Guidewire Software, Inc. — fact timeline

Guidewire Software, Inc. reported fiscal year 2026 results: revenue $1,460 million and $1,470 million. Guidance raised.

“Guidewire is issuing the following updated outlook for fiscal year 2026 based on current expectations: • Ending ARR between $1,229 million and $1,237 million • Subscription and support revenue between $963 million and $969 million • Total revenue between $1,460 million and $1,470 million • GAAP operating income between $124 million and $134 million • Non-GAAP operating income between $314 million and $324 million • Operating cash flow between $365 million and $380 million”

Guidewire Software, Inc. reported fourth quarter of fiscal year 2026 results: revenue $396 million and $406 million. Guidance raised.

“Guidewire is issuing the following outlook for the fourth quarter of fiscal year 2026 based on current expectations: • Ending ARR between $1,229 million and $1,237 million • Subscription and support revenue between $259 million and $265 million • Total revenue between $396 million and $406 million • GAAP operating income between $36 million and $46 million • Non-GAAP operating income between $86 million and $96 million”

Guidewire Software, Inc. reported third quarter of fiscal year 2026 results: revenue $372.5 million, net income $16.5 million. Guidance raised.

“Total revenue for the third quarter of fiscal year 2026 was $372.5 million, an increase of 27% from the same quarter in fiscal year 2025. Subscription and support revenue was $244.7 million, an increase of 35%; license revenue was $56.0 million, a decrease of 2%; and services revenue was $71.8 million, an increase of 32%, each compared to the same quarter in fiscal year 2025.”

Guidewire Software, Inc. reported the fiscal quarter ended January 31, 2026 results: revenue $359.1 million, net income $60.1 million, EPS $0.70. Guidance raised.

“Total revenue for the second quarter of fiscal year 2026 was $359.1 million, an increase of 24% from the same quarter in fiscal year 2025.”

Jeff Sloan was appointed as director at Guidewire Software, Inc..

“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.”

Mark V. Anquillare was appointed as director at Guidewire Software, Inc..

“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.”

Marcus Ryu departed as Director at Guidewire Software, Inc..

“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.”

Guidewire Software, Inc. reported fiscal quarter ended January 31, 2024 results: revenue $240.9 million, net income $9.7 million, EPS $0.12. Guidance reaffirmed.

“Total revenue for the second quarter of fiscal year 2024 was $240.9 million”

Guidewire Software, Inc. shareholders approved Approval of the Amendment and Restatement of the Guidewire Software, Inc. 2020 Stock Plan to Increase the Total Number of Shares of Common Stock Available for Issuance Under the Stock Plan by 3,800,000 at the 2023-12-19 meeting.

“The stockholders approved the amendment and restatement of the Guidewire Software, Inc. 2020 Stock Plan to increase the total number of shares of common stock available for issuance under the stock plan by 3,800,000. The results of such vote were: FOR AGAINST ABSTAIN BROKER NON-VOTES 70,314,431 3,556,524 25,434 3,611,705”

Guidewire Software, Inc. shareholders approved Advisory Vote on Compensation of the Company’s Named Executive Officers at the 2023-12-19 meeting.

“The stockholders approved, on an advisory non-binding basis, the compensation of the Company’s named executive officers, as disclosed in the Proxy Statement. The results of such vote were: FOR AGAINST ABSTAIN BROKER NON-VOTES 72,645,071 1,226,014 25,304 3,611,705”

Guidewire Software, Inc. shareholders approved Ratification of Appointment of Independent Registered Public Accounting Firm at the 2023-12-19 meeting.

“The stockholders ratified the appointment of KPMG LLP as the Company’s independent registered public accounting firm for the fiscal year ending July 31, 2024. The results of such vote were: FOR AGAINST ABSTAIN BROKER NON-VOTES 76,239,641 1,219,699 48,754 0”

Guidewire Software, Inc. shareholders approved Election of directors at the 2023-12-19 meeting.

“The stockholders elected the eight persons named below as directors of the Company, each to serve for a one-year term expiring at the 2024 annual meeting of stockholders and until their respective successors are duly elected and qualified. The results of such vote were: FOR AGAINST ABSTAIN BROKER NON-VOTES Marcus S. Ryu 72,943,332 942,171 10,886 3,611,705 Paul Lavin 71,103,775 2,765,588 27,026 3,611,705 Mike Rosenbaum 73,613,547 260,981 21,861 3,611,705 David S. Bauer 72,827,735 1,038,170 30,484 3,611,705 Margaret Dillon 70,874,630 2,994,033 27,726 3,611,705 Michael C. Keller 72,485,380 1,380,166 30,843 3,611,705 Catherine P. Lego 71,227,326 2,639,490 29,573 3,611,705 Rajani Ramanathan 72,588,582 1,277,016 30,791 3,611,705”

Guidewire Software, Inc. reported the fiscal quarter ended October 31, 2023 results: revenue $207.4 million, net income GAAP net loss was $27.1 million, EPS GAAP net loss per share was $0.33. Guidance raised.

“Total revenue for the first quarter of fiscal year 2024 was $207.4 million, an increase of 6% from the same quarter in fiscal year 2023.”

Priscilla Hung changed role as President and Chief Operating Officer at Guidewire Software, Inc..

“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.”

Guidewire Software, Inc. reported fiscal year 2024 results: revenue Total revenue between $976 million and $986 million.

“Guidewire is issuing the following outlook for fiscal year 2024 based on current expectations: • ARR between $846 million and $858 million • Total revenue between $976 million and $986 million • Operating income (loss) between $(100) million and $(90) million • Non-GAAP operating income (loss) between $62 million and $72 million • Operating cash flow between $95 million and $125 million”

Guidewire Software, Inc. reported first quarter of fiscal year 2024 results: revenue Total revenue between $197 million and $202 million.

“Guidewire is issuing the following outlook for the first quarter of fiscal year 2024 based on current expectations: • ARR between $766 million and $769 million • Total revenue between $197 million and $202 million • Operating income (loss) between $(63) million and $(58) million • Non-GAAP operating income (loss) between $(25) million and $(20) million”

Guidewire Software, Inc. reported fiscal year ended July 31, 2023 results: net income GAAP net loss was $111.9 million, EPS GAAP net loss per share was $1.36.

“Total revenue for fiscal year 2023 was $905.3 million, an increase of 11% from fiscal year 2022. Subscription and support revenue was $429.7 million, an increase of 25%; services revenue was $210.1 million, a decrease of less than 1%; and license revenue was $265.6 million, an increase of 3%.”

Guidewire Software, Inc. reported fourth quarter fiscal year 2023 ended July 31, 2023 results: net income GAAP net income was $12.2 million, EPS GAAP net income per share was $0.15.

“Total revenue for the fourth quarter of fiscal year 2023 was $270.0 million, an increase of 10% from the same quarter in fiscal year 2022. Subscription and support revenue was $117.3 million, an increase of 25%; services revenue was $51.7 million, a decrease of 8%; and license revenue was $100.9 million, a decrease of 6%.”

Guidewire Software, Inc. reported third quarter of fiscal year 2023 results: revenue $207.5 million, net income $45.6 million, EPS $0.56. Guidance raised.

“Third Quarter Fiscal Year 2023 Financial Highlights Revenue • Total revenue for the third quarter of fiscal year 2023 was $207.5 million, an increase of 5% from the same quarter in fiscal year 2022. Subscription and support revenue was $107.5 million, an increase of 24%; services revenue was $49.4 million, a decrease of 13%; and license revenue was $50.6 million, a decrease of 6%. • As of April 30, 2023, annual recurring revenue, or ARR, was $722 million, compared to $664 million as of July 31, 2022. ARR results for interim quarterly periods in fiscal year 2023 are based on actual currency rates at the end of fiscal year 2022, held constant throughout the year. Profitability • GAAP loss from operations was $57.8 million for the third quarter of fiscal year 2023, compared with $62.4 million for the same quarter in fiscal year 2022. • Non-GAAP loss from operations was $12.2 million for the third quarter of fiscal year 2023, compared with $24.9 million for the same quarter in fiscal year”

Guidewire Software, Inc. reported the fiscal quarter ended January 31, 2023 results: revenue $232.6 million, net income GAAP net loss was $9.2 million, EPS GAAP net loss per share was $0.11. Guidance reaffirmed.

“Total revenue for the second quarter of fiscal year 2023 was $232.6 million, an increase of 14% from the same quarter in fiscal year 2022.”

Guidewire Software, Inc. entered into Sublease with Roblox Corporation valued at approximately $22 million (effective 2023-02-11).

“Further, the Company also received on March 2, 2023, the necessary landlord consent in connection with a sublease agreement (the " Sublease ") with Roblox, dated as of February 11, 2023, for 78,911 square feet of office space also in San Mateo, California, which will serve as the Company's new worldwide headquarters. The term of the Sublease is approximately 4 years with total lease payments of approximately $22 million.”

Guidewire Software, Inc. entered into Assignment with Roblox Corporation valued at approximately $90 million (effective 2023-02-11).

“On March 2, 2023, Guidewire Software, Inc. (the " Company ") received the necessary landlord consent in connection with an assignment of lease agreement (the “ Assignment ”) with Roblox Corporation (" Roblox "), dated as of February 11, 2023, in which the Company assigned to Roblox the remaining lease term of its existing headquarters lease for 179,496 square feet of office space in San Mateo, California, with remaining lease payments of approximately $90 million due through December 2029.”

Guidewire Software, Inc.: Amended and restated bylaws to address universal proxy rules, revise advance notice deadlines for stockholder proposals and nominations, enhance disclosure requirements, require non-white proxy cards for non-board solicitations, and strengthen enforcement of exclusive forum provisions (effective 2022-12-21).

“Effective as of December 21, 2022, the Board of Directors (the “Board”) of the Company approved and adopted an amendment and restatement of the Company’s amended and restated bylaws (as amended, the “Bylaws”).”

Guidewire Software, Inc.: Amended certificate of incorporation to permit stockholders holding 20% of outstanding stock to call special meetings and to permit exculpation of officers as permitted by Delaware law.

“The first amendment permits stockholders holding at least twenty percent (20%) of all then-outstanding shares of capital stock of the Company to call a special meeting of the stockholders, via written request to the secretary of the Company. The second amendment permits the Company to exculpate its officers for personal liability for breach of the duty of care in certain actions, as permitted by Section 102(b)(7) of the Delaware General Corporation Law.”

Guidewire Software, Inc. shareholders approved Approval of the Amendment and Restatement of the Guidewire Software, Inc. 2020 Stock Plan to Increase the Total Number of Shares of Common Stock Available for Issuance Under the Stock Plan by 1,780,000 at the 2022-12-20 meeting.

“6. Approval of the Amendment and Restatement of the Guidewire Software, Inc. 2020 Stock Plan to Increase the Total Number of Shares of Common Stock Available for Issuance Under the Stock Plan by 1,780,000 The stockholders approved the amendment and restatement of the Guidewire Software, Inc. 2020 Stock Plan to increase the total number of shares of common stock available for issuance under the stock plan by 1,780,000. The results of such vote were: FOR AGAINST ABSTAIN BROKER NON-VOTES 68,374,872 2,675,382 200,575 4,018,603”

Guidewire Software, Inc. shareholders approved Approval of the Amendment and Restatement of the Company’s Certificate of Incorporation to Permit the Exculpation of Officers at the 2022-12-20 meeting.

“5. Approval of the Amendment and Restatement of the Company’s Certificate of Incorporation to Permit the Exculpation of Officers The stockholders approved the amendment and restatement of the Company’s certificate of incorporation to permit the exculpation of officers. The results of such vote were: FOR AGAINST ABSTAIN BROKER NON-VOTES 57,734,728 12,892,416 623,685 4,018,603”

Guidewire Software, Inc. shareholders approved Approval of the Amendment and Restatement of the Company’s Certificate of Incorporation to Permit Stockholders Holding 20% of the Company’s Outstanding Common Stock to Call Special Meetings at the 2022-12-20 meeting.

“4. Approval of the Amendment and Restatement of the Company’s Certificate of Incorporation to Permit Stockholders Holding 20% of the Company’s Outstanding Common Stock to Call Special Meetings The stockholders approved the amendment and restatement of the Company’s certificate of incorporation to permit stockholders holding 20% of the Company’s outstanding common stock to call special meetings of stockholders. The results of such vote were: FOR AGAINST ABSTAIN BROKER NON-VOTES 71,121,741 116,487 12,601 4,018,603”

Guidewire Software, Inc. shareholders approved Advisory Vote on Compensation of the Company’s Named Executive Officers at the 2022-12-20 meeting.

“3. Advisory Vote on Compensation of the Company’s Named Executive Officers The stockholders approved, on an advisory non-binding basis, the compensation of the Company’s named executive officers, as disclosed in the Company’s 2022 definitive proxy statement. The results of such vote were: FOR AGAINST ABSTAIN BROKER NON-VOTES 64,791,817 6,255,525 203,487 4,018,603”

Guidewire Software, Inc. shareholders approved Ratification of Appointment of Independent Registered Public Accounting Firm at the 2022-12-20 meeting.

“2. Ratification of Appointment of Independent Registered Public Accounting Firm The stockholders ratified the appointment of KPMG LLP as the Company’s independent registered public accounting firm for the fiscal year ending July 31, 2023. The results of such vote were: FOR AGAINST ABSTAIN BROKER NON-VOTES 74,646,244 617,744 5,444 0”

Guidewire Software, Inc. shareholders approved Election of Directors at the 2022-12-20 meeting.

“1. Election of Directors The stockholders elected the eight persons named below as directors of the Company, each to serve for a one-year term expiring at the 2023 annual meeting of stockholders and until their respective successors are duly elected and qualified. The results of such vote were: FOR WITHHELD BROKER NON-VOTES Marcus S. Ryu 67,353,207 3,897,622 4,018,603 Paul Lavin 67,803,979 3,446,850 4,018,603 Mike Rosenbaum 71,042,919 207,910 4,018,603 David S. Bauer 68,213,518 3,037,311 4,018,603 Margaret Dillon 65,297,214 5,953,615 4,018,603 Michael Keller 70,257,917 992,912 4,018,603 Catherine P. Lego 67,801,770 3,449,059 4,018,603 Rajani Ramanathan 70,691,920 558,909 4,018,603”

Guidewire Software, Inc. reported the fiscal quarter ended October 31, 2022 results: revenue $195.3 million, net income $69.3 million, EPS $0.83.

“at our annual customer conference, Connections.” First Quarter Fiscal Year 2023 Financial Highlights Revenue • Total revenue for the first quarter of fiscal year 2023 was $195.3 million, an increase of 18% from the same quarter in fiscal year 2022. Subscription and support revenue was $99.1 million, an increase of 25%; services revenue was $55.3 million, an”

Andrew Brown departed as director at Guidewire Software, Inc..

“Andrew Brown’s intention not to stand for re-election as a member of the Board at the Company’s 2022 annual meeting of stockholders.”

David S. Bauer was appointed as director at Guidewire Software, Inc..

“appointed David S. Bauer as a director of the Board, effective October 1, 2022.”

Frank O'Dowd departed as Chief Sales Officer at Guidewire Software, Inc..

“Frank O’Dowd, the Company’s former Chief Sales Officer, remained a Company employee through calendar year end, ensuring a smooth transition.”

John Mullen was appointed as President and Chief Revenue Officer at Guidewire Software, Inc..

“Guidewire Software, Inc. (NYSE: GWRE) announced the appointment of John Mullen as President and Chief Revenue Officer (CRO) to be effective February 3, 2022.”

Frank O'Dowd departed as Chief Sales Officer at Guidewire Software, Inc..

“the Company and Frank O’Dowd, the Company’s Chief Sales Officer (“CSO”), had mutually agreed to part ways, enabling him to pursue another opportunity.”