GWRE Guidewire (GWRE) Q3 FY26 earnings call
Guidewire delivered strong Q3 FY26 results with revenue and profitability exceeding expectations, driven by robust cloud demand and new product traction. While ARR growth was solid at 19%, some deals slipped, yet pipeline momentum for Q4 and beyond remains strong, particularly for new offerings like ProNavigator and PricingCenter. The company emphasizes its central role in insurance modernization and AI operationalization, accelerating customer migrations and expanding its addressable market.
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GWRE operating KPIs by quarter
| KPI | Jan 2026 Q2 FY26 | This call 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.