Guidewire Software, Inc. Q2 2026 Earnings Recap

GWRE Q2 2026 March 6, 2026

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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.

Earnings Per Share Beat

$1.17 vs $0.77 est.

+51.4% surprise

Revenue Beat

359095000 vs 342793100 est.

+4.8% surprise

Market Reaction

1-Day +4.99%

5-Day -1.61%

30-Day -7.01%

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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.

This summary was generated by AI from the official earnings call transcript and is provided for informational purposes only. It does not constitute financial advice. For the complete transcript and financial data, visit GWRE on AllInvestView.