Tyler Technologies Inc (NYSE:TYL)
$ 492.05 0.92 (0.19%) Market Cap: 20.89 Bil Enterprise Value: 21.34 Bil PE Ratio: 111.32 PB Ratio: 6.91 GF Score: 97/100

Tyler Technologies Inc at Wolfe Research Inaugural TMT Conference (Virtual) Transcript

Sep 08, 2021 / 04:15PM GMT
Release Date Price: $482.81 (-0.20%)
Scott Alan Wilson
Wolfe Research, LLC - Research Analyst

(technical difficulty) to host you, given your and Tyler's like long history in the public markets and our limited time here today, I'll just kind of probably skip over the traditional kind of introduction of the company and maybe kind of get like more into some more kind of actual topics.

I guess with that in mind and as we're kind of sitting here exiting the majority of the second quarter earnings period, I think one of the very relevant themes that has been kind of pervasive is the reemergence of kind of the back-office technology centers. You saw Workday, Anaplan, Coupa all have kind of very strong quarters on this theory that through the pandemic, maybe buying cycles were cross, but pipeline generation activities certainly weren't. And now that we're seeing kind of a reemergence or normalization of conversion cycles and time lines on a larger pipeline, you're seeing outsized bookings performance.

So I guess, acknowledging that you have a very specific end market in the public sector, I'd be curious if you think you're seeing

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