Post-earnings recap
Reported
Thu, Sep 3, 2026
EPS actual
$0.99
EPS est.
$0.49
EPS surprise
+102.04%
1-day move
+5.24%
—
Est. EPS
—
Est. Rev
—
Impl. Move
±38.2%
Guidewire Software's strong EPS performance and significant growth in ARR and subscription revenue have positively influenced investor sentiment, resulting in a 5.24% increase in stock price. The record low attrition rates and successful new product launches indicate a solid foundation for future growth. The company anticipates continued growth in ARR and subscription revenue for the upcoming fiscal year.
| Metric | Actual | Expected | Surprise |
|---|---|---|---|
| EPS | $0.99 | N/A | +102.04% |
| Annual Recurring Revenue (ARR) | $1.242 billion | N/A | N/A |
| Subscription Revenue Growth | 37% | N/A | N/A |
| Total Revenue FY26 | $1.475 billion | N/A | N/A |
Management expressed confidence in the company's growth trajectory, highlighting strong ARR and subscription revenue increases. They noted record low attrition rates and the successful launch of new products.
ARR growth reached 19% year-over-year.
New products exceeded expectations and contributed significantly to sales momentum.