Guidewire signs cloud deal with top 10 U.S. insurer

Guidewire said the customer agreement does not require changes to its quarterly or full-year guidance issued September 3, 2026.

Rhea-AI Filing Summary

Guidewire Software, Inc. (GWRE) entered into a new multi-year agreement on September 4, 2026, with a top 10 U.S.-based insurance carrier covering the carrier’s personal lines book of business on Guidewire Cloud and PolicyCenter. The company said the agreement makes the customer one of its top 10 customers by fully ramped annual recurring revenue.

Guidewire said the agreement does not require revisions to its quarterly or full-year financial guidance issued September 3, 2026. It defines fully ramped annual recurring revenue as the annualized recurring value in active customer contracts, including all non-variable price increases in an executed contract’s pricing schedule within the first five years.

8-K Event Classification

Item 8.01 — Other Events

1 item

Item 8.01 Other Events Other

Voluntary disclosure of events the company deems important to shareholders but not covered by other items.

Key Figures

Agreement date: September 4, 2026 Customer ranking: Top 10 customers Carrier description: Top 10 U.S.-based insurance carrier +1 more

4 metrics

Agreement date September 4, 2026 Date the agreement was entered into

Customer ranking Top 10 customers Measured by fully ramped annual recurring revenue

Carrier description Top 10 U.S.-based insurance carrier Description of the customer

Pricing schedule period First five years Period for non-variable price increases included in fully ramped annual recurring revenue

Key Terms

fully ramped annual recurring revenue, personal lines book of business, PolicyCenter

3 terms

fully ramped annual recurring revenue financial

"fully ramped annual recurring revenue is used to quantify"

personal lines book of business technical

"addressing their personal lines book of business"

PolicyCenter technical

"on Guidewire Cloud and PolicyCenter"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What agreement did GWRE announce?

GWRE entered into a new multi-year agreement with a top 10 U.S.-based insurance carrier for its personal lines book of business on Guidewire Cloud and PolicyCenter. Guidewire said the customer would be among its top 10 customers by fully ramped annual recurring revenue.

Does the GWRE agreement change the company's financial guidance?

Guidewire said the agreement does not require revisions to its quarterly or full-year financial guidance issued September 3, 2026.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 09/30/2026 - 04:10 PM Accepted by SEC EDGAR 09/30/2026 - 04:10 PM Learn about SEC filing dates

FALSE000152839600015283962026-09-042026-09-04

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

_______________________________________________________________

FORM 8-K

_______________________________________________________________

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the

Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): September 4, 2026

_______________________________________________________________

Guidewire Software, Inc.

(Exact name of registrant as specified in its charter)

_______________________________________________________________

Delaware

001-35394

36-4468504

(State or other jurisdiction of incorporation)

(Commission File Number)

(I.R.S. Employer Identification No.)

970 Park Pl, Suite 200

San Mateo, CA 94403

(Address of principal executive offices, including zip code)

(650) 357-9100

(Registrant’s telephone number, including area code)

Not applicable

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐			Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐			Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐			Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐			Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class			Trading Symbol(s)			Name of each exchange on which registered
Common Stock, $0.0001 par value			GWRE			New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 8.01     Other Events.

On September 4, 2026, Guidewire Software, Inc. (the “Company”) entered into a new multi-year agreement with a top 10 US-based insurance carrier addressing their personal lines book of business on Guidewire Cloud and PolicyCenter. This agreement results in this customer being in the Company’s top 10 as measured by fully ramped annual recurring revenue.

The Company has determined that this transaction does not require a revision to the quarterly or full-year financial guidance previously issued by the Company on September 3, 2026. As defined by the Company, fully ramped annual recurring revenue is used to quantify the annualized recurring value outlined in active customer contracts including all non-variable price increases outlined in the pricing schedule of an executed customer contract within the first five years.

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Date:			September 30, 2026			GUIDEWIRE SOFTWARE, INC.
						By:			/s/ JEFF COOPER
									Jeff Cooper
									Chief Financial Officer

Filing Exhibits & Attachments

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• EX-101 XBRL TAXONOMY EXTENSION SCHEMA DOCUMENT 1.8 KB
• EX-101 XBRL TAXONOMY EXTENSION LABEL LINKBASE DOCUMENT 21.1 KB
• EX-101 XBRL TAXONOMY EXTENSION PRESENTATION LINKBASE DOCUMENT 12.2 KB