{"filings":[{"id":1802877,"accession_number":"0001528396-26-000032","cik":1528396,"company_name":"Guidewire Software, Inc.","ticker":"GWRE","form_type":"8-K","filed_at":"2026-07-22T20:17:24+00:00","items":["5.02","9.01"],"status":"ready","headline":"Guidewire appoints Alexander Vollert to board, effective August 1, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Appointed Dr. Alexander Vollert to Board of Directors, effective August 1, 2026.","Vollert served as COO of AXA SA and CEO of AXA Group Operations through Dec 2025.","He previously led AXA Germany as CEO and held senior roles at Allianz and McKinsey.","Guidewire recognized $11.3M (FY2025) and $13.4M (9mo FY2026) in revenue from AXA.","Chairman cites Vollert's AI transformation experience as key to Guidewire's AI strategy."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":11844003818.107676,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":860919,"accession_number":"0001528396-26-000026","cik":1528396,"company_name":"Guidewire Software, Inc.","ticker":"GWRE","form_type":"8-K","filed_at":"2026-06-04T20:06:43+00:00","items":["2.02","9.01"],"status":"ready","headline":"Guidewire Q3 revenue $372.5M (+27% YoY); 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subscription & support revenue $237.2M (+33%).","GAAP net income $60.1M (diluted EPS $0.70) vs net loss of $37.3M (loss per share $0.45) prior year.","Non-GAAP net income $100.7M (diluted EPS $1.17) vs $43.9M ($0.51) prior year.","Ending ARR $1,121M (+22% YoY); raised FY2026 ARR guidance to $1,229M-$1,237M.","New $500M share repurchase program authorized; $490M remaining as of Jan 31, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":1.06,"consensus_revenue_estimate":null,"consensus_revenue_actual":691734000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":11844003818.107676,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105077,"accession_number":"0001528396-26-000007","cik":1528396,"company_name":"Guidewire Software, Inc.","ticker":"GWRE","form_type":"8-K","filed_at":"2026-01-08T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Guidewire completes prior buyback, authorizes new $500M share repurchase program","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board approved new share repurchase program of up to $500 million.","Prior September 2022 authorization completed; had $138.2M remaining as of Oct 31, 2025.","Company had $1,409.3M in cash, cash equivalents, and investments as of Oct 31, 2025.","Repurchases may be made via open market, privately negotiated deals, or Rule 10b5-1 plans.","Program may be modified, suspended, or terminated at any time at board discretion."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":11844003818.107676,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":121326,"accession_number":"0001528396-25-000248","cik":1528396,"company_name":"Guidewire Software, Inc.","ticker":"GWRE","form_type":"8-K","filed_at":"2025-12-18T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Guidewire stockholders elect all eight director nominees at 2025 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Elected directors: Keller, Rosenbaum, Anquillare, Bauer, Dillon, Lego, Ramanathan, Sloan; each with >73M votes for.","Ratified KPMG as FY2026 independent auditor with 79.4M votes for (99.5% of votes cast).","Advisory say-on-pay approved with 73.3M votes for (97.9% of votes cast excluding broker non-votes).","All proposals passed; no other items were submitted for stockholder approval."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":11844003818.107676,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":121325,"accession_number":"0001528396-25-000242","cik":1528396,"company_name":"Guidewire Software, Inc.","ticker":"GWRE","form_type":"8-K","filed_at":"2025-12-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Guidewire Q1 revenue $332.6M (+27%), EPS $0.36, raises FY2026 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $332.6M (+27% YoY); subscription & support $222.2M (+31%).","ARR reached $1,063M, up 22% YoY; Q2 ending ARR guidance raised to $1,107-1,113M.","GAAP net income $31.3M ($0.36 diluted EPS) vs $9.1M ($0.11) prior year; non-GAAP $0.66.","FY2026 outlook raised: ARR $1.22-1.23B, revenue $1.403-1.419B, non-GAAP op income $266-282M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.36,"consensus_revenue_estimate":null,"consensus_revenue_actual":332639000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":11844003818.107676,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":137983,"accession_number":"0001528396-25-000213","cik":1528396,"company_name":"Guidewire Software, Inc.","ticker":"GWRE","form_type":"8-K","filed_at":"2025-09-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Guidewire surpasses $1B ARR; FY2025 revenue up 23% to $1.2B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["FY2025 total revenue $1,202.5M (+23% YoY); subscription & support revenue $731.3M (+33%).","ARR reached $1,032M (constant currency) as of July 31, 2025, up 19% from prior year.","GAAP net income $69.8M ($0.81 diluted EPS) vs. net loss of $6.1M in FY2024; non-GAAP EPS $2.65.","Q4 FY2025 revenue $356.6M (+22%); GAAP net income $52.0M ($0.60 EPS); non-GAAP EPS $0.84.","FY2026 outlook: ARR $1,210-1,220M, total revenue $1,385-1,405M, operating cash flow $350-370M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.81,"consensus_revenue_estimate":null,"consensus_revenue_actual":1202459000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":11844003818.107676,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":137982,"accession_number":"0001528396-25-000188","cik":1528396,"company_name":"Guidewire Software, Inc.","ticker":"GWRE","form_type":"8-K","filed_at":"2025-07-29T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Guidewire appoints CAO David Peterson as principal accounting officer effective July 24, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["David Peterson, age 64, has served as Chief Accounting Officer since May 2020.","No new compensation arrangements were established; current base salary is $310,000.","Peterson is eligible for an annual cash bonus with a target of 50% of base salary.","He holds a B.S. in Accounting from Oklahoma State University and is a CPA.","Appointment is effective July 24, 2025, with no arrangements or understandings with others."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":11844003818.107676,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":155374,"accession_number":"0001528396-25-000131","cik":1528396,"company_name":"Guidewire Software, Inc.","ticker":"GWRE","form_type":"8-K","filed_at":"2025-06-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Guidewire Q3 revenue $293.5M (+22% YoY); ARR $960M; raises FY2025 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $293.5M, up 22% YoY; subscription & support revenue $181.8M (+32%).","ARR $960M as of Apr 30, 2025, up from $864M at Jul 31, 2024.","GAAP net income $46.0M ($0.54 EPS) vs net loss $5.5M; non-GAAP net income $75.2M ($0.88 EPS).","Raised FY2025 outlook: ARR $1,012-1,022M, total revenue $1,178-1,186M, non-GAAP op income $187-195M.","Record Q3 sales: 17 cloud deals; operating cash flow guided $255M-275M for FY2025."],"consensus_eps_estimate":0.6476,"consensus_eps_actual":0.21,"consensus_revenue_estimate":null,"consensus_revenue_actual":845889000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":11844003818.107676,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":173888,"accession_number":"0001528396-25-000059","cik":1528396,"company_name":"Guidewire Software, Inc.","ticker":"GWRE","form_type":"8-K","filed_at":"2025-03-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Guidewire Q2 FY2025 revenue $289.5M (+20% YoY); raises full-year ARR outlook to $1.00-1.01B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Subscription & support revenue $177.8M, up 35% YoY; license revenue $63.7M, down 10%.","ARR $918.1M at Jan 31, 2025, up from $864.0M at July 31, 2024.","GAAP net loss $37.3M ($0.45 diluted EPS) vs net income $9.7M ($0.12) YoY; non-GAAP net income $43.9M ($0.51) vs $39.1M ($0.46).","Raised FY2025 outlook: ARR $1.00-1.01B, total revenue $1.164-1.174B, non-GAAP op income $175-185M.","Cash and investments $1.412B; $100M of convertible notes due March 2025 retired in December 2024."],"consensus_eps_estimate":0.4716,"consensus_eps_actual":-0.34,"consensus_revenue_estimate":null,"consensus_revenue_actual":552381000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":11844003818.107676,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":173887,"accession_number":"0001528396-25-000022","cik":1528396,"company_name":"Guidewire Software, Inc.","ticker":"GWRE","form_type":"8-K","filed_at":"2025-01-27T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Guidewire appoints Jeff Sloan to Board of Directors effective Jan 21, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Jeff Sloan, former CEO of Global Payments (GPN), appointed to Guidewire board.","Sloan was a partner at Goldman Sachs through 2010 and serves on Corpay (CPAY) board.","Term runs through 2025 annual meeting; standard non-employee director compensation.","No arrangements or transactions requiring disclosure under Item 404(a)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":11844003818.107676,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":190857,"accession_number":"0001528396-24-000201","cik":1528396,"company_name":"Guidewire Software, Inc.","ticker":"GWRE","form_type":"8-K","filed_at":"2024-12-20T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Guidewire retires $100M of 1.25% convertible notes due 2025 for $153.5M cash","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Retired $100M principal of 1.25% Convertible Senior Notes due March 2025 for ~$153.5M including accrued interest.","Excess payment of $53.2M above principal recorded as other expense in Q2 FY2025, excluded from non-GAAP.","After retirement, ~$179.1M aggregate principal of the 2025 Notes remains outstanding due March 2025.","Transactions occurred December 12–19, 2024, settled on December 17 and 20, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":11844003818.107676,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":190856,"accession_number":"0001528396-24-000179","cik":1528396,"company_name":"Guidewire Software, Inc.","ticker":"GWRE","form_type":"8-K","filed_at":"2024-12-18T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Guidewire shareholders elect eight directors, approve 2024 ESPP at annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All eight director nominees elected; Paul Lavin received lowest 'for' votes at 63.96M vs 9.89M against.","KPMG LLP ratified as independent auditor for fiscal 2025 with 77.27M votes for.","Non-binding advisory vote on named executive officer compensation passed with 72.51M votes for.","Guidewire Software 2024 Employee Stock Purchase Plan approved with 73.46M votes for."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":11844003818.107676,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":190855,"accession_number":"0001528396-24-000160","cik":1528396,"company_name":"Guidewire Software, Inc.","ticker":"GWRE","form_type":"8-K","filed_at":"2024-12-05T23:59:59+00:00","items":["1.01","2.02","2.03","9.01"],"status":"ready","headline":"Guidewire Q1 FY2025 beats guidance: Revenue $262.9M (+27%), Non-GAAP EPS $0.43","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $262.9M (+27% YoY); subscription & support revenue $169.7M (+33%); ARR $874M.","GAAP net income $9.1M vs. loss $27.1M; Non-GAAP net income $36.8M vs. loss $0.3M.","Nine cloud deals in Q1 including five at Tier-1 insurers; management cites strong momentum.","Guidance: Q2 FY2025 ARR $909-914M, rev $282-288M; FY2025 ARR $995-1,005M, rev $1,155-1,167M.","Entered $300M revolving credit facility (matures Dec 2029); no draws as of Dec 5, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":0.11,"consensus_revenue_estimate":null,"consensus_revenue_actual":262901000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":11844003818.107676,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":190854,"accession_number":"0001193125-24-239688","cik":1528396,"company_name":"Guidewire Software, Inc.","ticker":"GWRE","form_type":"8-K","filed_at":"2024-10-18T23:59:59+00:00","items":["1.01","2.03","3.02","8.01","9.01"],"status":"ready","headline":"Guidewire issues $690M 1.25% convertible notes due 2029, retires $120.9M of 2025 notes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $690M aggregate principal of 1.25% Convertible Senior Notes due 2029; initial conversion price ~$244.65/share.","Entered capped call transactions costing $58.8M to reduce dilution; cap price ~$329.33/share.","Retired $120.9M of its 1.25% 2025 Notes for $200.5M cash; $279.1M of 2025 Notes remain.","Contemplates ~$300M revolving credit facility for general corporate purposes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":11844003818.107676,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":207334,"accession_number":"0001528396-24-000139","cik":1528396,"company_name":"Guidewire Software, Inc.","ticker":"GWRE","form_type":"8-K","filed_at":"2024-09-25T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Guidewire appoints Mark Anquillare to board; former Verisk president/COO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Mark V. Anquillare appointed to Guidewire board effective September 23, 2024.","Anquillare served as president/COO of Verisk Analytics (VRSK) through Jan 2023; previously Verisk CFO from 2007-2016.","He led Verisk through its 2009 IPO and has P&C insurance data analytics expertise.","Anquillare also serves on TruBridge (TBRG) board since 2023; will receive standard non-employee director compensation."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":11844003818.107676,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":207333,"accession_number":"0001528396-24-000088","cik":1528396,"company_name":"Guidewire Software, Inc.","ticker":"GWRE","form_type":"8-K","filed_at":"2024-09-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Guidewire reports FY2024 ARR growth of 14% CC; 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subscription & support revenue $138.0M (+28%).","GAAP net loss narrowed to $5.5M ($0.07/share) from $45.6M loss ($0.56/share) YoY.","Non-GAAP net income $21.7M ($0.26/share) vs prior-year loss of $6.4M ($0.08/share loss).","ARR reached $828M as of April 30, 2024, up from $763M at July 31, 2023.","Q4 FY2024 outlook: revenue $279-287M; non-GAAP operating income $43-51M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.28,"consensus_revenue_estimate":null,"consensus_revenue_actual":688982000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":11844003818.107676,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":244013,"accession_number":"0001528396-24-000016","cik":1528396,"company_name":"Guidewire Software, Inc.","ticker":"GWRE","form_type":"8-K","filed_at":"2024-03-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Guidewire Q2 revenue $240.9M; 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average FOR support ~94% of votes cast (excluding broker non-votes).","Ratification of KPMG as auditor for FY2024 passed: 76.2M for, 1.2M against.","Advisory say-on-pay compensation proposal approved: 72.6M for, 1.2M against.","Amendment to 2020 Stock Plan increasing share reserve by 3.8M shares approved: 70.3M for, 3.6M against.","Broker non-votes of 3.6M shares recorded on director election, say-on-pay, and stock plan items."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":11844003818.107676,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":261418,"accession_number":"0001528396-23-000136","cik":1528396,"company_name":"Guidewire Software, Inc.","ticker":"GWRE","form_type":"8-K","filed_at":"2023-12-07T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"Guidewire Q1 FY2024 revenue $207.4M (+6%), ARR $770M; raises profitability outlook; COO steps down","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $207.4M, up 6% YoY; subscription & support revenue $127.6M, up 29%.","GAAP net loss $27.1M ($0.33 per share) narrowed from $69.3M ($0.83) YoY; non-GAAP net loss $0.3M.","ARR $770M as of Oct 31, 2023; Q2 FY2024 ARR guidance $793M-$798M.","Priscilla Hung steps down as President & COO effective Dec 31, 2023, remains as Senior Advisor.","Raised FY2024 operating income and non-GAAP operating income guidance; operating cash flow guidance $115M-$135M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.33,"consensus_revenue_estimate":null,"consensus_revenue_actual":207407000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":11844003818.107676,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":278651,"accession_number":"0001528396-23-000075","cik":1528396,"company_name":"Guidewire Software, Inc.","ticker":"GWRE","form_type":"8-K","filed_at":"2023-09-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Guidewire reports record cloud demand in Q4; FY2023 revenue $905M (+11%), GAAP net loss narrows","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["FY2023 total revenue $905.3M, up 11% YoY; subscription & support revenue $429.7M, up 25%.","GAAP net loss $111.9M ($1.36/share) vs loss $180.4M ($2.16) prior year; non-GAAP net income $29.2M ($0.35).","Q4 cloud deals closed: 17 (11 Tier-1); ARR $763M, up 15% YoY constant currency.","FY2024 guidance: ARR $846M–$858M, revenue $976M–$986M, non-GAAP op income $62M–$72M, op cash flow $95M–$125M.","Repurchased 4.04M shares for $261.8M in FY2023; $138.2M remains under $400M buyback program."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.36,"consensus_revenue_estimate":null,"consensus_revenue_actual":905341000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":11844003818.107676,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":296876,"accession_number":"0001528396-23-000060","cik":1528396,"company_name":"Guidewire Software, Inc.","ticker":"GWRE","form_type":"8-K","filed_at":"2023-06-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Guidewire Q3 revenue $207.5M (+5% YoY); raises FY profitability outlook on cloud margin strength","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net loss $45.6M ($0.56/sh) vs $57.4M ($0.69) YoY; Non-GAAP net loss $6.4M ($0.08) vs $21.8M ($0.26).","Subscription & support rev $107.5M (+24% YoY); ARR at $722M (up from $664M). Eight cloud deals closed.","Raises FY2023 non-GAAP op income guidance to $(4)-$6M (from prior loss) & operating cash flow $10-40M.","Q4 FY2023 guidance: ARR $745-755M, total rev $255-265M, non-GAAP op income $29-39M.","Cash & investments $806.9M; $184M remaining under $400M share repurchase program; repurchased ~3.4M shares YTD."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.51,"consensus_revenue_estimate":null,"consensus_revenue_actual":635383000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":11844003818.107676,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":296875,"accession_number":"0001528396-23-000048","cik":1528396,"company_name":"Guidewire Software, Inc.","ticker":"GWRE","form_type":"8-K","filed_at":"2023-04-19T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Guidewire Software's President & COO Priscilla Hung plans sabbatical starting June 2023","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Hung will take sabbatical starting June 2023, lasting up to 6 months; remains at-will employee.","She joined Guidewire in 2005, led Sales, Alliances, Corporate Development, Product, Operations.","Company cites recent management team additions and project advances as enabling the sabbatical.","No replacement or interim COO announced; Hung will remain an employee during leave."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":11844003818.107676,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":317235,"accession_number":"0001528396-23-000028","cik":1528396,"company_name":"Guidewire Software, Inc.","ticker":"GWRE","form_type":"8-K","filed_at":"2023-03-13T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Guidewire discloses ~4% of cash held at failed Silicon Valley Bank; expects no material impact","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["As of March 9, 2023, ~4% of $870M cash (approx $34.8M) held at SVB, now in receivership.","Company states no material impact on day-to-day operations regardless of SVB outcome.","Prior cash balance of $870M reported as of January 31, 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":11844003818.107676,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":317234,"accession_number":"0001528396-23-000015","cik":1528396,"company_name":"Guidewire Software, Inc.","ticker":"GWRE","form_type":"8-K","filed_at":"2023-03-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Guidewire Q2 revenue up 14% to $232.6M, GAAP loss narrows, ARR reaches $707M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $232.6M (+14% YoY); subscription & support revenue $105.8M (+25%).","GAAP loss from operations narrowed to $23.2M from $39.5M; non-GAAP op income $15.1M vs $3.0M.","ARR $707M as of Jan 31, 2023, up from $664M at July 31, 2022.","Q3 FY2023 guidance: ARR $715-720M, total revenue $211-216M; FY2023 ARR $745-760M.","Board authorized $400M share repurchase; $200M ASR completed at avg $61.93/share; $200M remains."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.95,"consensus_revenue_estimate":null,"consensus_revenue_actual":427893000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":11844003818.107676,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":317233,"accession_number":"0001528396-23-000024","cik":1528396,"company_name":"Guidewire Software, Inc.","ticker":"GWRE","form_type":"8-K","filed_at":"2023-03-03T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Guidewire assigns HQ lease to Roblox, subleases new San Mateo space","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Assigned 179,496 sq ft lease at 2850 S. Delaware St. to Roblox; remaining payments ~$90M through Dec 2029.","Subleased 78,911 sq ft at One Franklin Parkway as new HQ; total payments ~$22M over ~4 years.","Sublease term from ~July 2023 to June 2027; monthly rent starts at $216,053 and escalates.","Landlord consent received March 2, 2023; assignment and sublease dated Feb 11, 2023.","Guidewire will provide a $1.22M replacement letter of credit; Roblox assumes cafeteria restoration."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":11844003818.107676,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":335512,"accession_number":"0001193125-22-310042","cik":1528396,"company_name":"Guidewire Software, Inc.","ticker":"GWRE","form_type":"8-K","filed_at":"2022-12-21T23:59:59+00:00","items":["5.03","5.07","9.01"],"status":"ready","headline":"Guidewire stockholders OK special-meeting threshold, officer exculpation, bylaw changes","summary_kind":"llm","event_type":"other","confidence":"medium","bullets":["Approved charter amendment: holders of 20%+ outstanding stock can call special meetings (71.1M for, 116k against).","Approved officer exculpation under DGCL 102(b)(7) (57.7M for, 12.9M against).","Bylaws amended: universal proxy rules, advance notice deadlines (90-120 days before meeting anniversary), white proxy card reserved for board.","Stockholders approved increase in 2020 Stock Plan by 1.78M shares (68.4M for, 2.7M against)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":11844003818.107676,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":335511,"accession_number":"0001528396-22-000127","cik":1528396,"company_name":"Guidewire Software, Inc.","ticker":"GWRE","form_type":"8-K","filed_at":"2022-12-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Guidewire Q1 FY2023 revenue $195.3M (+18% YoY); ARR $673M, guides FY2023 ARR $745-760M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $195.3M (+18% YoY); subscription & support revenue $99.1M (+25%).","GAAP net loss $69.3M ($0.83/sh) vs $51.3M ($0.62/sh) a year ago; Non-GAAP net loss $9.9M ($0.12/sh) vs $18.1M ($0.21/sh).","ARR $673M at Oct 31, up from $664M at Jul 31; Q2 FY2023 ARR outlook $695-700M, FY2023 ARR $745-760M.","Board authorized $400M share repurchase; entered $200M ASR, received initial 2.58M shares.","Cash and investments $0.9B, used $87.4M in operations in the quarter."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.83,"consensus_revenue_estimate":null,"consensus_revenue_actual":195282000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":11844003818.107676,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":352932,"accession_number":"0001528396-22-000102","cik":1528396,"company_name":"Guidewire Software, Inc.","ticker":"GWRE","form_type":"8-K","filed_at":"2022-09-22T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Guidewire board authorizes $400M share repurchase program","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board approved up to $400M in share repurchases effective immediately.","Repurchases may occur in open market, privately negotiated, or via Rule 10b5-1 plans.","Company had $1.2B in cash, cash equivalents, and investments as of July 31, 2022.","Funding expected from existing cash, working capital, or cash flows from operations.","Program does not obligate any specific repurchase amount and can be modified or suspended."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":11844003818.107676,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":352931,"accession_number":"0001528396-22-000082","cik":1528396,"company_name":"Guidewire Software, Inc.","ticker":"GWRE","form_type":"8-K","filed_at":"2022-09-14T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Guidewire appoints David S. 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Mr. Mullen will enter into standard executive and indemnification agreements."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":11844003818.107676,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":407577,"accession_number":"0001528396-21-000134","cik":1528396,"company_name":"Guidewire Software, Inc.","ticker":"GWRE","form_type":"8-K","filed_at":"2021-12-16T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Guidewire shareholders elect directors, ratify auditor, approve say-on-pay and charter amendment","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All eight director nominees elected with strong support (e.g., Marcus Ryu 72.9M for, 0.67M against).","KPMG ratified as independent auditor for FY2022: 76.7M for, 0.33M against.","Advisory vote on executive compensation approved: 72.5M for, 1.1M against.","Charter amendment to remove supermajority voting requirement approved: 73.5M for, 74.5K against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":11844003818.107676,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":407576,"accession_number":"0001528396-21-000116","cik":1528396,"company_name":"Guidewire Software, Inc.","ticker":"GWRE","form_type":"8-K","filed_at":"2021-12-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Guidewire Q1 FY2022 revenue $165.9M (-2% YoY); 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