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Guidewire Software GWRE License — Total Cost of Revenue

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Services
$67.64M+28.8%

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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$13.35B-29.7%
Enterprise value$13.08B-28.7%
P/E83.5×-189×
P/S9.4×-6.4×

Profitability

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Gross margin64%+1.9pp
Operating margin8.2%—
Net margin11.2%—
FCF margin23.7%+2.1pp

Returns & leverage

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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:CostOfGoodsAndServicesSold.

The source filing: Guidewire Software’s 10-Q, filed June 5, 2026.

Filed
Jun 4, 2026, 8:00 PM EDT
Fiscal quarter
Q3 FY2026
Calendar quarter
Q2 2026
Accession
0001528396-26-000027
Line itemThree Months Ended / April 30, 2026Three Months Ended / April 30, 2025Nine Months Ended / April 30, 2026Nine Months Ended / April 30, 2025
Total revenue372,541293,5081,064,276845,889
Cost of revenue:
Subscription and support67,88257,411195,737170,531
License3748921,4602,715
Services67,63952,507189,390152,401
Total cost of revenue135,896110,810386,587325,647
Gross profit:
Subscription and support176,856124,412508,413358,872

ITEM 1.Financial Statements (unaudited)

FAQ

What is Guidewire Software's license — total cost of revenue?
Guidewire Software (GWRE) reported license — total cost of revenue of $374K in Q1 2026.
How has Guidewire Software's license — total cost of revenue changed year-over-year?
Guidewire Software's license — total cost of revenue decreased by 58.1% year-over-year, from $892K to $374K.
What is the long-term trend for Guidewire Software's license — total cost of revenue?
Over 4 years (2021 to 2025), Guidewire Software's license — total cost of revenue has grown at a -23.5% compound annual growth rate (CAGR), from $10.57M to $3.62M.
What does license — total cost of revenue mean?
This metric captures the direct costs associated with delivering and supporting the licensed software products within the segment. It typically includes expenses related to software delivery, technical support, and the amortization of capitalized software development costs. Monitoring this helps assess the direct efficiency of the segment's product delivery model.

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