Guidewire Software delivered an "exceptional" fiscal Q4, with limited pushback expected from Oppenheimer. The company provides a platform that property and casualty insurers trust to engage, innovate, and grow efficiently. Its core products include InsuranceSuite Cloud, InsuranceNow, and InsuranceSuite for self-managed installations. It also sells digital engagement and analytics products.
Guidewire Software, Inc. (NYSE: GWRE) is set to announce its fourth-quarter (FQ4) 2025 earnings on September 4. Analysts anticipate the company to report earnings per share (EPS) of $0.63 and revenue of $337.85 million. Over the past two years, Guidewire has consistently met or exceeded its earnings estimates, with 88% of EPS and 93% of revenue estimates being met or exceeded [1].
Guidewire's strong performance can be attributed to several factors. The company's cloud-based solutions, such as Guidewire InsuranceSuite Cloud and Guidewire InsuranceNow, have seen significant growth as insurers transition from legacy systems. In the last reported quarter, Guidewire Cloud reported 17 deal wins, with 14 being for various InsuranceSuite Cloud applications and three for InsuranceNow deals [2].
The company's efforts to enhance its cloud platform with new capabilities, such as the Guidewire Industry Intelligence solution, have also driven sales of subscription-based solutions. For the fiscal year, management expects subscription revenues to be $660 million, while subscription and support revenues are expected to be $724 million. Services revenues are anticipated to be approximately $215 million [2].
Guidewire Software's stock has gained 48.5% in the past year compared to the Internet-Software industry's growth of 42.9%. The company's focus on cloud operations efficiency to boost margins is expected to continue as a tailwind for its financial performance [2].
Investors and financial professionals are eagerly awaiting the earnings report to gauge Guidewire's performance and potential future growth. The company's track record of meeting or exceeding earnings estimates suggests that it is well-positioned to continue its strong performance.
References:
[1] https://www.marketbeat.com/instant-alerts/guidewire-software-gwre-projected-to-post-quarterly-earnings-on-thursday-2025-08-28/
[2] https://finance.yahoo.com/news/guidewire-q4-earnings-coming-heres-143300550.html
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