other material
confidence high
sentiment positive
materiality 0.55
Guidewire signs multi-year cloud deal with top-10 US carrier; guidance unchanged
Guidewire Software, Inc.
- On September 4, 2026, Guidewire entered a multi-year agreement with a top 10 US-based insurance carrier covering its personal lines book on Guidewire Cloud and PolicyCenter.
- The deal lifts the customer into Guidewire's top 10 customers as measured by fully ramped annual recurring revenue.
- Guidewire said the transaction does not require revising quarterly or full-year guidance previously issued on September 3, 2026.
- No contract value, term length, or ARR dollar figure was disclosed in the filing; deal signed by CFO Jeff Cooper, dated September 30, 2026.
- Fully ramped ARR is defined as annualized recurring value in active contracts including all non-variable price increases in the first five years.