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Guidewire Software Earnings Calls
| Release date | Dec 04, 2025 |
| EPS estimate | - |
| EPS actual | - |
| Revenue estimate | 316.62M |
| Revenue actual | - |
| Expected change | +/- 2.03% |
| Release date | Sep 04, 2025 |
| EPS estimate | $0.635 |
| EPS actual | $0.602 |
| EPS Surprise | -5.20% |
| Revenue estimate | 316.553M |
| Revenue actual | 356.57M |
| Revenue Surprise | 12.64% |
| Release date | Jun 02, 2025 |
| EPS estimate | $0.462 |
| EPS actual | $0.536 |
| EPS Surprise | 15.94% |
| Revenue estimate | 332.167M |
| Revenue actual | 293.508M |
| Revenue Surprise | -11.64% |
| Release date | Mar 05, 2025 |
| EPS estimate | $0.517 |
| EPS actual | -$0.445 |
| EPS Surprise | -186.14% |
| Revenue estimate | 285.738M |
| Revenue actual | 289.48M |
| Revenue Surprise | 1.31% |
Last 4 Quarters for Guidewire Software
Below you can see how 0J1G.L performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Mar 05, 2025 |
| Price on release | $194.83 |
| EPS estimate | $0.517 |
| EPS actual | -$0.445 |
| EPS surprise | -186.14% |
| Date | Price |
|---|---|
| Feb 27, 2025 | $202.74 |
| Feb 28, 2025 | $200.16 |
| Mar 03, 2025 | $200.98 |
| Mar 04, 2025 | $189.93 |
| Mar 05, 2025 | $194.83 |
| Mar 06, 2025 | $191.54 |
| Mar 07, 2025 | $177.90 |
| Mar 10, 2025 | $170.83 |
| Mar 11, 2025 | $169.36 |
| 4 days before | -3.90% |
| 4 days after | -13.07% |
| On release day | -1.69% |
| Change in period | -16.46% |
| Release date | Jun 02, 2025 |
| Price on release | $214.40 |
| EPS estimate | $0.462 |
| EPS actual | $0.536 |
| EPS surprise | 15.94% |
| Date | Price |
|---|---|
| May 27, 2025 | $210.54 |
| May 28, 2025 | $209.97 |
| May 29, 2025 | $208.49 |
| May 30, 2025 | $212.62 |
| Jun 02, 2025 | $214.40 |
| Jun 03, 2025 | $217.29 |
| Jun 04, 2025 | $255.91 |
| Jun 05, 2025 | $257.16 |
| Jun 06, 2025 | $255.51 |
| 4 days before | 1.83% |
| 4 days after | 19.18% |
| On release day | 1.35% |
| Change in period | 21.36% |
| Release date | Sep 04, 2025 |
| Price on release | $218.33 |
| EPS estimate | $0.635 |
| EPS actual | $0.602 |
| EPS surprise | -5.20% |
| Date | Price |
|---|---|
| Aug 29, 2025 | $216.44 |
| Sep 01, 2025 | $216.44 |
| Sep 02, 2025 | $215.39 |
| Sep 03, 2025 | $218.60 |
| Sep 04, 2025 | $218.33 |
| Sep 05, 2025 | $254.90 |
| Sep 08, 2025 | $263.56 |
| Sep 09, 2025 | $253.85 |
| Sep 10, 2025 | $253.47 |
| 4 days before | 0.87% |
| 4 days after | 16.09% |
| On release day | 16.75% |
| Change in period | 17.11% |
| Release date | Dec 04, 2025 |
| Price on release | - |
| EPS estimate | - |
| EPS actual | - |
| Date | Price |
|---|---|
| Nov 11, 2025 | $216.77 |
| Nov 12, 2025 | $219.47 |
| Nov 13, 2025 | $219.03 |
| Nov 14, 2025 | $218.32 |
| Nov 17, 2025 | $216.62 |
Guidewire Software Earnings Call Transcript Summary of Q3 2025
Key points for investors: Guidewire delivered a record Q3 with ARR reaching $960M and raised guidance, positioning the company to exceed $1B in ARR this fiscal year driven by strong cloud demand. The company closed 17 cloud deals (including multiple Tier 1 core wins), recorded broad-based growth across regions and products (InsuranceSuite, InsuranceNow, international wins), and achieved 10 cloud go-lives in the quarter. Q3 revenue was $294M (+22% YoY); subscription & support was $182M (+32% YoY). Non-GAAP gross margin improved (overall 65%; subscription & support ~71%), services margins improved, and operating profit was $46M. Cash and investments totaled over $1.2B; operating cash flow was $32M and fiscal cash flow guidance was raised. Management highlighted product momentum (first Guidewire Industry Intelligence sale), ongoing investments (including a ~$60M commitment to Japan and the acquisition of Quanti for pricing/rating capabilities), record-low ARR attrition and strong ARR ramp activity. Updated FY25 guidance: ARR $1.012B–$1.022B (17%–18% growth), total revenue $1.178B–$1.186B, subscription & support gross margin 69%–70% FY25, non-GAAP operating income $187M–$190M, and operating cash flow $255M–$275M. Management emphasized execution risk in Q4 (quarter is large and some deal outcomes can be binary) but reiterated confidence in cloud momentum, margin progression, and continued investments in product and go-to-market.
