Guidewire Software, Inc.
Guidewire Software, Inc. Q1 FY26 Results — Earnings Call Analysis
Q1 FY26 earnings call: what management guided on revenue, margins and order book.
What the Q1 FY26 call signalled
2 of 3 strong
The short version
- ARR outlook for the full year 2026 raised to $1.229 billion to $1.237 billion, reflecting 18%-19% year-over-year growth. - Guidewire raised full-year fiscal 2026 targets across the board following strong Q2 performance.
From Guidewire Software, Inc.'s Q1 FY26 earnings-call transcript · updated 30 May 2026.
Revenue & Sales Performance
- ARR outlook for the full year 2026 raised to $1.229 billion to $1.237 billion, reflecting 18%-19% year-over-year growth.
- Total revenue expected between $1.438 billion and $1.448 billion, with midpoint growth of 20%, up from 17% previously.
- Subscription and support revenue forecasted between $962 million and $966 million, increased due to stronger first-half bookings, true-up activity, new product attach rates, and robust pipeline.
- Services revenue expected around $255 million, benefiting from higher utilization and demand for Guidewire-led services and field engineering programs assisting cloud and AI capabilities adoption.
- Larger deals with longer contract durations (over 6 years on average) signify durable and strategic customer commitments.
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Profitability & Margins
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Capital Expenditure Plans
- 2024 CapEx expectations are between $30 million and $35 million, including approximately $18 million in capitalized software development costs (Page 5).
- Ongoing investments in product development and cloud infrastructure to accelerate delivery and innovation (Page 14).
- Continued investment in expanding product roadmaps for BillingCenter, PolicyCenter, ClaimCenter, and PricingCenter to enhance functionality, ease of installation, configuration, and integration (Page 14).
- Investment in AI-enabled agentic development tools to boost developer productivity and accelerate product throughput (Page 13).
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Fundraising & Capital Structure
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Order Book & Pipeline
- The company's Remaining Performance Obligation (RPO) finished the quarter at $3.5 billion, representing 63% year-over-year growth, indicating a strong order backlog.
- The timing of Annual Recurring Revenue (ARR) landing from backlog is more heavily weighted towards Q4 than Q3 this year.
- Longer-duration contracts and larger commitments by customers contribute to the durability of the orderbook.
- The average contract term for new InsuranceSuite deals over the last 12 months exceeds 6 years weighted by fully ramped ARR, showing strong multi-year order commitments.
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Continue your research
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Frequently Asked Questions
What were Guidewire Software, Inc. Q1 FY26 results?
- ARR outlook for the full year 2026 raised to $1.229 billion to $1.237 billion, reflecting 18%-19% year-over-year growth. - Guidewire raised full-year fiscal 2026 targets across the board following strong Q2 performance.
What is Guidewire Software, Inc. share price analysis?
Guidewire Software, Inc. currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 62.2 with a market cap of $12,032. Investors should review the full earnings analysis for detailed insights.
Is Guidewire Software, Inc. planning capital expenditure?
- 2024 CapEx expectations are between $30 million and $35 million, including approximately $18 million in capitalized software development costs (Page 5).
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.