earnings
confidence high
sentiment positive
materiality 0.85
Guidewire Q1 revenue $332.6M (+27%), EPS $0.36, raises FY2026 guidance
Guidewire Software, Inc.
2026-Q1 EPS reported
$0.36
revenue$332,639,000
- Total revenue $332.6M (+27% YoY); subscription & support $222.2M (+31%).
- ARR reached $1,063M, up 22% YoY; Q2 ending ARR guidance raised to $1,107-1,113M.
- GAAP net income $31.3M ($0.36 diluted EPS) vs $9.1M ($0.11) prior year; non-GAAP $0.66.
- FY2026 outlook raised: ARR $1.22-1.23B, revenue $1.403-1.419B, non-GAAP op income $266-282M.