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Apr 30, 2020

Guidewire Q3 2020 Earnings Report

Guidewire's financial performance exceeded expectations in Q3 2020, driven by strong subscription revenue growth. Leadership team updates were also announced.

Key Takeaways

Guidewire Software announced strong financial results for the third quarter of fiscal year 2020, with total revenue of $168.2 million, a 3% increase year-over-year. Subscription revenue grew by 105% year-over-year. The company's ARR reached $483 million.

Total revenue increased by 3% year-over-year to $168.2 million.

Subscription revenue grew by 105% year-over-year.

ARR reached $483 million.

GAAP net loss was $31.0 million, or $0.37 per share.

Total Revenue
$168M
Previous year: $163M
+3.3%
EPS
$0.09
Previous year: $0.18
-50.0%
ARR
$483M
Gross Profit
$82.4M
Previous year: $82.6M
-0.2%
Cash and Equivalents
$294M
Previous year: $369M
-20.3%
Free Cash Flow
-$3.14M
Previous year: $8.47M
-137.1%
Total Assets
$2.21B
Previous year: $2.06B
+7.3%

Guidewire

Guidewire

Guidewire Revenue by Segment

Forward Guidance

Guidewire is issuing the following outlook for the fourth quarter of fiscal year 2020: Revenue between $204.9 million and $212.9 million and GAAP income from operations between $4.2 million and $12.2 million.

Revenue & Expenses

Visualization of income flow from segment revenue to net income