Question · Q4 2025
Rishi Nitya Jaluria followed up on Guidewire's 'next act' beyond cloud transition, specifically asking about platform expansion, a deeper focus on underwriting, and broader engagement within the customer base.
Answer
CEO Mike Rosenbaum and President John Mullen described the 'next act' as 'Act 3,' focusing on data, analytics, and innovative application use cases, uniquely leveraging Guidewire's strategic position and generative AI potential across pricing, underwriting, and claims. They emphasized that the success of the cloud transformation allows for increased investment in these new product areas.