earnings
confidence high
sentiment positive
materiality 0.80
Guidewire Q3 revenue $293.5M (+22% YoY); ARR $960M; raises FY2025 guidance
Guidewire Software, Inc.
2025-Q3 EPS
reported $0.21
vs consensus $0.65
▼ miss
(-67.6%)
- Total revenue $293.5M, up 22% YoY; subscription & support revenue $181.8M (+32%).
- ARR $960M as of Apr 30, 2025, up from $864M at Jul 31, 2024.
- GAAP net income $46.0M ($0.54 EPS) vs net loss $5.5M; non-GAAP net income $75.2M ($0.88 EPS).
- Raised FY2025 outlook: ARR $1,012-1,022M, total revenue $1,178-1,186M, non-GAAP op income $187-195M.
- Record Q3 sales: 17 cloud deals; operating cash flow guided $255M-275M for FY2025.
item 2.02item 9.01