Snapshot
Guidewire Software, Inc. reported $357M of revenue in Q4 2025, up 22.3% year over year, with diluted EPS of $0.60 and an operating margin of 8.3%.
- Revenue
- $357M
- YoY growth
- +22.3%
- Diluted EPS
- $0.60
- Operating margin
- 8.3%
$357M
Revenue
+22.3%
YoY growth
$0.60
Diluted EPS
8.3%
Operating margin
01 Key takeaways
What management said
- •Statements today include forward-looking ones regarding our financial results, products, customer demand, operations, the impact of local, national, and geopolitical events on our business, and other matters.
- •It has also yielded tremendous financial results this year with both ARR and fully ramped ARR growth rates accelerating.
- •ARR in fiscal 2025 grew 19%, and fully ramped ARR grew 22% on a constant currency basis.
- •First, demand for the Guidewire Cloud Platform is strong and continues to grow.
- •Q4 was a record quarter driven by deal volume, deal size, and a milestone win for our company.
- •This durable demand environment is being driven by the success and referenceability of our cloud customers, which continues to generate great engagement and conversations with insurers of all sizes across all worldwide regions.
- •Our acquisition of Quanti is a great example of this, where we believe we can modernize pricing operations and product management across the industry and, as a result, help insurers grow.
- •By combining mission-critical core systems of record with cloud-native services and modern APIs, we're in a position to focus directly and incrementally on these new applications that I think will genuinely improve the industry.
- •As Mike said, it was another record quarter and fiscal year for Guidewire Software.
- •We continued to see growing demand, signing 19 core cloud deals in Q4, totaling 57 for the year, representing healthy annual growth in deal count.
- •Our European team closed two meaningful deals in the quarter, bringing their total for the year to 11, which shows a great return on the investments we've made in Europe.
- •In Latin America, we saw a sharp increase in market momentum, closing three deals in the fourth quarter.
SourcesCompany financials · earnings call
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