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 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 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 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 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).
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 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 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 Q1 FY2023 revenue $195.3M (+18% YoY); ARR $673M, guides FY2023 ARR $745-760M
Total revenue $195.3M (+18% YoY); subscription & support revenue $99.1M (+25%).
Guidewire board authorizes $400M share repurchase program
Board approved up to $400M in share repurchases effective immediately.
Guidewire Q4 revenue $244.6M (+7% YoY); GAAP net loss $31.0M vs $1.0M loss
Total revenue $244.6M (+7% YoY); subscription & support $93.6M (+34%); license revenue fell 14% to $94.8M.
Guidewire Q3 FY2022 revenue up 20% to $197M, ARR rises to $637M, net loss widens
Total revenue $197.4M (+20% YoY); subscription & support $86.9M (+34%); ARR $637M vs $582M at July 2021.
Guidewire Q2 FY2022 revenue $204.6M (+14% YoY); subscription revenue up 42%
GAAP net loss $40.7M ($0.49 EPS) vs net loss $8.7M ($0.10 EPS) YoY; non-GAAP net loss $4.8M ($0.06 EPS).
Guidewire appoints John Mullen as President and Chief Revenue Officer effective Feb 3, 2022
John Mullen appointed President and Chief Revenue Officer, effective February 3, 2022.
Guidewire Q1 FY2022 revenue $165.9M (-2% YoY); GAAP EPS -$0.62; ARR $594M; guides Q2 ARR $613-616M
Total revenue $165.9M, down 2% YoY; subscription & support $79.0M, up 36%; license $40.2M, down 38%.
Guidewire CSO Frank O'Dowd departs; sales team to report to COO Hung
Frank O'Dowd and Guidewire mutually agreed to part ways; he will remain employee through end of calendar year.
FY2021 total revenue $743.3M (+<1% YoY); subscription revenue up 24%, license down 8%, services down 10%.
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.
appointed David S. Bauer as a director of the Board, effective October 1, 2022.
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.
Frank O’Dowd, the Company’s former Chief Sales Officer, remained a Company employee through calendar year end, ensuring a smooth transition.
Guidewire Software, Inc. (NYSE: GWRE) announced the appointment of John Mullen as President and Chief Revenue Officer (CRO) to be effective February 3, 2022.
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.
Max materiality 0.85 · Median 0.70 · Most common event earnings