Education
About Us
Working with TipRanks
Follow Us
Guidewire Software Inc. Common (GWRE)
NYSE:GWRE
Earnings Data
Report Date
Jun 10, 2025TBA Not Confirmed
Period Ending
2025 (Q3)Consensus EPS Forecast
0.46Last Year’s EPS
0.26Same Quarter Last Year
Strong Buy
Based on 13 Analysts Ratings
---
Earnings Call Summary
Earnings Call Date:Mar 06, 2025
|% Change Since: 2.43%
|Next Earnings Date:Jun 10, 2025
Earnings Call Sentiment|Positive
The earnings call presents a positive outlook with strong ARR and revenue growth, successful cloud deal closures, and a robust cloud ecosystem. The company also demonstrated a positive impact on customers affected by recent natural disasters. However, challenges include high costs associated with convertible notes retirement, service revenue constraints, and potential foreign exchange impacts. The company's hiring delays could also impact future product development. Overall, the highlights significantly outweigh the lowlights.Company Guidance
In the second quarter of fiscal 2025, Guidewire Software, Inc. reported strong financial performance and operational progress, surpassing expectations with an ARR of $918 million and total revenue of $289 million, which is up 20% year over year. The company closed 12 cloud deals, including four full insurance suite deals, and welcomed five new customers, showing significant momentum in cloud adoption. Subscription and support revenue grew by 35% year over year to $178 million, while services revenue aligned with expectations at $48 million. The company's operating profit reached $54 million, supported by a gross profit margin of 65% and a subscription and support gross margin of 69%. With a strategic focus on cloud migrations, Guidewire aims to transition 100% of its on-prem customer base to its cloud platform, leveraging its growing ecosystem of partners. The company is optimistic about the future, raising its ARR outlook to $1 billion to $1.01 billion, reflecting a growth of 16% to 17% year over year, driven by strong sales pipeline and ARR ramp-ups from prior deals.Strong ARR Growth
ARR finished at $918 million, reflecting strong sequential ARR additions and a net new ARR addition of $45 million, which is comparable to the largest seasonal quarter in Q4 last year.
Revenue and Subscription Growth
Total revenue was $289 million, up 20% year over year, with subscription and support revenue at $178 million, reflecting 35% year over year growth.
Successful Cloud Deal Closures
Closed twelve cloud deals, including four full insurance suite deals and welcomed five new customers, including one in Brazil and one in Belgium.
Strong Cloud Ecosystem
Guidewire Marketplace now has over 500 applications, including over 270 from technology partners, with over 6,000 app downloads in the first half of the year.
Improved Operating Profit
Operating profit finished at $54 million, ahead of expectations, with gross profit at $189 million, representing a 25% year over year growth.
High Cash Flow from Operations
Operating cash flow ended the quarter at $86 million, ahead of expectations due to strong collections, and the company ended with $1.4 billion in cash and equivalents.
Positive Customer Impact
During the LA fires, California Casualty, using Guidewire Software, proactively identified and aided at-risk policyholders, providing full coverage payments within two months to over 90% of total loss home orders.
---
GWRE Earnings History
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 |
|---|---|---|---|
| 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% |
| Jun 04, 2024 | $108.05 | $127.46 | +17.96% |
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 Jun 10, 2025, TBA Not Confirmed.
What is Guidewire Software Inc. Common (GWRE) earnings time?
Guidewire Software Inc. Common (GWRE) earnings time is at Jun 10, 2025, TBA Not 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 2025 (Q3) is 0.46.
---
