Q1 2025 Earnings Presentation Tims China Nasdaq: THCH June 24, 2025 This Presentation contains trademarks, service marks and trade names of third parties, which are the property of their respective owners. The use or display of third parties' trademarks, service marks, trade names or products in this Presentation is not intended to, and does not imply, a relationship with THIL, or an endorsement or sponsorship by or of THIL. Solely for convenience, the trademarks, service marks and trade names referred to i ...

Core Insights - Guidewire Software (GWRE) has launched a new cloud platform named Mammoth, aimed at transforming how insurers manage policies and engage with customers while leveraging data-driven insights [1][2] - The introduction of Mammoth is expected to enhance operational efficiency and market responsiveness for both personal and commercial lines of business in the insurance sector [1][2] Product Features - Mammoth includes the Autopilot Workflow Service for PolicyCenter, which automates key policy management processes, reducing manual intervention and human error [4] - The platform offers Seasonal Coverage in Guidewire PolicyCenter, allowing insurers to provide flexible, time-bound policies that enhance customer satisfaction and support innovative product development [5] - Integration with Data Studio for Predict enables insurers to embed predictive analytics into policy and claims workflows, improving decision-making speed and accuracy [6] - New Jutro templates for 'Workers' Compensation Quote & Buy' and 'Commercial Auto FNOL' are designed to accelerate the market launch of digital products [7] Market Position and Growth - Guidewire has effectively scaled its cloud ecosystem, training 26,000 professionals across 38 system integration partners, which positions the company well to meet increasing insurer demand for cloud solutions [9] - The company reported 12 new deal wins in the second quarter of fiscal 2025, indicating strong market traction [9] - Management has raised its revenue outlook for fiscal 2025, projecting total revenues between $1.164 billion and $1.174 billion, an increase from previous guidance [10] Financial Performance - Subscription revenues are expected to reach $653 million, with combined subscription and support revenues projected at $718 million [10] - GWRE's stock has performed well, surging 51.6% over the past year, contrasting with a decline in the broader Zacks Internet - Software industry [12]