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Guidewire Software Earnings Calls
| Release date | Jun 04, 2026 |
| EPS estimate | $0.743 |
| EPS actual | $0.82 |
| EPS Surprise | 10.36% |
| Revenue estimate | 355.922M |
| Revenue actual | 372.541M |
| Revenue Surprise | 4.67% |
| Release date | Mar 05, 2026 |
| EPS estimate | $0.773 |
| EPS actual | $1.17 |
| EPS Surprise | 51.36% |
| Revenue estimate | 342.793M |
| Revenue actual | 359.095M |
| Revenue Surprise | 4.76% |
| Release date | Dec 03, 2025 |
| EPS estimate | $0.614 |
| EPS actual | $0.660 |
| EPS Surprise | 7.49% |
| Revenue estimate | 316.584M |
| Revenue actual | 332.639M |
| Revenue Surprise | 5.07% |
| Release date | Sep 04, 2025 |
| EPS estimate | $0.635 |
| EPS actual | $0.84 |
| EPS Surprise | 32.28% |
| Revenue estimate | 337.816M |
| Revenue actual | 356.57M |
| Revenue Surprise | 5.55% |
Last 4 Quarters for Guidewire Software
Below you can see how GWRE 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 | Sep 04, 2025 |
| Price on release | $216.99 |
| EPS estimate | $0.635 |
| EPS actual | $0.84 |
| EPS surprise | 32.28% |
| Date | Price |
|---|---|
| Aug 28, 2025 | $218.71 |
| Aug 29, 2025 | $217.02 |
| Sep 02, 2025 | $217.46 |
| Sep 03, 2025 | $219.25 |
| Sep 04, 2025 | $216.99 |
| Sep 05, 2025 | $260.71 |
| Sep 08, 2025 | $261.88 |
| Sep 09, 2025 | $255.96 |
| Sep 10, 2025 | $253.04 |
| 4 days before | -0.786% |
| 4 days after | 16.61% |
| On release day | 20.15% |
| Change in period | 15.70% |
| Release date | Dec 03, 2025 |
| Price on release | $215.76 |
| EPS estimate | $0.614 |
| EPS actual | $0.660 |
| EPS surprise | 7.49% |
| Date | Price |
|---|---|
| Nov 26, 2025 | $213.58 |
| Nov 28, 2025 | $215.98 |
| Dec 01, 2025 | $212.31 |
| Dec 02, 2025 | $214.72 |
| Dec 03, 2025 | $215.76 |
| Dec 04, 2025 | $211.07 |
| Dec 05, 2025 | $210.55 |
| Dec 08, 2025 | $200.10 |
| Dec 09, 2025 | $197.11 |
| 4 days before | 1.02% |
| 4 days after | -8.64% |
| On release day | -2.17% |
| Change in period | -7.71% |
| Release date | Mar 05, 2026 |
| Price on release | $160.84 |
| EPS estimate | $0.773 |
| EPS actual | $1.17 |
| EPS surprise | 51.36% |
| Date | Price |
|---|---|
| Feb 27, 2026 | $145.32 |
| Mar 02, 2026 | $149.01 |
| Mar 03, 2026 | $151.93 |
| Mar 04, 2026 | $153.79 |
| Mar 05, 2026 | $160.84 |
| Mar 06, 2026 | $169.08 |
| Mar 09, 2026 | $163.30 |
| Mar 10, 2026 | $158.93 |
| Mar 11, 2026 | $158.25 |
| 4 days before | 10.68% |
| 4 days after | -1.61% |
| On release day | 5.12% |
| Change in period | 8.90% |
| Release date | Jun 04, 2026 |
| Price on release | $151.17 |
| EPS estimate | $0.743 |
| EPS actual | $0.82 |
| EPS surprise | 10.36% |
| Date | Price |
|---|---|
| May 29, 2026 | $152.67 |
| Jun 01, 2026 | $171.42 |
| Jun 02, 2026 | $162.74 |
| Jun 03, 2026 | $155.01 |
| Jun 04, 2026 | $151.17 |
| Jun 05, 2026 | $136.06 |
| Jun 08, 2026 | $127.19 |
| Jun 09, 2026 | $124.51 |
| 4 days before | -0.98% |
| 4 days after | -17.64% |
| On release day | -10.00% |
| Change in period | -18.45% |
Guidewire Software Earnings Call Transcript Summary of Q2 2026
Guidewire reported a strong Q2 FY2026 with ARR up 22% to $1.121B and fully ramped ARR reaching $1.42B. Management raised full-year guidance across ARR, revenue, gross margins and operating income, citing stronger-than-expected bookings, healthy true-up activity and a robust pipeline. RPO finished at $3.5B (up 63% YoY), services revenue and utilization were higher-than-expected, subscription & support revenue grew 33% YoY, and overall gross margin improved to ~68% in the quarter. Customer dynamics remain a key strength: InsuranceSuite ARR retention (trailing 12 months) exceeded 99%, large-customer cohort growth accelerated (customers >$5M FR ARR rose materially), and several notable large wins and expansions were highlighted (Aviva U.K., Tokio Marine North America, Donegal, Zurich Germany). Management emphasized AI as a demand accelerant — both increasing urgency to modernize legacy systems and enabling faster product development, implementations and new offerings (ProNavigator, PricingCenter, Industry Intel). The company continues to repurchase shares (completed $148M in Q2; $490M remaining authorization) and ended the quarter with >$1.35B in cash and investments. Overall, Guidewire described durable, long-duration customer commitments and multi-year ARR ramps as key drivers of predictability and growth.
