What is the long-term trend for Guidewire Software's deferred revenue, net of current portion?

Over 5 years (2020 to 2025), Guidewire Software's deferred revenue, net of current portion has grown at a -20.9% compound annual growth rate (CAGR), from $14.69M to $4.53M.

Guidewire Software GWRE Deferred revenue, net of current portion

Deferred revenue, net of current portion at other companies

ServiceNowNOW

$99M-15.4%

Motorola Solutions, Inc.MSI

——

ROP

Roper Technologies, Inc.ROP

——

Fair IsaacFICO

——

Iron MountainIRM

——

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$8.98B-30.1%

Enterprise value$8.71B-29.7%

P/E56.2×—

P/S6.3×-5.0×

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:ContractWithCustomerLiabilityNoncurrent.

The official record: Guidewire Software’s 10-Q, filed June 5, 2026, on SEC EDGAR. View the filing →

Ask your AI about Guidewire Software's deferred revenue, net of current portion.

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

Connect your AI

Claude

Questions, answered.

What is Guidewire Software's deferred revenue, net of current portion?: Guidewire Software (GWRE) reported deferred revenue, net of current portion of $3.72M in Q1 2026.
How has Guidewire Software's deferred revenue, net of current portion changed year-over-year?: Guidewire Software's deferred revenue, net of current portion decreased by 24.7% year-over-year, from $4.94M to $3.72M.
What is the long-term trend for Guidewire Software's deferred revenue, net of current portion?: Over 5 years (2020 to 2025), Guidewire Software's deferred revenue, net of current portion has grown at a -20.9% compound annual growth rate (CAGR), from $14.69M to $4.53M.