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12:00
May 06 ◎

TRMB FY2026 Q1 Watch

Trimble Inc. (TRMB) FY2026 Q1 Earnings Call

ANTHROPIC ADSK TTEK TRMB ▾

Rob Painter

Trimble's integration with Anthropic's Claude expands Trimble's addressable market by converting Claude users into SketchUp customers, while Anthropic gains distribution in the AEC design workflow.

"Last week, we launched an integration with SketchUp and Anthropix Cloud."

ANTHROPIC WATCH

Rob Painter

Trimble's AI monetization is shifting to consumption-based models with credits; SketchUp AI charges $11.99/month per add-on, signaling a new pricing vector beyond per-seat licenses. — Competitors like Autodesk may face pressure as Trimble introduces low-cost AI add-ons that leverage proprietary workflows.

"With that SketchUp AI license, it's only $11.99 a month for that add-on license. You get a set of credits for it or tokens"

ADSK WATCH

Rob Painter

Document Crunch acquisition creates a new AI-powered construction risk management category, integrating contract intelligence into project management/ERP workflows. — Trimble is expanding its software moat in construction, potentially disrupting standalone risk/compliance tools and enhancing cross-sell.

"We're establishing a new AI-powered risk management category within Trimble, bringing contract intelligence and compliance automation into the project management, estimating, and ERP workflows"

TTEK WATCH

Rob Painter

Trimble raised FY2026 guidance, citing strong ARR growth, margin expansion, and AI-driven monetization opportunities, with confidence in reaching 2027 targets.

"The Trimble team furthered the momentum of the last couple of years and delivered a great start to the year with top and bottom line results ahead of expectations."

TRMB WATCH

HIGH

13:00
Feb 10 ◎

TRMB FY2025 Q4 Watch

Trimble Inc. (TRMB) FY2025 Q4 Earnings Call

PG TRMB ▾

Rob Painter

P&G's anchor tenancy validates Trimble's Freight Marketplace strategy, potentially drawing larger shippers to the platform.

"In the third quarter, we announced Procter & Gamble as an anchor tenant."

PG WATCH

Phil

Management is confident, guiding to continued double-digit ARR growth and margin expansion despite a muted freight market, positioning itself to hit its 2027 Investor Day targets.

"The midpoints of our 2026 full-year guidance are $3.86 billion in revenue, which represents approximately 7.5% growth and $3.52 EPS. We expect ARR growth at 13% and EBITDA margins to expand approximately 50 basis points to 29.8%"

TRMB WATCH

HIGH

13:00
Nov 05 ◎

TRMB FY2025 Q3 Watch

Trimble Inc. (TRMB) FY2025 Q3 Earnings Call

PG HYMTF TRMB ▾

Rob Painter

P&G is the anchor customer for Trimble's new freight marketplace, which could drive adoption and network effects for Trimble's transportation ecosystem.

"we announced and launched our freight marketplace offering with Procter & Gamble as our anchor shipper customer."

PG WATCH

Rob Painter

Hyundai OEM relationship expands Trimble's Trimble Ready factory-installed machine control reach for dozers.

"we announced a relationship with Vermeer on their pile drivers, with Cabalco on their 2D earthworks for North America, with Hyundai, Trimble Ready applications for dozers in North America."

HYMTF WATCH

Rob Painter

Trimble raised full-year revenue and EPS guidance for the second time this year, driven by strong ARR growth (15%) and durable performance across all segments. Management provides a constructive initial 2026 revenue outlook of mid-to-high single-digit growth, supporting confidence in the 2027 framework.

"Our third quarter results delivered a top and bottom line beat, and we are once again raising guidance for the year."

TRMB WATCH

HIGH

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