Recent Updates — GWRE

On September 4, 2026, Guidewire Software entered into a new multi-year agreement with a top 10 US-based insurance carrier for its personal lines book of business on Guidewire Cloud and PolicyCenter. This transaction elevates the customer to the company's top 10 by fully ramped annual recurring revenue. The company determined that this deal does not require a revision to the financial guidance issued on September 3, 2026. Guidewire Software provides cloud-based software solutions for the property and casualty insurance industry.

Guidewire Software reported fiscal year 2026 total revenue of $1.48 billion, a 23% increase, with GAAP diluted net income per share rising to $1.63 from $0.81. The company announced Q1 FY2027 guidance projecting total revenue between $372 million and $378 million and non-GAAP operating income of $64 million to $70 million. Concurrently, Senior Vice President and Chief Accounting Officer David Peterson notified the company of his retirement effective November 4, 2026; CFO Jeff Cooper will assume principal accounting officer duties pending board appointment. Guidewire Software provides cloud-based insurance technology platforms for property and casualty insurers.

Guidewire Software, Inc. appointed Dr. Alexander Vollert to its Board of Directors, effective August 1, 2026. Dr. Vollert previously served as Chief Operating Officer of AXA SA and CEO of AXA Germany. The company disclosed that it recognized approximately $11.3 million in revenue from AXA SA and its affiliates during fiscal year 2025, and $13.4 million for the nine months ended April 30, 2026. Guidewire provides cloud platform software for property and casualty insurers.