Subtext

Tyler Technologies, Inc. TYL

SectorInformation Technology
Transcripts21
Date range2020-04-30 – 2025-04-24
Calls charted21

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-13-7+0+7+132020 Q12020 Q42021 Q32022 Q22023 Q12023 Q42024 Q32020 Q1 · Overall: +0.72020 Q2 · Overall: +1.02020 Q3 · Overall: +0.22020 Q4 · Overall: +9.12021 Q1 · Overall: +3.32021 Q2 · Overall: +7.32021 Q3 · Overall: +4.72021 Q4 · Overall: +6.82022 Q1 · Overall: +8.12022 Q2 · Overall: +5.02022 Q3 · Overall: +4.52022 Q4 · Overall: +1.42023 Q1 · Overall: +2.92023 Q2 · Overall: +6.72023 Q3 · Overall: +4.22023 Q4 · Overall: +4.52024 Q1 · Overall: +5.32024 Q2 · Overall: +11.42024 Q3 · Overall: +6.52024 Q4 · Overall: +10.52025 Q1 · Overall: +2.7
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-24-12+0+12+242020 Q12020 Q42021 Q32022 Q22023 Q12023 Q42024 Q32020 Q1 · CEO: +1.82020 Q2 · CEO: +1.32020 Q3 · CEO: -1.92020 Q4 · CEO: +12.22021 Q1 · CEO: +10.02021 Q2 · CEO: +15.72021 Q3 · CEO: +5.52021 Q4 · CEO: +9.52022 Q1 · CEO: +17.22022 Q2 · CEO: +9.12022 Q3 · CEO: +12.42022 Q4 · CEO: +10.42023 Q1 · CEO: +11.42023 Q2 · CEO: +17.52023 Q3 · CEO: +15.22023 Q4 · CEO: +12.32024 Q1 · CEO: +14.22024 Q2 · CEO: +20.62024 Q3 · CEO: +13.92024 Q4 · CEO: +19.72025 Q1 · CEO: +16.02020 Q1 · CFO: +2.52020 Q2 · CFO: +0.02020 Q3 · CFO: +8.12020 Q4 · CFO: +1.22021 Q1 · CFO: -2.52021 Q2 · CFO: +1.02021 Q3 · CFO: +2.92021 Q4 · CFO: +2.92022 Q1 · CFO: +3.62022 Q2 · CFO: +4.32022 Q3 · CFO: +0.92022 Q4 · CFO: +1.22023 Q1 · CFO: -0.82023 Q2 · CFO: +6.42023 Q3 · CFO: +4.22023 Q4 · CFO: +1.62024 Q1 · CFO: +11.92024 Q2 · CFO: +6.02024 Q3 · CFO: +7.62024 Q4 · CFO: +5.62025 Q1 · CFO: -1.3
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-25-13+0+13+252020 Q12020 Q42021 Q32022 Q22023 Q12023 Q42024 Q32020 Q1 · Prepared remarks: -0.32020 Q2 · Prepared remarks: -6.82020 Q3 · Prepared remarks: -6.02020 Q4 · Prepared remarks: +7.52021 Q1 · Prepared remarks: +9.52021 Q2 · Prepared remarks: +10.32021 Q3 · Prepared remarks: +5.42021 Q4 · Prepared remarks: +6.02022 Q1 · Prepared remarks: +15.52022 Q2 · Prepared remarks: +11.42022 Q3 · Prepared remarks: +11.82022 Q4 · Prepared remarks: +6.42023 Q1 · Prepared remarks: +11.52023 Q2 · Prepared remarks: +7.72023 Q3 · Prepared remarks: +11.22023 Q4 · Prepared remarks: +10.12024 Q1 · Prepared remarks: +18.72024 Q2 · Prepared remarks: +22.02024 Q3 · Prepared remarks: +20.12024 Q4 · Prepared remarks: +21.62025 Q1 · Prepared remarks: +17.22020 Q1 · Q&A responses: +5.12020 Q2 · Q&A responses: +7.92020 Q3 · Q&A responses: +5.22020 Q4 · Q&A responses: +12.62021 Q1 · Q&A responses: +2.92021 Q2 · Q&A responses: +8.32021 Q3 · Q&A responses: +3.82021 Q4 · Q&A responses: +9.92022 Q1 · Q&A responses: +9.62022 Q2 · Q&A responses: +5.02022 Q3 · Q&A responses: +2.92022 Q4 · Q&A responses: +2.82023 Q1 · Q&A responses: +3.92023 Q2 · Q&A responses: +11.92023 Q3 · Q&A responses: +8.42023 Q4 · Q&A responses: +4.92024 Q1 · Q&A responses: +11.92024 Q2 · Q&A responses: +10.52024 Q3 · Q&A responses: +6.22024 Q4 · Q&A responses: +8.42025 Q1 · Q&A responses: -4.9
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$5.12$7.90$10.682020 Q12020 Q42021 Q32022 Q22023 Q12023 Q42024 Q32020 Q1: $5.842020 Q2: $5.502020 Q3: $5.752020 Q4: $5.882021 Q1: $6.002021 Q2: $7.302021 Q3: $7.622021 Q4: $8.152022 Q1: $7.672022 Q2: $7.872022 Q3: $7.952022 Q4: $7.762023 Q1: $7.842023 Q2: $8.132023 Q3: $8.472023 Q4: $8.782024 Q1: $9.332024 Q2: $9.842024 Q3: $10.30

Forward P/E

37.4259.5181.602020 Q12020 Q42021 Q32022 Q22023 Q12023 Q42024 Q32020 Q1: 45.492020 Q2: 61.592020 Q3: 57.632020 Q4: 78.552021 Q1: 70.592021 Q2: 59.042021 Q3: 61.192021 Q4: 63.762022 Q1: 54.082022 Q2: 40.472022 Q3: 46.372022 Q4: 43.122023 Q1: 41.822023 Q2: 48.232023 Q3: 44.702023 Q4: 46.982024 Q1: 45.142024 Q2: 48.082024 Q3: 56.26

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2021 Q1 tone ↓ -5.8 fwd EPS ↑ +0.12 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q3 tone ↓ -2.7 fwd EPS ↑ +0.32 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q2 tone ↓ -3.1 fwd EPS ↑ +0.19 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q3 tone ↓ -2.4 fwd EPS ↑ +0.34 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q3 tone ↓ -4.9 fwd EPS ↑ +0.46 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-04-24+2.7——View →
2024 Q42025-02-13+10.5——View →
2024 Q32024-10-24+6.5$10.3056.3View →
2024 Q22024-07-25+11.4$9.8448.1View →
2024 Q12024-04-25+5.3$9.3345.1View →
2023 Q42024-02-15+4.5$8.7847.0View →
2023 Q32023-11-02+4.2$8.4744.7View →
2023 Q22023-07-27+6.7$8.1348.2View →