The earnings call for Guidewire Software, Inc. highlighted a record-breaking Q3 performance with significant international growth and success in its cloud and InsuranceNow offerings. Financial metrics showed strong revenue growth and an increase in ARR. However, some concerns were noted with reliance on cloud service provider credits and an increase in stock-based compensation due to lower attrition rates. Overall, the sentiment from the call is positive, driven by strong growth and strategic positioning.

Company Guidance

During the third quarter of fiscal 2025, Guidewire Software, Inc. demonstrated significant momentum, achieving $960 million in Annual Recurring Revenue (ARR) and closing 17 cloud deals. The company reported total revenue of $294 million, a 22% increase year-over-year, with subscription and support revenue hitting $182 million, reflecting 32% growth. Gross profit reached $192 million, a 27% increase, with a gross margin of 65%. Subscription and support gross margins improved to 71% from 66% the previous year. Operating profit stood at $46 million, surpassing expectations due to higher revenue. Guidewire raised its full-year ARR outlook to $1.012-$1.022 billion, anticipating 17-18% growth, and increased its total revenue projection to $1.178-$1.186 billion. The company also reported strong cash flow from operations, ending the quarter with over $1.2 billion in cash, cash equivalents, and investments.

Record Q3 Performance

Guidewire achieved a record Q3, marking the third-best quarter in its history with 17 cloud deals closed and an Annual Recurring Revenue (ARR) of $960 million, allowing the company to raise its full-year outlook.

Strong International Growth

The company saw significant international momentum with cloud expansions in Canada and wins in APAC and EMEA, along with a major investment in the Japanese market.

InsuranceNow Success

Guidewire closed three net new InsuranceNow wins, including two of the largest ever on this product, demonstrating its ability to serve insurers across all segments and tiers.

Financial Performance

Total revenue was $294 million, up 22% year-over-year, with subscription and support revenue growing 32% year-over-year. Non-GAAP operating income was between $187 million and $190 million for the fiscal year.

Guidewire Industry Intelligence

The company secured its first sale of Guidewire Industry Intelligence, a predictive model embedded in its claim center workflow, marking a significant step in leveraging cloud deployments for data-driven insights.

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
Sep 04, 2025	2025 (Q4)	0.63 / -	0.62	―	―	―
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)	―
Jun 01, 2023	2023 (Q3)	-0.14 / -0.08	-0.26	69.23% (+0.18)	―

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
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%
Sep 05, 2024	$143.93	$161.72	+12.36%

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.