Procore Technologies announced a partnership with NVIDIA that integrates its construction‑management platform with NVIDIA’s Omniverse DSX Blueprint, a framework for creating and operating large‑scale AI factories and digital twins. The integration will allow Procore users to visualize, simulate, and optimize building projects in real time, creating a continuous digital thread from design through construction and operation.
The deal positions Procore in the high‑performance computing and digital‑twin market, complementing its existing AI initiatives such as Procore Helix and Procore Assist. By embedding Omniverse’s real‑time graphics and simulation capabilities, Procore can offer a unique end‑to‑end solution that blends field‑first mobile architecture with advanced simulation tools, strengthening its competitive moat against peers like Oracle.
Procore’s Q4 2025 results, released on February 12, 2026, showed revenue of $349.11 million, up 15.6% year‑over‑year, and an adjusted earnings per share of $0.37, beating the consensus estimate of $0.35 by $0.02. The company reaffirmed its 2026 operating‑margin guidance of 17.5%–18% and maintained full‑year revenue guidance of $1.32 billion, a 15% increase from the prior year. The earnings beat was driven by strong demand in core construction‑management segments and disciplined cost control, while the revenue growth reflected a 15.6% increase in the core platform and a 15% rise in the AI‑enabled Procore Helix suite.
Management highlighted the strategic fit of the partnership. Steve Davis, President of Product & Technology, said, "What is built in the real world often drifts from the intended plan the moment a project breaks ground. Our integration with the NVIDIA Omniverse DSX Blueprint keeps that digital thread unbroken." CEO Ajei Gopal added, "Procore has built an incredible franchise with amazing technology. We believe AI stands to be the next meaningful catalyst for our industry and that Procore is strongly positioned to be an AI winner as we drive immense efficiency gains across our customers and the entire construction lifecycle." CFO Howard Fu noted, "I am proud of our Q4 performance, which delivered consistent revenue growth and the largest free cash flow quarter in the company’s history. We enter 2026 with strong momentum and we are committed to driving durable growth and strong per‑share improvements over the long‑term."
Investors reacted positively to the partnership, citing its potential to accelerate AI‑driven construction projects and its alignment with Procore’s recent earnings beat. The deal is expected to enhance Procore’s market position in the growing digital‑twin and AI‑enabled construction planning space, providing a competitive advantage that could translate into higher revenue growth and margin expansion in the coming years.
The partnership underscores Procore’s broader strategy to embed AI across its platform, positioning the company to capture a larger share of the digital‑twin market. By combining field‑first mobile architecture with NVIDIA’s simulation tools, Procore can offer a more comprehensive solution that supports end‑to‑end project execution, potentially driving higher customer adoption and recurring revenue streams. The integration also signals Procore’s commitment to investing in high‑performance computing capabilities, which may strengthen its competitive moat and support future growth initiatives.
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