{"filings":[{"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); raises FY2026 outlook on strong ARR growth of 19%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $372.5M (+27% YoY); subscription & support $244.7M (+35%).","GAAP operating income $30.6M vs $4.5M YoY; Non-GAAP op income $77.8M vs $46.1M.","GAAP diluted EPS $0.19 (includes $20.1M FX loss) vs $0.54; Non-GAAP EPS $0.82 vs $0.55.","ARR $1,147M (+19% vs July 2025); board authorized $500M buyback; $240.5M remains.","FY2026 guidance raised: total revenue $1.46-1.47B, non-GAAP op income $314-324M, op cash flow $365-380M."],"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":0.75,"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":105078,"accession_number":"0001528396-26-000013","cik":1528396,"company_name":"Guidewire Software, Inc.","ticker":"GWRE","form_type":"8-K","filed_at":"2026-03-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Guidewire Q2 FY2026: Revenue $359M (+24% YoY), GAAP EPS $0.70, raises full-year guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $359.1M (+24% YoY); 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; 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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; ARR $800M; raises FY2024 ARR outlook to $852-862M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $240.9M (+4% YoY); subscription & support revenue $131.6M (+24% YoY).","ARR $800M (up from $763M Jul 2023); FY2024 ARR outlook raised to $852-862M.","GAAP net income $9.7M ($0.12 EPS) vs net loss $9.2M; non-GAAP EPS $0.46.","Non-GAAP operating income $25.7M vs $15.1M; operating cash flow outlook $120-140M.","Completed 11 cloud deals in Q2; services revenue down 29% as SI partners lead more engagements."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.21,"consensus_revenue_estimate":null,"consensus_revenue_actual":448304000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","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":261419,"accession_number":"0001193125-23-301180","cik":1528396,"company_name":"Guidewire Software, Inc.","ticker":"GWRE","form_type":"8-K","filed_at":"2023-12-21T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Guidewire shareholders elect all eight directors, approve stock plan increase and compensation","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All eight director nominees elected; 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; 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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); 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