Guidewire's third quarter 2026 revenue grew 27% to beat estimates, leading to a raised full-year outlook.

Guidewire reported third quarter fiscal 2026 revenue of $372.5 million, an increase of 27% year-over-year, with non-GAAP EPS of $0.82. Both figures surpassed analyst expectations. Citing the strong results and pipeline visibility, the company raised its full-year outlook for revenue, operating income, and cash flow.

Key Highlights

• Annual Recurring Revenue (ARR) grew 19% year-over-year to reach $1.147 billion, reflecting continued momentum in cloud platform adoption.
• Subscription and support revenue, a key indicator of the cloud transition, increased 35% year-over-year to $244.7 million.
• The company raised its full fiscal year 2026 revenue guidance to a range of $1,460 million to $1,470 million.