Guidewire Software, Inc. income statement
In fiscal 2026, Guidewire Software, Inc. reported revenue of $1.48bn, up 22.7% on the year before, operating income of $150m (a 10.2% margin) and net income of $139m, or $1.63 per diluted share. Every line below comes from the company's 10-K and 10-Q filings; column headings link to the filing.
Income statement
| Fiscal year | 2010Jul 2010 | 2011Jul 2011 | 2012Jul 2012 | 2013Jul 2013 | 2014Jul 2014 | 2015Jul 2015 | 2016Jul 2016 | 2017Jul 2017 | 2018Jul 2018 | 2019Jul 2019 | 2020Jul 2020 | 2021Jul 2021 | 2022Jul 2022 | 2023Jul 2023 | 2024Jul 2024 | 2025Jul 2025 | 2026Jul 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 145 | 172 | 232 | 301 | 350 | 381 | 424 | 510 | 653 | 720 | 742 | 743 | 813 | 905 | 980 | 1,202 | 1,475 |
| Cost of revenue | 55 | 68 | 90 | 126 | 149 | 147 | 152 | 192 | 297 | 324 | 338 | 354 | 435 | 447 | 397 | 450 | 528 |
| Gross profit | 89 | 104 | 142 | 175 | 201 | 233 | 273 | 318 | 356 | 395 | 404 | 390 | 377 | 458 | 583 | 752 | 947 |
| Research and development | 28 | 35 | 49 | 63 | 76 | 93 | 112 | 130 | 172 | 189 | 201 | 201 | 229 | 250 | 269 | 296 | 340 |
| Selling and marketing | 27 | 29 | 37 | 51 | 71 | 82 | 93 | 109 | 124 | 131 | 142 | 151 | 183 | 188 | 199 | 230 | 259 |
| General and administrative | 16 | 24 | 27 | 31 | 35 | 41 | 51 | 57 | 76 | 74 | 85 | 143 | 165 | 170 | 168 | 184 | 198 |
| Operating income | 18 | 7 | 29 | 30 | 18 | 16 | 16 | 22 | −16 | 1 | −24 | −106 | −199 | −149 | −53 | 41 | 150 |
| Interest expense | — | — | — | — | — | — | 0 | 0 | 6 | 17 | 18 | 19 | 19 | 7 | 7 | 13 | 13 |
| Income before tax | 18 | 8 | 29 | 30 | 20 | 17 | 21 | 29 | −8 | 12 | −24 | −104 | −230 | −134 | −27 | 49 | 164 |
| Income tax | 2 | −27 | 10 | 5 | 5 | 7 | 6 | 10 | 18 | −8 | 3 | −38 | −49 | −22 | −21 | −20 | 25 |
| Net income | 4 | 12 | 13 | 25 | 15 | 10 | 15 | 18 | −27 | 21 | −27 | −67 | −180 | −112 | −6 | 70 | 139 |
| Diluted EPS | $0.30 | $0.76 | $0.32 | $0.40 | $0.21 | $0.14 | $0.20 | $0.24 | −$0.34 | $0.25 | −$0.33 | −$0.79 | −$2.16 | −$1.36 | −$0.07 | $0.81 | $1.63 |
| Diluted shares (average) | 16m | 18m | 42m | 62m | 69m | 72m | 74m | 75m | 78m | 83m | 83m | 84m | 84m | 82m | 82m | 86m | 85m |
| EBITDA | 19 | 9 | 32 | 35 | 25 | 24 | 25 | 41 | 20 | 41 | 19 | −69 | −166 | −125 | −30 | 65 | 178 |
| Quarter | 2025 Q1Oct 2024 | 2025 Q2Jan 2025 | 2025 Q3Apr 2025 | 2025 Q4Jul 2025 | 2026 Q1Oct 2025 | 2026 Q2Jan 2026 | 2026 Q3Apr 2026 | 2026 Q4Jul 2026 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 263 | 289 | 294 | 357 | 333 | 359 | 373 | 411 |
| Cost of revenue | 105 | 110 | 111 | 125 | 123 | 128 | 136 | 141 |
| Gross profit | 158 | 179 | 183 | 232 | 210 | 232 | 237 | 270 |
| Research and development | 69 | 70 | 73 | 84 | 78 | 83 | 88 | 91 |
| Selling and marketing | 51 | 55 | 58 | 66 | 64 | 61 | 68 | 65 |
| General and administrative | 43 | 42 | 48 | 52 | 48 | 48 | 50 | 52 |
| Operating income | −5 | 12 | 4 | 30 | 18 | 38 | 31 | 62 |
| Interest expense | 2 | 4 | 4 | 3 | 3 | 3 | 3 | 3 |
| Income before tax | 3 | −43 | 49 | 41 | 25 | 75 | 20 | 45 |
| Income tax | −6 | −6 | 3 | −11 | −7 | 14 | 3 | 14 |
| Net income | 9 | −37 | 46 | 52 | 31 | 60 | 16 | 31 |
| Diluted EPS | $0.11 | −$0.45 | $0.54 | $0.60 | $0.36 | $0.70 | $0.19 | $0.37 |
| EBITDA | 1 | 17 | 10 | 36 | 25 | 45 | 38 | 70 |
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