Q4: 2025-09-04 Earnings Summary
EPS of $0.84 beats by $0.21
| Revenue of $356.57M (22.32% Y/Y) beats by $18.72M
Guidewire Software, Inc. (NYSE:GWRE) Goldman Sachs Communacopia + Technology Conference 2025 September 9, 2025 11:10 AM EDT
Company Participants
Mike Rosenbaum – CEO & Director
Conference Call Participants
Adam Hotchkiss – Goldman Sachs Group, Inc., Research Division
Presentation
Adam Hotchkiss
Business Analyst
My name is Adam Hotchkiss. I cover the emerging software space here at Goldman. I’m really thrilled to have CEO of Guidewire, Mike Rosenbaum, here with us today. Thanks so much for kicking off the day with us.
Mike Rosenbaum
CEO & Director
You’re welcome. It’s great to be here.
Question-and-Answer Session
Adam Hotchkiss
Goldman Sachs Group, Inc., Research Division
Fantastic. I guess, for those in the audience that are maybe a little bit less familiar with Guidewire’s role in the P&C insurance ecosystem, maybe just give a quick refresher on what Guidewire does and the customers that you serve.
Mike Rosenbaum
CEO & Director
Okay. Sure thing. So we provide what’s called core systems to the P&C insurance industry. And the core systems, you want to think about as sort of the ERP system, the heart and lungs of an insurance company. We manage everything related to policy administration, claims and billing. And so you want to think about these things as very, very complicated implementations that are designed to operate for a very long time.
Without Guidewire, the insurance company doesn’t operate, and that’s why we like to say we’re the heart and lungs of the operation. The company has been around for about 25 years, and we’ve established a pretty healthy market share in the overall P&C industry.
Adam Hotchkiss
Goldman Sachs Group, Inc., Research Division
That’s great. Really good overview. You’ve been at Guidewire since 2019. I know there’s been ebbs and flows in the business model, moving from on-prem to cloud. Talk a little bit about your experience
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