Guidewire Software

Guidewire Software, Inc. engages in the provision of technology platform, which comprises software, services, and a partner ecosystem, for the global Property and Casualty insurance industry. Its products include InsuranceSuite, PolicyCenter, ClaimCenter, BillingCenter, InsuranceNow, Analytics, Ecosystem, Guidewire for salesforce, and Guidewire Cloud. The company was founded by Marcus S. Ryu on September 20, 2001, and is headquartered in San Mateo, CA.

Earnings data Q3 2021

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Guidewire reports strong Q3 performance and eyes AI opportunities

Guidewire's Q3 performance showcased strong cloud momentum and margin improvement, despite challenges in services revenue and inflation-driven increases in claims expense. The company is optimistic about the opportunities presented by generative AI, large language models, and the demand for analytics. Overall, Guidewire is looking forward to a great Q4.

Guidewire Software excels in Q2, eyes growth through cloud

Guidewire Software's Q2 results validate its strategy, driven by cloud momentum and margin improvement.
The company's focus on partner ecosystem growth and cost savings initiatives is contributing to strong financial performance.
Opportunities lie in scaling GWCP, leveraging generative AI, and incremental modernization projects with insurers.
Challenges include maintaining differentiation in a competitive environment and ensuring steady go-live pace in the second half.

Guidewire Software excels in Q3, eyes growth in AI and cloud migration

Guidewire's strong Q3 performance was driven by robust cloud demand and subscription revenue growth.
While facing challenges from expense pressures and cash flow adjustments, Guidewire's strategic strengths position it well for future growth.
Opportunities in generative AI, market share expansion, and cloud migration projects offer avenues for continued success.
Overall, Guidewire's focus on innovation, agility, and strategic investments bode well for its future outlook.

Guidewire Software excels in Q4, eyes accelerated growth ahead

Guidewire Software's Q4 performance reflects strong sales execution, revenue growth, and margin improvement, positioning the company for continued success.
While facing challenges in deal conversion and industry dynamics, Guidewire's strategic focus on cloud efficiency and customer value creation underpins its growth strategy.
Opportunities lie in accelerating ARR growth, margin expansion, and product differentiation, supported by a robust balance sheet for strategic initiatives.

Guidewire Software reports strong Q1 performance and eyes international growth

Guidewire Software's Q1 2024 earnings call showcased strong performance, margin expansion, and positive outlook for the year. The company emphasized advancements in cloud platform, data analytics, and ecosystem growth. Challenges include managing deal dynamics, competitive environment, and international expansion strategies.

Guidewire Software reports strong Q2 performance and strategic growth

Guidewire Software demonstrated strong performance in Q2, with notable improvements in ARR and gross margin, despite challenges in services revenue.
The company's focus on partnerships, efficiency gains, and data-driven products positions them well for growth opportunities in the insurance industry.
While facing macroeconomic caution and capital allocation considerations, Guidewire remains confident in its micro dynamics and cloud maturity.
Overall, Guidewire's strategic progress and market strengths indicate a positive trajectory for the company's future growth and success.

Guidewire Software surpasses Q3 expectations, eyes growth opportunities

Guidewire Software delivered strong financial performance in Q3, exceeding expectations in gross margins and operating profit.
The company's strategic strengths lie in strong customer demand, successful adoption of Jutro platform, and accelerated gross margin performance.
Challenges include long sales cycles, migration considerations for on-prem customers, and passing low-margin service revenue to partners.
Opportunities for Guidewire include enhancing digital application creation, leveraging AI for modernization, and expanding product investments.

Guidewire Software excels in Q4 2024, eyes sustained growth

Guidewire Software's success in cloud transformation drove strong financial performance.
Transition to vertical SaaS leader marked by robust ARR growth and profitability.
Challenges include maintaining momentum and achieving sustained GAAP profitability.
Opportunities lie in a healthy pipeline and upcoming customer conference.

Guidewire Software reports robust Q1 performance and strategic partnerships

Guidewire Software's Q1 2025 earnings call showcased strong financial performance, strategic partnerships, and industry recognition.
The company's focus on cloud-based solutions, partner ecosystem, and operational efficiency positions it well for future growth.
Despite challenges in areas like stock-based compensation and market expansion, Guidewire's financial stability and product strengths offer a solid foundation for success.

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Guidewire Software, Inc. engages in the provision of a technology platform, which consists of software, services, and a partner ecosystem, for the global Property and Casualty insurance industry. It operates through the following geographical segments: Americas, EMEA, and APAC. Its products include InsuranceSuite, PolicyCenter, ClaimCenter, BillingCenter, InsuranceNow, Analytics, Ecosystem, Guidewire for salesforce, and Guidewire Cloud. The company was founded by Marcus S. Ryu on September 20, 2001 and is headquartered in San Mateo, CA.

SUNNYVALE, Calif.--(BUSINESS WIRE)--DvSum, a leader in data intelligence solutions, is excited to announce its inclusion in Guidewire's Insurtech Vanguards program. This strategic initiative, led by property and casualty (P&C) cloud platform provider Guidewire (NYSE: GWRE), connects insurers with innovative insurtech solutions that drive operational efficiency and customer-focused results. “We are excited to be part of the Insurtech Vanguards community at Guidewire,” said Aashish Singhvi, C.

DvSum Joins Guidewire's Insurtech Vanguards to Address Critical Gaps in Data Management and Efficiency for Insurers

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NEW YORK, Dec. 13, 2024 (GLOBE NEWSWIRE) -- Keefe, Bruyette & Woods, Inc., a leading specialist investment bank to the financial services and fintech sectors, and a wholly owned subsidiary of Stifel Financial Corp. (NYSE: SF), announces the upcoming index rebalancing for the fourth quarter of 2024.

KBW Announces Index Rebalancing for Fourth-Quarter 2024

Review Guidewire Software's (GWRE) international revenue performance and how it affects the predictions of financial analysts on Wall Street and the future prospects for the stock.

Unlocking Guidewire Software (GWRE) International Revenues: Trends, Surprises, and Prospects

COLUMBIA, Mo. & SAN MATEO, Calif.--(BUSINESS WIRE)---- $GWRE #GuidewireBillingCenter--Shelter selected Guidewire InsuranceSuite on Guidewire Cloud to transform business operations.

Shelter Insurance® Selects Guidewire to Transform Business Operations

After rising 300% in 18 months, Guidewire Software NYSE: GWRE has finally produced the kind of correction into which investors can sink their teeth. The market is down more than 10% on a good report compounded by improvised guidance, a cautious stance, and other factors suggesting new all-time highs will be set.

Guidewire Software Provides Long-Awaited Buying Opportunity

The headline numbers for Guidewire Software (GWRE) give insight into how the company performed in the quarter ended October 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Guidewire Software (GWRE) Reports Q1 Earnings: What Key Metrics Have to Say

GWRE's fiscal first-quarter performance benefits from higher subscription and support revenues.

Guidewire's Q1 Earnings and Revenues Top Estimates, Increase Y/Y

Guidewire Software, Inc. (NYSE:GWRE ) Q1 2025 Earnings Conference Call December 5, 2024 5:00 PM ET Company Participants Alex Hughes - Vice President of Investor Relations Mike Rosenbaum - Chief Executive Officer Jeff Cooper - Chief Financial Officer John Mullen - President and Chief Revenue Officer Conference Call Participants Dylan Becker - William Blair Ken Wong - Oppenheimer Parker Lane - Stifel Alex Sklar - Raymond James David Unger - Wells Fargo Aaron Kimson - JMP Securities Alexei Gogolev - JPMorgan Operator Greetings, and welcome to the Guidewire First Quarter of Fiscal 2025 Financial Results Conference Call. As a reminder, this call is being recorded and will be posted on our Investor Relations page later today.

Guidewire Software, Inc. (GWRE) Q1 2025 Earnings Call Transcript

Guidewire Software, Inc.'s Q1 earnings clearly beat Wall Street estimates, but the market's muted post-market reaction speaks to stretched market expectations. The growth is set to benefit from customer ramp-up, rapid onboardings, cloud upgrades, and expected strength in the P&C insurance industry in upcoming quarters and years. While Guidewire's long-term earnings growth prospects are great, the valuation also highlights too tight market expectations. I estimate a fair value of $145.65.

Guidewire Software: Market Expectations Are Stretched Even After Great Q1

Guidewire Software (GWRE) came out with quarterly earnings of $0.43 per share, beating the Zacks Consensus Estimate of $0.30 per share. This compares to break-even earnings per share a year ago.

Guidewire Software (GWRE) Q1 Earnings and Revenues Surpass Estimates

SAN MATEO, Calif.--(BUSINESS WIRE)--Guidewire (NYSE: GWRE) today announced its financial results for the fiscal quarter ended October 31, 2024. “We continue to see great momentum as P&C insurers look to Guidewire to deliver the platform they trust to innovate and grow efficiently,” said Mike Rosenbaum, chief executive officer, Guidewire. “Our momentum was on display at our annual industry conference, Connections, where we heard some of the largest insurers in the world share the success the.

Guidewire Announces First Quarter Fiscal Year 2025 Financial Results

GWRE's fiscal first-quarter performance is likely to have been driven by strengthening subscription revenues.

Guidewire to Report Q1 Earnings: What Should Investors Know?

GWRE's performance gains from strengthening momentum in subscription revenues.

Guidewire Stock Surges 88% Year to Date: Is It Still a Buy?

SAN MATEO, Calif.--(BUSINESS WIRE)--Guidewire (NYSE: GWRE) announced that it will release its financial results for the fiscal quarter ended October 31, 2024 after market close on Thursday, December 5, 2024. On that day, management will host an audio webcast at 2:00 p.m. PT (5:00 p.m. ET) to review and discuss the Company's results for the first quarter fiscal year 2025. The live audio webcast will be accessible to the public through the Investor Relations website at https://ir.guidewire.com/.

Guidewire to Announce First Quarter Fiscal Year 2025 Financial Results on December 5, 2024

NASHVILLE, Tenn.--(BUSINESS WIRE)--CONNECTIONS CONFERENCE – Guidewire (NYSE: GWRE) revealed the recipients of its annual customer and partner awards, including the Partner Excellence Awards recognizing partners in the Guidewire PartnerConnect program. The awards also recognize Guidewire Insurtech Vanguard global pitch day winners*, the customer All-Star** Class of 2024, and Guidewire's esteemed Innovation Awards***. The awards showcased the year's most innovative achievements celebrating Agilit.

Guidewire Announces 2024 Customer and Partner Awards Celebrating the Power of Agility in Action

NASHVILLE, Tenn.--(BUSINESS WIRE)---- $GWRE #AlbertaMotorAssociation--Guidewire congratulates the winners of its 2024 Innovation Awards: Alberta Motor Association, Ascot Group, and Mountain West Farm Bureau.

Guidewire Congratulates 2024 Innovation Award Winners – Alberta Motor Association, Ascot Group, and Mountain West Farm Bureau

Guidewire Software (GWRE) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Guidewire Software (GWRE) Upgraded to Strong Buy: Here's Why

NASHVILLE, Tenn.--(BUSINESS WIRE)---- $GWRE #AI--Guidewire outlines its vision for how modern core platforms will unlock a new era of efficiency and effectiveness in P&C insurance at Connections.

Guidewire Outlines Vision for How Modern Core Platforms will Unlock a New Era of Efficiency and Effectiveness in P&C Insurance

TORONTO & SAN MATEO, Calif.--(BUSINESS WIRE)---- $GWRE #GuidewireBillingCenter--WSIB successfully deployed PolicyCenter and BillingCenter on Guidewire Cloud.

WSIB Migrates Policy Administration, Underwriting, and Billing Operations onto Guidewire Cloud

SAN MATEO, Calif.--(BUSINESS WIRE)--Guidewire is Named to Top 25 in 2024 IDC FinTech Rankings.

Guidewire Named to Top 25 in 2024 IDC FinTech Rankings

Here is how Guidewire Software (GWRE) and Amphenol (APH) have performed compared to their sector so far this year.

Are Computer and Technology Stocks Lagging Guidewire Software (GWRE) This Year?

SAN MATEO, Calif. & WILMINGTON, Del.--(BUSINESS WIRE)-- #GhostDraft--Guidewire & GhostDraft announced that the new Built by Guidewire cloud-native GhostDraft integrations are now available in the Guidewire Marketplace.

Modernize Customer Communication Experiences with the New GhostDraft and Guidewire Cloud-Native Integrations

WELLINGTON, New Zealand & SAN MATEO, Calif.--(BUSINESS WIRE)---- $GWRE #GuidewireBillingCenter--Accident Compensation Corporation will migrate PolicyCenter and BillingCenter onto Guidewire Cloud to its workers' compensation line of business.

Accident Compensation Corporation Selects Guidewire for Policy Administration, Underwriting, and Billing Operations

Does Guidewire Software (GWRE) have what it takes to be a top stock pick for momentum investors? Let's find out.

Guidewire Software (GWRE) is a Great Momentum Stock: Should You Buy?

SAN MATEO, Calif.--(BUSINESS WIRE)---- $GWRE #Gartner--Guidewire (InsuranceSuite) has been recognized as a Leader in the 2024 Gartner Magic Quadrant for SaaS P&C Core Platforms, North America.

Guidewire Recognized as a Leader in the Inaugural 2024 Gartner® Magic Quadrant™ for SaaS P&C Core Platforms, North America for Guidewire InsuranceSuite

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