What does license and subscription — total revenue mean?

Total revenue earned from software licenses and subscription contracts.

How do you interpret license and subscription — total revenue?

An increase indicates successful customer acquisition, expansion of the installed base, or effective upselling of software services. A decrease may signal market saturation, increased competition, or a shift in customer purchasing preferences.

How does license and subscription — total revenue compare across companies?

Comparable to SaaS and enterprise software companies reporting subscription and license revenue segments, often benchmarked against annual recurring revenue (ARR) growth rates.

Guidewire Software GWRE License and subscription — Total Revenue

Discontinued — last reported Q3 '20

Similar metrics at other companies

TRMBSubscription — Total Revenue

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TRMBSubscription and services — Total Revenue

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BSYSELECT subscriptions — Total revenues

$67.02M+7.8%

BSYTerm license subscriptions — Total revenues

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TYLSubscription and Circulation — Total revenues

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Other financials

Income statement

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Revenue$372.5M+26.9%

Gross profit$236.6M+29.5%

Operating income$30.6M+586%

Net income$16.5M-64.2%

EPS (diluted)$0.19-64.8%

Balance sheet

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Cash & equivalents$294.6M-42.4%

Total debt$27.0M-18.1%

Total equity$1.3B-3.3%

Total assets$2.5B+1.9%

Cash flow

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Operating cash flow$61.2M+89.1%

CapEx$1.8M+152%

Free cash flow$59.4M+87.7%

Valuation

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Market cap$8.98B-30.1%

Enterprise value$8.71B-29.7%

P/E56.2×—

P/S6.3×-5.0×

Profitability

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Gross margin64%+1.9pp

Operating margin8.2%—

Net margin11.2%—

FCF margin23.7%+2.1pp

Returns & leverage

See full

Return on equity11.9%—

Debt / equity0×0.0×

Current ratio2.4×-0.8×

Where this comes from

Reported directly by Guidewire Software in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The official record: Guidewire Software’s 10-Q, filed June 4, 2020, on SEC EDGAR. View the filing →

Questions, answered.

What does license and subscription — total revenue mean?: Total revenue earned from software licenses and subscription contracts.
How do you interpret license and subscription — total revenue?: An increase indicates successful customer acquisition, expansion of the installed base, or effective upselling of software services. A decrease may signal market saturation, increased competition, or a shift in customer purchasing preferences.
How does license and subscription — total revenue compare across companies?: Comparable to SaaS and enterprise software companies reporting subscription and license revenue segments, often benchmarked against annual recurring revenue (ARR) growth rates.