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Segments

By geography

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Total EMEA$68.41M+12.6%
Total APAC$33.56M+53.8%
Other Americas$7.12M+58.9%

By product

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Subscription$253.48M+35.9%
Services$67.27M+10.2%
Support$13.26M-14.1%

By segment

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Reportable Segment$411.09M+15.3%

Other financials

Income statement

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Gross profit$269.7M+16.3%
Operating income$62.3M+111%
Net income$31.4M-39.6%
EPS (diluted)$0.37-38.3%

Balance sheet

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Cash & equivalents$372.9M-46.7%
Total debt$36.9M-10.3%
Total equity$1.2B-18.1%
Total assets$2.6B-5.3%

Cash flow

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Operating cash flow$283.9M+16.0%
CapEx$2.1M-37.7%
Free cash flow$281.8M+16.7%

Valuation

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Market cap$13.51B-32.4%
Enterprise value$13.17B-31.9%
P/E97×-189×
P/S9.2×-7.5×

Profitability

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Gross margin64.2%+1.7pp
Operating margin10.2%+6.7pp
Net margin9.4%+3.6pp
FCF margin25.6%+1.1pp

Returns & leverage

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Return on equity10.5%+5.5pp
Debt / equity0×0.0×
Current ratio1.8×-1.0×

Where this comes from

Reported directly by Guidewire Software, Inc. in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The source filing: Guidewire Software, Inc.’s 10-K, filed September 11, 2026.

Filed
Sep 11, 2026, 4:24 PM EDT
Fiscal year
FY2026
Accession
0001528396-26-000046
Line itemFiscal years ended July 31, 2026Fiscal years ended July 31, 2025Fiscal years ended July 31, 2024
Subscription and support$970,885$731,296$549,087
License234,578251,935250,176
Services269,900219,228181,234
Total revenue1,475,3631,202,459980,497
Cost of revenue:
Subscription and support265,203235,106204,794
License1,9823,6244,536
Services260,810211,676187,806

Item 8.Financial Statements and Supplementary Data

FAQ

What is Guidewire Software, Inc.'s total revenue?
Guidewire Software, Inc. (GWRE) reported total revenue of $411.09M in Q2 2026.
How has Guidewire Software, Inc.'s total revenue changed year-over-year?
Guidewire Software, Inc.'s total revenue increased by 15.3% year-over-year, from $356.57M to $411.09M.
What is the long-term trend for Guidewire Software, Inc.'s total revenue?
Over 4 years (2022 to 2026), Guidewire Software, Inc.'s total revenue has grown at a 16.1% compound annual growth rate (CAGR), from $812.61M to $1.48B.
What does total revenue mean?
The aggregate of all revenue from the company's operations — the top line from which all profitability metrics are derived.

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