Key Takeaways Olos delivers new AI tools, upgraded pricing workflows and enhanced claims capabilities for insurers.Guidewire adds Underwriting Assistant to automate intake, triage and data enrichment in submissions.The firm forecasts fiscal 2026 revenue of $1.403B-$1.419B and sees continued cloud platform momentum.Guidewire Software, Inc. (GWRE) has introduced Olos, its latest platform release designed to help P&C insurers modernize pricing, accelerate rate updates, streamline underwriting and enhance worke ...

Have you evaluated the performance of Guidewire Software's (GWRE) international operations for the quarter ending October 2025? Given the extensive global presence of this provider of software to the insurance industry, analyzing the patterns in international revenues is crucial for understanding its financial strength and potential for growth.In the current global economy, which is more interconnected than ever, a company's success in penetrating international markets is crucial for its financial health a ...

Guidewire logo displayed on a smartphone screen against a blue geometric backdrop, highlighting momentum in AI-driven software adoption and improving profitability. Key Points Guidewire Software's fiscal Q1 release reveals accelerating adoptions of its cloud-based, AI-supported services. Margins are widening, supporting healthy cash flow, a strong balance sheet, and the ability to invest in growth. Analysts reaffirmed the bullish outlook, which includes a move to new highs by the end of 2026. Interest ...

Key Takeaways GWRE's ClaimCenter deployed at Cincinnati Insurance to streamline claims operations.Guidewire Cloud adoption helps insurers modernize systems and improve efficiency.GWRE integrates AI, analytics and new apps to enhance underwriting and policyholder experience.Guidewire Software, Inc. (GWRE) announced that The Cincinnati Insurance Company has successfully deployed Guidewire ClaimCenter to modernize and streamline its claims operations. Running on the Guidewire Cloud Platform, ClaimCenter has al ...

I am an avid investor with a major focus on small cap companies with experience in investing in US, Canadian, and European markets. My investment philosophy to generating great returns on the stock market revolves around identifying mispriced securities by understanding the drivers behind a company's financials, and ultimately, most often revealed by a DCF model valuation. This methodology doesn't limit an investor into rigid traditional value, dividend, or growth investing, but rather accounts for all of a ...

I am an avid investor with a major focus on small cap companies with experience in investing in US, Canadian, and European markets. My investment philosophy to generating great returns on the stock market revolves around identifying mispriced securities by understanding the drivers behind a company's financials, and ultimately, most often revealed by a DCF model valuation. This methodology doesn't limit an investor into rigid traditional value, dividend, or growth investing, but rather accounts for all of a ...

Core Insights - Guidewire Software, Inc. (GWRE) reported non-GAAP earnings per share of 66 cents for Q1 fiscal 2026, reflecting a 53.5% year-over-year increase and aligning with Zacks Consensus Estimate [1] - The company achieved revenues of $332.6 million, a 26.5% year-over-year growth, surpassing Zacks Consensus Estimate by 4.9% and exceeding its own guidance of $315-$321 million [1][8] - Annual recurring revenues (ARR) as of October 31 were $1.063 billion, up 2.1% year over year, with expectations for ARR in fiscal 2026 to be between $1.22 billion and $1.23 billion [2] Revenue Performance - GWRE expects total revenues for fiscal 2026 to be between $1.403 billion and $1.419 billion, an increase from $1.202 billion in fiscal 2025, with previous guidance set at $1.385 billion to $1.405 billion [3] - Subscription revenues are forecasted at $891 million, while subscription and support revenues are expected to reach $948 million, with services revenues estimated at $245 million [3] Profitability Metrics - Non-GAAP operating income is projected to be between $266 million and $282 million, with cash flow from operations anticipated in the range of $355-$375 million [4] - Non-GAAP gross margin improved to 66% from 63.5% year over year, with the subscription and support segment's gross margin increasing to 73.2% from 70.3% [6] Segment Performance - Subscription and support segment revenues accounted for 66.8% of total revenues, soaring 31% year over year to $222.2 million [5] - License revenues increased by 12% year over year to $42 million, while services revenues jumped 23% year over year to $68.5 million [5] Financial Position - As of October 31, cash and cash equivalents and short-term investments totaled $1,409.3 million, down from $1,483.2 million as of July 31, 2025 [10] - The company reported a cash usage of $67.4 million from operations during the quarter, with free cash flow usage nearing $77.4 million [10] Future Outlook - For Q2 fiscal 2026, revenues are expected to be in the range of $339-$345 million, with non-GAAP operating income estimated between $68-$74 million [11]

Earnings Per Share (EPS) of $0.66, surpassing the estimated $0.61.Revenue for the quarter was approximately $332.6 million, exceeding estimates and showing substantial growth from the previous year.Strong focus on the Guidewire Cloud Platform and introduction of new products incorporating AI and intelligence.Guidewire Software, Inc. (NYSE: GWRE) is a prominent player in the software industry, specializing in providing technology solutions for the insurance sector. The company is known for its Guidewire Clou ...

Guidewire Software (GWRE) came out with quarterly earnings of $0.66 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.43 per share a year ago. These figures are adjusted for non-recurring items. A quarter ago, it was expected that this provider of software to the insurance industry would post earnings of $0.62 per share when it actually produced earnings of $0.84, delivering a surprise of +35.48%.Over the last four quarters, the company has surpassed consensus EPS estima ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ______________________________________________________________ FORM 10-Q ______________________________________________________________ (Mark one) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended October 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commiss ...