provided on 4/29/26 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: Tyler Has the Foundational Elements to Succeed
Tyler 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 15,000 clients sector experience with Microsoft + us to lead managing complex OpenAI + AWS + workflows Anthropic
Slide 18: Appendix
Appendix
Slide 19: Non-GAAP Measures
Non-GAAP Measures THE TABLE RECONCILES THE NON-GAAP MEASURES USED IN THIS PRESENTATION GAAP 19
Slide 20: Non-GAAP Measures
Non-GAAP Measures THE TABLE RECONCILES THE NON-GAAP MEASURES USED IN THIS PRESENTATION GAAP 20
Slide 21: tylertech.com
“>. tyler Empowering people who serve the public” "ey eo ,o y technologies tylertech.com f X in©Q og