Guidewire Software Inc. 2026年度季度报告

FORM 10-Q Indicate by check mark whether the registrant (1)has filed all reports required to be filed by Section13 or 15(d) of the SecuritiesExchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submittedpursuant to Rule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smallerreporting company or an emerging growth company. See definition of “large accelerated filer,” “accelerated filer,” “smaller reporting Large accelerated filer☒Non-accelerated filer☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period forcomplying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the ExchangeAct).Yes☐No☒ On February27, 2026, the registrant had 84,657,470 shares of common stock issued and outstanding. Guidewire Software, Inc. Index Part I – Financial Information Item1.Financial Statements (unaudited):Condensed Consolidated Balance Sheets as ofJanuary31, 2026 andJuly31, 2025Condensed Consolidated Statements of Operations for the Three and Six Months EndedJanuary31, 2026and 2025 FORWARD-LOOKING STATEMENTS The section titled “Management’s Discussion and Analysis of Financial Condition and Results of Operations” as well as otherparts of this Quarterly Report on Form 10-Q and certain information incorporated herein by reference contain forward-lookingstatements within the meaning of the Securities Act of 1933, as amended (the “Securities Act”), and the Securities Exchange Act of1934, as amended (the “Exchange Act”), which are subject to risks and uncertainties. The forward-looking statements may includestatements concerning, among other things, our business strategy (including anticipated trends and developments in, and managementplans for, our business, and the markets in which we operate), financial results, results of operations, revenue, gross margins,operating expenses, services, products, projected costs and capital expenditures, research and development programs, cloudoperations, cybersecurity effectiveness, sales and marketing initiatives, and competition. In some cases, you can identify these Forward-looking statements are not guarantees of future performance and involve risks and uncertainties. The forward-lookingstatements contained in this Quarterly Report on Form 10-Q are based on information available to us as of the filing date of this We do not undertake any obligation to update any forward-looking statements in this Quarterly Report on Form 10-Q or in any ofour other communications, except as required by law. All such forward-looking statements should be read as of the time the statements Unless the context requires otherwise, we are referring to Guidewire Software, Inc., together with its subsidiaries, when we usethe terms “Guidewire,” the “Company,” “we,” “our,” or “us.” When using the term “products,” we are generally referring to both our GUIDEWIRE SOFTWARE, INC. AND SUBSIDIARIESCONDENSED CONSOLIDATED BALANCE SHEETS GUIDEWIRE SOFTWARE, INC. AND SUBSIDIARIESCONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS GUIDEWIRE SOFTWARE, INC. AND SUBSIDIARIESCONDENSED CONSOLIDATED STATEMENTS OF CHANGES IN STOCKHOLDERS’ EQUITY GUIDEWIRE SOFTWARE, INC. AND SUBSIDIARIESNOTES TO CONDENSED CONSOLIDATED FINANCIAL STATEMENTS 1. The Company and Summary of Significant Accounting Policies and Estimates Company Guidewire Software, Inc., a Delaware corporation, was incorporated on September20, 2001. Guidewire Software, Inc., togetherwith its subsidiaries (the “Company”), provides a technology platform which combines core systems of record with digital, analytics,and artificial intelligence (“AI”) applications. The Company’s technology platform supports core insurance operations, includingunderwriting, policy administration, claim management, and billing; insights into data that can improve business decision making; and Basis of Presentation and Consolidation The condensed consolidated financial statements have been prepared in accordance with generally accepted accounting principlesin the United States of America (“GAAP”). The condensed consolidated financial statements and notes include the Company and itswholly owned subsidiaries and reflect all adjustments (all of which are normal and recurring in nature) that, in the opinion ofmanagement, are necessary for a fair presentation of the interim periods presented. All intercompany balances and transactions havebeen eliminated in consolidation. Cert