Procore (PCOR) Q2 FY26 earnings call

Procore delivered a strong second quarter, marked by robust revenue growth and significant non-GAAP operating margin expansion, reflecting effective execution and inherent operating leverage. The company is aggressively advancing its AI strategy through organic development and strategic acquisitions like DroneDeploy, aiming to build an AI-native construction management platform. Despite an uneven end market with weakness in some sectors, Procore's critical solutions and focus on high-growth areas like data centers continue to drive outperformance and confidence in long-term profitable growth.