The earnings call reflected a strong overall performance with significant growth in ARR and cloud demand, highlighted by strategic wins and improved margins. However, challenges such as potential declines in license revenue due to migrations were noted.

Company Guidance

In the Guidewire Software fourth quarter of fiscal 2025 financial results conference call, key guidance metrics highlighted the company's strong performance and future potential. The company achieved 19% growth in Annual Recurring Revenue (ARR), surpassing the $1 billion ARR milestone, with fully ramped ARR growing 22% on a constant currency basis. Guidewire's cloud transformation has accelerated, with total cloud ARR growing 36% year-over-year and comprising 74% of the total ARR. Revenue for the year reached $1.2 billion, driven by a 40% increase in subscription revenue to $667 million. The company also reported a 66% overall gross margin, with subscription and support gross margins finishing the year at 70%. Looking ahead, Guidewire projects ARR between $1.21 and $1.22 billion for fiscal 2026, representing 17% growth at the midpoint. They also expect total revenue to be between $1.385 and $1.405 billion, with subscription revenue anticipated to grow by 34% to approximately $888 million. Operating cash flow for fiscal 2026 is projected to be between $350 million and $370 million.

Record-Breaking ARR and Revenue Growth

ARR in fiscal 2025 grew 19%, and fully ramped ARR grew 22% on a constant currency basis. The company surpassed the $1 billion ARR milestone.

Strong Cloud Platform Demand and Strategic Wins

Q4 was a record quarter driven by deal volume and size, including a strategic 10-year partnership with Liberty Mutual for migrating to the Guidewire Cloud Platform.

Improving Cloud Margins

Subscription and support gross margins finished the year at 70%, ahead of schedule, indicating efficient scaling of the Guidewire Cloud Platform.

Significant Global Expansion

Guidewire signed 57 core cloud deals in fiscal 2025. Notable geographic performance includes 11 deals in Europe and increased market momentum in Latin America.

Data and Analytics Growth

Significant traction with Industry Intelligence offerings, closing multiple deals in Q4, reflecting healthy growth in data and analytics products.

Guidewire (GWRE) Earnings, Revenues Date & History

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GWRE Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Dec 04, 2025	2026 (Q1)	0.61 / -	0.43	―	―	―
Sep 04, 2025	2025 (Q4)	0.64 / 0.84	0.62	35.48% (+0.22)	―
Jun 03, 2025	2025 (Q3)	0.46 / 0.88	0.26	238.46% (+0.62)	―
Mar 06, 2025	2025 (Q2)	0.52 / 0.51	0.46	10.87% (+0.05)	―
Dec 05, 2024	2025 (Q1)	0.30 / 0.43	0	―	―
Sep 05, 2024	2024 (Q4)	0.54 / 0.62	0.74	-16.22% (-0.12)	―
Jun 04, 2024	2024 (Q3)	0.13 / 0.26	-0.08	425.00% (+0.34)	―
Mar 07, 2024	2024 (Q2)	0.23 / 0.46	-0.21	319.05% (+0.67)	―
Dec 07, 2023	2024 (Q1)	-0.16 / 0.00	-0.12	―	―
Sep 07, 2023	2023 (Q4)	0.38 / 0.74	0.03	2366.67% (+0.71)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

GWRE Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Sep 04, 2025	$216.99	$260.71	+20.15%
Jun 03, 2025	$218.18	$253.98	+16.41%
Mar 06, 2025	$186.98	$173.24	-7.35%
Dec 05, 2024	$206.57	$177.57	-14.04%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.