Guidewire Software, Inc. — Form 8-K
Filed September 3, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 48/100
What the filing says
Guidewire reported FY2026 revenue of $1,475.4M (+23% YoY), with ARR reaching $1,242M (+19% constant currency). The company generated $389.7M operating cash flow, repurchased 4.09M shares for $606.3M at $148.41/share, and issued FY2027 guidance: ending ARR $1,450–1,460M, total revenue $1,707–1,727M, and non-GAAP operating income $403–423M. No material M&A, counterparty agreements, or business model changes were disclosed.
Why this rating
Strong organic growth and cash generation, but guidance implies 16% ARR growth and 15% revenue growth—slowing from 23% reported. At $13.4B market cap, FY2026 revenue represents ~11% annual turnover; guidance ranges are modest relative to scale. No transformational event or major risk; solid execution.
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