secwatch.observer — SEC 8-K summary
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Issuer:     Guidewire Software, Inc. (GWRE)
CIK:        0001528396
Form:       8-K
Filed at:   2025-09-04T23:59:59+00:00
Accession:  0001528396-25-000213
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Guidewire surpasses $1B ARR; FY2025 revenue up 23% to $1.2B
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1528396/000152839625000213/0001528396-25-000213-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1528396/000152839625000213/gwre-20250904.htm
  HTML page:      https://secwatch.observer/filing/0001528396-25-000213

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