Guidewire Software (GWRE) Company Report

Guidewire Software reported first-quarter revenue of $332.6 million, marking a 12.9% growth over three years, and an earnings per share (EPS) of $0.66.
The company raised its fiscal year 2026 Annual Recurring Revenue (ARR) guidance to a range of $1.22 billion to $1.23 billion and projects second-quarter ARR between $1.107 billion and $1.113 billion.
Guidewire's shares have outperformed the S&P 500 this year, gaining 27.4% compared to the S&P 500's 16.1% gain, driven by robust momentum in its cloud platform and new AI-powered solutions.

1 day ago

Morningstar

Guidewire Software Reports Strong Q1 2026 Results and Raises Full-Year Outlook

GWRE

Earnings

Guidance Update

Product Launch

Guidewire Software reported a strong start to its fiscal year, with Q1 2026 results ahead of expectations across all key financial metrics, including ARR growth of 22% year over year (21% on a constant currency basis) and eight cloud deals.
The company is expanding its product portfolio with new applications, Pricing Center and Underwriting Center, built on its unified cloud foundation, and is leveraging generative AI capabilities.
Guidewire raised its FY 2026 outlook for operating income, expecting non-GAAP operating income between $266 million and $282 million and cash flow from operations between $355 million and $375 million.
For Q2 2026, the company expects ARR between $1.107 billion and $1.113 billion and total revenue between $339 million and $345 million.
The acquisition of ProNavigator, an AI-powered knowledge management platform, is expected to add approximately $4 million to ARR.

1 day ago

Transcript

Guidewire (GWRE) Reports Strong Q1 2026 Results, Raises Full-Year Outlook, and Expands Product Portfolio with AI Integration

GWRE

Earnings

Guidance Update

New Projects/Investments

Guidewire (GWRE) reported a strong Q1 2026, with ARR reaching $1.063 billion, up 21% year over year on a constant currency basis, and total revenue at $333 million, a 27% increase year over year.
The company raised its full-year fiscal 2026 outlook, with ARR now expected to be between $1.220-$1.230 billion and total revenue between $1.403-$1.419 billion. Non-GAAP operating income guidance was also lifted to between $266 million and $282 million.
Guidewire is expanding its InsuranceSuite with new applications, Pricing Center and Underwriting Center, which will include agentic AI capabilities to improve industry processes.
The acquisition of ProNavigator, an AI-powered knowledge management platform, closed early in Q2 and is expected to add approximately $4 million of ARR and $2 million in revenue.

1 day ago

Transcript

Guidewire Announces Q1 Fiscal Year 2026 Financial Results

GWRE

Earnings

Guidance Update

Revenue Acceleration/Inflection

Guidewire reported total revenue of $332.6 million for the first quarter of fiscal year 2026, an increase of 27% from the same quarter in fiscal year 2025.
Annual Recurring Revenue (ARR) was $1,063 million as of October 31, 2025, representing 22% year-over-year growth.
For Q1 fiscal year 2026, the company achieved GAAP diluted net income per share of $0.36 and non-GAAP diluted net income per share of $0.66.
Guidewire raised its fiscal year 2026 outlook, now expecting total revenue between $1,403 million and $1,419 million and ending ARR between $1,220 million and $1,230 million.

1 day ago

8-K

Guidewire Software Raises FY28 ARR Target and Details Growth Pillars

GWRE

Guidance Update

Revenue Acceleration/Inflection

New Projects/Investments

Guidewire Software's Annual Recurring Revenue (ARR) growth engine is driven by its cloud business, with an anticipated upper teens growth profile.
The company has materially adjusted its FY28 ARR goal upwards to an implied ~$1.7 billion, from the previous $1.5 billion target.
FY28 revenue ex-services is expected to grow at a 17% to 18% Compound Annual Growth Rate (CAGR), while operating cash flow margin targets are slightly down due to reinvestment of incremental gross profit into the business.
Guidewire maintains a strong balance sheet with approximately $1.5 billion in cash and cash equivalents and expects $360 million in cash flow from operations in FY26, with a focus on M&A in adjacencies.
The company is currently in an investment cycle for AI, rolling out tools to its development organization, but it is too early to comment on the impact on future revenue and gross margin models.

Oct 29, 2025, 10:00 PM

Transcript

Guidewire Highlights Cloud Momentum and Long-Term Financial Targets at Analyst Day 2025

GWRE

Guidance Update

Revenue Acceleration/Inflection

New Projects/Investments

Guidewire is expanding its Total Addressable Market (TAM) by an estimated $12 billion through new customer acquisitions and existing customer growth, supported by new applications such as PricingCenter and UnderwritingCenter, and analytics products like Industry Intel.
The company demonstrates strong cloud momentum, with InsuranceSuite Cloud customers increasing from 1 in FY19 to 132 in FY25, and projected to reach 163 in FY26. Total Cloud ARR grew from $104 million in FY19 to $772 million in FY25.
For FY26, Guidewire forecasts 17% ARR Growth and a 19% Non-GAAP Operating Margin, with long-term targets aiming for a ~80% Non-GAAP Subscription and support gross margin and ~40% Non-GAAP Operating Margin.

Oct 29, 2025, 10:00 PM

Presentation

Guidewire Software Updates FY 2028 Financial Targets and Strategic Focus

GWRE

Guidance Update

New Projects/Investments

Revenue Acceleration/Inflection

Guidewire Software updated its FY 2028 financial targets, projecting an implied ARR of approximately $1.7 billion and a total revenue compound annual growth rate (CAGR) of 15%-16%.
The company plans to reinvest significant incremental gross profit dollars back into the business, resulting in a projected $30 million in incremental operating cash flow dollars in FY 2028, despite over $100 million in incremental gross profit dollars.
The cloud business is driving durable ARR growth, with the growth rate increasing to the upper teens, and the company is focusing on M&A in adjacencies and new product development like PricingCenter and UnderwritingCenter.
Guidewire maintains a strong balance sheet with approximately $1.5 billion in cash and cash equivalents and expects $360 million in cash flow from operations in FY 2026.

Oct 29, 2025, 10:00 PM

Transcript

Guidewire to Acquire ProNavigator

GWRE

M&A

New Projects/Investments

Guidewire (NYSE: GWRE) has signed a definitive agreement to acquire ProNavigator, an AI-powered knowledge management platform designed specifically for the property and casualty (P&C) insurance industry.
ProNavigator is currently used by 34 insurance companies, including 12 joint customers with Guidewire, to deliver precise, contextual best-practice information within insurance workflows.
The acquisition aims to integrate ProNavigator's insurance-specific intelligence into Guidewire's platform, providing advanced search and contextual knowledge retrieval for various insurance professionals.
The transaction is expected to close in the second quarter of Guidewire's fiscal year 2026, subject to customary closing conditions.

Oct 29, 2025, 9:54 PM

Press Release

Guidewire to acquire ProNavigator

GWRE

M&A

New Projects/Investments

Guidewire (NYSE: GWRE) has signed a definitive agreement to acquire ProNav Technologies Ltd., which operates as ProNavigator.
ProNavigator is an AI-driven knowledge management platform specifically designed for the property and casualty insurance sector.
The platform is currently used by 34 insurance organizations, including 12 shared customers with Guidewire.
This acquisition aims to integrate ProNavigator's capabilities to enhance insurance workflows, improve productivity, and shorten claims cycle times.

Oct 29, 2025, 9:50 PM

Press Release

Guidewire to Acquire ProNavigator

GWRE

M&A

New Projects/Investments

Guidewire (NYSE: GWRE) has signed a definitive agreement to acquire ProNav Technologies Ltd. (d/b/a ProNavigator).
ProNavigator is an AI-powered knowledge management platform specifically designed for the P&C insurance sector.
The platform provides accurate, contextual best practice information to help insurance professionals work more efficiently, reduce claims cycle times, and accelerate employee onboarding.
ProNavigator is currently used by 34 insurance entities, including 12 customers shared with Guidewire.

Oct 29, 2025, 9:47 PM

Press Release

Earnings Transcripts

Quarterly earnings call transcripts for Guidewire Software.

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