Guidewire(US:GWRE) ZACKSยท2025-09-04 23:31Group 1 - Guidewire Software reported revenue of $356.57 million for the quarter ended July 2025, a year-over-year increase of 22.3% and a surprise of +5.76% over the Zacks Consensus Estimate of $337.15 million [1] - The company achieved an EPS of $0.84, compared to $0.62 a year ago, resulting in an EPS surprise of +35.48% [1] - Annual recurring revenue reached $1.03 billion, slightly above the four-analyst average estimate of $1.02 billion [4] Group 2 - Subscription and support revenue was $201.89 million, exceeding the estimated $194.68 million, representing a year-over-year increase of +33% [4] - License revenue was reported at $93.64 million, surpassing the average estimate of $86.17 million, with a year-over-year change of +5.4% [4] - Services revenue was $61.04 million, above the estimated $56.81 million, reflecting a year-over-year increase of +20.1% [4] Group 3 - Gross profit from subscription and support was $137.32 million, compared to the average estimate of $131.32 million [4] - Gross profit from services was $1.76 million, below the estimated $4.72 million [4] - Gross profit from license was $92.73 million, exceeding the average estimate of $84.37 million [4] Group 4 - Over the past month, Guidewire Software's shares returned -2.8%, while the Zacks S&P 500 composite increased by +3.6% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]