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.

Guidewire Software, Inc. GWRE reported better-than-expected fourth-quarter financial results on Thursday.

These Analysts Boost Their Forecasts On Guidewire Software Following Upbeat Q4 Results

Guidewire Software, Inc. (NYSE:GWRE ) Q4 2024 Earnings Conference Call September 5, 2024 5:00 PM ET Company Participants Alex Hughes - Vice President, Investor Relations Mike Rosenbaum - Chief Executive Officer John Mullen - President & Chief Revenue Officer Jeff Cooper - Chief Financial Officer Conference Call Participants Ken Wong - Oppenheimer Michael Turrin - Wells Fargo Alexei Gogolev - JPMorgan Kevin Kumar - Goldman Sachs Dylan Becker - William Blair Rishi Jaluria - RBC Parker Lane - Stifel Joe Vruwink - Baird Alex Sklar - Raymond James Matt VanVliet - BTIG Aaron Kimson - Citizens JMP Operator Greetings, and welcome to the Guidewire Fourth Quarter and Fiscal -- and Full Year Fiscal 2024 Financial Results Conference Call. At this time, all participants are in a listen-only mode.

Guidewire Software, Inc. (GWRE) Q4 2024 Earnings Call Transcript

While the top- and bottom-line numbers for Guidewire Software (GWRE) give a sense of how the business performed in the quarter ended July 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Guidewire Software (GWRE) Reports Q4 Earnings: What Key Metrics Have to Say

Guidewire Software (GWRE) came out with quarterly earnings of $0.62 per share, beating the Zacks Consensus Estimate of $0.52 per share. This compares to earnings of $0.74 per share a year ago.

Guidewire Software (GWRE) Q4 Earnings and Revenues Surpass Estimates

SAN MATEO, Calif.--(BUSINESS WIRE)--Guidewire (NYSE: GWRE) today announced its financial results for the fiscal quarter and year ended July 31, 2024. “We finished the year with record fourth quarter sales activity and fully ramped ARR growth of 19%,” said Mike Rosenbaum, chief executive officer, Guidewire. “We enter the new fiscal year positioned well to continue accelerating modernization programs in the P&C industry and delivering increasing value to P&C insurers' drive for greater ag.

Guidewire Announces Fourth Quarter and Fiscal Year 2024 Financial Results

SAN MATEO, Calif.--(BUSINESS WIRE)--Guidewire (NYSE: GWRE) announced that management is scheduled to present at the Goldman Sachs Communacopia + Technology Conference. The Guidewire presentation is scheduled for Monday, September 9, 2024 at 1:45 p.m. ET (10:45 a.m. PT) in New York. A live webcast, as well as a replay, of the presentation will be available under the "Webcasts and Presentations" section on the Company's investor relations website at https://ir.guidewire.com/. About Guidewire Soft.

Guidewire to Present at Goldman Sachs Communacopia + Technology Conference

Guidewire Software's share price has surged 46.44% since December 2023, outperforming the S&P 500's 22.93% increase, driven by strong earnings growth and a robust balance sheet. Employee stock compensation, akin to preferred dividends, significantly impacts earnings attributable to common shareholders, making current valuations appear overstretched. Despite impressive revenue and earnings growth, the high non-GAAP P/E ratio and ongoing stock compensation expenses suggest the stock is overvalued at $148.77.

Guidewire Software: Mr. Market Blinded By Enthusiasm

Guidewire Software, Inc. GWRE is slated to report fourth-quarter fiscal 2024 results on Sept. 5. Management expects revenues in the range of $279-$287 million.

Guidewire to Report Q4 Earnings: What to Expect From the Stock?

SAN MATEO, Calif.--(BUSINESS WIRE)--Guidewire (NYSE: GWRE) announced that it will release its financial results for the fiscal quarter and year-end periods ended July 31, 2024 after market close on Thursday, September 5, 2024. On that day, management will hold a conference call and webcast at 2:00 p.m. PT (5:00 p.m. ET) to review and discuss the Company's results for the fourth quarter and fiscal year 2024. A recorded version of this webcast will be available two hours after the call and access.

Guidewire to Announce Fourth Quarter & Fiscal Year 2024 Financial Results on September 5, 2024

SAN MATEO, Calif.--(BUSINESS WIRE)---- $GWRE #Guidewire--Guidewire announced the availability of critical data and maps detailing wildfire risk at the national, state, and local levels provided by HazardHub.

HazardHub Provides Critical Wildfire Risk Data and Maps

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

Guidewire (GWRE) Stock Surges 36% YTD: Will the Rally Last?

BENGALURU, India--(BUSINESS WIRE)---- $GWRE #GuidewireGivesBack--Guidewire India has launched Guidewire Gives Back's “ElevatEd by Guidewire” scholarship program in engineering.

Guidewire India Launches Guidewire Gives Back “ElevatEd by Guidewire” Scholarship Program to Empower Female Students

TOKYO & SAN MATEO, Calif.--(BUSINESS WIRE)---- $GWRE #GuidewireClaimCenter--SAISON Auto & Fire Insurance is leveraging Guidewire ClaimCenter as its new management system for insurance claims operations.

CORRECTING and REPLACING SAISON Auto & Fire Insurance Introduces Guidewire to Modernize Claims Operations in the Cloud

SAN MATEO, Calif.--(BUSINESS WIRE)---- $GWRE #Cyence--Guidewire announces Kufri, its latest cloud update.

Guidewire Kufri Release Expands HazardHub Internationally, Enabling Insurers in 19 More Countries to Assess Property Risk in Seconds

For software maker Guidewire, shifting to a cloud-based subscription business model brought big challenges. But it's now over the hump, analysts say.

Guidewire Boosted As Top Customers Still Reign In This Insurance Market

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

Are You Looking for a Top Momentum Pick? Why Guidewire Software (GWRE) is a Great Choice

SAISON Auto & Fire Insurance Introduces Guidewire to Modernize Claims Operations in the Cloud

Guidewire Software, Inc. GWRE recently introduced Built by Guidewire integrations with Box. This innovative solution is now available in the Guidewire Marketplace, allowing access to ClaimCenter, PolicyCenter and BillingCenter users on Guidewire Cloud.

Guidewire (GWRE) Unveils New Integrations to Manage Content

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Despite the macroeconomic challenges, the Business - Software Services industry participants such as MSCI, CTSH, TYL and GWRE look well-poised due to their business operating model.

4 Business Software Services Stocks in Focus Amid Industry Challenges

MONTEREY, Calif. & SAN MATEO, Calif.--(BUSINESS WIRE)---- $GWRE #GuidewireBillingCenter--CIG successfully migrated InsuranceSuite onto Guidewire Cloud to power and simplify core and IT operations, and adapt to changing market demands.

Capital Insurance Group Migrates Guidewire InsuranceSuite onto Guidewire Cloud to Modernize Operations and Increase Agility

Guidewire Software NYSE: GWRE stock price has increased 150% in the last eighteen months because of the utility it provides insurers. The company operates as a B2B cloud-based SaaS that provides a suite of platforms for property and casualty insurers.

Guidewire Software Stock Up 150%: Rally Is Just Starting

DUBLIN--(BUSINESS WIRE)--ČSOB Pojišt'ovna, a.s (ČSOB) a universal insurance company, and a subsidiary of (ČSOB group), one of the largest commercial banking companies in the Czech Republic, and Guidewire (NYSE: GWRE) announce that ČSOB has selected Guidewire InsuranceSuite to power its claims and billing operations, as well as its underwriting and policy administration, streamline its IT systems, and deliver enhanced personalisation of products and services for customers. The first Guidewire In.

ČSOB Pojišt'ovna Selects Guidewire InsuranceSuite to Automate Processes, Deliver Instant Services, and Increase Speed to Market

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Goldman Sachs NYSE: GS released a list of their top 50 stocks based on expected AI-driven earnings leverage. The firm ranked companies across sectors according to forecasted productivity gains linked to AI-powered automation.

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Guidewire (GWRE) Gains 24% Year to Date: Will the Rally Last?

SAN MATEO, Calif. & HELSINKI--(BUSINESS WIRE)-- #innovation--Guidewire & ICEYE announced that ICEYE's new accelerator is now available to ClaimCenter on Guidewire Cloud users in the Guidewire Marketplace.

News for Guidewire Software Stock (GWRE)