Loading...
•
Oct 31, 2024
Guidewire Q1 2025 Earnings Report
Guidewire's Q1 2025 financial results were announced, showing strong momentum and exceeding guidance ranges for ARR, revenue, and profitability.
Key Takeaways
Guidewire reported a 27% increase in total revenue to $262.9 million and ARR of $874.0 million. The company achieved GAAP net income of $9.1 million, or $0.11 per share, and non-GAAP net income of $36.8 million, or $0.43 per share. They exceeded the high end of their guidance ranges for ARR, revenue, and profitability.
Total revenue increased by 27% year-over-year to $262.9 million.
ARR reached $874.0 million.
GAAP net income was $9.1 million, or $0.11 per share.
Non-GAAP net income was $36.8 million, or $0.43 per share.
Guidewire
Guidewire
Guidewire Revenue by Segment
Revenue by Segment
Subscription & Support Revenue
CapyFin.comLicense Revenue
CapyFin.comServices Revenue
CapyFin.com Forward Guidance
Guidewire is issuing the following outlook for the second quarter of fiscal year 2025 and updated outlook for fiscal year 2025 based on current expectations.
Positive Outlook
- Ending ARR between $909 million and $914 million for Q2 2025.
- Total revenue between $282 million and $288 million for Q2 2025.
- Non-GAAP operating income between $39 million and $45 million for Q2 2025.
- Ending ARR between $995 million and $1,005 million for fiscal year 2025.
- Total revenue between $1,155 million and $1,167 million for fiscal year 2025.
Challenges Ahead
- Operating income (loss) between $(1) million and $5 million for Q2 2025.
- Operating income between $0 million and $12 million for fiscal year 2025.
- Non-GAAP operating income between $164 million and $176 million for fiscal year 2025.
- Operating cash flow between $220 million and $250 million for fiscal year 2025.
- No specific EPS guidance was provided.
Revenue & Expenses
Visualization of income flow from segment revenue to net income