TY

Tyler Technologies, Inc. stock research

Jun 30, 2025

FY2025 Q2

Tyler Technologies (TYL) Gross Margin — Quarter Ended Jun 30, 2025

Revenue and gross profit increased compared with both the immediate prior quarter and the same quarter a year earlier, while cost of revenue also rose. Gross margin weakened from the prior quarter but improved relative to the year-ago quarter.

Gross margin takeaway

Quarter ended Jun 30, 2025 · FY2025 Q2

Revenue and gross profit increased compared with both the immediate prior quarter and the same quarter a year earlier, while cost of revenue also rose. Gross margin weakened from the prior quarter but improved relative to the year-ago quarter.

  • The gross margin rate moved lower sequentially, as cost of revenue grew at a faster pace than revenue. Year over year, however, the margin rate strengthened, with gross profit increasing more than cost of revenue.
  • Compared with the preceding quarter, gross margin was lower; compared with the same quarter one year earlier, gross margin was higher.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

45.8%

Gross profit

$273.2M

Revenue

$596.1M

Cost of revenue

$322.9M

Quarter-over-quarter change

-1.4 pts

Year-over-year change

+1.9 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Sep 30, 2024$543.3M$237.5M$305.9M43.7%
Dec 31, 2024$541.1M$236.8M$304.3M43.8%
Mar 31, 2025$565.2M$267.1M$298.1M47.3%
Jun 30, 2025$596.1M$273.2M$322.9M45.8%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

Mar 31, 2025

-1.4 pts

Year-over-year change

Jun 30, 2024

+1.9 pts

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

The gross margin rate moved lower sequentially, as cost of revenue grew at a faster pace than revenue. Year over year, however, the margin rate strengthened, with gross profit increasing more than cost of revenue.

Compared with the preceding quarter, gross margin was lower; compared with the same quarter one year earlier, gross margin was higher.

Monitor the trajectory of cost of revenue relative to revenue, as it outpaced revenue in the sequential comparison.