Guidewire Q2 FY2025 revenue $289.5M (+20% YoY); raises full-year ARR outlook to $1.00-1.01B

Guidewire Software, Inc.

2025-Q2 EPS reported -$0.34 vs consensus $0.47 ▼ miss (-172.1%)

Subscription & support revenue $177.8M, up 35% YoY; license revenue $63.7M, down 10%.
ARR $918.1M at Jan 31, 2025, up from $864.0M at July 31, 2024.
GAAP net loss $37.3M ($0.45 diluted EPS) vs net income $9.7M ($0.12) YoY; non-GAAP net income $43.9M ($0.51) vs $39.1M ($0.46).
Raised FY2025 outlook: ARR $1.00-1.01B, total revenue $1.164-1.174B, non-GAAP op income $175-185M.
Cash and investments $1.412B; $100M of convertible notes due March 2025 retired in December 2024.

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