Guidewire Software, Inc. Earnings Recaps
Q2 2026
Mar 6, 2026
Guidewire's Q2 Fiscal 2026 results show robust performance, with Annual Recurring Revenue (ARR) increasing by 22%, highlighting strong customer demand and commitment across its cloud offerings.
Key takeaways
- Closed 15 InsuranceSuite Cloud deals and 2 InsuranceNow deals, reflecting consistent market traction.
- Secured a major win with one of Canada's largest private insurers, representing over $8 billion in direct written premium.
- Gross ARR retention rates exceed 99% for existing InsuranceSuite and InsuranceNow customers, underscoring strong customer satisfaction.
- Notable long-term agreement with Aviva U.K. to migrate its entire operations to the Guidewire Cloud Platform, indicating significant customer investment in modernization.
- Increasing urgency for insurers to adopt generative AI is driving momentum for newer cloud solutions, further enhancing growth prospects.