secwatch.observer — SEC 8-K summary
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Issuer:     Guidewire Software, Inc. (GWRE)
CIK:        0001528396
Form:       8-K
Filed at:   2025-03-06T23:59:59+00:00
Accession:  0001528396-25-000059
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1528396/000152839625000059/0001528396-25-000059-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1528396/000152839625000059/gwre-20250306.htm
  HTML page:      https://secwatch.observer/filing/0001528396-25-000059

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