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finance.yahoo.comSEP 32 min read$GWRE

Guidewire Software (GWRE) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

Guidewire Software (GWRE) reported Q4 earnings. Annual recurring revenue was $1.24B, beating estimates. Subscription and support revenue rose 32.1% YoY to $266.74M. License revenue fell 17.7% YoY to $77.09M. Services revenue increased 10.2% YoY to $67.27M. Gross profit for licenses was $76.56M, while services had a loss of $4.15M.

Original reporting
finance.yahoo.com
Published Sep 3, 2026, 10:00 PM UTC
Analysis
alphai AI DeskAI-generated
Added to alphai Sep 4, 2026, 1:28 AM UTC. Informational, not investment advice.
How this was made
alphai summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
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Guidewire Software (GWRE) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates — source image
Source · finance.yahoo.com
Decision brief

The 30-second read

$GWRENeutralMed
01

Why it matters

The earnings beat on key metrics may influence short-term trading decisions, while mixed profitability raises caution.

02

Market read

Earnings data provides fresh insight for traders with exposure to enterprise software stocks.

03

What to watch

Guidance for next quarter and cash flow details are not disclosed yet.

Relevance 8/10Novelty 8/10Timing: after-hours release

Background

Guidewire Software reported Q4 financials, highlighting ARR beat and segment performance.

Company-level read

Ticker impact

$GWRENeutralMedium confidence
Context

Q4 earnings released with ARR $1.24B beating estimate and mixed segment results.

Expected impact

Potential modest upside if market focuses on ARR beat; downside if services loss dominates.

Evidence & confidence

Revenue beat suggests growth, but negative services profit could pressure margins.

Market effects

Sector

Software and SaaS sector may see slight uplift from strong ARR growth.

Regional

U.S. tech equities could be modestly affected.

Global

Limited to investors tracking enterprise software earnings.

Counterpoint

What could challenge this read

License revenue decline and negative services profit could signal underlying weakness.

Key entities

  • Company
    Guidewire Software

    Provider of core system software for property and casualty insurers.

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