Guidewire sets June 4 earnings release, investor webcast for third quarter 2026

Guidewire is set to give the P&C software market another hard look at whether modernization demand is still turning into real business. The company said it will release financial results for the fiscal quarter ended April 30, 2026, after market close on June 4, then follow with an investor webcast that could say a lot about cloud momentum, services mix, and how well its core-platform pitch is holding up.

The webcast is scheduled for 2:00 p.m. PT, or 5:00 p.m. ET, and the live audio feed will be available through Guidewire’s Investor Relations website. That makes the timing straightforward, but the stakes are bigger than a routine earnings date. Guidewire remains one of the most closely watched public companies in P&C core systems, and every update now doubles as a read on whether insurers are still funding long modernization cycles or starting to pull back.

Investors will compare the June 4 report against a solid prior quarter. For the quarter ended January 31, 2026, Guidewire reported revenue of $359.1 million, up 24% year over year, with annual recurring revenue at $1.121 billion. Subscription and support revenue reached $237.2 million, up 33% from a year earlier. That is the kind of run-rate that changes the conversation: once a software vendor is past the billion-dollar ARR mark, the market expects execution to stay tight and expansion to keep coming from cloud conversions, retention, and larger platform footprints.

The longer arc matters too. In the fiscal fourth quarter and full year ended July 31, 2025, Guidewire said it executed 19 cloud deals and surpassed $1 billion in ARR. That set a tougher benchmark for the current fiscal year, because now the question is not whether Guidewire can get to scale, but whether it can keep scaling without losing discipline in implementation or customer economics.

The company has also been leaning hard into the AI side of the story. On May 20, Guidewire released a European Insurance Consumer Survey showing that almost one-third of UK customers were comfortable with insurers using AI to set policy prices, but only with human oversight and strong safeguards. Guidewire introduced ProNavigator in April as part of its AI and workflow strategy, and recent news flow has included customer and product items tied to Ethias, IAG New Zealand, Sompo Group, and NFU Mutual. Taken together, the June 4 call is likely to read less like a simple earnings checkpoint and more like a test of whether Guidewire’s cloud and AI agenda is still matching the way carriers want to buy, modernize, and stay competitive.