secwatch.observer — SEC 8-K summary
======================================

Issuer:     Guidewire Software, Inc. (GWRE)
CIK:        0001528396
Form:       8-K
Filed at:   2025-06-03T23:59:59+00:00
Accession:  0001528396-25-000131
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Guidewire Q3 revenue $293.5M (+22% YoY); ARR $960M; raises FY2025 guidance
--------------------------------------------------------------------------

- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1528396/000152839625000131/0001528396-25-000131-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1528396/000152839625000131/gwre-20250603.htm
  HTML page:      https://secwatch.observer/filing/0001528396-25-000131

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer