---
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"
generated_at: "2026-05-15T19:38:20.886940+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# Guidewire Q2 FY2026: Revenue $359M (+24% YoY), GAAP EPS $0.70, raises full-year guidance

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001528396-26-000013
- JSON: https://secwatch.observer/filing/0001528396-26-000013.json
- Plain text: https://secwatch.observer/filing/0001528396-26-000013.txt

## Key facts
- Earnings Releases
  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.
  - Period: the fiscal quarter ended January 31, 2026
  - Revenue: $359.1 million
  - Net income: $60.1 million
  - EPS: $0.70
  - Guidance: raised
  - Result: reported results
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1528396/000152839626000013/0001528396-26-000013-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.