PCOR earnings / call / takeaways

PCOR Q3 FY26 earnings call: key takeaways

What PCOR said on its earnings call of November 4, 2026: results against expectations, what changed since last quarter, guidance and the questions analysts pressed on.

By Lician·November 4, 2026·AI-generated from the call transcript and Lician data

Procore exceeded revenue expectations in Q3, reporting $402 million, well above the $383.97 million consensus (24:14)

Results vs expectations

Metric	Consensus	Reported	Result
EPS	$0.14	–	–
Revenue	$384.0M	–	–

EPS basis: Provider EPS (EODHD), not yet checked against the SEC

What changed since last quarter

The company raised its full-year revenue guidance, citing stronger bookings and execution. (24:14)
Procore raised its non-GAAP operating margin guidance by 50 basis points, reflecting improved profitability. (29:34)
The acquisition of DroneDeploy is now seen as accretive to revenue growth and the company is absorbing its near-term margin headwinds. (27:51)

Guidance

Metric	This call	Previous call
Revenue	"- Q4 revenue between $420 and $422 million " (29:34)	not captured
Margin	"- Full-year non-GAAP operating margin of 19% to 19.5% " (31:32)	not captured

What analysts pressed on

Whether the data center market opportunity is impacted by recent election results (1:00:30)
How international exposure of DroneDeploy compares to domestic (1:02:36)
The sensitivity of gross margin to AI compute at scale (1:07:00)

In their words

- "We believe that the opportunity is large and that AI will help us unlock labor budgets..." (20:10)

Read the full transcript with the AI summary, or listen on the company's official webcast.

Every past call in full and transcript search come with Lician Pro.

Written by AI from the automatic transcript of the company's public webcast and Lician's earnings data. Each sentence cites the passage it comes from, and a sentence with a figure that is not in its sources was removed. Not investment advice.