Business Description

Guidewire Software Inc., founded in 2001 and headquartered in Foster City, California, develops specialized software for the property and casualty insurance industry. The company derives revenue from subscription-based licenses and cloud services, with its primary products including PolicyCenter, BillingCenter, and ClaimCenter. Led by CEO Mike Rosenbaum since 2018, Guidewire leverages its comprehensive platform to serve over 350 global insurers and is expanding its cloud-native and digital offerings to fuel future growth.

Financial Statements

In thousands, USD
FY 2025FY 2024FY 2023FY 2022
Total Revenues1,202,460980,497905,341812,614
Cost of Sales450,406397,136447,130435,438
Gross Profit752,053583,361458,211377,176
Selling, General & Administrative Expenses414,825366,553357,955347,393
Research & Development Expenses296,160269,381249,746229,230
Operating Profit41,068(52,573)(149,490)(199,447)
Interest and Investment Income56,62543,47824,3896,277
Interest Expense(13,211)(6,738)(6,716)(19,446)
Non-Operating Income(35,087)(11,005)(2,277)(17,099)
Total Non-Operating Income8,32725,73515,396(30,268)
Income Before Provision for Income Taxes49,395(26,838)(134,094)(229,715)
Provision for Income Taxes(20,409)(20,735)(22,239)(49,284)
Consolidated Net Income69,804(6,103)(111,855)(180,431)
Net Income Attributable to Common Shareholders69,804(6,103)(111,855)(180,431)
Basic EPS0.83-0.07-1.36-2.16
Diluted EPS0.81-0.07-1.36-2.16
Basic Weighted Average Shares Outstanding83,84782,29282,17783,570
Diluted Weighted Average Shares Outstanding85,91282,29282,17783,570
Shares Outstanding84,53083,02681,44184,084
FY 2025FY 2024FY 2023FY 2022
Cash and Cash Equivalents697,902547,992401,813606,303
Short-Term Investments451,541455,576396,872369,865
Total Cash and Cash Equivalents1,149,4401,003,570798,685976,168
Accounts Receivable271,598224,370238,786215,312
Total Trade Receivables271,598224,370238,786215,312
Other Current Assets86,37467,59662,13261,223
Total Current Assets1,507,4201,295,5301,099,6001,252,700
Net Property, Plant & Equipment99,74599,159106,872171,027
Net Intangible Assets12,0429,00514,47321,361
Goodwill393,978372,214372,214372,192
Long-Term Investments333,754125,885128,782187,507
Other Long-Term Assets374,165324,497305,944262,107
Total Assets2,721,1002,226,2902,027,8902,266,900
Accounts Payable28,79715,20934,62740,440
Accrued Expenses140,613109,084103,98090,962
Short-Term Debt398,903
Unearned Revenue340,253281,855206,923170,776
Other Current Liabilities35,13932,58427,73135,340
Total Current Liabilities544,802837,635373,261337,518
Long-Term Debt674,568397,171358,216
Leases30,68734,72142,972105,123
Other Long-Term Liabilities13,81211,20615,01814,383
Total Long-Term Liabilities719,06745,927455,161477,722
Total Liabilities1,263,870883,562828,422815,240
Common Stock8888
Additional Paid-in Capital2,020,3901,979,0201,831,2701,755,480
Accumulated Other Comprehensive Income(8,922)(12,244)(13,859)(19,845)
Retained Earnings(554,249)(624,053)(617,950)(283,982)
Total Common Shareholders' Equity1,457,2301,342,7301,199,4701,451,660
Total Shareholders' Equity1,457,2301,342,7301,199,4701,451,660
Total Liabilities and Shareholders' Equity2,721,1002,226,2902,027,8902,266,900
FY 2025FY 2024FY 2023FY 2022
Net Income69,804(6,103)(111,855)(180,431)
Depreciation & Amortization43,80840,12569,72547,996
Share-Based Compensation Expense161,556146,460142,842137,011
Other Adjustments14,388(37,403)(48,255)(33,111)
Changes in Trade Receivables(42,278)20,307(20,736)(24,439)
Changes in Accounts Payable11,399(18,933)(6,080)13,580
Changes in Accrued Expenses30,0906,45312,440(8,942)
Changes in Unearned Revenue56,61772,57234,63531,564
Changes in Other Operating Activities(44,517)(27,730)(34,321)(21,168)
Cash from Operating Activities300,867195,74838,395(37,940)
Capital Expenditure(5,741)(6,362)(5,821)(9,510)
Purchases of Intangible Assets(14,714)(12,165)(11,606)(12,266)
Purchases of Investments(860,343)(617,271)(516,955)(531,096)
Proceeds from Sale of Investments670,683583,439547,094908,914
Payments for Business Acquisitions(26,850)(43,830)
Cash from Investing Activities(236,965)(52,359)12,712312,212
Issuance of Long-Term Debt671,840
Repayments of Long-Term Debt(532,596)
Net Issuance / (Repayments) of Long-Term Debt139,244
Issuance of Common Shares3,9021,055228116
Repurchases of Common Shares(261,807)(37,451)
Net Issuance / (Repurchases) of Common Shares3,9021,055(261,579)(37,335)
Other Financing Activities(60,853)
Cash from Financing Activities82,2931,055(261,579)(37,335)
Effect of Exchange Rate Changes on Cash and Cash Equivalents3,715(2,050)2,576(7,161)
Increase / (Decrease) in Cash, Cash Equivalents and Restricted Cash149,910142,394(207,896)229,776

Key Metrics & Ratios

MetricValue
Market Cap$19.12B
P/E279.28x
P/S15.90x
EV/EBITDA220.07x
Return on Equity5.0%
Return on Invested Capital3.6%
Current Ratio2.77x
Free Cash Flow Margin24.5%

Margins

Gross margin
62.5%
Operating margin
3.4%
Net margin
5.8%

Quarterly Trend

QuarterRevenueYoY growthOperating marginOperating income
Q3 2026 $373M +26.9% 8.2% $31M
Q2 2026 $359M +24.0% 10.7% $38M
Q1 2026 $333M +26.5% 5.6% $18M
Q4 2025 $357M +22.3% 8.3% $30M
Q3 2025 $294M 1.5% $4M
Q2 2025 $289M 4.0% $12M
Q1 2025 $263M -1.8% $-5M
Q4 2024 $292M 3.5% $10M

More on Guidewire Software Inc.

Financial data last updated 2026-06-16. Figures compiled from public company filings.

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