Guidewire Software (GWRE) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

Guidewire Software (GWRE) reported $356.57 million in revenue for the quarter ended July 2025, representing a year-over-year increase of 22.3%. EPS of $0.84 for the same period compares to $0.62 a year ago.The reported revenue represents a surprise of +5.76% over the Zacks Consensus Estimate of $337.15 million. With the consensus EPS estimate being $0.62, the EPS surprise was +35.48%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.Here is how Guidewire Software performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:Annual recurring revenue: $1.03 billion versus the four-analyst average estimate of $1.02 billion.Revenue- Subscription and support: $201.89 million versus $194.68 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +33% change.Revenues- License: $93.64 million versus the five-analyst average estimate of $86.17 million. The reported number represents a year-over-year change of +5.4%.Revenues- Services: $61.04 million versus the five-analyst average estimate of $56.81 million. The reported number represents a year-over-year change of +20.1%.Gross profit- Subscription and support: $137.32 million versus the four-analyst average estimate of $131.32 million.Gross profit- Services: $1.76 million versus $4.72 million estimated by four analysts on average.Gross profit- License: $92.73 million versus $84.37 million estimated by four analysts on average.View all Key Company Metrics for Guidewire Software here>>>Shares of Guidewire Software have returned -2.8% over the past month versus the Zacks S&P 500 composite's +3.6% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.Radical New Technology Could Hand Investors Huge GainsQuantum Computing is the next technological revolution, and it could be even more advanced than AI.While some believed the technology was years away, it is already present and moving fast. Large hyperscalers, such as Microsoft, Google, Amazon, Oracle, and even Meta and Tesla, are scrambling to integrate quantum computing into their infrastructure.Senior Stock Strategist Kevin Cook reveals 7 carefully selected stocks poised to dominate the quantum computing landscape in his report, Beyond AI: The Quantum Leap in Computing Power.Kevin was among the early experts who recognized NVIDIA's enormous potential back in 2016. Now, he has keyed in on what could be "the next big thing" in quantum computing supremacy. Today, you have a rare chance to position your portfolio at the forefront of this opportunity.See Top Quantum Stocks Now >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Guidewire Software, Inc. (GWRE): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks