Skip to content
Screener

Guidewire Software GWRE Business Segments — Adjusted cost of revenue

Similar metrics at other companies

Zoom Video Communications, Inc. logo
ZMReportable Segment — Adjusted cost of revenue
$248.8M+1.7%
Reddit logo
RDDTReportable Segment — Adjusted cost of revenue
$56.12M+52.2%
Backblaze, Inc. logo
BLZEReportable Segment — Adjusted cost of revenue
$7.93M+8.7%
Dynatrace logo
DTReportable Segment — Adjusted cost of revenue
$91M+24.5%
Shutterstock logo
SSTKReportable Segment — Adjusted cost of revenue
$82.86M-7.3%
Synaptics logo
SYNAReportable Segment — Adjusted cost of revenue
$136.5M+10.1%

Other financials

Income statement

See full
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

See full
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

See full
Operating cash flow$61.2M+89.1%
CapEx$1.8M+152%
Free cash flow$59.4M+87.7%

Valuation

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

Profitability

See full
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×
Current ratio2.4×-0.8×

Where this comes from

Reported directly by Guidewire Software in its filing.

Tagged under the XBRL concept gwre:CostOfProductAndServiceSoldAdjusted.

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 revenue$372,541$293,508$1,064,276$845,889
Adjusted cost of revenue(1)125,217101,640354,902298,359
Stock-based compensation expense9,4988,68528,63925,833
Amortization of intangible assets1,1804853,0451,455
Total cost of revenue135,896110,810386,587325,647
Gross profit236,645182,698677,689520,242
Gross profit margin64%62%64%62%
Adjusted operating expenses(2)169,540145,809480,769412,815

ITEM 1.Financial Statements (unaudited)

FAQ

What is Guidewire Software's business segments — adjusted cost of revenue?
Guidewire Software (GWRE) reported business segments — adjusted cost of revenue of $125.22M in Q1 2026.
How has Guidewire Software's business segments — adjusted cost of revenue changed year-over-year?
Guidewire Software's business segments — adjusted cost of revenue increased by 23.2% year-over-year, from $101.64M to $125.22M.
What is the long-term trend for Guidewire Software's business segments — adjusted cost of revenue?
Over 2 years (2023 to 2025), Guidewire Software's business segments — adjusted cost of revenue has grown at a 0.4% compound annual growth rate (CAGR), from $409.98M to $413.3M.
What does business segments — adjusted cost of revenue mean?
This metric captures the direct costs incurred to generate segment revenue, excluding non-cash items like stock-based compensation or amortization. It provides a clearer view of the cash-based expenses required to maintain and deliver software services. Monitoring this helps assess the underlying operational efficiency of the segment's delivery model.

Ask your AI about Guidewire Software's business segments — adjusted cost of revenue.

Connect your AI assistant and compare it to peers, right in your chat.

Connect your AI
Harbor at dusk
Claude