Highest-materiality recent filing
Guidewire Q3 revenue $372.5M (+27% YoY); raises FY2026 outlook on strong ARR growth of 19%
Total revenue $372.5M (+27% YoY); subscription & support $244.7M (+35%).
Guidewire Q2 FY2026: Revenue $359M (+24% YoY), GAAP EPS $0.70, raises full-year guidance
Total revenue $359.1M (+24% YoY); subscription & support revenue $237.2M (+33%).
Guidewire completes prior buyback, authorizes new $500M share repurchase program
Board approved new share repurchase program of up to $500 million.
Guidewire stockholders elect all eight director nominees at 2025 annual meeting
Elected directors: Keller, Rosenbaum, Anquillare, Bauer, Dillon, Lego, Ramanathan, Sloan; each with >73M votes for.
Guidewire Q1 revenue $332.6M (+27%), EPS $0.36, raises FY2026 guidance
Total revenue $332.6M (+27% YoY); subscription & support $222.2M (+31%).
Guidewire surpasses $1B ARR; FY2025 revenue up 23% to $1.2B
FY2025 total revenue $1,202.5M (+23% YoY); subscription & support revenue $731.3M (+33%).
Guidewire appoints CAO David Peterson as principal accounting officer effective July 24, 2025
David Peterson, age 64, has served as Chief Accounting Officer since May 2020.
Guidewire Q3 revenue $293.5M (+22% YoY); ARR $960M; raises FY2025 guidance
Total revenue $293.5M, up 22% YoY; subscription & support revenue $181.8M (+32%).
Guidewire Q2 FY2025 revenue $289.5M (+20% YoY); raises full-year ARR outlook to $1.00-1.01B
Subscription & support revenue $177.8M, up 35% YoY; license revenue $63.7M, down 10%.
Guidewire appoints Jeff Sloan to Board of Directors effective Jan 21, 2025
Jeff Sloan, former CEO of Global Payments (GPN), appointed to Guidewire board.
Guidewire retires $100M of 1.25% convertible notes due 2025 for $153.5M cash
Retired $100M principal of 1.25% Convertible Senior Notes due March 2025 for ~$153.5M including accrued interest.
Guidewire shareholders elect eight directors, approve 2024 ESPP at annual meeting
All eight director nominees elected; Paul Lavin received lowest 'for' votes at 63.96M vs 9.89M against.
Guidewire Q1 FY2025 beats guidance: Revenue $262.9M (+27%), Non-GAAP EPS $0.43
Total revenue $262.9M (+27% YoY); subscription & support revenue $169.7M (+33%); ARR $874M.
Guidewire issues $690M 1.25% convertible notes due 2029, retires $120.9M of 2025 notes
Issued $690M aggregate principal of 1.25% Convertible Senior Notes due 2029; initial conversion price ~$244.65/share.
Guidewire appoints Mark Anquillare to board; former Verisk president/COO
Mark V. Anquillare appointed to Guidewire board effective September 23, 2024.
Guidewire reports FY2024 ARR growth of 14% CC; Q4 revenue $291.5M up 8% YoY
FY2024 ARR $872M (14% constant currency growth); total revenue $980.5M (+8% YoY).
Marcus Ryu, co-founder, will not stand for re-election to Guidewire board at 2024 annual meeting
Marcus Ryu informed Guidewire of his intent not to stand for re-election.
Guidewire Q3 revenue up 16% to $240.7M, non-GAAP net income $0.26/share vs loss of $0.08
Total revenue $240.7M (+16% YoY); subscription & support revenue $138.0M (+28%).
Guidewire Q2 revenue $240.9M; ARR $800M; raises FY2024 ARR outlook to $852-862M
Total revenue $240.9M (+4% YoY); subscription & support revenue $131.6M (+24% YoY).
Guidewire shareholders elect all eight directors, approve stock plan increase and compensation
All eight director nominees elected; average FOR support ~94% of votes cast (excluding broker non-votes).
Guidewire Q1 FY2024 revenue $207.4M (+6%), ARR $770M; raises profitability outlook; COO steps down
Total revenue $207.4M, up 6% YoY; subscription & support revenue $127.6M, up 29%.
Guidewire reports record cloud demand in Q4; FY2023 revenue $905M (+11%), GAAP net loss narrows
FY2023 total revenue $905.3M, up 11% YoY; subscription & support revenue $429.7M, up 25%.
Guidewire Q3 revenue $207.5M (+5% YoY); raises FY profitability outlook on cloud margin strength
GAAP net loss $45.6M ($0.56/sh) vs $57.4M ($0.69) YoY; Non-GAAP net loss $6.4M ($0.08) vs $21.8M ($0.26).
Guidewire Software's President & COO Priscilla Hung plans sabbatical starting June 2023
Hung will take sabbatical starting June 2023, lasting up to 6 months; remains at-will employee.
Guidewire discloses ~4% of cash held at failed Silicon Valley Bank; expects no material impact
As of March 9, 2023, ~4% of $870M cash (approx $34.8M) held at SVB, now in receivership.
Guidewire Q2 revenue up 14% to $232.6M, GAAP loss narrows, ARR reaches $707M
Total revenue $232.6M (+14% YoY); subscription & support revenue $105.8M (+25%).
Guidewire assigns HQ lease to Roblox, subleases new San Mateo space
Assigned 179,496 sq ft lease at 2850 S. Delaware St. to Roblox; remaining payments ~$90M through Dec 2029.
Effective January 21, 2025, the Board of Directors (the “Board”) of Guidewire Software, Inc. (the “Company”) appointed Jeff Sloan as a director of the Board, effective immediately.
On September 23, 2024, the Board of Directors (the “Board”) of Guidewire Software, Inc. (the “Company”) appointed Mark V. Anquillare as a director of the Board, effective immediately.
On June 11, 2024, Marcus Ryu informed Guidewire Software, Inc. (the “Company”) of his intent to not stand for re-election to the Company’s board of directors (the “Board”) at the Company’s 2024 annual meeting of stockholders.
On December 7, 2023, the Company and Priscilla Hung announced her intent to remain an employee with the Company, but step down from the position of President and Chief Operating Officer of the Company at the conclusion of her sabbatical on December 31, 2023.
Max materiality 0.85 · Median 0.75 · Most common event earnings