secwatch.observer — SEC 8-K summary
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Issuer:     Guidewire Software, Inc. (GWRE)
CIK:        0001528396
Form:       8-K
Filed at:   2026-06-04T20:06:43+00:00
Accession:  0001528396-26-000026
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1528396/000152839626000026/0001528396-26-000026-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1528396/000152839626000026/gwre-20260604.htm
  HTML page:      https://secwatch.observer/filing/0001528396-26-000026

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