โ
๐ ๐๐๐ฌ๐ฎ๐ฅ๐ญ๐ฌ
โข Adj. EPS: $0.99 (Est. $0.94) โ
โข Revenue: $411.1M (Est. $402.81M) โ , +15% YoY.
โข Subscription & Support Revenue: $266.7M, +32% YoY.
โข FY2026 ARR: $1.24B, +19% in constant currency.
โข FY2026 Fully Ramped ARR: $1.58B, +22% in constant currency.
โข FY2026 Operating Cash Flow: $389.7M, +30% YoY.
โ
๐ฏ ๐๐ฎ๐ข๐๐๐ง๐๐
โข Q1 FY2027 Revenue: $372Mโ$378M (Est. $387.11M) โ
โข Q1 FY2027 Ending ARR: $1.253Bโ$1.259B.
โข Q1 FY2027 Adj. Operating Income: $64Mโ$70M.
โข FY2027 Revenue: $1.707Bโ$1.727B (Est. $1.70B) โ
โข FY2027 Ending ARR: $1.45Bโ$1.46B.
โข FY2027 Adj. Operating Income: $403Mโ$423M.
โข FY2027 Operating Cash Flow: $445Mโ$465M.
โ
๐ ๐๐๐ฒ ๐๐๐ค๐๐๐ฐ๐๐ฒ๐ฌ
โข Q4 revenue and Adj. EPS exceeded consensus, while subscription and support revenue grew 32% YoY.
โข FY2026 revenue increased 23%, ARR grew 19% and fully ramped ARR expanded 22%, supported by record sales activity.
โข Q1 FY2027 revenue guidance came in below consensus, while the full-year revenue outlook is above expectations.
โข Guidewire reported its lowest ARR gross attrition rate since it began measuring the metric, pointing to stronger customer retention.
โข AI is increasingly contributing to demand as insurance customers expand into new pricing and AI-focused products.
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๐ฌ ๐๐๐ง๐๐ ๐๐ฆ๐๐ง๐ญ ๐๐จ๐ฆ๐ฆ๐๐ง๐ญ๐๐ซ๐ฒ
โWe closed a great fourth quarter, capping off an incredible year of expanding demand.โ