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Guidewire Software GWRE Business Segments — Total Cost of Revenue

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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×
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
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
Stock-based compensation expense35,44331,672106,37693,532

ITEM 1.Financial Statements (unaudited)

FAQ

What is Guidewire Software's business segments — total cost of revenue?
Guidewire Software (GWRE) reported business segments — total cost of revenue of $135.9M in Q1 2026.
How has Guidewire Software's business segments — total cost of revenue changed year-over-year?
Guidewire Software's business segments — total cost of revenue increased by 22.6% year-over-year, from $110.81M to $135.9M.
What is the long-term trend for Guidewire Software's business segments — total cost of revenue?
Over 2 years (2023 to 2025), Guidewire Software's business segments — total cost of revenue has grown at a 0.4% compound annual growth rate (CAGR), from $447.13M to $450.41M.
What does business segments — total cost of revenue mean?
This includes all direct costs associated with providing the segment's software and services, including both cash expenses and non-cash items like amortization. It represents the total burden of production before gross profit is calculated. It is a key measure for evaluating the overall cost structure of the segment's service delivery.

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