secwatch.observer — SEC 8-K summary
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Issuer:     Guidewire Software, Inc. (GWRE)
CIK:        0001528396
Form:       8-K
Filed at:   2026-09-03T20:06:08+00:00
Accession:  0001528396-26-000039
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 5.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1528396/000152839626000039/0001528396-26-000039-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1528396/000152839626000039/gwre-20260901.htm
  HTML page:      https://secwatch.observer/filing/0001528396-26-000039

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