Filing Flows › Guidewire Software (GWRE) › Guidance history
Guidewire Software (GWRE) guidance history: what it guided and what it reported
Guidewire Software gave guidance in 11 earnings releases on file since Dec 7, 2023. Of 13 guided periods since reported, it met or beat its own guidance 13 times (100%). Revenue: 9 of 9, on average +3.3% against the guided midpoint. Its releases raised guidance 7 times and lowered it 0 times.
Revenue
Met or beat 9 of 9 periods (9 above, 0 within, 0 below).
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| Q4 FY26 | $396M–$406M (Jun 4, 2026) | $411M | above the range | +2.5% |
| FY26 | $1.4B–$1.4B (Sep 4, 2025) → raised $1.4B–$1.4B (Dec 3, 2025) → raised $1.4B–$1.4B (Mar 5, 2026) → raised $1.5B–$1.5B (Jun 4, 2026) | $1.5B | above the range | +0.7% |
| Q3 FY26 | $352M–$358M (Mar 5, 2026) | $373M | above the range | +4.9% |
| Q2 FY26 | $339M–$345M (Dec 3, 2025) | $359M | above the range | +5.0% |
| Q1 FY26 | $315M–$321M (Sep 4, 2025) | $333M | above the range | +4.6% |
| Q4 FY25 | $332M–$340M (Jun 3, 2025) | $357M | above the range | +6.1% |
| FY25 | $1.1B–$1.1B (Sep 5, 2024) → raised $1.2B–$1.2B (Dec 5, 2024) → raised $1.2B–$1.2B (Mar 6, 2025) → raised $1.2B–$1.2B (Jun 3, 2025) | $1.2B | above the range | +1.7% |
| Q3 FY25 | $283M–$289M (Mar 6, 2025) | $294M | above the range | +2.6% |
| Q2 FY25 | $282M–$288M (Dec 5, 2024) | $289M | above the range | +1.6% |
| Q1 FY25 | $251M–$257M (Sep 5, 2024) | — | — | — |
GAAP operating income
Met or beat 4 of 4 periods (4 above, 0 within, 0 below).
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| Q4 FY26 | $36.0M–$46.0M (Jun 4, 2026) | $62.3M | above the range | +52.0% |
| FY26 | $72.0M–$88.0M (Dec 3, 2025) → raised $100M–$110M (Mar 5, 2026) → raised $124M–$134M (Jun 4, 2026) | $150M | above the range | +16.2% |
| Q3 FY26 | $11.0M–$17.0M (Mar 5, 2026) | $30.6M | above the range | +118.8% |
| Q2 FY26 | $19.0M–$25.0M (Dec 3, 2025) | $38.4M | above the range | +74.7% |
Adjusted operating income
The guide is on an adjusted basis that the GAAP statements do not show, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| Q4 FY26 | $86.0M–$96.0M (Jun 4, 2026) | — | — | — |
| Q3 FY26 | $59.0M–$65.0M (Mar 5, 2026) | — | — | — |
| Q2 FY26 | $68.0M–$74.0M (Dec 3, 2025) | — | — | — |
| FY26 | $259M–$279M (Sep 4, 2025) → raised $266M–$282M (Dec 3, 2025) → raised $293M–$303M (Mar 5, 2026) → raised $314M–$324M (Jun 4, 2026) | — | — | — |
| Q1 FY26 | $47.0M–$53.0M (Sep 4, 2025) | — | — | — |
| Q4 FY25 | $52.0M–$60.0M (Jun 3, 2025) | — | — | — |
| Q2 FY25 | $39.0M–$45.0M (Dec 5, 2024) | — | — | — |
| FY25 | $157M–$171M (Sep 5, 2024) → raised $164M–$176M (Dec 5, 2024) → raised $175M–$185M (Mar 6, 2025) → raised $187M–$195M (Jun 3, 2025) | — | — | — |
| Q1 FY25 | $18.0M–$24.0M (Sep 5, 2024) | — | — | — |
| Q4 FY24 | $43.0M–$51.0M (Jun 4, 2024) | — | — | — |
Operating cash flow
The GAAP figure from the filings is shown for each period reported; it is not judged against the guide, which may leave items out (one-off payments, acquisitions).
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY26 | $350M–$370M (Sep 4, 2025) → raised $355M–$375M (Dec 3, 2025) → raised $360M–$375M (Mar 5, 2026) → raised $365M–$380M (Jun 4, 2026) | $390M (GAAP) | not judged | — |
| FY25 | $220M–$250M (Sep 5, 2024) → reaffirmed $220M–$250M (Dec 5, 2024) → raised $230M–$260M (Mar 6, 2025) → raised $255M–$275M (Jun 3, 2025) | $301M (GAAP) | not judged | — |
| FY24 | $115M–$135M (Dec 7, 2023) → raised $120M–$140M (Mar 7, 2024) → raised $130M–$150M (Jun 4, 2024) | — | — | — |
The latest quarter
Guidewire Software, Q4 FY26: revenue $411M (+15% year over year), operating margin 15.2%, net earnings $31.4M, operating cash flow $284M. The chart follows the revenue to costs, profit and cash.
Questions
Does Guidewire Software beat its guidance?
Guidewire Software gave guidance in 11 earnings releases on file since Dec 7, 2023. Of 13 guided periods since reported, it met or beat its own guidance 13 times (100%). Revenue: 9 of 9, on average +3.3% against the guided midpoint.
How often does Guidewire Software raise guidance?
Its earnings releases raised guidance 7 times and lowered it 0 times since Dec 7, 2023.
Each guided period is held to the last guidance given before its figures were reported; a single figure counts as in line within 1% (0.25 pts for a rate). Reported figures are GAAP, from the company's filings; adjusted guidance shows its moves only.