Guidewire Q3 revenue $372.5M (+27% YoY); raises FY2026 outlook on strong ARR growth of 19%

Guidewire Software, Inc.

Total revenue $372.5M (+27% YoY); subscription & support $244.7M (+35%).
GAAP operating income $30.6M vs $4.5M YoY; Non-GAAP op income $77.8M vs $46.1M.
GAAP diluted EPS $0.19 (includes $20.1M FX loss) vs $0.54; Non-GAAP EPS $0.82 vs $0.55.
ARR $1,147M (+19% vs July 2025); board authorized $500M buyback; $240.5M remains.
FY2026 guidance raised: total revenue $1.46-1.47B, non-GAAP op income $314-324M, op cash flow $365-380M.

Key facts

Extracted from this filing and checked against the source text.

Earnings Releases SEC 8-K Item 2.02 confidence 0.95

Guidewire Software, Inc. reported fourth quarter of fiscal year 2026 results: revenue $396 million and $406 million. Guidance raised.

Period: fourth quarter of fiscal year 2026
Revenue: $396 million and $406 million
Guidance: raised
Result: guidance update

Exact text from the filing

Guidewire is issuing the following outlook for the fourth quarter of fiscal year 2026 based on current expectations: • Ending ARR between $1,229 million and $1,237 million • Subscription and support revenue between $259 million and $265 million • Total revenue between $396 million and $406 million • GAAP operating income between $36 million and $46 million • Non-GAAP operating income between $86 million and $96 million

View on SEC.gov

Earnings Releases SEC 8-K Item 2.02 confidence 0.95

Guidewire Software, Inc. reported third quarter of fiscal year 2026 results: revenue $372.5 million, net income $16.5 million. Guidance raised.

Period: third quarter of fiscal year 2026
Revenue: $372.5 million
Net income: $16.5 million
Guidance: raised
Result: reported results

Exact text from the filing

Total revenue for the third quarter of fiscal year 2026 was $372.5 million, an increase of 27% from the same quarter in fiscal year 2025. Subscription and support revenue was $244.7 million, an increase of 35%; license revenue was $56.0 million, a decrease of 2%; and services revenue was $71.8 million, an increase of 32%, each compared to the same quarter in fiscal year 2025.

View on SEC.gov

Earnings Releases SEC 8-K Item 2.02 confidence 0.95

Guidewire Software, Inc. reported fiscal year 2026 results: revenue $1,460 million and $1,470 million. Guidance raised.

Period: fiscal year 2026
Revenue: $1,460 million and $1,470 million
Guidance: raised
Result: guidance update

Exact text from the filing

Guidewire is issuing the following updated outlook for fiscal year 2026 based on current expectations: • Ending ARR between $1,229 million and $1,237 million • Subscription and support revenue between $963 million and $969 million • Total revenue between $1,460 million and $1,470 million • GAAP operating income between $124 million and $134 million • Non-GAAP operating income between $314 million and $324 million • Operating cash flow between $365 million and $380 million

View on SEC.gov

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Source: SEC EDGAR

accession 0001528396-26-000026

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