{
  "id": 5429105,
  "title": "Guidewire Q4 FY26 slides: strong results, growth outlook disappoints",
  "url": "https://urgent.news/2026/09/03/guidewire-q4-fy26-slides-strong-results-growth-outlook-disappoints",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-09-03T22:30:54.000Z",
  "source": {
    "name": "Investing.com",
    "slug": "investing-com",
    "url": "https://www.investing.com/news/company-news/guidewire-q4-fy26-slides-strong-results-growth-outlook-disappoints-93CH-4888667"
  },
  "original_language": "en",
  "account": "Guidewire Software (GWRE) disclosed its fourth quarter fiscal 2026 results on September 3, 2026, achieving strong operational performance that surpassed market expectations. However, investors expressed disappointment over the company's future growth outlook. Key metrics included $411 million in revenue, up 15% year-over-year, and adjusted earnings per share of $0.99, both exceeding consensus estimates. Despite this, shares fell 14.82% in after-hours trading to $172.80, erasing a 5.24% gain from the regular session. The company's presentation highlighted robust gains in recurring revenue, profitability, and cash generation, but guidance for fiscal 2027 showed a 18% ARR growth, down from 19% in fiscal 2026, raising concerns about slowing momentum. Guidewire operates in the large P&C insurance market, valued at approximately $3 trillion, with its platform used by the top 340 insurers, accounting for over 85% of the total premium volume. The company serves 105 customers generating over $5 million in ARR across 44 countries, and its platform covers core insurance functions and includes AI services and a marketplace ecosystem. Despite these strong fundamentals, the 18% ARR growth guidance for fiscal 2027 sparked concerns about decelerating growth. The company reported significant improvement in profitability, with subscription and support gross margins expanding to 74% (GAAP) and 76% (non-GAAP) year-over-year, and both GAAP and non-GAAP operating income more than doubling and tripling, respectively.",
  "summary": null,
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}