---
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"
generated_at: "2026-06-04T20:27:29.799923+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001528396-26-000026
- JSON: https://secwatch.observer/filing/0001528396-26-000026.json
- Plain text: https://secwatch.observer/filing/0001528396-26-000026.txt

## Key facts
- Earnings Releases
  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
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1528396/000152839626000026/0001528396-26-000026-index.htm
- Earnings Releases
  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
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1528396/000152839626000026/0001528396-26-000026-index.htm
- Earnings Releases
  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
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1528396/000152839626000026/0001528396-26-000026-index.htm

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