Skip to content
Screener

Guidewire Software GWRE Subscription and support — Gross Profit

Other product segments

Services
$4.17M+114%

Similar metrics at other companies

Extreme Networks logo
EXTRSubscription And Support — Gross Profit
$82.41M+12.3%
Roku, Inc. logo
ROKUSubscriptions — Gross Profit
$226.71M+15.7%
ADTRAN Holdings, Inc. logo
ADTNServices And Support — Gross Profit
$29.7M+9.2%
Urban Outfitters logo
URBNSubscription Operations — Gross Profit
$47.92M+38.6%
Townsquare Media logo
TSQSubscription Digital Marketing Solutions — Gross Profit
$6.46M+3.4%
Meritage Homes logo
MTHLand closings — Gross Profit
-$269K-108%

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 / equity0×0.0×
Current ratio2.4×-0.8×

Where this comes from

Reported directly by Guidewire Software in its filing.

Tagged under the XBRL concept us-gaap:GrossProfit.

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
Services67,63952,507189,390152,401
Total cost of revenue135,896110,810386,587325,647
Gross profit:
Subscription and support176,856124,412508,413358,872
License55,62256,341156,031155,582
Services4,1671,94513,2445,788
Total gross profit236,645182,698677,689520,242
Operating expenses:

ITEM 1.Financial Statements (unaudited)

FAQ

What is Guidewire Software's subscription and support — gross profit?
Guidewire Software (GWRE) reported subscription and support — gross profit of $176.86M in Q1 2026.
How has Guidewire Software's subscription and support — gross profit changed year-over-year?
Guidewire Software's subscription and support — gross profit increased by 42.2% year-over-year, from $124.41M to $176.86M.
What is the long-term trend for Guidewire Software's subscription and support — gross profit?
Over 4 years (2021 to 2025), Guidewire Software's subscription and support — gross profit has grown at a 51.2% compound annual growth rate (CAGR), from $94.87M to $496.19M.
What does subscription and support — gross profit mean?
This metric represents the difference between subscription and support revenue and the direct costs incurred to deliver those services. It serves as a measure of the profitability of the company's core software delivery operations before accounting for research, development, or administrative expenses. A healthy gross profit margin in this segment is essential for funding long-term product innovation and achieving overall corporate profitability.

Ask your AI about Guidewire Software's subscription and support — gross profit.

Connect your AI assistant and compare segments, right in your chat.

Connect your AI
Harbor at dusk
Claude