)
Visual
earnings real time
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 across all key financial metrics, with strong momentum in cloud adoption and new product launches, including AI-powered products highlighted at the annual customer conference.
Accelerating adoption of cloud platform, with eight new cloud deals in Q1 and significant wins in North America and internationally.
Net income rose to $31.3 million from $9.1 million in the prior year quarter, reflecting improved operating margins and higher gross profit.
Expansion into new product areas, notably Pricing Center and Underwriting Center, leveraging generative AI and data analytics.
Acquisition of ProNavigator/ProNav Technologies Ltd. for $34 million enhances AI-powered knowledge management capabilities.
Financial highlights
ARR reached $1.063 billion as of October 31, 2025, up 21% year-over-year on a constant currency basis.
Total revenue was $332.6 million, up 27% year-over-year; subscription and support revenue grew 31% to $222 million, license revenue increased 12% to $42 million, and services revenue grew 23% to $68.5 million.
Gross profit was $219 million (non-GAAP), up 32% year-over-year, with a gross margin of 66%; GAAP gross profit was $209.5 million (63% margin, up from 60%).
Operating income was $63 million (non-GAAP), up 83% year-over-year; GAAP income from operations was $18.5 million, compared to a loss of $4.7 million in the prior year.
Cash, cash equivalents, and investments exceeded $1.4 billion at quarter end.
Outlook and guidance
Raised annual ARR outlook to $1.220–$1.230 billion and total revenue to $1.403–$1.419 billion.
Q2 guidance: 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% for the year; services gross margin at 13–14%.
GAAP operating income guidance raised to $72–$88 million; non-GAAP operating income to $266–$282 million.
Cash flow from operations expected between $355–$375 million; CapEx between $30–$35 million.
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
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Guidewire Software earnings date
Q2 20265 Mar, 2026
Next Guidewire Software earnings date
Q2 20265 Mar, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
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
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.
)
@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
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
Related articles
)
)
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.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage