GWRE · Guidewire Software, Inc.

Summary

Guidewire Software, Inc. announced unaudited financial results for the fiscal second quarter ended January 31, 2026, reporting total revenue of $359.1 million (up 24% year-over-year), ARR of $1,121 million (up 22% from July 31, 2025), and raised full-year FY2026 guidance. The company authorized a new $500 million share repurchase program in January 2026.

Key takeaways

• Total revenue Q2 FY2026: $359.1 million (+24% YoY)
• Subscription and support revenue: $237.2 million (+33% YoY)
• ARR as of Jan 31, 2026: $1,121 million
• GAAP net income: $60.1 million; Non-GAAP net income: $100.7 million
• New $500 million share repurchase authorization in Jan 2026; $490 million remaining
• Raised FY2026 total revenue guidance to $1,438-$1,448 million