secwatch.observer — SEC 8-K summary
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Issuer:     Guidewire Software, Inc. (GWRE)
CIK:        0001528396
Form:       8-K
Filed at:   2022-03-08T23:59:59+00:00
Accession:  0001528396-22-000020
Event type: earnings
Sentiment:  positive
Materiality: 0.70
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Guidewire Q2 FY2022 revenue $204.6M (+14% YoY); subscription revenue up 42%
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- GAAP net loss $40.7M ($0.49 EPS) vs net loss $8.7M ($0.10 EPS) YoY; non-GAAP net loss $4.8M ($0.06 EPS).
- ARR reached $620M as of Jan 31, 2022, up from $582M at July 31, 2021; Q2 ARR and revenue exceeded guidance.
- Cloud deals included 11 in the quarter; subscription revenue $84.3M (+42%); license revenue down 10% to $69.8M.
- Cash, cash equivalents, and investments $1.1B; used $11.2M to repurchase 0.1M shares, completing $200M buyback.
- Q3 FY2022 outlook: ARR $632M-$635M; total revenue $186M-$190M; non-GAAP operating loss $25M-$29M.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1528396/000152839622000020/0001528396-22-000020-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1528396/000152839622000020/gwre-20220308.htm
  HTML page:      https://secwatch.observer/filing/0001528396-22-000020

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