Snapshot
Guidewire Software, Inc. reported $359M of revenue in Q2 2026, up 24.0% year over year, with diluted EPS of $0.70 and an operating margin of 10.7%.
- Revenue
- $359M
- YoY growth
- +24.0%
- Diluted EPS
- $0.70
- Operating margin
- 10.7%
$359M
Revenue
+24.0%
YoY growth
$0.70
Diluted EPS
10.7%
Operating margin
01 Key takeaways
What management said
- •Starting this quarter and moving forward, we have also posted a quarterly earnings deck on the IR section of our website.
- •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.
- •Reconciliations and additional data are also posted at the end of the quarterly earnings deck on our IR website.
- •We continue to see momentum and demand increasing, and the results across the board this quarter reflect what we believe makes Guidewire a uniquely durable business.
- •At the transactional level, we serve as the system of record for risk.
- •Today, we don't simply provide that software, we operate it as a continuously improving, secure, reliable, and scalable cloud platform that strengthens over time.
- •While we focus on serving this tier one and tier two segment of the market, we can also support smaller insurers.
- •We sell recurring subscriptions to our cloud products and price them as a percentage of the direct written premium managed on Guidewire.
- •As insurers grow premium, expand lines of business, and modernize their operations and become more efficient, our growth aligns directly with that value creation.
- •There has obviously been a significant discussion across the market about the pace of generative AI advancement and its implications for the overall software category.
- •What we are seeing in practice at Guidewire is increased demand for InsuranceSuite and InsuranceNow.
- •AI depends on clean data, trusted transactions, and reliable systems of record.
SourcesCompany financials · earnings call
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