Every material Form 8-K Guidewire Software filed with the SEC in 2026, 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 agreed on October 27, 2026 to acquire Hyperexponential Ltd, a London-based AI underwriting software provider, for a base cash price of $1.7 billion, subject to adjustments, plus up to $400 million in contingent payments tied to recurring revenue targets. The company plans to fund the deal with a $1.0 billion term loan from Bank of America and Citibank and cash on hand, and says the deal will not affect its first quarter fiscal 2027 guidance.
Base purchase price of $1.7 billion in cash, subject to adjustments, plus up to $400 million in contingent consideration based on specified recurring revenue targets
Funding: $1.0 billion senior secured term loan A commitment from Bank of America, N.A. and Citibank, N.A., maturing December 2, 2029, plus existing cash on hand
Expected to close in the second quarter of fiscal 2027; the company says the acquisition will add at least 650 basis points to fiscal 2027 ARR growth on an inorganic basis
No impact on first quarter fiscal 2027 guidance; second quarter guidance and updated full year guidance to come on the December 2026 earnings call
Guidewire reported fourth-quarter and fiscal 2026 results for the year ended July 31, 2026, with fiscal-year revenue up 23% to $1,475.4 million and fourth-quarter GAAP net income down to $31.4 million from $52.0 million. The company also said Chief Accounting Officer David Peterson will retire effective November 4, 2026, and that CFO Jeff Cooper is expected to take over the principal accounting officer duties, subject to board appointment.
Fiscal 2026 GAAP diluted EPS was $1.63, up from $0.81; fourth-quarter GAAP diluted EPS was $0.38, down from $0.60.
Fourth-quarter total revenue was $411.1 million, up 15%; fourth-quarter GAAP net income was hurt by a $24.0 million foreign currency loss.
Outlook for fiscal 2027 total revenue is $1,707 million to $1,727 million.
Peterson's retirement takes effect November 4, 2026; he is not leaving over any disagreement with the company.
Guidewire's board appointed Alexander Vollert, a former chief operating officer of AXA SA, as a director effective August 1, 2026. The filing also discloses that Guidewire recognized revenue from AXA SA and its affiliates in fiscal 2025 and in the nine months ended April 30, 2026, which is relevant because Dr. Vollert was an AXA executive until December 2025.
Board appointment made July 17, 2026, effective August 1, 2026; initial term runs through the 2026 annual meeting, subject to re-election.
Dr. Vollert was chief operating officer of AXA SA from December 2021 to December 2025 and CEO of AXA Germany from September 2016 to November 2021.
Guidewire recognized about $13.4 million in revenue from AXA SA and affiliates for the nine months ended April 30, 2026, and about $11.3 million in fiscal 2025 (year ended July 31, 2025).
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.
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.
Guidewire reported unaudited results for the fiscal second quarter ended January 31, 2026, with total revenue of $359.1 million, up 24% from a year earlier, and GAAP net income of $60.1 million, compared with a net loss of $37.3 million a year earlier. The company raised its fiscal 2026 outlook across the board, including total revenue of $1,438 million to $1,448 million.
Q2 GAAP diluted earnings per share were $0.70, versus a loss of $0.45 a year earlier; non-GAAP diluted EPS was $1.17, versus $0.51.
Subscription and support revenue rose 33% to $237.2 million, while license revenue fell 7% to $59.5 million.
Annual recurring revenue was $1,121 million at January 31, 2026, up from $1,041 million at July 31, 2025.
Fiscal 2026 updated outlook: total revenue of $1,438 million to $1,448 million and GAAP operating income of $100 million to $110 million.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
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 →