Every 10-Q that Guidewire Software Inc (GWRE) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow GWRE and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full GWRE filings page.
Guidewire Software reported strong growth for the quarter and year-to-date, driven by cloud subscriptions. For the quarter ended April 30, 2026, revenue rose to $372.5 million from $293.5 million, led by subscription and support revenue of $244.7 million. Quarterly net income was $16.5 million, down from $46.0 million, as other income swung to a loss, including foreign exchange impacts.
For the first nine months of fiscal 2026, revenue increased to $1.06 billion from $845.9 million, with subscription and support at $704.2 million. Net income for the period climbed to $107.9 million from $17.9 million, reflecting higher scale and improved operating margin.
Annual Recurring Revenue reached $1,147 million, up from $1,041 million as of July 31, 2025. Free cash flow was $82.0 million versus $42.7 million a year earlier. The company ended the period with $294.6 million in cash and cash equivalents, a 1.25% $690 million convertible note due 2029, and an undrawn $300 million secured revolving credit facility. Guidewire also repurchased 2.44 million shares in the first nine months for $392.4 million, with $240.5 million remaining under its current buyback authorization.
Guidewire Software delivered much stronger results for the quarter ended January 31, 2026. Total revenue rose to $359.1 million, driven by subscription and support revenue of $237.2 million and services revenue of $62.4 million, while license revenue was $59.5 million.
The company swung to net income of $60.1 million from a net loss of $37.3 million a year earlier, with operating income improving to $38.4 million. For the first six months, revenue reached $691.7 million and net income was $91.4 million, compared with a loss in the prior year period.
Annual Recurring Revenue was $1,121 million as of January 31, 2026. Free cash flow for the six months increased to $28.3 million, even as cash and cash equivalents declined to $407.9 million after share repurchases of 740,995 shares for $148.2 million and the $33.4 million ProNav acquisition.
Guidewire Software, Inc. reported strong quarterly results for the three months ended October 31, 2025. Total revenue rose to $332.6 million from $262.9 million a year earlier, driven mainly by subscription and support revenue of $222.2 million versus $169.7 million and higher services and license revenue.
The company swung to significantly higher profitability, with net income of $31.3 million compared with $9.1 million in the prior-year period, and diluted EPS increasing to $0.36 from $0.11. Gross margin improved to 63%, and income from operations reached $18.5 million versus a loss previously. Annual Recurring Revenue was $1.063 billion as of October 31, 2025.
Despite higher earnings, net cash from operating activities was an outflow of $67.4 million, reflecting changes in working capital such as lower deferred revenue and accrued compensation. Cash, cash equivalents, and restricted cash declined to $493.2 million from $824.8 million a year earlier, while the company maintained a $690.0 million 2029 convertible note and an undrawn $300.0 million revolving credit facility. After quarter-end, Guidewire acquired ProNav Technologies Ltd. for approximately $34 million in cash.