Guidewire Cloud ARR Tops $1 Billion

Guidewire Software(NYSE:GWRE) reported Q4 2025 earnings on September 4, 2025, with annual recurring revenue (ARR) rising 19% year over year (YoY) to $1.032 billion in fiscal 2025 (period ended July 31, 2025), and fully ramped ARR up 22% YoY, exceeding $1 billion for the first time. Q4 fiscal 2025 featured a landmark ten-year cloud commitment with Liberty Mutual, strengthening long-term revenue visibility and affirming cloud leadership. This summary highlights management’s insights on cloud migration momentum, platform ecosystem advantages, and strategic innovation around analytics and AI.The cloud transition continues to accelerate, with double cloud ARR—which includes all cloud products and migrations—growing 36% year over year to comprise 74% of total ARR in fiscal 2025. Subscription and support gross margin (non-GAAP) improved to 70%, up four percentage points year over year in fiscal 2025, as the cloud install base expanded rapidly.With 74% of ARR now derived from cloud offerings in fiscal 2025, Guidewire reported higher overall, subscription, and support gross margins compared to the prior year.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool