Procore Technologies, Inc. · NYSE:PCOR

Procore Technologies — Q4 2025 Earnings Presentation

38 slides from Procore Technologies's earnings presentation, Feb 12, 2026

  1. Slide 1: Investor Q&A Session

    HOUSTON, TX - 10.16.25 2025 Investor Q&A Session 1

  2. Slide 2: Agenda

    AGENDA Thursday, October 16 | 9am - 11am CT 9:00a - 9:05am Opening Remarks Alexandra Geller - Head of Investor Relations 9:05a - 9:30am Future of Construction Steve Davis - President, Product & Technology 9:30a - 10:00am Platform Innovations Geoff Lewis- Senior Vice President, Product Management 10:

  3. Slide 3: Disclaimer

    DISCLAIMER Forward-Looking Statements Procore has based the forward-looking statements contained in In addition, statements such as “we believeˮ and similar This presentation and the accompanying oral commentary contain this presentation and the accompanying oral commentary statements reflect Procor

  4. Slide 4: Steve Davis

    PRESIDENT, PRODUCT & TECHNOLOGY Steve Davis

  5. Slide 5: AI's Profound Impact on Construction

    AIʼs Profound Impact on Construction

  6. Slide 6: Connected Platform

    Connected Platform THE BUILDING BLOCKS Our foundation serves as the building blocks for a truly With our unlimited user model, Procore has a comprehensive connected platform that accelerates our pace of innovation, enables us to capture the rapid growth of and unmatched dataset of proprietary constr

  7. Slide 7: Rapid Pace of Innovation

    Rapid Pace of Innovation 20,000+ UserVoice Votes Resolved, 2x The Prior Year Our investments in the platform have accelerated our pace of innovation, enabling us to deliver and launch features at a rapid pace. 400+Features Launched Since Groundbreak ‘24 Agents Materials

  8. Slide 8: Building With Us

    Building With Us Standardized on a fast lane through Procore Explore for customers who want to build and innovate with us in a managed way.

  9. Slide 9: Procore Helix

    Procore Helix PRODUCTS Procore Helix is our construction intelligence layer comprised of AI, analytics, and agentic workflows — Assist Agents 360 Reporting a data-driven intelligence engine, purpose-built for (GA) (In Open Beta) (GA) decision confidence on and off the field. Insights & Analytics Age

  10. Slide 10: Procore Agents

    Procore Agents Weʼre laying the groundwork with agents, digital teammates embedded across the platform to streamline workflows, automate tasks, and surface advanced insights. Jobsite Project Foremans RFI Photos Setup Progress Action Item Morning Creation Agent Agent Update Generator Briefing Agent I

  11. Slide 11: Procore Helix Evolution

    Procore Helix Evolution ASSIST AGENTS AGENT BUILDER DEVELOPER STUDIO (Future) Knowledge integration with agents that span across services, APIs and MCPs to Custom agentic workflows capture and expand create a system of agents construction expertise that auto-execute workflows Job-specific agents tha

  12. Slide 12: Power of Developer Studio

    Power of Developer Studio Developer Studio, our integration platform, will connect thousands of systems to orchestrate transactional workflows, evolving from manual approvals to AI-driven, complex agent-based automation across Procore.

  13. Slide 13: Advanced Orchestration

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  14. Slide 14: Agent Marketplace

    Agent Marketplace ; PROGORE fF iuinnamParcoe Contr ” Menu dally Log ES Drawing quipment B.Involcing Agent Builder Marketplace Marketplace Explor Accounting Document Management Productivity “=e Document Crunch Agent “Data Agent Event-Driven Pay Agent r oject risk atrall Event-Driven B. Document Agent

  15. Slide 15: Adoption Before Monetization

    Adoption Before Monetization BY THE NUMBERS We intend to monetize Procore Helix in the future, but our near-term priority is to get Helix in the hands of our 2,000+ customers first, improve their operations, assess value and then monetize accordingly. Customers Using Assist 14,000+ Monthly Active As

  16. Slide 16: Our Category Leadership

    Our Category Leadership Procoreʼs foundation and commitment to innovation Recognized industry leader in Construction technology, a enable us to generate strong ROI for our customers and serve as distinct competitive advantages. massive and underdigitized industry Unified end-to-end Construction plat

  17. Slide 17: Geoff Lewis

    SVP, PRODUCT MANAGEMENT Geoff Lewis

  18. Slide 18: Platform Innovation Deep Dives

    Platform Innovation Deep Dives Owners Scheduling 2.0 Resource Management European Innovations

  19. Slide 19: The Owner Opportunity

    The Owner Opportunity BY THE NUMBERS Owners span most major industries. We have seen early success across corporations (ie Fortune 1000), 25% energy, utilities, education and healthcare. of Total ARR 3,200+ Customers 34 Owners With $1M+ ARR ~3% Penetration (~100K global owners in Active GTM Countrie

  20. Slide 20: One Source of Truth Across Owner Portfolio

    One Source of Truth Across Owner Portfolio Plan Clarity & Control Build Real-Time Risk Management Operate Deliver with Confidence

  21. Slide 21: Owner Innovations

    Owner Innovations ae al ortfolio Planning and Asset Procore _Management Funding pHELEHIEU 2s Connect

  22. Slide 22: Now Available

    @ NOW AVAILABLE =uew PRocoRE (fa ESS y Select an App 7 % Scheduling —reiaat

  23. Slide 23: Scheduling 2.0

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  24. Slide 24: Resource Management

    Resource Management

  25. Slide 25: Resource Management

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  26. Slide 26: Resource Planning

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  27. Slide 27: Equipment Management

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  28. Slide 28: Equipment

    Equipment < Equipment Q Search BX-Backhoe-21 Equipment ID: EQP-001 Category: Earthmoving Type: Hydraulic ‘Active ) BX-Bulldozer-05 Equipment ID: EQP-002 Category: Earthm Type: Cra ‘active BX-Concrete-Mixer-03 Equipment ID: EQP-003 Category: Concrete Type: Drum Mixer BX-Dump Truck-07 Equipment ID: EQ

  29. Slide 29: Equipment Telematics Connections

    Inwoo0 NORTH 2 weapowviewtand) Keith-Wiess Jf 3 Park Z : INwoon P % EASTL 5 a YOR 5 GREATER Homes TNwO0D NORTHSIDE CENTR, © vraamblee | DEPENDENCE LANGWOOD peeiaesrs: No BRANCH = sEnTRat SPRING BRANCH EAST HoUsTON HEIGHTS, CAT Caterpillar © Connect @ Samsara © Connect oO United Rentals @ Connect GRE

  30. Slide 30: Materials Management

    PROCORE Materials Management Menu PROCORE Coad Burnham Park Data Center ~ a& Crews BY Daily Log @ Materials Orders Inventor Orders () Po-000! (J Po-00019 CJ Po-00018 C Po-00017 C Po-00016 C Po-00015 ( po-00014 0014 (J po-00013 =~ Watts Electrical Receipts y Qa Filter Description PO created from RQN-

  31. Slide 31: Europe Platform Innovations

    Europe Platform Innovations

  32. Slide 32: Europe Platform Innovations

    Europe Platform Innovations ISO 9001 and ISO 45001 ISO 19650 -1 and ISO 19650 - 2 ISO 19650 - 3 and ISO 55000 ISO 19650 - 4 Add-on Solutions: ` + ●● Safety Mgmt Cost Mgmt. Project Management Document Control Assets BIM (3D) ● Resource Mgmt. & Quality (Field) (2D) Procore Platform | Procore Helix (AI

  33. Slide 33: Key Takeaways

    Key Takeaways Category Leader Connected Platform Power of Procore Helix Our leading platform, trusted Our foundation was intentionally Helix is powered by real industry partnership, and built to deliver a truly connected construction data centralized on a singular focus on digital platform, which se

  34. Slide 34: Ajei Gopal

    _ CEO DESIGNATE Ajel Gopal

  35. Slide 35: Product Q&A

    @ GROUNDBREAK 2025 Product Q&A

  36. Slide 36: @ GROUNDBRE

    @ GROUNDBRE A K 2025

  37. Slide 37: Appendix

    @ GROUNDBREAK 2025 Appendix

  38. Slide 38: References & Definitions

    REFERENCES & DEFINITIONS ANNUAL RECURRING REVENUE ARR We define ARR at the end of a particular period as the annualized dollar value of our subscriptions from the specified customer or customers as of such period end date. For multi-year subscriptions, ARR at the end of a particular period is meas

Procore Technologies — Q4 2025 Earnings Presentation on 6ix