GWRE Guidewire (GWRE) Q2 FY26 earnings call
Guidewire delivered a strong Q2 FY26, driven by robust ARR growth and increasing demand for core system modernization, fueled by the potential of generative AI. The company's focus on mission-critical P&C insurance systems, coupled with its cloud platform and premium-aligned pricing, underpins its durable business model. Management raised full-year targets, citing strong bookings, product attach, and a healthy pipeline, while emphasizing customer success and strategic commitments.
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GWRE operating KPIs by quarter
| KPI | This call Jan 2026 Q2 FY26 | Apr 2026 Q3 FY26 | Jul 2026 Q4 FY26 | Change vs prior quarter |
|---|---|---|---|---|
| Annual recurring revenue (ARR) | $1.121BFirst, ARR ended at $1.121 billion and grew 22% year-over-year or 21% on a constant currency basis.Source: earnings call transcript | $1.147BARR finished Q3 within the range at $1.147 billion, up over 19% year-over-year.Source: earnings call transcript | $1.242BARR finished the year at $1.242 billion, up 19% year-over-year and above the high end of our guidance range.Source: earnings call transcript | +8.3% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.