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Guidewire Software
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
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All proposals passed, with no questions raised during the Q&A session.
Next Guidewire Software earnings date
Q2 20265 Mar, 2026
Guidewire Software
Next Guidewire Software earnings date
Q2 20265 Mar, 2026
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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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