earnings
confidence high
sentiment neutral
materiality 0.70
Guidewire Q4 revenue $244.6M (+7% YoY); GAAP net loss $31.0M vs $1.0M loss
Guidewire Software, Inc.
2022-FY EPS reported
-$2.16
revenue$812,614,000
- Total revenue $244.6M (+7% YoY); subscription & support $93.6M (+34%); license revenue fell 14% to $94.8M.
- GAAP loss from operations $32.2M vs $0.1M in Q4'21; non-GAAP operating income $5.3M vs $32.0M.
- FY2022 ARR $664M (14% growth, 17% constant currency); Q4 operating cash flow $83.6M, free cash flow $79.0M.
- FY2023 guidance: ARR $745-760M, total revenue $885-895M, non-GAAP operating loss $(30)-(20)M.
- CEO highlighted 16 cloud deals won in Q4; cloud adoption driving subscription revenue growth.