Every material Form 8-K Guidewire Software filed with the SEC in 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
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.
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.
Guidewire reported unaudited results for the fourth quarter and fiscal year ended July 31, 2025. Quarterly revenue rose 22% and GAAP net income more than tripled from the prior-year quarter, while the company also issued fiscal 2026 revenue guidance of $1,385 million to $1,405 million.
Q4 total revenue was $356.6 million, up 22% from $291.5 million a year earlier
Q4 GAAP net income was $52.0 million, or $0.60 per diluted share, versus $16.8 million, or $0.20, a year earlier
Fiscal 2025 total revenue was $1,202.5 million, up 23%, and GAAP net income was $69.8 million versus a $6.1 million loss in fiscal 2024
Fiscal 2026 outlook: total revenue of $1,385 million to $1,405 million and ending ARR of $1,210 million to $1,220 million
Guidewire Software's board appointed Chief Accounting Officer David Peterson as the company's principal accounting officer, effective July 24, 2025. The filing states no new compensation arrangements were set for him in connection with the role, and his existing pay terms continue.
Effective July 24, 2025, David Peterson, 64, was named principal accounting officer; he has been Chief Accounting Officer since May 2020.
His current annual base salary is $310,000, with a target annual cash bonus of 50% of base salary.
No new compensation arrangements were established in connection with the appointment.
Peterson was previously Corporate Controller from July 2018 to May 2020.
Guidewire reported unaudited results for the fiscal third quarter ended April 30, 2025, with total revenue of $293.5 million, up 22% from a year earlier, and GAAP net income of $46.0 million, compared with a net loss of $5.5 million a year earlier. The company raised its fiscal 2025 revenue, operating income and operating cash flow targets, citing strong third-quarter execution.
Q3 total revenue was $293.5 million, up 22%; subscription and support revenue rose 32% to $181.8 million.
GAAP net income was $46.0 million, or $0.54 per diluted share, versus a net loss of $0.07 per share a year earlier.
Annual recurring revenue was $960 million as of April 30, 2025, compared with $864 million at July 31, 2024.
Updated fiscal 2025 outlook includes total revenue of $1,178 million to $1,186 million and operating cash flow of $255 million to $275 million.
Guidewire reported fiscal second-quarter 2025 revenue of $289.5 million, up 20% from a year earlier, and raised its full-year 2025 outlook. GAAP results swung to a net loss of $37.3 million, mainly due to a $53.3 million charge on retiring convertible notes, compared with net income of $9.7 million a year earlier.
Total revenue was $289.5 million, up 20%; subscription and support revenue rose 35% to $177.8 million, while license revenue fell 10% to $63.7 million.
GAAP net loss was $37.3 million, or $0.45 per share, versus net income of $9.7 million, or $0.12 per share, a year earlier.
Non-GAAP net income per share was $0.51, up from $0.46 a year earlier.
Updated fiscal 2025 outlook: total revenue of $1,164 million to $1,174 million and non-GAAP operating income of $175 million to $185 million.
Guidewire Software's board appointed Jeff Sloan as a director effective January 21, 2025, and the company announced the appointment on January 27, 2025. Sloan is a former chief executive of Global Payments Inc. and has served on the board of Corpay since 2013, and his initial term runs through the 2025 annual meeting of stockholders, subject to re-election.
Appointed effective January 21, 2025; initial term runs through the Company's 2025 annual meeting of stockholders, subject to re-election
Served as chief executive officer of Global Payments Inc. through June 2023 and as its president from 2010 to 2013
Has served on the board of Corpay (NYSE: CPAY) since 2013
Will receive the Company's standard non-employee director compensation and director indemnification agreement; the filing gives no dollar amounts
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Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Guidewire Software filing is on SEC EDGAR ↗. 8-K briefs of other companies →