Guidewire Software Inc Stock Price, News & Analysis

Guidewire (NYSE: GWRE) reported strong Q3 FY2025 financial results with total revenue of $293.5M, up 22% YoY. The company achieved record Q3 sales activity with 17 cloud deals. Subscription and support revenue grew 32% to $181.8M, while ARR reached $960M. GAAP net income was $46.0M ($0.54 per share), compared to a loss of $5.5M in Q3 FY2024. Non-GAAP net income reached $75.2M ($0.88 per share). The company maintained a strong liquidity position with $1.24B in cash and investments. Based on strong performance, Guidewire raised its FY2025 guidance, projecting ARR between $1,012M-$1,022M and total revenue of $1,178M-$1,186M.

Guidewire (NYSE: GWRE) has achieved significant recognition in Celent's 2025 P&C Policy Administration Systems reviews, winning six XCelent awards and earning "Luminary" status in three regional reports. PolicyCenter secured XCelent awards in multiple categories across North America, EMEA, and APAC regions, while InsuranceNow was named a Functional Standout in North America. The company maintained its position as the most awarded vendor across all global regions for the second consecutive year. PolicyCenter received the highest "Luminary" designation in North America, EMEA, and APAC regions, with a Technology Standout position in LATAM. Celent analysts praised Guidewire's comprehensive functionality, thoughtful design, and ability to support insurers' operational excellence and business growth through cloud and AI innovations.

Guidewire (NYSE: GWRE) has announced its participation in three upcoming investor conferences in June 2025:

• The William Blair 45th Annual Growth Stock Conference in Chicago on June 5, with a management presentation scheduled for 9:20 AM CT
• The D.A. Davidson Consumer & Technology Conference in Nashville on June 10
• The NYSE European Investor Conference in London on June 17

Live webcasts and replays of the presentations will be accessible through the "Webcasts and Presentations" section on Guidewire's investor relations website.

Guidewire (NYSE: GWRE) has scheduled the release of its third quarter fiscal year 2025 financial results for Tuesday, June 3, 2025, after market close. The company will host an audio webcast at 2:00 p.m. PT (5:00 p.m. ET) on the same day to discuss the quarterly results.

Investors and interested parties can access the live webcast through Guidewire's Investor Relations website at ir.guidewire.com. A replay of the event will be made available two hours after the live presentation and will remain accessible for three months.

San Cristóbal Seguros, an Argentine insurance company, has successfully deployed Guidewire (NYSE: GWRE) InsuranceSuite on Guidewire Cloud to enhance their core business operations. The implementation, supported by SBI Technology, focuses on transforming personal auto and fleet management lines through an optimized quoting engine and improved functionalities.

The cloud deployment enables better control of business processes, offering greater speed and agility in responding to business changes. Key benefits include quick reactions to regulatory changes through Guidewire Advanced Product Designer, faster updates, and improved system integration through native cloud APIs. The company, a Guidewire customer since 2015, aims to leverage the platform's ecosystem of consulting and technology partners for faster value delivery.

P&V Group, a Belgian cooperative insurance company, has successfully migrated Guidewire's (NYSE: GWRE) core applications to Guidewire Cloud Platform, becoming the first Belgian insurer to do so. The migration includes InsuranceSuite along with Guidewire's digital, data, and analytics solutions, transitioning from an on-premises environment to the cloud.

The strategic move will enable P&V Group to simplify IT operations, enhance market adaptability, and improve policyholder value delivery. Key benefits include regular feature updates, enhanced innovation capabilities through Open APIs, and access to a marketplace of leading insurtechs. The migration represents a significant milestone in P&V Group's 11-year partnership with Guidewire and is expected to support the company's growth over the next decade.

Guidewire (NYSE: GWRE) has received the "Embedded Analytics Solution of the Year" award for its Guidewire Predict application at the 2025 Data Breakthrough Awards. The ML application helps P&C insurers make smarter decisions on risk selection, pricing, and claims.

Guidewire Predict functions as a Bring Your Own Model (BYOM) solution, supporting models built in R, Python, SAS, and other frameworks. The platform simplifies the deployment, embedding, and monitoring of predictive models within core systems, enabling insurers to act on data-driven insights in real-time and quickly respond to market changes.

The award recognition comes from Data Breakthrough, an independent market intelligence organization, as part of their annual awards program that attracted thousands of global nominations.

Guidewire (NYSE: GWRE) has released its 2025 European Insurance Consumer Survey, revealing significant shifts in UK insurance customer attitudes. The study shows a 30% positive opinion of insurers, up 11% from 2024, despite ongoing cost-of-living concerns. Key findings include:

- 70% of customers want proactive services from insurers - Phone remains the preferred contact method (56%, down from 66%) - Mobile app usage increasing (26% interested) - 45% comfortable with embedded insurance from brands like Tesla, IKEA - 35% view insurance as an exciting industry to work in - 79% of potential policy switchers cite cost-of-living concerns

The survey emphasizes the need for insurers to adapt to changing customer demands while maintaining personalization and proactive service approaches.

Guidewire (GWRE) announced that Mitsui Direct General Insurance has chosen to migrate to Guidewire ClaimCenter on Guidewire Cloud Platform, marking the first cloud migration of ClaimCenter in Japan. The implementation aims to streamline IT operations, enhance market responsiveness, and improve customer service for the direct-channel non-life insurance company.

As a member of the MS&AD Insurance Group, Mitsui Direct's migration to Guidewire's cloud platform represents a strategic move to drive operational efficiency and provide enhanced digital experiences. Guidewire's Senior VP for Asia-Pacific expressed commitment to support Mitsui Direct throughout the migration process, leveraging their global implementation experience.