The strong revenue growth, particularly in high-margin subscription revenue, and raised guidance suggest continued momentum in Guidewire's core insurance software business. The new share buyback program adds shareholder value.
Price Chart
Executive Summary
Guidewire Software reported strong second-quarter fiscal 2026 results with total revenue of $359.1 million, up 24% year-over-year, driven by 33% growth in subscription and support revenue. The company raised its full-year revenue guidance to $1.438-$1.448 billion and increased its share repurchase program by $500 million.
Key Financial Metrics
Key Facts
- Total revenue of $359.1 million, up 24% YoY
- Subscription and support revenue grew 33% YoY to $237.2 million
- GAAP net income turned positive at $60.1 million vs. $37.3 million loss YoY
- Raised full-year revenue guidance to $1.438-$1.448 billion
- Authorized new $500 million share repurchase program
Financial Impact
Revenue growth of 24% YoY with raised guidance of $1.438-$1.448 billion for fiscal 2026
Segment Breakdown
| Segment | Revenue | Growth |
|---|---|---|
| Subscription and support | $237.2M | +33.0% |
| License | $59.5M | -7.0% |
| Services | $62.4M | +30.0% |
Risk Factors
- License revenue declined 7% YoY to $59.5 million
- Cash balance decreased from $1.48 billion to $1.35 billion
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001528396-26-000013 |
| Document: gwre-20260305.htm | 0001528396-26-000013 |
| Document: 0001528396-26-000013-index-headers.html | 0001528396-26-000013 |
| Document: 0001528396-26-000013-index.html | 0001528396-26-000013 |
| Document: 0001528396-26-000013.txt | 0001528396-26-000013 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 1, 2026 4w ago | Insider Cluster | $192.76 $142.58 | ▼ −26.03% | ▼ −25.70% | $152.15 (−21.07%) |
Aug 27, 2026 5w ago | Insider Cluster | $201.09 $149.72 | ▼ −25.55% | ▼ −25.44% | $152.15 (−24.34%) |
Aug 26, 2026 5w ago | Insider Cluster | $201.09 $149.72 | ▼ −25.55% | ▼ −25.44% | $152.15 (−24.34%) |
Aug 24, 2026 5w ago | Insider Cluster | $188.34 $152.89 | ▼ −18.82% | ▼ −19.07% | $152.15 (−19.22%) |
Aug 20, 2026 6w ago | Insider Cluster | $181.79 $144.29 | ▼ −20.63% | ▼ −20.63% | $152.15 (−16.30%) |
Jul 13, 2026 11w ago | Insider Cluster | $140.71 $176.65 | ▲ +25.54% | ▲ +23.05% | $152.15 (+8.13%) |
Jul 9, 2026 12w ago | Insider Cluster | $136.13 $170.53 | ▲ +25.27% | ▲ +22.84% | $152.15 (+11.77%) |
Jun 29, 2026 13w ago | Insider Cluster | $123.05 $149.28 | ▲ +21.32% | ▲ +22.34% | $152.15 (+23.65%) |
Jun 17, 2026 15w ago | Insider Cluster | $111.17 $148.91 | ▼ −33.95% | ▼ −32.63% | $152.15 (−36.86%) |
Jun 16, 2026 15w ago | 144 | $111.17 $148.91 | ▲ +33.95% | ▲ +32.63% | $152.15 (+36.86%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access