Guidewire Software, Inc.
For the period ended Jan 31, 2026. Filed Mar 6, 2026.
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A company's report for each of its first three quarters. The financial statements are not audited. It shows how the business has moved since the last annual report, and what management says changed.
Jan 31, 2026 · Filed Mar 6, 2026
GWRE$155.48-3.3%Stored close · as of Nov 10, 2026
Extracted filing text, with the paragraph anchors used by the comparison.
See the whole filing, with its images and exhibitsContents
Condensed Consolidated Statements of Operations for the Months Endedand
CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS
(unaudited, in thousands except shares and per share amounts)
| Three Months Ended · Six Months Ended | ||||
|---|---|---|---|---|
| January 31, | January 31, | |||
| 2026 | 2025 | 2026 | 2025 | |
| Revenue: | ||||
| Subscription and support | $237,209 | $177,838 | $459,412 | $347,580 |
| License | 59,528 | 63,694 | 101,495 | 101,064 |
| Services | 62,358 | 47,948 | 130,827 | 103,737 |
| Total revenue | 359,095 | 289,480 | 691,734 | 552,381 |
| Cost of revenue: | ||||
| Subscription and support | 63,928 | 59,096 | 127,854 | 113,120 |
| License | 442 | 942 | 1,086 | 1,823 |
| Services | 63,205 | 50,290 | 121,750 | 99,894 |
| Total cost of revenue | 127,574 | 110,328 | 250,690 | 214,837 |
| Gross profit: | ||||
| Subscription and support | 173,281 | 118,742 | 331,558 | 234,460 |
| License | 59,086 | 62,752 | 100,409 | 99,241 |
| Services | (847) | (2,342) | 9,077 | 3,843 |
| Total gross profit | 231,521 | 179,152 | 441,044 | 337,544 |
| Operating expenses: | ||||
| Research and development | 83,324 | 70,268 | 161,642 | 139,148 |
| Sales and marketing | 61,475 | 55,452 | 125,733 | 106,930 |
| General and administrative | 48,281 | 41,709 | 96,750 | 84,463 |
| Total operating expenses | 193,080 | 167,429 | 384,125 | 330,541 |
| Income (loss) from operations | 38,441 | 11,723 | 56,919 | 7,003 |
| Interest income | 12,487 | 15,722 | 27,137 | 29,328 |
| Interest expense | (3,334) | (4,183) | (6,646) | (6,245) |
| Other income (expense), net | 26,958 | (66,289) | 21,644 | (70,344) |
| Income (loss) before provision for (benefit from) income taxes | 74,552 | (43,027) | 99,054 | (40,258) |
| Provision for (benefit from) income taxes | 14,442 | (5,750) | 7,636 | (12,120) |
| Net income (loss) | $60,110 | $(37,277) | $91,418 | $(28,138) |
| Net income (loss) per share: | ||||
| Basic | $0.71 | $(0.45) | $1.08 | $(0.34) |
| Diluted | $0.70 | $(0.45) | $1.06 | $(0.34) |
| Shares used in computing net income (loss) per share: | ||||
| Basic | 84,858,179 | 83,705,700 | 84,819,190 | 83,490,968 |
| Diluted | 86,116,567 | 83,705,700 | 86,339,391 | 83,490,968 |
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