Earnings summaries and quarterly performance for Guidewire Software.
Executive leadership at Guidewire Software.
Board of directors at Guidewire Software.
Research analysts who have asked questions during Guidewire Software earnings calls.
Dylan Becker
William Blair
7 questions for GWRE
Also covers: AIOT, AZPN, BLND +16 more
AK
Aaron Kimson
JMP Securities LLC
6 questions for GWRE
Also covers: BLND, EVCM, EXFY +2 more
AG
Alexei Gogolev
JPMorgan Chase & Co.
6 questions for GWRE
Also covers: ALKT, BABA, BSY +14 more
Adam Hotchkiss
Goldman Sachs
5 questions for GWRE
Also covers: ALKT, ALRM, BL +12 more
AS
Alexander Sklar
Raymond James Financial, Inc.
5 questions for GWRE
Also covers: AIOT, BL, DUOL +11 more
Parker Lane
Stifel Financial Corp.
4 questions for GWRE
Also covers: BLKB, BRZE, CXM +15 more
Rishi Jaluria
RBC Capital Markets
4 questions for GWRE
Also covers: AKAM, BOX, COUR +19 more
DU
David Unger
Wells Fargo & Company
3 questions for GWRE
Also covers: BLND, CWAN, IOT
HW
Hoi-Fung Wong
Oppenheimer & Co. Inc.
3 questions for GWRE
Also covers: ADSK, BILL, GDDY +7 more
KW
Ken Wong
Oppenheimer & Co. Inc.
3 questions for GWRE
Also covers: ADSK, ALTR, GDDY +9 more
Joseph Vruwink
Baird
2 questions for GWRE
Also covers: ADSK, ANSS, BSY +13 more
KW
Ken Wong
Oppenheimer & Co.
2 questions for GWRE
Also covers: PCOR, SMWB, WIX
Matthew Kikkert
Stifel Financial
2 questions for GWRE
Also covers: BLKB, ENFN, INTA +3 more
MT
Michael Turrin
Wells Fargo
2 questions for GWRE
Also covers: ADBE, ADSK, CFLT +29 more
TR
Tyler Radke
Citigroup Inc.
2 questions for GWRE
Also covers: ADBE, ADSK, AMPL +22 more
AJ
Aaron Jacob Kimson
Citizens Bank
1 question for GWRE
AM
Alexei Mihavlovich Gogoley
JPMorgan
1 question for GWRE
AH
Alex Hughes
Raymond James
1 question for GWRE
JB
Joe Brunick
RW Baird
1 question for GWRE
KK
Kevin Kumar
Goldman Sachs
1 question for GWRE
Also covers: AKAM, DCBO, SPNS
Matthew James Kikkert
Stifel
1 question for GWRE
MV
Matthew VanVliet
BTIG, LLC
1 question for GWRE
Also covers: AGYS, BLKB, BRZE +4 more
Max Persico
RBC Capital Markets
1 question for GWRE
Also covers: PEGA
MF
Michael Funk
Bank of America
1 question for GWRE
Also covers: ADSK, AMT, ASAN +22 more
MK
Michael Kaye
Wells Fargo & Company
1 question for GWRE
Also covers: BETR, OMF, PFSI +1 more
RP
Richard Poland
Wells Fargo Securities
1 question for GWRE
Also covers: DOCU, KLTR
Rishi Nitya Jaluria
RBC
1 question for GWRE
Recent press releases and 8-K filings for GWRE.
Guidewire Software launches Olos platform
GWRE
Product Launch
New Projects/Investments
- Guidewire (NYSE: GWRE) launched Olos, a new platform designed to help general insurance companies modernize pricing strategies, accelerate rate changes, optimize underwriting processes, and strengthen workers' compensation performance.
- Olos introduces Guidewire PricingCenter, which unifies the pricing and rating cycle to accelerate rate changes from months to days, and the Underwriting Assistant, an agentic AI capability for faster underwriting decisions.
- The platform also provides expanded capabilities for workers' compensation claims management, offering predictive analytics to improve return-to-work outcomes and control expenses.
- Other notable additions in Olos include the Guidewire Rules Service for streamlined business rule management and the Guidewire GenAI Service for deploying context-aware AI agents across the insurance lifecycle.
Dec 10, 2025, 12:01 AM
Guidewire Launches Olos Solution for P&C Insurers
GWRE
Product Launch
New Projects/Investments
- Guidewire (GWRE) launched Olos on December 10, 2025, a new solution designed to help P&C insurers modernize pricing strategies, accelerate rate changes, optimize underwriting processes, and enhance workers' compensation performance.
- Olos includes Guidewire PricingCenter, which unifies the pricing and rating lifecycle, enabling faster rate changes from months to days, and Underwriting Assistant, an agentic AI capability for automating underwriting decisions.
- The solution also improves workers' compensation claims performance through granular segmentation and integrated predictive analytics for legal/medical severity and estimated loss.
- Additional capabilities offered by Olos include the Guidewire Rules Service for business rule management and the Guidewire GenAI Service with Agentic Framework for creating AI agents.
Dec 10, 2025, 12:01 AM
Guidewire Reports Strong Q1 Results and Raises FY26 ARR Guidance
GWRE
Earnings
Guidance Update
Revenue Acceleration/Inflection
- 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.
Dec 4, 2025, 12:33 AM
Guidewire Software Reports Strong Q1 2026 Results and Raises Full-Year Outlook
GWRE
Earnings
Guidance Update
Product Launch
- Guidewire reported strong Q1 2026 financial results, with ARR growing 21% year-over-year on a constant currency basis to $1.063 billion and total revenue increasing 27% to $333 million.
- The company saw continued momentum with eight cloud deals in Q1, including major insurers like The Hartford and Sompo, and significant international wins.
- Guidewire raised its full-year fiscal 2026 outlook, now projecting ARR between $1.220-$1.230 billion and total revenue between $1.403-$1.419 billion.
- Strategic initiatives include the launch of new applications, Pricing Center and Underwriting Center, and the acquisition of ProNavigator, an AI-powered knowledge management platform, which is expected to contribute $4 million in ARR and $2 million in revenue.
- The company is actively focusing on generative AI to enhance its platform and product portfolio, aiming to improve insurer outcomes and productivity.
Dec 3, 2025, 10:00 PM
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.
Dec 3, 2025, 10:00 PM
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.
Dec 3, 2025, 10:00 PM
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.
Dec 3, 2025, 9:10 PM
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
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
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
Quarterly earnings call transcripts for Guidewire Software.
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