{"schema_version":"secwatch.filing_event.v1","accession":"0001528396-26-000013","form_type":"8-K","ticker":"GWRE","cik":"0001528396","company_name":"Guidewire Software, Inc.","filed_at":"2026-03-05T23:59:59+00:00","discovered_at":"2026-05-14T18:02:35.338856+00:00","generated_at":"2026-05-15T19:38:20.886940+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Guidewire Q2 FY2026: Revenue $359M (+24% YoY), GAAP EPS $0.70, raises full-year guidance","bullets":["Total revenue $359.1M (+24% YoY); subscription & support revenue $237.2M (+33%).","GAAP net income $60.1M (diluted EPS $0.70) vs net loss of $37.3M (loss per share $0.45) prior year.","Non-GAAP net income $100.7M (diluted EPS $1.17) vs $43.9M ($0.51) prior year.","Ending ARR $1,121M (+22% YoY); raised FY2026 ARR guidance to $1,229M-$1,237M.","New $500M share repurchase program authorized; $490M remaining as of Jan 31, 2026."],"urls":{"canonical":"https://secwatch.observer/filing/0001528396-26-000013","json":"https://secwatch.observer/filing/0001528396-26-000013.json","markdown":"https://secwatch.observer/filing/0001528396-26-000013.md","text":"https://secwatch.observer/filing/0001528396-26-000013.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1528396/000152839626000013/0001528396-26-000013-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1528396/000152839626000013/gwre-20260305.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T19:38:20.886940+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"0ace9cec538167fbac34110e315d8a5df807c4a1","claim":"Guidewire Software, Inc. reported the fiscal quarter ended January 31, 2026 results: revenue $359.1 million, net income $60.1 million, EPS $0.70. Guidance raised.","evidence_excerpt":"Total revenue for the second quarter of fiscal year 2026 was $359.1 million, an increase of 24% from the same quarter in fiscal year 2025.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1528396/000152839626000013/0001528396-26-000013-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the fiscal quarter ended January 31, 2026"},{"label":"Revenue","value":"$359.1 million"},{"label":"Net income","value":"$60.1 million"},{"label":"EPS","value":"$0.70"},{"label":"Guidance","value":"raised"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}