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 January 31, 2023 (650) 357-9100 (Registrant's telephone number, including area code) ______________________________________________________________ N/A OR ...

Guidewire Software, Inc. (NYSE:GWRE) Q1 2023 Earnings Conference Call December 6, 2022 5:00 PM ET Company Participants Alex Hughes - VP, IR Mike Rosenbaum - CEO Jeff Cooper - CFO Conference Call Participants Dylan Becker - William Blair Ken Wong - Oppenheimer William McNamara - BTIG Rishi Jaluria - RBC Capital Markets Parker Lane - Stifel Michael Turrin - Wells Fargo Securities Joseph Vruwink - Robert W. Baird Michael Funk - Bank of America Merrill Lynch Alexei Gogolev - JPMorgan Operator Greetings. Welcome ...

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Guidewire Software, Inc. (NYSE:GWRE) Q4 2022 Earnings Conference Call September 6, 2022 5:00 PM ET Company Participants Alex Hughes - Vice President, Investor Relations Mike Rosenbaum - Chief Executive Officer Jeff Cooper - Chief Financial Officer Conference Call Participants Ken Wong - Oppenheimer Matt VanVliet - BTIG Parker Lane - Stifel Peter Heckmann - D.A. Davidson Dylan Becker - William Blair Operator Greetings, and welcome to the Guidewire Fourth Quarter and Fiscal 2022 Financial Results Conference ...

Guidewire Software, Inc. (NYSE:GWRE) Q3 2022 Earnings Conference Call June 7, 2022 5:00 PM ET Company Participants Alex Hughes - Vice President, Investor Relations Mike Rosenbaum - Chief Executive Officer Jeff Cooper - Chief Financial Officer Conference Call Participants Peter Heckmann - D.A. Davidson Faith Brunner - William Blair Matt VanVliet - BTIG Tyler Radke - Citigroup Michael Turrin - Wells Fargo Joe Goodwin - JMP Securities Operator Greetings. Welcome to the Guidewire third Quarter 2022 Financial Re ...

Table of Contents Washington, D.C. 20549 ______________________________________________________________ UNITED STATES SECURITIES AND EXCHANGE COMMISSION 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 April 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commissio ...

Guidewire Software, Inc. (NYSE:GWRE) Q2 2022 Earnings Conference Call March 8, 2022 5:00 PM ET Company Participants Alex Hughes - Vice President, Investor Relations Mike Rosenbaum - Chief Executive Officer Jeff Cooper - Chief Financial Officer Conference Call Participants Matt VanVliet - BTIG Jackson Ader - JPMorgan Peter Heckmann - D.A. Davidson Ken Wong - Guggenheim Securities Michael Turrin - Wells Fargo Dylan Becker - William Blair Max Osnowitz - Stifel Operator Greetings and welcome to the Guidewire Se ...

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 January 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commiss ...

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, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commiss ...

Financial Data and Key Metrics Changes - The company reported a record Q1 sales activity with ARR ending the quarter at $594 million, up 16% year-over-year [27] - Subscription revenue was $57.1 million, up 53% year-over-year, while total revenue was $165.9 million, at the high end of guidance [29][30] - Operating loss was $28.7 million, below guidance due to higher employee attrition assumptions and increased cloud infrastructure costs [32][33] Business Line Data and Key Metrics Changes - Cloud bookings accounted for over 90% of deal activity for the first time, indicating strong momentum in the cloud business [9][10] - The company signed 5 new InsuranceSuite cloud deals in Q1, building on 17 from the previous quarter [11] - Services revenue was $46.8 million, lower than expectations due to complex customer engagements impacting revenue recognition [30] Market Data and Key Metrics Changes - The company experienced significant interest in the Insurtech market, highlighted by over 1,300 attendees at the recent Connections Customer Conference [12] - Guidewire Cloud certified consultants grew 287% year-over-year to over 2,800, indicating strong growth in the partner community [23] Company Strategy and Development Direction - The company is focused on optimizing and investing for product velocity and customer success in the cloud [25] - The Insurtech ecosystem is seen as strategically important, with investments in leading Insurtech solutions to drive innovation [24] - The company aims to enhance its cloud offerings with new capabilities and integrations to support customer needs [40] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ongoing transition to cloud systems, noting that customer interactions have shifted from "if" to "when" regarding cloud adoption [74] - The company anticipates continued strong momentum in ARR and subscription revenue, validating its investment thesis [44] - Increased costs in fiscal 2022 are not expected to challenge long-term margin expectations [44] Other Important Information - The company ended the quarter with $1.1 billion in cash and investments, impacted by various factors including acquisitions and share repurchases [35] - The company is increasing its ARR guidance for the fiscal year to $659 million to $669 million, representing 14% constant currency growth at the midpoint [36] Q&A Session Summary Question: Can you elaborate on the expenses and their impact on operating income? - Management clarified that the transition to cloud involves complex engagements requiring investment in services to ensure customer success, impacting overall expenses [49][50] Question: Any updates on the search for the Chief Sales Officer position? - Management expressed satisfaction with the team's response and leadership during the transition, indicating no rush to fill the position [56] Question: How has the in-person Connections Conference influenced pipeline activity? - The event provided positive feedback and enhanced customer interactions, contributing to pipeline development [60][62] Question: What is the appetite for data and analytics purchases? - There is significant interest in incorporating data and analytics into cloud implementations, enhancing the value proposition for customers [104]