earnings
confidence high
sentiment positive
materiality 0.85
Guidewire Q1 FY2025 beats guidance: Revenue $262.9M (+27%), Non-GAAP EPS $0.43
Guidewire Software, Inc.
2025-Q1 EPS reported
$0.11
revenue$262,901,000
- 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.