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

Guidewire Q3 revenue rises 27% to $372.5 million; raises fiscal 2026 outlook

Mixed Impact 4 of 5 earnings Written later

Guidewire reported unaudited results for the fiscal third quarter ended April 30, 2026, with total revenue up 27% to $372.5 million and ARR up 19%. GAAP net income fell to $16.5 million from $46.0 million, which the company tied to a $20.1 million foreign currency loss, but the company raised its fiscal 2026 revenue, operating income, and operating cash flow outlook.

Key points

  • Total revenue was $372.5 million, up 27% from $293.5 million a year earlier; subscription and support revenue rose 35% to $244.7 million.
  • GAAP diluted EPS was $0.19 versus $0.54; non-GAAP diluted EPS was $0.82 versus $0.55.
  • Fiscal 2026 total revenue outlook is now $1,460 million to $1,470 million, and operating cash flow is expected at $365 million to $380 million.
  • The company repurchased 1,696,180 shares at an average price of $147.07 in the quarter, with $240.5 million left under a $500 million program.

The filing

CompanyGuidewire Software (GWRE)
Form8-K, current report
Filed with the SECJun 4, 2026, 4:06 PM ET
Accession number0001528396-26-000026

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 June 04, 2026.

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.