NYSE$GWRE
Guidewire Software Inc · Q2 2021 earnings
Q2 2021 earnings · · Investor relations
Briefing
Experienced strong sales activity across core, cloud, and analytics offerings, closing six cloud deals and five standalone wins for data and analytics solutions.
Guidewire Software announced its Q2 fiscal year 2021 financial results, reporting a 4% increase in total revenue compared to the same quarter in fiscal year 2020. The company closed six cloud deals, including five for InsuranceSuite and one for InsuranceNow, along with five standalone wins for its data and analytics solutions.
- Total revenue for the second quarter of fiscal year 2021 was $180.1 million, an increase of 4% from the same quarter in fiscal year 2020.
- Subscription and support revenue was $59.6 million, an increase of 20%.
- GAAP loss from operations was $27.1 million for the second quarter of fiscal year 2021, compared with $18.0 million for the comparable period in fiscal year 2020.
- Annual recurring revenue, or ARR, was $520 million as of January 31, 2021, compared to $514 million as of July 31, 2020.
Headline financials
Revenue & EPS history
Guidewire · Revenue · Quarterly
$180M
Revenue by segment
Guidewire · $180M total across 3 segments · Q2 2021
- License$77.9M+269.0%43.3%
- Subscription and Support$59.6M-43.2%33.1%
- Services$42.6M-10.1%23.7%
Forward guidance
Guidewire is issuing the following outlook for the third quarter of fiscal year 2021 based on current expectations:
Tailwinds
- ARR between $533 million and $536 million
- Total revenue between $155 million and $159 million
- Non-GAAP operating income (loss) between $(29) million and $(25) million
Headwinds
- Operating income (loss) between $(62) million and $(58) million
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 19 quarterly earnings reports · overlaid with Q2 2021
+2.7%
Avg return
Earnings day
-0.7%
Avg return
5 days after
-0.2%
Avg return
30 days after
58%
36 / 62 earnings
Positive
+32.2%
Q2 2012
Best reaction
-14.6%
Q3 2023
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q3 2026 | -9.7% | -22.7% | — | |
| Q2 2026 | +5.0% | -1.6% | -6.2% | |
| Q1 2026 | -2.2% | -8.6% | -13.0% | |
| Q4 2025 | +20.1% | +16.6% | +6.0% | |
| Q3 2025 | +16.3% | +18.0% | +5.6% | |
| Q2 2025 | -7.3% | -5.7% | -6.8% | |
| Q1 2025 | -14.3% | -17.3% | -16.8% | |
| Q4 2024 | +10.0% | +13.9% | +25.3% | |
| Q3 2024 | +16.2% | +18.5% | +26.8% | |
| Q2 2024 | +2.1% | -0.6% | +0.2% | |
| Q1 2024 | -0.2% | -0.5% | +7.1% | |
| Q4 2023 | +9.9% | +8.0% | +6.7% | |
| Q3 2023 | -14.6% | -11.8% | -8.3% | |
| Q2 2023 | +2.7% | -2.3% | +7.5% | |
| Q1 2023 | +4.5% | +9.0% | +5.1% | |
| Q4 2022 | -1.7% | +1.4% | -4.8% | |
| Q3 2022 | +1.4% | -5.4% | -5.1% | |
| Q2 2022 | +2.0% | -2.4% | +4.8% | |
| Q1 2022 | -1.5% | +2.5% | +0.5% | |
| Q4 2021 | +3.8% | +3.6% | +0.0% | |
| Q3 2021 | +4.1% | +6.5% | +16.1% | |
| Q2 2021 | -7.1% | -8.0% | -6.6% | |
| Q1 2021 | -3.6% | -1.8% | +5.6% | |
| Q4 2020 | +0.1% | -1.6% | -12.2% | |
| Q3 2020 | -1.2% | +2.1% | +5.4% | |
| Q2 2020 | -11.7% | -21.4% | -30.2% | |
| Q1 2020 | -6.6% | -10.2% | -7.0% | |
| Q4 2019 | +16.1% | +13.0% | +12.6% | |
| Q3 2019 | -1.8% | +0.2% | +5.9% | |
| Q2 2019 | +2.7% | +2.4% | +13.8% | |
| Q1 2019 | -8.6% | -8.3% | -17.1% | |
| Q4 2018 | -2.3% | -3.0% | -4.5% | |
| Q3 2018 | -2.3% | -6.8% | -4.7% | |
| Q2 2018 | +7.3% | +3.5% | -4.3% | |
| Q1 2018 | -8.7% | -13.5% | -8.9% | |
| Q4 2017 | +6.3% | +5.9% | +3.9% | |
| Q3 2017 | +4.4% | +4.4% | +3.4% | |
| Q2 2017 | +3.3% | +2.7% | +1.3% | |
| Q1 2017 | -4.6% | -10.3% | -14.4% | |
| Q4 2016 | -1.5% | -2.2% | -6.0% | |
| Q3 2016 | +5.0% | +5.8% | +4.7% | |
| Q2 2016 | +6.5% | — | — | |
| Q1 2016 | +0.7% | — | — | |
| Q4 2015 | -2.2% | — | — | |
| Q3 2015 | +10.1% | — | — | |
| Q2 2015 | -2.8% | — | — | |
| Q1 2015 | +0.5% | — | — | |
| Q4 2014 | +0.2% | — | — | |
| Q3 2014 | -1.9% | — | — | |
| Q2 2014 | +7.0% | — | — | |
| Q1 2014 | +1.6% | — | — | |
| Q4 2013 | -6.3% | — | — | |
| Q3 2013 | +3.6% | — | — | |
| Q2 2013 | +19.0% | — | — | |
| Q1 2013 | +5.3% | — | — | |
| Q4 2010 | -4.9% | — | — | |
| Q4 2012 | +13.0% | — | — | |
| Q3 2011 | -2.5% | — | — | |
| Q3 2012 | +4.5% | — | — | |
| Q4 2011 | +26.1% | — | — | |
| Q2 2011 | +26.1% | — | — | |
| Q2 2012 | +32.2% | — | — | |
| Q1 2012 | — | — | — | |
| Q1 2011 | — | — | — |
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