Guidewire Software Inc
GWRE
ISIN null / Valor 14751919
Guidewire Software Inc
UMushroom community rating:
About company
Guidewire Software Inc. specializes in providing cloud-based software solutions specifically designed for the property and casualty (P&C) insurance sector. The company's comprehensive platform integrates digital, core, analytics, and artificial intelligence capabilities to streamline insurance processes, thereby enhancing efficiency and operational performance for insurers. With a commitment to innovation and customer success, Guidewire supports over 540 insurance companies across 40 countries, ranging from new ventures to some of the largest and most complex organizations in the industry. The firm boasts the largest research and development team in the P&C insurance software market, dedicating over 35% of its product revenue to R&D to continuously evolve its offerings. Additionally, Guidewire's ecosystem includes over 800 consultants and more than 18,000 partner experts, alongside a marketplace featuring applications from over 170 solution partners, enabling insurers to rapidly innovate and adapt to changing market demands. The company's focus on the P&C insurance sector, combined with its extensive partner network and commitment to customer success, positions Guidewire as a leading provider of insurance technology solutions globally.
Summarized from source with an LLMView SourceSector: TechnologyLatest Results (12.11.2025):
Guidewire Software Inc delivered outstanding results for the fourth quarter and full fiscal year 2025, reporting significant revenue growth, improved profitability, and expanding annual recurring revenue (ARR). The company surpassed its targets with record cloud deals, including a landmark 10-year agreement with a major Tier-1 insurer, while setting a robust outlook for fiscal 2026.
Revenue Performance
The company reported total revenue of $1,202.5 million for fiscal 2025—a 23% increase from fiscal 2024—with the fourth quarter revenue reaching $356.6 million, up 22% year-over-year. Subscription and support revenue led the gains with increases of 33% overall and in Q4.
Profitability Improvement
Guided by strong operational discipline, Guidewire transitioned to profitability with GAAP income from operations turning positive at $41.1 million for fiscal 2025, compared to a prior loss, and GAAP net income of $69.8 million. Non-GAAP measures also showed significant improvement, with non-GAAP net income rising to $227.9 million for fiscal 2025 and robust gains noted in Q4 metrics.
ARR Growth and Cloud Deals
ARR reached $1,032 million (or $1,041 million when revalued at current currency rates) for fiscal 2025, marking a 19% growth on a constant currency basis. The fourth quarter highlighted 19 cloud deals, underscoring the platform’s maturity and the deepening of customer engagements, including a major multi-year agreement with a leading insurer.
Liquidity, Cash Flow, and Future Outlook
Guidewire's liquidity strengthened considerably, with cash, cash equivalents, and investments rising to $1,483.2 million as of July 31, 2025, and operations generating $300.9 million in cash. The company provided optimistic guidance for the first quarter of fiscal 2026 and fiscal 2026 overall, emphasizing continued growth in ARR, total revenue, and operating income.
Summarized from source with an LLMView SourceKey figures
Performance
Volatility
16997 M
Market cap (USD)
1,610,341
Daily traded volume (Shares)
170.785 / 167.6
1 day high/low (USD)
52 weeks high/low (USD)
Dividend ex-date
Dividend (USD)
Dividend yield (p.a.)
Est dividend (USD)
Est dividend yield
P/E ratio
Est P/E ratio
EPS (USD)
Est EPS (USD)
Ratings & reviews
EQUITIES OF THE SAME SECTOR
