earnings
confidence high
sentiment positive
materiality 0.85
Guidewire surpasses $1B ARR; FY2025 revenue up 23% to $1.2B
Guidewire Software, Inc.
2025-FY EPS reported
$0.81
revenue$1,202,459,000
- FY2025 total revenue $1,202.5M (+23% YoY); subscription & support revenue $731.3M (+33%).
- ARR reached $1,032M (constant currency) as of July 31, 2025, up 19% from prior year.
- GAAP net income $69.8M ($0.81 diluted EPS) vs. net loss of $6.1M in FY2024; non-GAAP EPS $2.65.
- Q4 FY2025 revenue $356.6M (+22%); GAAP net income $52.0M ($0.60 EPS); non-GAAP EPS $0.84.
- FY2026 outlook: ARR $1,210-1,220M, total revenue $1,385-1,405M, operating cash flow $350-370M.
item 2.02item 9.01