Business
Guidewire Announces Second Quarter Fiscal Year 2026 Financial Results
SAN MATEO, Calif., March 05, 2026--Guidewire (NYSE: GWRE) today announced its financial results for the fiscal quarter ended January 31, 2026.
About this update from Guidewire Software, Inc.
[{"type":"text","content":"SAN MATEO, Calif., March 05, 2026--(BUSINESS WIRE)--Guidewire (NYSE: GWRE) today announced its financial results for the fiscal quarter ended January 31, 2026.","length":159,"tagName":"p"},{"type":"text","content":""We delivered another outstanding quarter highlighted by consistent execution, strong growth, and durable demand for large, multi-year deals," said Mike Rosenbaum, chief executive officer, Guidewire. "Our momentum continues to build as AI drives core system modernization activity, product development velocity, and customer and partner engagement."","length":369,"tagName":"p"},{"type":"text","content":""We are raising our fiscal year outlook across the board and this is informed by our better than expected Q2 results and the continued strength of our pipeline," said Jeff Cooper, chief financial officer, Guidewire. "ARR growth of 22% year-over-year reflects the strong sales momentum and unique durability we have established."","length":348,"tagName":"p"},{"type":"text","content":"Second Quarter Fiscal Year 2026 Financial Highlights","length":52,"tagName":"p"},{"type":"text","content":"Revenue","length":7,"tagName":"p"},{"type":"list","items":[{"val":[{"type":"text","content":"Total revenue for the second quarter of fiscal year 2026 was $359.1 million, an increase of 24% from the same quarter in fiscal year 2025. Subscription and support revenue was $237.2 million, an increase of 33%; license revenue was $59.5 million, a decrease of 7%; and services revenue was $62.4 million, an increase of 30%, each compared to the same quarter in fiscal year 2025.","length":379,"tagName":"p","attribs":{}}]},{"val":[{"type":"text","content":"As of January 31, 2026, annual recurring revenue, or ARR, was $1,121 million, compared to $1,041 million as of July 31, 2025. ARR results for interim quarterly periods in fiscal year 2026 are based on actual currency rates at the end of fiscal year 2025, held constant throughout the year.","length":289,"tagName":"p","attribs":{}}]}],"tagName":"ul","bulletedList":true,"length":668,"olType":false},{"type":"text","content":"Profitability","length":13,"tagName":"p"},{"type":"list","items":[{"val":[{"type":"text","content":"GAAP income from operations was $38.4 million for the second quarter of fiscal year 2026, compared with $11.7 million for the same quarter in f...