Guidewire Software, Inc. · GWRE · Next earnings

Guidewire Software, Inc. reports Thursday, Dec 3, 2026

GWRE reports after market close with consensus EPS at $0.75 and revenue at $376.4M. Last quarter: Guidewire highlights cloud migration and AI product momentum

Reports After market close73 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $0.75 Calendar consensus
Consensus revenue $376.4M Calendar consensus
Report date Dec 3, 2026 Thursday, date estimated
Session After market close 73 days away

Where GWRE left off: FY2026 Q4

Full report

Guidewire highlights cloud migration and AI product momentum

EPS surprise +6.1% Reported $0.99 vs $0.93
Revenue surprise +2.1% Reported $411.1M vs $402.6M
Stock move -19.9% Event window
Subsequent drift -11.2% Up to 20 sessions

Maintained; the supplied analysis says FY2027 guidance points to high-teen ARR growth and incremental margin expansion.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Large Tier 1 wins may create concentration risk.
  • Longer deal cycles or macroeconomic uncertainty could affect insurance spending.
  • Implementation complexity and systems-integrator dependence may slow execution.
  • Services margin pressure and normalization of attrition rates could weigh on the outlook.

Questions analysts left open

  • The call analysis flags limited visibility into ARR growth from new deals versus backlog conversions.
  • Sales-cycle length and attach rates for PricingCenter and ProNavigator remain important execution variables.
  • Fixed-bid services engagements and FX adjustments could pressure margins or ARR visibility.

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Recent GWRE quarters

All GWRE earnings
-19.9%FY2026 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q4

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.