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Rishi Nitya Jaluria

Rishi Nitya Jaluria

Managing Director and Senior Software Analyst at Royal Bank of Canada

San Francisco, CA, US

Rishi Nitya Jaluria is a Managing Director and Senior Software Analyst at RBC Capital Markets, specializing in technology sector research with a strong focus on enterprise software and cloud solutions. He actively covers high-profile companies including MongoDB, Microsoft, Salesforce, Veeva Systems, Oracle, Tesla, and Guidewire Software, with a performance record that includes a 51% success rate, an average return of -5.2% per rating, and a top-rated call generating +183% on MongoDB. Jaluria began his analyst career covering technology and software, moving through roles in notable institutions before joining RBC, where he contributes to thought leadership and industry analysis. He maintains FINRA registration, holds relevant securities licenses, and is recognized for his in-depth insights and frequent media commentary on software industry trends.

Rishi Nitya Jaluria's questions to Guidewire Software (GWRE) leadership

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.

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