Joe Brunick

Senior Research Analyst at RW Baird

Joe Vruwink is a Senior Research Analyst at RW Baird, specializing in vertical software and related technology sectors. He covers key companies such as Synopsys, Inc., and has a background in both software and SaaS as well as global automotive and truck industries, demonstrating a versatile analytical expertise. Vruwink began his career at Baird over a decade ago, initially contributing to their Global Auto & Truck team before moving to focus on software, and he holds a BBA with majors in Finance, Investment and Banking, and Risk Management and Insurance from the University of Wisconsin–Madison. His professional credentials include the CFA designation, and he is recognized for his deep industry knowledge and comprehensive equity research.

Joe Brunick's questions to Guidewire Software (GWRE) leadership

Question · Q4 2025

Sep 4, 2025

Joe Brunick asked about the composition of new cloud sales over the past year (migration-heavy vs. new business/expansions) and if the complexion of ramp terms might improve ARR visibility beyond FY2026.

Answer

CFO Jeff Cooper noted a balanced demand profile with a healthy mix of new customer wins, expansions, and migrations. He mentioned a slightly higher step-up in year three for ramping events, which provides some visibility into out-years, but generally, the ramp terms are consistent with historical discussions.

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