•
Apr 30, 2022

Guidewire Q3 2022 Earnings Report

Guidewire's financial performance exceeded expectations in Q3 2022, driven by strong momentum in Guidewire Cloud adoption.

Key Takeaways

Guidewire announced its Q3 fiscal year 2022 financial results, exceeding revenue and ARR outlook, driven by continued momentum for Guidewire Cloud. Total revenue was $197.4 million, a 20% increase from the same quarter in fiscal year 2021. ARR was $637 million as of April 30, 2022.

Total revenue for the third quarter of fiscal year 2022 was $197.4 million, an increase of 20% from the same quarter in fiscal year 2021.

Subscription and support revenue was $86.9 million, an increase of 34%.

ARR was $637 million as of April 30, 2022, compared to $582 million as of July 31, 2021.

GAAP net loss was $57.4 million for the third quarter of fiscal year 2022, compared with $36.6 million for the same quarter in fiscal year 2021.

Total Revenue
$197M
Previous year: $164M
+20.4%
EPS
-$0.26
Previous year: -$0.16
+62.5%
ARR
$637M
Previous year: $538M
+18.4%
Gross Profit
$77M
Previous year: $71.9M
+7.0%
Cash and Equivalents
$327M
Previous year: $284M
+14.9%
Free Cash Flow
-$12.5M
Previous year: -$1.28M
+870.9%
Total Assets
$2.16B
Previous year: $2.25B
-4.1%

Guidewire

Guidewire

Guidewire Revenue by Segment

Forward Guidance

Guidewire is issuing the following outlook for the fourth quarter of fiscal year 2022 based on current expectations: •ARR between $668 million and $674 million •Total revenue between $226 million and $232 million •Operating income (loss) between $(37) million and $(31) million •Non-GAAP operating income (loss) between $(2) million and $4 million

Positive Outlook

  • ARR between $668 million and $674 million
  • Total revenue between $226 million and $232 million
  • Non-GAAP operating income (loss) between $(2) million and $4 million

Challenges Ahead

  • Operating income (loss) between $(37) million and $(31) million

Revenue & Expenses

Visualization of income flow from segment revenue to net income