secwatch.observer — SEC 8-K summary
======================================

Issuer:     Guidewire Software, Inc. (GWRE)
CIK:        0001528396
Form:       8-K
Filed at:   2023-03-06T23:59:59+00:00
Accession:  0001528396-23-000015
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Guidewire Q2 revenue up 14% to $232.6M, GAAP loss narrows, ARR reaches $707M
----------------------------------------------------------------------------

- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1528396/000152839623000015/0001528396-23-000015-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1528396/000152839623000015/gwre-20230306.htm
  HTML page:      https://secwatch.observer/filing/0001528396-23-000015

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer