GWRE · Guidewire Software, Inc. · Webcasts, Transcripts & Audio
$152.15
-3.17 (-2.04%)
At close · Oct 2
Return incl. dividend (before tax)
Market Cap
$11.93B
Shares
81.99M
Volume · Oct 2
1.23M
Avg daily vol (3M)
1.34M
Guidewire Software, Inc. Webcasts
Earnings calls, investor updates, investor days and conferences for Guidewire Software, Inc. (GWRE), with available transcripts, audio replays and slides. Earnings calls also include available highlights, earnings releases and periodic filings.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲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
−$6.10M
'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
▲26.9%
$372.54M
$16.47M
'26 Q3
26-06-04
LATEST
▲15.3%
$411.09M
$31.39M
'26 Q4
26-09-03
Capital Markets Day
Investor event
2026-10-27
Guidewire Software, Inc. (GWRE) October 2026 Capital Markets Day
Scheduled
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q4
2026-09-03
Guidewire Software, Inc. (GWRE) Q4 2026 Earnings Call Transcript
Confident tone
Cloud migration and ARR growth
Pricing Center product momentum
ProNavigator and AI strategy
Revenue
$411.09M*
▲ 15.3% YoY Gross margin
65.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY26 · Q3
2026-06-04
Guidewire Software, Inc. (GWRE) Q3 2026 Earnings Call Transcript
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. (GWRE) Q2 2026 Earnings Call Transcript
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. (GWRE) Q1 2026 Earnings Call Transcript
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. (GWRE) Q4 2025 Earnings Call Transcript
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. (GWRE) Q3 2025 Earnings Call Transcript
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. (GWRE) Q2 2025 Earnings Call Transcript
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. (GWRE) Q1 2025 Earnings Call Transcript
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. (GWRE) Q4 2024 Earnings Call Transcript
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. (GWRE) Q3 2024 Earnings Call Transcript
Confident tone
Jasper Release and Product Innovation
Generative AI and LLM Opportunity
DWP Growth from Claim Costs and Inflation
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. (GWRE) Q2 2024 Earnings Call Transcript
Confident tone
Cloud platform momentum and ARR
Services transformation / SI ecosystem
Long-term financial model and profitability
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. (GWRE) Q1 2024 Earnings Call Transcript
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. (GWRE) Q4 2023 Earnings Call Transcript
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. (GWRE) Q3 2023 Earnings Call Transcript
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. (GWRE) Q2 2023 Earnings Call Transcript
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. (GWRE) Q1 2023 Earnings Call Transcript
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. (GWRE) Q4 2022 Earnings Call Transcript
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. (GWRE) Q3 2022 Earnings Call Transcript
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. (GWRE) Q2 2022 Earnings Call Transcript
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. (GWRE) Q1 2022 Earnings Call Transcript
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. (GWRE) Q4 2021 Earnings Call Transcript
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. (GWRE) Q3 2021 Earnings Call Transcript
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. (GWRE) Q2 2021 Earnings Call Transcript
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. (GWRE) Q1 2021 Earnings Call Transcript
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. (GWRE) Q4 2020 Earnings Call Transcript
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. (GWRE) Q3 2020 Earnings Call Transcript
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. (GWRE) Q2 2020 Earnings Call Transcript
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. (GWRE) Q1 2020 Earnings Call Transcript
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 1–29 of 29 webcasts
Key facts
CIK
1528396
CUSIP
40171V100
13F (30d)
14 filings
14 filers
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