Key Highlights

● Fourth-quarter fiscal 2026 revenue was US$411.1 million, with adjusted earnings per share of US$0.99.

● Full-year revenue was US$1.48 billion, up 22.7%, with net income of US$139.3 million.

● Fiscal 2027 guidance points to high-teens annual recurring revenue growth and expanding margins.

● Dan Brown joined as Chief Product Officer, reporting to chief executive Mike Rosenbaum.

Latest verified development

Guidewire Software, Inc. (NYSE:GWRE), which provides core software to property and casualty insurers, has had a run of smaller company announcements in recent weeks. Around 5 October it named a new Chief Product Officer, Dan Brown, who reports to chief executive Mike Rosenbaum.

Around 1 October it disclosed a multi-year agreement with a top-10 US insurer, entered into on 4 September.

Latest reported results

Guidewire reported fourth-quarter and full-year fiscal 2026 results on 3 September. Fourth-quarter revenue was US$411.1 million and adjusted earnings per share were US$0.99.

For the full year, revenue was US$1.48 billion, up 22.7%, net income was US$139.3 million, about double the prior year, and earnings per share were US$1.63.

Fiscal 2027 guidance

A summary of the earnings call says fiscal 2027 guidance projects high-teens annual recurring revenue growth and expanding margins. The episode shows how closely software groups are read for forward expectations, even when the reported quarter is strong.

Customer and partner news

Recent announcements point to the AI emphasis of the product roadmap. West Bend was reported around 29 September as building AI-driven claims work on Guidewire, Lititz Mutual selected the ProNavigator AI-powered embedded assistant around 21 September, and Paymentus reached the Premier level in the PartnerConnect programme. Earlier, Guidewire introduced a Qusar release aimed at helping insurers build and control AI agents, and on 22 July it appointed Alexander Vollert to its board, effective 1 August.

The customer and partner items carry no revenue values. They illustrate adoption but do not by themselves show financial impact.

Index status

S&P Dow Jones Indices announced on 22 January 2025 that Guidewire would join the S&P MidCap 400.

Insurer demand and the fiscal 2027 growth framework

Guidewire's customers are insurers, whose purchasing cycles can be long, so quarterly results may be uneven.

Fiscal 2026 revenue of US$1.48 billion rose 22.7%, a pace that the fiscal 2027 framework of high-teens annual recurring revenue growth sits below.