GWRE · Guidewire Software, Inc.
$175.59
-7.03 (-3.85%)
At close · Aug 14
Market Cap
$14.62B
Shares
83.26M
Guidewire Software, Inc. Earnings Call Transcripts
Every quarterly earnings call for Guidewire Software, Inc. (GWRE) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲6.6%
$244.60M
−$19.16M
'22 Q4
22-09-06
▲17.7%
$195.28M
−$69.32M
'23 Q1
22-12-06
▲13.7%
$232.61M
−$9.19M
'23 Q2
23-03-06
▲5.1%
$207.49M
−$45.57M
'23 Q3
23-06-01
▲10.4%
$269.96M
$12.22M
'23 Q4
23-09-07
▲6.2%
$207.41M
−$27.07M
'24 Q1
23-12-07
▲3.6%
$240.90M
$9.69M
'24 Q2
24-03-07
▲16%
$240.68M
−$5.48M
'24 Q3
24-06-04
▲8%
$291.51M
$16.76M
'24 Q4
24-09-05
▲26.8%
$262.90M
$9.14M
'25 Q1
24-12-05
▲20.2%
$289.48M
−$37.28M
'25 Q2
25-03-06
▲22%
$293.51M
$45.99M
'25 Q3
25-06-03
▲22.3%
$356.57M
$51.95M
'25 Q4
25-09-04
▲26.5%
$332.64M
$31.31M
'26 Q1
25-12-03
▲24%
$359.10M
$60.11M
'26 Q2
26-03-05
LATEST
▲26.9%
$372.54M
$16.47M
'26 Q3
26-06-04
Earnings call
FY26 · Q3
2026-06-04
Guidewire Software, Inc. Q3 FY2026 Earnings Call
Confident tone
Pricing Center adoption
Financial performance and ARR growth
Platform gravity and ecosystem
Revenue
$372.54M
▲ 26.9% YoY Diluted EPS
$0.19
▼ 64.8% YoY Gross margin
63.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q2
2026-03-05
Guidewire Software, Inc. Q2 FY2026 Earnings Call
Confident tone
Cloud Migration and New Customer Wins
AI and Generative AI Demand
Industry Intel / Analytics Products
Revenue
$359.10M
▲ 24% YoY Diluted EPS
$0.70
Gross margin
64.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2025-12-03
Guidewire Software, Inc. Q1 FY2026 Earnings Call
Confident tone
Generative AI and New Products
ARR and Revenue Growth
Guidewire Cloud Platform / Cloud Migrations
Revenue
$332.64M
▲ 26.5% YoY Diluted EPS
$0.36
▲ 227.3% YoY Gross margin
63.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2025-09-04
Guidewire Software, Inc. Q4 FY2025 Earnings Call
Confident tone
Cloud Platform Demand and Record Results
FY2026 ARR Outlook and Seasonality
Liberty Mutual Landmark Win
Revenue
$356.57M*
▲ 22.3% YoY Gross margin
65.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-06-03
Guidewire Software, Inc. Q3 FY2025 Earnings Call
Confident tone
Cloud ARR and milestone progress
International expansion
InsuranceNow traction
Revenue
$293.51M
▲ 22% YoY Diluted EPS
$0.54
Gross margin
62.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-03-06
Guidewire Software, Inc. Q2 FY2025 Earnings Call
Confident tone
Cloud platform momentum and ARR growth
Customer migrations and full suite adoption
Competitive takeaways and win rates
Revenue
$289.48M
▲ 20.2% YoY Diluted EPS
$-0.45
▼ 475% YoY Gross margin
61.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2024-12-05
Guidewire Software, Inc. Q1 FY2025 Earnings Call
Confident tone
Cloud Platform Demand and Tier 1 Wins
Connections Conference and Las Leñas Launch
Generative AI Strategy
Revenue
$262.90M
▲ 26.8% YoY Diluted EPS
$0.11
Gross margin
60.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2024-09-05
Guidewire Software, Inc. Q4 FY2024 Earnings Call
Confident tone
Cloud platform adoption and ARR growth
Customer wins and ecosystem breadth
Path to $1 billion ARR and long-term targets
Revenue
$291.51M*
▲ 8% YoY Gross margin
64.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-06-04
Guidewire Software, Inc. Q3 FY2024 Earnings Call
Revenue
$240.68M
▲ 16% YoY Diluted EPS
$-0.07
Gross margin
59.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-03-07
Guidewire Software, Inc. Q2 FY2024 Earnings Call
Revenue
$240.90M
▲ 3.6% YoY Diluted EPS
$0.12
Gross margin
59.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2023-12-07
Guidewire Software, Inc. Q1 FY2024 Earnings Call
Revenue
$207.41M
▲ 6.2% YoY Diluted EPS
$-0.33
Gross margin
54.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2023-09-07
Guidewire Software, Inc. Q4 FY2023 Earnings Call
Revenue
$269.96M*
▲ 10.4% YoY Gross margin
60.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-06-01
Guidewire Software, Inc. Q3 FY2023 Earnings Call
Revenue
$207.49M
▲ 5.1% YoY Diluted EPS
$-0.56
Gross margin
47.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-03-06
Guidewire Software, Inc. Q2 FY2023 Earnings Call
Revenue
$232.61M
▲ 13.7% YoY Diluted EPS
$-0.11
Gross margin
53.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2022-12-06
Guidewire Software, Inc. Q1 FY2023 Earnings Call
Revenue
$195.28M
▲ 17.7% YoY Diluted EPS
$-0.83
Gross margin
36.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2022-09-06
Guidewire Software, Inc. Q4 FY2022 Earnings Call
Revenue
$244.60M*
▲ 6.6% YoY Gross margin
50.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-06-07
Guidewire Software, Inc. Q3 FY2022 Earnings Call
Revenue
$197.45M
▲ 20.4% YoY Diluted EPS
$-0.69
Gross margin
42.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-03-08
Guidewire Software, Inc. Q2 FY2022 Earnings Call
Revenue
$204.63M
▲ 13.6% YoY Diluted EPS
$-0.49
Gross margin
49.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2021-12-02
Guidewire Software, Inc. Q1 FY2022 Earnings Call
Revenue
$165.93M
▼ 2.3% YoY Diluted EPS
$-0.62
Gross margin
41.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2021-09-02
Guidewire Software, Inc. Q4 FY2021 Earnings Call
Revenue
$229.44M*
▼ 5.8% YoY Gross margin
65.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-06-02
Guidewire Software, Inc. Q3 FY2021 Earnings Call
Revenue
$163.97M
▼ 2.5% YoY Diluted EPS
$-0.44
Gross margin
43.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-03-04
Guidewire Software, Inc. Q2 FY2021 Earnings Call
Revenue
$180.06M
▲ 3.8% YoY Diluted EPS
$-0.10
Gross margin
49.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2020-12-08
Guidewire Software, Inc. Q1 FY2021 Earnings Call
Revenue
$169.80M
▲ 8.1% YoY Diluted EPS
$-0.24
Gross margin
46.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2020-09-02
Guidewire Software, Inc. Q4 FY2020 Earnings Call
Revenue
$243.67M*
▲ 17.3% YoY Gross margin
64.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-06-03
Guidewire Software, Inc. Q3 FY2020 Earnings Call
Revenue
$168.16M
▲ 3.3% YoY Diluted EPS
$-0.37
Gross margin
49.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-03-04
Guidewire Software, Inc. Q2 FY2020 Earnings Call
Revenue
$173.46M
▲ 2.5% YoY Diluted EPS
$-0.24
Gross margin
51.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2019-10-31
Guidewire Software, Inc. Q1 FY2020 Earnings Call
Revenue
$157.01M
▼ 12.6% YoY Diluted EPS
$-0.18
▼ 325% YoY Gross margin
48.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Showing 1–27 of 27 earnings calls
Key facts
CIK
1528396
CUSIP
40171V100
13F (30d)
501 filings
497 filers
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