secwatch.observer — SEC 8-K summary
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Issuer:     Guidewire Software, Inc. (GWRE)
CIK:        0001528396
Form:       8-K
Filed at:   2026-09-30T20:10:23+00:00
Accession:  0001528396-26-000057
Event type: other_material
Sentiment:  positive
Materiality: 0.55
Item codes: 8.01
LLM model:  deepseek-v4.1-flash:cloud@v2

Guidewire signs multi-year cloud deal with top-10 US carrier; guidance unchanged
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1528396/000152839626000057/0001528396-26-000057-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1528396/000152839626000057/gwre-20260904.htm
  HTML page:      https://secwatch.observer/filing/0001528396-26-000057

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