AI brief of an SEC Form 8-K · Guidewire Software (GWRE)

Guidewire revenue rises 27% to $332.6 million; raises fiscal 2026 outlook

Positive Impact 4 of 5 earnings Written later

Guidewire reported unaudited results for the fiscal first quarter ended October 31, 2025, with total revenue of $332.6 million, up 27% from a year earlier, and GAAP net income of $31.3 million, or $0.36 per diluted share, compared with $9.1 million, or $0.11, a year earlier. The company updated its fiscal 2026 outlook, with total revenue now expected between $1,403 million and $1,419 million, and reported operating cash flow of negative $67.4 million for the quarter.

Key points

  • Total revenue was $332.6 million, up 27%; subscription and support revenue was $222.2 million, up 31%.
  • GAAP net income was $31.3 million ($0.36 per diluted share), versus $9.1 million ($0.11) a year earlier.
  • Fiscal 2026 outlook: total revenue of $1,403 million to $1,419 million and ending ARR of $1,220 million to $1,230 million.
  • Operating cash flow was negative $67.4 million for the quarter, compared with negative $62.3 million a year earlier.

The filing

CompanyGuidewire Software (GWRE)
Form8-K, current report
Filed with the SECDec 3, 2025, 4:10 PM ET
Accession number0001528396-25-000242

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:12 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on December 03, 2025.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.