{"schema_version":"secwatch.filing_event.v1","accession":"0001528396-22-000127","form_type":"8-K","ticker":"GWRE","cik":"0001528396","company_name":"Guidewire Software, Inc.","filed_at":"2022-12-06T23:59:59+00:00","discovered_at":"2026-05-14T18:03:51.031716+00:00","generated_at":"2026-06-21T08:50:01.294426+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Guidewire Q1 FY2023 revenue $195.3M (+18% YoY); ARR $673M, guides FY2023 ARR $745-760M","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001528396-22-000127","json":"https://secwatch.observer/filing/0001528396-22-000127.json","markdown":"https://secwatch.observer/filing/0001528396-22-000127.md","text":"https://secwatch.observer/filing/0001528396-22-000127.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1528396/000152839622000127/0001528396-22-000127-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1528396/000152839622000127/gwre-20221206.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-21T08:50:01.294426+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"bd9de6d93bf57bcfcb4becaf16775e627f4cb041","claim":"Guidewire Software, Inc. reported the fiscal quarter ended October 31, 2022 results: revenue $195.3 million, net income $69.3 million, EPS $0.83.","evidence_excerpt":"at our annual customer conference, Connections.” First Quarter Fiscal Year 2023 Financial Highlights Revenue • Total revenue for the first quarter of fiscal year 2023 was $195.3 million, an increase of 18% from the same quarter in fiscal year 2022. Subscription and support revenue was $99.1 million, an increase of 25%; services revenue was $55.3 million, an","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1528396/000152839622000127/0001528396-22-000127-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the fiscal quarter ended October 31, 2022"},{"label":"Revenue","value":"$195.3 million"},{"label":"Net income","value":"$69.3 million"},{"label":"EPS","value":"$0.83"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}