Guidewire's Cloud & AI Strategy Drives Q3 Success
Update: 2025-12-10
Description
Guidewire Softwares Q3 results surpassed expectations, with revenue reaching $332.6 million, driven by robust cloud business growth. The companys CEO, Mike Rosenbaum, attributed this success to increased adoption of their cloud platform for property and casualty services. Guidewire reported adjusted earnings per share of $0.66, exceeding predictions. During the earnings call, analysts questioned Guidewires AI strategy and pricing, but Rosenbaum clarified their open platform approach and AI pricing linked to direct written premium. The company raised its full-year revenue guidance to $1.41 billion, focusing on customer cloud migration, new product adoption, and AI integration impact.
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