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Visual22 Oct 2025
Epiroc's cash spent on M&A
Guidewire Software (GWRE) investor relations material
Guidewire Software Goldman Sachs Communicopia + Technology Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Goldman Sachs Communicopia + Technology Conference 2025 summary9 Sep, 2025
Business overview and transformation
Provides core systems for P&C insurance, managing policy administration, claims, and billing, with a strong market share after 25 years in the industry.
Transitioned from on-premises to cloud-based SaaS, driven by customer feedback and competitive pressure, achieving significant success over the past six years.
Validated ability to run, sell, and implement applications as a service, with improved gross margins and operational efficiency.
Market penetration and growth strategy
Currently supports over 20% of direct written premium (DWP) in the P&C market, aiming to surpass 50% by focusing on large economies and tier-one insurers.
Success depends on establishing a near-perfect track record and convincing large insurers of the advantages over in-house solutions.
International growth requires tailoring software to regional needs while leveraging a unified platform.
Financial performance and customer momentum
Achieved nearly 20% ARR growth, with long-term contracts that ramp up over time, ensuring future revenue visibility.
Referenceability and successful cloud migrations are driving increased win rates and customer confidence.
Modernization of legacy mainframe systems remains a key driver of new business.
How does Guidewire enable LLM adoption for insurers?
How do new products overcome core system growth limits?
How will Guidewire achieve 100% cloud migration?
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Next Guidewire Software earnings date
Analyst Day 202529 Oct, 2025
Next Guidewire Software earnings date
Analyst Day 202529 Oct, 2025
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Frequently asked questions
Guidewire Software, Inc. offers, markets and sells software products for property and casualty insurers worldwide. Guidewire's comprehensive platform is powered by an extensible architecture for rapid development and is delivered in a choice of on-premises or hosted configurations. It supports the needs of multiple carriers across the life of a single policy and enables core business processes such as underwriting, quoting, billing, renewals, and claims administration.
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