Snapshot
Guidewire Software, Inc. reported $373M of revenue in Q3 2026, up 26.9% year over year, with diluted EPS of $0.19 and an operating margin of 8.2%.
- Revenue
- $373M
- YoY growth
- +26.9%
- Diluted EPS
- $0.19
- Operating margin
- 8.2%
$373M
Revenue
+26.9%
YoY growth
$0.19
Diluted EPS
8.2%
Operating margin
01 Key takeaways
What management said
- •We have also posted this quarter's earnings deck on the IR section of the site.
- •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 our quarterly earnings deck on our IR website.
- •The quarter was highlighted by 11 cloud wins, strong progression in key pipeline deals, and growing customer interest in PricingCenter and our AI platform tooling and ProNavigator offerings.
- •From a financial perspective, revenue, profitability, and cash flow all finished ahead of expectations, continuing to demonstrate the strength and durability of our model.
- •ARR in Q3 came in within our guidance range, growing 19% year-over-year, and fully ramped ARR continues to grow faster than ARR.
- •The bookings results in the quarter were solid, 19% ARR growth is a great achievement.
- •This carrier is investing in Guidewire to support long-term growth while incorporating greater AI-driven capabilities into its operations.
- •Our platform manages the core systems of record for policy, billing, and claims, and we continue to expand that foundation into critical business functions like pricing and underwriting through a continuously improving cloud platform.
- •Fully ramped ARR growth rates continue to outpace ARR growth, which is a strong indication into the growth environment we are experiencing.
- •Total revenue was $373 million, up 27% year-over-year, above the high end of our outlook.
- •Subscription and support revenue finished Q3 at $245 million, reflecting 35% year-over-year growth.
SourcesCompany financials · earnings call
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