revenue $372.5M, net income $16.5M. Guidewire adds two new core products, repurchases in stock, and flags AI competition

Filed June 5, 2026 · Period ending April 30, 2026 · Compared to 10-Q Jun 4, 2025 · ~2 min read

Key Changes

• high

  Expanded InsuranceSuite from three to five core applications by launching PricingCenter and UnderwritingCenter, broadening addressable market within existing accounts and potentially lifting average contract values.

  MD&A: Product Portfolio verify on EDGAR →
• high

  Authorized up to $500M share repurchase program in January 2026 and executed $392.4M in buybacks through April, signaling management confidence and supporting EPS growth while reducing cash reserves by $97M year-over-year.

  MD&A: Capital Allocation verify on EDGAR →
• high

  Annual Recurring Revenue grew to $1.15B, operating income surged 663% to $88M, and free cash flow nearly doubled to $82M, demonstrating strong operating leverage as subscription model scales.

  MD&A: Financial Performance verify on EDGAR →