Loading...
•
Jul 31, 2025
Guidewire Q4 2025 Earnings Report
Guidewire reported strong Q4 results with increased revenue, net income, and EPS.
Key Takeaways
Guidewire closed Q4 2025 with solid performance across all metrics, driven by robust subscription growth and a significant Tier-1 insurer deal that contributed to surpassing $1 billion in ARR.
Revenue by Segment
Forward Guidance
Guidewire expects steady growth in Q1 and FY 2026, targeting increases in ARR and revenue with disciplined cost control.
Positive Outlook
- Q1 2026 revenue guidance between $315M–$321M
- Q1 2026 ARR expected between $1.048B–$1.054B
- FY 2026 revenue guidance between $1.385B–$1.405B
- FY 2026 ARR expected between $1.210B–$1.220B
- FY 2026 operating cash flow forecasted between $350M–$370M
Challenges Ahead
- Modest GAAP operating income expected in Q1: $1M–$7M
- Limited operating leverage in Q1 2026
- ARR guidance implies modest sequential growth
- Capital intensity remains with expected software development costs
- Continued macroeconomic uncertainties mentioned in outlook
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
Loading earnings performance data...
Loading earnings reaction data...