{"schema_version":"secwatch.filing_event.v1","accession":"0001528396-26-000026","form_type":"8-K","ticker":"GWRE","cik":"0001528396","company_name":"Guidewire Software, Inc.","filed_at":"2026-06-04T20:06:43+00:00","discovered_at":"2026-06-04T20:07:31.283213+00:00","generated_at":"2026-06-04T20:27:29.799923+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Guidewire Q3 revenue $372.5M (+27% YoY); raises FY2026 outlook on strong ARR growth of 19%","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001528396-26-000026","json":"https://secwatch.observer/filing/0001528396-26-000026.json","markdown":"https://secwatch.observer/filing/0001528396-26-000026.md","text":"https://secwatch.observer/filing/0001528396-26-000026.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1528396/000152839626000026/0001528396-26-000026-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1528396/000152839626000026/gwre-20260604.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-04T20:27:29.799923+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":"7704cb77eb1fb391484feb57b382526371ca0cc4","claim":"Guidewire Software, Inc. reported fourth quarter of fiscal year 2026 results: revenue $396 million and $406 million. Guidance raised.","evidence_excerpt":"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","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1528396/000152839626000026/0001528396-26-000026-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fourth quarter of fiscal year 2026"},{"label":"Revenue","value":"$396 million and $406 million"},{"label":"Guidance","value":"raised"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"},{"claim_id":"93846a8884993aed3faba20887be0e8fc77ac957","claim":"Guidewire Software, Inc. reported third quarter of fiscal year 2026 results: revenue $372.5 million, net income $16.5 million. Guidance raised.","evidence_excerpt":"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.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1528396/000152839626000026/0001528396-26-000026-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"third quarter of fiscal year 2026"},{"label":"Revenue","value":"$372.5 million"},{"label":"Net income","value":"$16.5 million"},{"label":"Guidance","value":"raised"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"ce61bb84184d89776e0240993413c6ea476e9860","claim":"Guidewire Software, Inc. reported fiscal year 2026 results: revenue $1,460 million and $1,470 million. Guidance raised.","evidence_excerpt":"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","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1528396/000152839626000026/0001528396-26-000026-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal year 2026"},{"label":"Revenue","value":"$1,460 million and $1,470 million"},{"label":"Guidance","value":"raised"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}