{"schema_version":"secwatch.filing_event.v1","accession":"0001528396-25-000059","form_type":"8-K","ticker":"GWRE","cik":"0001528396","company_name":"Guidewire Software, Inc.","filed_at":"2025-03-06T23:59:59+00:00","discovered_at":"2026-05-14T18:03:03.902874+00:00","generated_at":"2026-05-25T05:53:18.359976+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 Q2 FY2025 revenue $289.5M (+20% YoY); raises full-year ARR outlook to $1.00-1.01B","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001528396-25-000059","json":"https://secwatch.observer/filing/0001528396-25-000059.json","markdown":"https://secwatch.observer/filing/0001528396-25-000059.md","text":"https://secwatch.observer/filing/0001528396-25-000059.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1528396/000152839625000059/0001528396-25-000059-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1528396/000152839625000059/gwre-20250306.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-25T05:53:18.359976+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}