Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>Tyler Technologies reported strong third-quarter 2025 results, with revenues growing by nearly 10% year-over-year.</li><li>This growth was driven by a 20% increase in SaaS revenue and an 11.5% rise in transaction revenue.</li><li>The company has maintained a steady pipeline of business, supported by stable RFP and demo activities, suggesting a resilient demand in the public sector for Tyler's solutions.</li></ul>

Tyler Technologies reported strong third-quarter 2025 results, with revenues growing by nearly 10% year-over-year.This growth was driven by a 20% increase in SaaS revenue and an 11.5% rise in transaction revenue.The company has maintained a steady pipeline of business, supported by stable RFP and demo activities, suggesting a resilient demand in the public sector for Tyler's solutions.

Tyler Technologies: Its Efforts Towards Cross-Sell & Upsell Initiatives to Drive Higher Growth & Revenue Potential From Current Accounts!

<ul><li>Tyler Technologies, a leading provider of integrated software and technology solutions to the public sector, has reported robust financial performance for the second quarter of 2025.</li><li>The company showcased a notable doubledigit increase in total revenue, underpinned by escalating demand in SaaS and transaction-based revenue, which grew 21.5% and 21.3%, respectively.</li><li>This marks the 18th consecutive quarter that Tyler Technologies has experienced over 20% growth in SaaS revenues, highlighting strong client adoption of its cloud-first offerings.</li></ul>

Tyler Technologies, a leading provider of integrated software and technology solutions to the public sector, has reported robust financial performance for the second quarter of 2025.The company showcased a notable doubledigit increase in total revenue, underpinned by escalating demand in SaaS and transaction-based revenue, which grew 21.5% and 21.3%, respectively.This marks the 18th consecutive quarter that Tyler Technologies has experienced over 20% growth in SaaS revenues, highlighting strong client adoption of its cloud-first offerings.

Tyler Technologies: Robust Pipeline, Market Stability & Other Factors Driving Our Optimism!

<ul><li>Tyler Technologies, a leader in providing integrated software solutions for the public sector, reported its first quarter 2025 financial results revealing both strengths and challenges.</li><li>The company achieved a 10.3% year over-year revenue growth to $565.2 million, driven by a robust increase in subscriptions revenue, which climbed by 19.7%.</li><li>Notably, Software-as-a-Service (SaaS) revenues grew 21%, marking continuous growth in this area for 17 consecutive quarters.</li></ul>

Tyler Technologies, a leader in providing integrated software solutions for the public sector, reported its first quarter 2025 financial results revealing both strengths and challenges.The company achieved a 10.3% year over-year revenue growth to $565.2 million, driven by a robust increase in subscriptions revenue, which climbed by 19.7%.Notably, Software-as-a-Service (SaaS) revenues grew 21%, marking continuous growth in this area for 17 consecutive quarters.

Will Tyler Technologies’ Bold AI Investments Redefine the Future of Public Sector Innovation?

<ul><li>Tyler Technologies' fourth-quarter results reflect a period of strong financial performance, characterized by significant growth and expansion across its key operational pillars.</li><li>The company experienced 12.5% revenue increase, largely spurred by a 21.9% jump in subscription revenues, particularly within their SaaS offerings which saw close to 23% growth.</li><li>This rise in subscription income underscores a strategic pivot towards cloud-based solutions, which remained a focal point in Tyler’s strategy, evident by accelerated SaaS adoption and a reduction in on-premise license revenues.</li></ul>

Tyler Technologies' fourth-quarter results reflect a period of strong financial performance, characterized by significant growth and expansion across its key operational pillars.The company experienced 12.5% revenue increase, largely spurred by a 21.9% jump in subscription revenues, particularly within their SaaS offerings which saw close to 23% growth.This rise in subscription income underscores a strategic pivot towards cloud-based solutions, which remained a focal point in Tyler’s strategy, evident by accelerated SaaS adoption and a reduction in on-premise license revenues.

Tyler Technologies: Is The Growth in Transactional Revenue & Payments Processing Here To Stay?

<ul><li>Tyler Technologies reported strong third-quarter results in 2024, continuing the positive momentum observed in the first half of the year.</li><li>The company, a major player in public sector software solutions, showcased robust growth across key financial metrics, driven notably by a strategic shift towards Software as a Service (SaaS) offerings and significant contract bookings.</li><li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li></ul>

Tyler Technologies reported strong third-quarter results in 2024, continuing the positive momentum observed in the first half of the year.The company, a major player in public sector software solutions, showcased robust growth across key financial metrics, driven notably by a strategic shift towards Software as a Service (SaaS) offerings and significant contract bookings.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

Tyler Technologies Inc.: An Insight Into Its Cloud Transition & Efficiency Optimization! - Major Drivers

United States

Tyler Technologies, Inc. provides end-to-end information management solutions and services for local governments. The Company's client base includes local government offices throughout the United States, Canada, Puerto Rico, and the United Kingdom.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Tyler Technologies (TYL US)

Tyler Technologies: Its Efforts Towards Cross-Sell & Upsell Initiatives to Drive Higher Growth & Revenue Potential From Current Accounts!

Tyler Technologies reported strong third-quarter 2025 results, with revenues growing by nearly 10% year-over-year. This growth was driven by a 20%...

Baptista Research

Tyler Technologies: Robust Pipeline, Market Stability & Other Factors Driving Our Optimism!

Tyler Technologies, a leading provider of integrated software and technology solutions to the public sector, has reported robust financial...

Baptista Research

Will Tyler Technologies’ Bold AI Investments Redefine the Future of Public Sector Innovation?

Tyler Technologies, a leader in providing integrated software solutions for the public sector, reported its first quarter 2025 financial results...

Baptista Research

Tyler Technologies: Is The Growth in Transactional Revenue & Payments Processing Here To Stay?

Tyler Technologies' fourth-quarter results reflect a period of strong financial performance, characterized by significant growth and expansion...

Baptista Research

Tyler Technologies Inc.: An Insight Into Its Cloud Transition & Efficiency Optimization! - Major Drivers

Tyler Technologies reported strong third-quarter results in 2024, continuing the positive momentum observed in the first half of the year. The...

Baptista Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)