GWRE

Dec. 22, 2017 Summary Guidewire is now firmly embarked on multiple transitions that are obscuring higher growth rates and long-term margin prospects. The company’s dominance of the property/casualty insurance space is allowing it to win major deals to create digital solutions for its clients. The company’s transition to offering solutions in the cloud has placed…

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Sep. 11, 2017 Summary Guidewire reported the results of end of the year quarter last week. The company had a significant beat on revenues and showed massive operating leverage. The guidance was relatively conservative, partially to account for the early payment of a significant amount of invoices recognized last quarter. The company is in the…

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Jun. 13, 2017 Summary Earlier this month, Guidewire announced the results of its fiscal Q3. The quarterly results were substantially above prior forecasts and expectations, primarily due to the early close of a single substantial transaction. The company did raise its full-year forecast marginally, but many observers thought the management had guided down Q4 which…

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Mar. 9, 2017 Summary Guidewire reported the results of its fiscal Q2 about a week ago. The results were a beat and a raise – sort of. Guidewire shares have been languishing within a range for the last two years. There are signs that the market for its products is starting to trend upward. The…

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Jan. 10, 2017 Summary Guidewire’s shares have been punished for the last several weeks due to poor headline guidance. On careful examination, the headline guidance turns out not to reflect the underlying results of the company’s business. The company continues to successfully address one of the larger opportunities in the enterprise software universe and it…

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September 13, 2016 Summary Guidewire reported the results for its fiscal year that ended 7/31 last Thursday. The results were a strong top and bottom line beat. Company guidance was anemic at best, but represented both even more than usual conservatism and the impact of a new project. As a result of announcing the new…

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Feb. 18, 2016 Summary Guidewire shares have seen significant multiple compression based on faulty analogs with a few disappointing high-growth names. The company’s latest reported quarter showed growth acceleration and an improvement in most operating metrics beyond prior expectations. The company has a dominant market position selling core operating systems to automate many processes in…

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Mar. 2, 2016 Summary Guidewire reported very strong results for its fiscal Q2 on the evening of March 1st. The company did not choose to raise guidance materially. The shares responded modestly to the strong quarter, rising 4% on the day. Sub-headline numbers such as operating cash flow and a 28% growth in subscription licenses…

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