---
schema_version: "secwatch.filing_event.v1"
accession: "0001528396-26-000039"
form_type: "8-K"
ticker: "GWRE"
cik: "0001528396"
company_name: "Guidewire Software, Inc."
filed_at: "2026-09-03T20:06:08+00:00"
generated_at: "2026-09-03T20:07:30.508173+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Guidewire reports strong FY2026: revenue +23%, ARR +19%, EPS $3.43; CAO retires

## Summary
- FY2026 total revenue $1,475.4M, up 23% YoY; subscription & support revenue $970.9M, up 33%.
- ARR $1,242M (constant currency), up 19%; fully ramped ARR $1,578M, up 22%.
- GAAP diluted EPS $1.63 vs $0.81; non-GAAP diluted EPS $3.43 vs $2.51; operating cash flow $389.7M.
- Q4 revenue $411.1M (+15%); non-GAAP EPS $0.99 vs $0.81; FY2027 guidance: total revenue $1,707-1,727M, ARR $1,450-1,460M.
- CAO David Peterson to retire Nov 4, 2026; CFO Jeff Cooper to assume principal accounting officer duties.

## SEC filing metadata
- accession: 0001528396-26-000039
- form_type: 8-K
- ticker: GWRE
- cik: 0001528396
- company_name: Guidewire Software, Inc.
- filed_at: 2026-09-03T20:06:08+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 5.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1528396/000152839626000039/0001528396-26-000039-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1528396/000152839626000039/gwre-20260901.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001528396-26-000039
- JSON: https://secwatch.observer/filing/0001528396-26-000039.json
- Plain text: https://secwatch.observer/filing/0001528396-26-000039.txt

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