Every 8-K 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 8-K covers material events a company has to report between its quarterly 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, Inc. (GWRE) reported strong results for the quarter and fiscal year ended July 31, 2026, highlighted by broad-based growth in its cloud and subscription business. For fiscal 2026, total revenue was $1,475.4 million, up 23%, with subscription and support revenue rising 33% to $970.9 million and services revenue up 23%, while license revenue declined 7%. Annual recurring revenue (ARR) grew 19% on a constant currency basis to $1,242 million, and fully ramped ARR grew 22% to $1,578 million, each based on prior-year exchange rates. GAAP income from operations increased to $149.9 million and non-GAAP income from operations to $339.9 million; GAAP net income was $139.3 million and non-GAAP net income was $293.0 million. Operating cash flow reached $389.7 million, a 26% margin, and free cash flow was $358.7 million. Guidewire repurchased 4.1 million shares for $606.3 million in fiscal 2026. The company issued fiscal 2027 guidance with expected total revenue between $1,707 million and $1,727 million and non-GAAP operating income between $403 million and $423 million. Separately, Senior Vice President and Chief Accounting Officer David Peterson plans to retire effective November 4, 2026, with Chief Financial Officer Jeff Cooper expected to assume principal accounting officer duties, subject to board appointment.
Guidewire Software, Inc. appointed Dr. Alexander Vollert to its Board of Directors, effective August 1, 2026, with an initial term running through the 2026 annual meeting of stockholders.
He previously served as chief operating officer of AXA SA, chief executive of AXA Group Operations and AXA Germany, and is currently a senior advisor to AXA’s Group Management Committee. Guidewire recognized $11.3 million of revenue from AXA SA and its global affiliates in the fiscal year ended July 31, 2025 and $13.4 million for the nine months ended April 30, 2026 for services provided in the ordinary course of business. He will receive Guidewire’s standard non-employee director compensation and a director indemnification agreement, and the company states there are no family relationships or related-party transactions requiring disclosure beyond this customer relationship.
Guidewire Software reported strong third-quarter fiscal 2026 results, highlighted by total revenue of $372.5 million, up 27% from a year earlier, driven by 35% growth in subscription and support revenue to $244.7 million and 32% growth in services revenue to $71.8 million. Annual recurring revenue reached $1,147 million as of April 30, 2026, up from $1,041 million as of July 31, 2025, underscoring expanding recurring contracts. GAAP income from operations rose to $30.6 million, while non-GAAP income from operations increased to $77.8 million. GAAP net income was $16.5 million, pressured by a $20.1 million foreign currency loss, but non-GAAP net income climbed to $69.6 million with non-GAAP diluted EPS of $0.82. The company ended the quarter with $1,146.8 million in cash, cash equivalents, and investments, after repurchasing about 1.70 million shares for $244.3 million under a $500 million buyback plan. Management raised full-year 2026 outlook, now guiding to total revenue of $1,460–$1,470 million, GAAP operating income of $124–$134 million, non-GAAP operating income of $314–$324 million, and operating cash flow of $365–$380 million, reflecting confidence in demand for its cloud platform and ARR growth.
Guidewire Software delivered strong second quarter fiscal 2026 results, showing faster growth and improved profitability. Total revenue reached $359.1 million, up 24% from a year earlier. Subscription and support revenue grew 33% to $237.2 million, while services revenue rose 30% to $62.4 million. License revenue was $59.5 million.
Annual recurring revenue was $1,121 million as of January 31, 2026, reflecting the company’s growing base of ongoing contracts. GAAP income from operations increased to $38.4 million, and GAAP net income was $60.1 million, or $0.70 per diluted share, compared with a GAAP net loss in the prior-year quarter. Non-GAAP net income rose to $100.7 million, or $1.17 per diluted share.
Guidewire ended the quarter with $1,351.4 million in cash, cash equivalents, and investments. The company completed a prior share repurchase program, authorized a new $500 million program, and repurchased 740,995 shares at an average price of $199.99. Management raised its fiscal 2026 outlook for ARR, revenue, and operating income.
Guidewire Software, Inc. disclosed that its board has approved a new share repurchase program authorizing the company to buy back up to $500.0 million of its common stock. The company has fully completed its prior repurchase program that was authorized in September 2022, after using the remaining $138.2 million under that plan.
Repurchases may occur over time in the open market, through privately negotiated deals or other methods, and can be executed under Rule 10b-18 and potential Rule 10b5-1 trading plans. The program is discretionary, can be modified or terminated at any time, and does not require the company to repurchase a specific amount.
Guidewire expects to fund any buybacks using existing cash and cash equivalents, working capital or cash flows from operations. As of October 31, 2025, the company reported cash, cash equivalents and investments totaling $1,409.3 million, providing substantial resources to support the new authorization.
Guidewire Software, Inc. reported the results of its 2025 annual meeting of stockholders held on December 15, 2025. A quorum was present, with 79,780,871 shares of common stock represented in person or by proxy.
Stockholders elected eight directors, including Michael C. Keller and Mike Rosenbaum, each to serve a one-year term expiring at the 2026 annual meeting and until a successor is elected and qualified. Stockholders also ratified the appointment of KPMG LLP as independent registered public accounting firm for the fiscal year ending July 31, 2026, with 79,400,946 votes for, 320,826 against and 59,099 abstentions.
In addition, stockholders approved, on a non-binding advisory basis, the compensation of the company’s named executive officers, with 73,326,214 votes for, 1,447,631 against and 64,517 abstentions. There were 4,942,509 broker non-votes on each of the director and executive compensation proposals, and no other items were presented for approval.
Guidewire Software, Inc. reported that it has released its unaudited financial results for the fiscal quarter ended October 31, 2025. The company announced these results through a press release dated December 3, 2025, which is included as an exhibit to this report. The information about the quarter’s performance is being furnished under a current report, meaning it is not treated as formally filed for certain securities law liability purposes and is not automatically incorporated into other securities filings unless specifically referenced.
Guidewire Software, Inc. filed a current report to notify investors that it released a press release with unaudited financial results for its fiscal quarter and fiscal year ended July 31, 2025. The company states that this information, including the press release attached as Exhibit 99.1, is being furnished under a results-of-operations item and is not considered filed for liability purposes under federal securities laws.