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Guidewire Software (GWRE) investor relations material
Guidewire Software Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary3 Dec, 2025
Executive summary
Fiscal Q1 2026 results exceeded expectations, driven by strong cloud adoption, new product innovation, and AI-powered launches at the annual customer conference.
Revenue for the quarter ended October 31, 2025, was $332.6 million, up 27% year-over-year, with subscription revenue leading growth.
Net income rose to $31.3 million, reflecting improved operating margins and higher gross profit.
Expanded product portfolio with new Pricing Center and Underwriting Center applications leveraging generative AI and data analytics.
Acquisition of ProNavigator/ProNav Technologies Ltd. enhances AI-powered knowledge management capabilities.
Financial highlights
Total revenue was $332.6 million, up 27% year-over-year; subscription and support revenue grew 31% to $222 million.
ARR reached $1.063 billion as of October 31, 2025, up 21% year-over-year.
Gross profit was $219 million (non-GAAP), with a gross margin of 66%; GAAP gross profit was $209.5 million (63% margin).
Operating income was $63 million (non-GAAP), up 83% year-over-year; GAAP income from operations was $18.5 million.
Free cash flow was negative $77.4 million, reflecting seasonal outflows and higher CapEx.
Ended the quarter with over $1.4 billion in cash, cash equivalents, and investments.
Outlook and guidance
Raised annual ARR outlook to $1.220–$1.230 billion and total revenue to $1.403–$1.419 billion.
Q2 outlook: ARR $1.107–$1.113 billion, total revenue $339–$345 million, non-GAAP operating income $68–$74 million.
Subscription and support gross margin expected at 72–73%; services gross margin at 13–14%.
Cash flow from operations expected at $355–$375 million; CapEx at $30–$35 million.
Management expects to generate positive annual operating cash flow, despite quarterly fluctuations.
Impact of new AI-powered products on growth
Clarify ARR calculation vs. services revenue
Drivers of Q1 cash and investment decrease
New product adoption speed vs. core systems
GenAI strategy: first-party vs. ecosystem approach
Services investment rationale despite margin impact
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Next Guidewire Software earnings date
AGM 202515 Dec, 2025
Next Guidewire Software earnings date
AGM 202515 Dec, 2025
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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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