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Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
Quartr Pro provides real time alerts, trend analysis and live coverage, giving analysts and investors instant insights to act faster in earnings.
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
Q1 20264 Dec, 2025
Next Guidewire Software earnings date
Q1 20264 Dec, 2025
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Eferix Drawings Google Play
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anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
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@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
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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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