secwatch.observer — SEC 8-K summary
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Issuer:     Guidewire Software, Inc. (GWRE)
CIK:        0001528396
Form:       8-K
Filed at:   2025-12-03T23:59:59+00:00
Accession:  0001528396-25-000242
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Guidewire Q1 revenue $332.6M (+27%), EPS $0.36, raises FY2026 guidance
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1528396/000152839625000242/0001528396-25-000242-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1528396/000152839625000242/gwre-20251203.htm
  HTML page:      https://secwatch.observer/filing/0001528396-25-000242

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