Guidewire Software, Inc. 8K

Guidewire Software reported strong Q3 FY2026 results, raised full-year 2026 guidance, and continued sizable share repurchases under its $500 million buyback program.

Guidewire Software, Inc. reported strong financial results for its fiscal third quarter ended April 30, 2026, with total revenue up 27% year over year to $372.5 million driven by 35% growth in subscription and support revenue and 32% growth in services, and ARR reaching $1,147 million. GAAP income from operations rose to $30.6 million and non-GAAP income from operations to $77.8 million, while GAAP net income declined to $16.5 million versus the prior-year period due primarily to a $20.1 million foreign currency loss compared to a prior foreign currency gain, though non-GAAP net income increased to $69.6 million. The company ended the quarter with $1,146.8 million in cash, cash equivalents, and investments, and continued executing on its $500 million share repurchase authorization by buying back approximately 1.7 million shares for $244.3 million in the quarter, leaving $240.5 million remaining. Based on better-than-expected Q3 performance and increased visibility, Guidewire raised its fiscal 2026 outlook, projecting higher ending ARR, revenue, GAAP and non-GAAP operating income, and operating cash flow, and provided detailed guidance for Q4 and the full year, while reiterating its focus on cloud platform adoption and AI-enabled solutions for P&C insurers.

Filing Facts

CIK

1528396

Ticker

-

Form

8K

Source Type

sec

Accession

0001528396-26-000026

Alert Tier

7