secwatch.observer — SEC 8-K summary
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Issuer:     Guidewire Software, Inc. (GWRE)
CIK:        0001528396
Form:       8-K
Filed at:   2026-03-05T23:59:59+00:00
Accession:  0001528396-26-000013
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1528396/000152839626000013/0001528396-26-000013-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1528396/000152839626000013/gwre-20260305.htm
  HTML page:      https://secwatch.observer/filing/0001528396-26-000013

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