Chief Executive Officer, President & Director, Trimble
Search every verified Robert Painter interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Rob Painter, President and CEO of Trimble, has described a period of "clarity, durability, and momentum" for the company across recent earnings calls. On the Q1 2026 call, he reported revenue of $940 million (up 12%) and ARR of $2.435 billion (up 13%), prompting the company to raise its annual guidance. He stated that Trimble is "architecturing ourselves to scale hybrid value delivery at the intersection of licenses and consumption" and discussed the company's establishment of a new AI-powered risk management category with its Document Crunch acquisition. Painter said the company believes customers will adopt AI from "trusted platforms like ours." Throughout 2025, Painter repeatedly affirmed Trimble's commitment to its "3-4-30 framework" targets of $3 billion in ARR, $4 billion in revenue, and 30% EBITDA by 2027. He attributed the company's performance to its strategic execution of a "connect and scale" strategy. Painter noted that as of early 2025, Trimble was "three-quarters software, two-thirds ARR, asset light" and added that the company's visibility into its business was "definitively higher and better than at any point in our 47-year history." He pointed to federal infrastructure spending and state-level transportation budgets as strong areas for the company, while saying the company adopted a degree of conservatism in its outlook due to tariff uncertainties.
“Revenue at 940 million up 12%. ARR at 2.435 billion up 13% and earnings per share above the high end of our range at 79. We are raising our guidance for the year.”
“Financial performance is the scoreboard. It's the output. The game on the field or the input is delivering unique value to customers.”
“We believe customers will adopt AI from trusted platforms like ours where we deliver the support, cyber security, governance, and sustaining engineering that our customers expect and require.”
“With Document Crunch, we're addressing this directly. 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 our customers already rely on.”
In "Trimble's Perspective: The Future of Freight is Connected", Joe Lynch (https://www.linkedin.com/in/josephlynchjr/) and Rob ...
In “Trimble's Perspective: The Future of Freight is Connected”, Joe Lynch and Rob Painter, Trimble's President and Chief Executive Officer, discuss how Trimble connects the freight ecosystem—people, data, and workflows—to navigate the difficult truckload market and drive customer efficiency using AI and integrated commercial solutions.
Would you take the penny, or the cash? At Trimble's 2025 Insight Tech Conference in New Orleans, CEO Rob Painter used a ...
In "Trimble's Perspective: The Future of Freight is Connected", Joe Lynch (https://www.linkedin.com/in/josephlynchjr/) and Rob ...
Trimble Inc TRMB Q3 2025 Earnings Call --------- In this video, we'll cover the latest quarterly earnings results, key financial ...
Sign in to search the full transcript archive, filter by topic, and access every quote from Robert Painter.