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Guidewire Software Inc. Common (GWRE)
NYSE:GWRE
US Market

Guidewire (GWRE) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Mar 05, 2026
After Close (Confirmed)
Period Ending
2026 (Q2)
Consensus EPS Forecast
0.78
Last Year’s EPS
0.51
Same Quarter Last Year
Moderate Buy
Based on 11 Analysts Ratings

Earnings Call Summary

Q1 2026
Earnings Call Date:Dec 03, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call reflected strong financial performance with significant growth in ARR and revenue, successful cloud adoption, and the launch of new products. Positive outlooks were mentioned despite some challenges in cash flow and service margins.
Company Guidance
During Guidewire Software's first quarter fiscal 2026 conference call, the company reported impressive financial results, surpassing expectations in key metrics. Annual Recurring Revenue (ARR) grew by 22% year over year, reaching $1.063 billion, while total revenue increased by 27% to $333 million. The subscription and support revenue saw a 31% rise, totaling $222 million, driven by eight new cloud deals. The company also experienced a 12% increase in license revenue, attributed to a significant annual term license renewal. Guidewire's non-GAAP gross margin improved to 66%, with operating income reaching $63 million, marking an 83% year-over-year increase. The company raised its fiscal 2026 outlook, projecting ARR between $1.22 billion and $1.23 billion, and total revenue between $1.403 billion and $1.442 billion. Subscription and support gross margin expectations were adjusted to 72-73%, reflecting operational efficiencies and strategic investments.
Strong Financial Performance
ARR grew 22% year over year, and 21% on a constant currency basis. Total revenue was $333 million, up 27% year over year. Subscription and support revenue grew 31% to $222 million.
Successful Cloud Adoption
Continued momentum with eight additional cloud deals in Q1, including significant wins in North America and internationally.
Introduction of New Products
Launch of PricingCenter and UnderwritingCenter as part of InsuranceSuite, representing significant market opportunities.
Acquisition and AI Integration
Acquisition of ProNavigator, an AI-powered knowledge management platform, to enhance Guidewire's AI offerings.
Positive Financial Outlook
Raised annual outlook for ARR to $1.22-$1.23 billion, and total revenue to $1.403-$1.442 billion.

Guidewire (GWRE) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

GWRE Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Mar 05, 2026
2026 (Q2)
0.78 / -
0.51
Dec 03, 2025
2026 (Q1)
0.61 / 0.66
0.4353.49% (+0.23)
Sep 04, 2025
2025 (Q4)
0.64 / 0.84
0.6235.48% (+0.22)
Jun 03, 2025
2025 (Q3)
0.46 / 0.88
0.26238.46% (+0.62)
Mar 06, 2025
2025 (Q2)
0.52 / 0.51
0.4610.87% (+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
-0.08425.00% (+0.34)
Mar 07, 2024
2024 (Q2)
0.23 / 0.46
-0.21319.05% (+0.67)
Dec 07, 2023
2024 (Q1)
-0.16 / 0.00
-0.12
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
Dec 03, 2025
$215.76$211.07-2.17%
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%
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.

FAQ

When does Guidewire Software Inc. Common (GWRE) report earnings?
Guidewire Software Inc. Common (GWRE) is schdueled to report earning on Mar 05, 2026, After Close (Confirmed).
    What is Guidewire Software Inc. Common (GWRE) earnings time?
    Guidewire Software Inc. Common (GWRE) earnings time is at Mar 05, 2026, After Close (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is GWRE EPS forecast?
          GWRE EPS forecast for the fiscal quarter 2026 (Q2) is 0.78.

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