Guidewire Software (GWRE) came out with quarterly earnings of $0.62 per share, beating the Zacks Consensus Estimate of $0.52 per share. This compares to earnings of $0.74 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 19.23%. A quarter ago, it was expected that this provider of software to the insurance industry would post earnings of $0.13 per share when it actually produced earnings of $0.26, delivering a surprise of 100%. ...

财务业绩 - 2024财年全年总收入为9.805亿美元，同比增长8%[2] - 2024财年订阅和支持收入为5.491亿美元，同比增长28%[2] - 2024财年7月31日年度经常性收入(ARR)为8.64亿美元，同比增长14%[2] - 2024财年非GAAP营业利润为9950万美元，同比增长747%[3] - 2024财年第四季度总收入为2.915亿美元，同比增长8%[5] - 2024财年第四季度非GAAP净利润为5400万美元[6] - 预计2025财年ARR将达到9.95亿美元至10.05亿美元[7] - 预计2025财年总收入将达到11.35亿美元至11.49亿美元[7] - 预计2025财年非GAAP营业利润将达到1.57亿美元至1.71亿美元[7] - 预计2025财年经营活动现金流将达到2.2亿美元至2.5亿美元[7] 收入构成 - 公司总收入为9.805亿美元，同比增长8.3%[18] - 订阅和支持收入为5.491亿美元，同比增长27.8%[18] - 许可收入为2.502亿美元，同比下降5.8%[18] - 服务收入为1.812亿美元，同比下降13.7%[18] 现金流及财务状况 - 现金及现金等价物为5.480亿美元，较上年同期增加36.4%[16] - 短期投资为4.556亿美元，较上年同期增加14.8%[16] - 净亏损为610.3万美元，上年同期净亏损11.185亿美元[18] 费用情况 - 研发投入为2.694亿美元，占总收入的27.5%[18] - 销售及营销费用为1.990亿美元，占总收入的20.3%[18] - 一般及行政费用为1.675亿美元，占总收入的17.1%[18] 季度财务数据 - 公司三个月营业收入为1.864亿美元，同比增长13.9%[22] - 公司三个月非GAAP毛利润为1.952亿美元，同比增长13.0%[22] - 公司三个月非GAAP营业利润为4.897亿美元，同比增长9.5%[22] - 公司三个月非GAAP净利润为5.401亿美元，同比下降13.9%[22] - 公司三个月GAAP净利润为1.676亿美元，同比增长37.0%[22] - 公司三个月经营活动产生的现金流为1.938亿美元，同比增长12.0%[20] - 公司三个月投资活动使用的现金流为7,292万美元，同比减少182.3%[20] - 公司三个月筹资活动产生的现金流为1,041万美元，同比减少102.2%[20] - 公司三个月末现金及现金等价物余额为5.492亿美元，较上年同期增加34.9%[20] 每股数据 - 公司在2024财年第三季度和全年的非GAAP每股收益分别为0.62美元和1.35美元[24] - 公司在2024财年第三季度和全年的GAAP每股收益分别为0.20美元和-0.07美元[24] - 公司在2024财年第三季度和全年的自由现金流分别为1.89亿美元和1.77亿美元[27] 未来展望 - 公司在2025财年第一季度和全年的非GAAP经营利润预计分别为1800万美元和1.71亿美元[29] - 公司在2025财年第一季度和全年的GAAP经营利润预计分别为-1800万美元和1000万美元[29] 非经常性项目 - 公司在2024财年第三季度和全年的股票期权费用分别为0.44美元和1.78美元[24] - 公司在2024财年第三季度和全年的无形资产摊销费用分别为0.02美元和0.07美元[24] - 公司在2024财年第三季度和全年的收购对价延期费用分别为0美元和-0.01美元[24] - 公司在2024财年第三季度和全年的债务发行成本摊销费用分别为0.01美元和0.02美元[24] - 公司在2024财年第三季度和全年的战略投资公允价值变动收益分别为0.03美元和0.02美元[24]

文章核心观点 - 公司的订阅和支持业务是增长的主要驱动力，毛利率也最高 [6][7] - 公司整体财务状况良好，现金充足，负债较低 [4][5] - 公司的非GAAP业绩显示持续强劲的盈利能力和增长潜力 [9][10][11] - 但由于员工股权激励的影响，公司的GAAP业绩和每股收益存在一定折扣 [2][3][15][16] 根据目录分别总结 财务状况 - 公司拥有充足的营运资金和现金储备，负债水平较低 [4][5] - 公司资产负债表健康，为未来发展提供有力支撑 [4] 经营业绩 - 订阅和支持业务是公司的主要增长引擎，毛利率较高 [6][7] - 公司整体收入和利润均实现大幅增长，经营效率持续提升 [8][9][10] - 非GAAP业绩显示公司具有持续的盈利能力和增长潜力 [9][10][11] 估值分析 - 公司当前估值较高，存在一定估值风险 [17][20] - 但市场情绪仍较为乐观，未来走势存在较大不确定性 [17][20] - 员工股权激励对GAAP业绩和每股收益造成一定折扣 [2][3][15][16]

Guidewire Software, Inc. (GWRE) is slated to report fourth-quarter fiscal 2024 results on Sept. 5. Management expects revenues in the range of $279-$287 million. The Zacks Consensus Estimate is pegged at $283.2 million, indicating a 4.9% increase from the prior-year quarter. The consensus estimate for the bottom line is pegged at 52 cents, unchanged in the past 60 days. GWRE reported earnings of 74 cents per share in the year-ago period. GWRE has a trailing four-quarter earnings surprise of 109.2%, on avera ...

Guidewire Software (GWRE) shares have been performing well on the trading front with a gain of 36.1% year to date (YTD) compared with the S&P 500 composite and sub-industry's growth of 17.6% and 10.3%, respectively. The stock is still down 3.5% from its 52-week high of $153.85. Improving financial performance is buoying the good run on the trading front. The company's earnings surpassed the Zacks Consensus Estimate in each of the trailing four quarters, with an average surprise of 109.2% Guidewire is a prov ...

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In the 'long' context, investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even though momentum is a popular stock char ...

Guidewire Software, Inc. (GWRE) recently introduced Built by Guidewire integrations with Box. This innovative solution is now available in the Guidewire Marketplace, allowing access to ClaimCenter, PolicyCenter and BillingCenter users on Guidewire Cloud. This advanced technology is designed to offer a comprehensive solution for managing content throughout its lifecycle by bridging the Box Content Cloud with Guidewire.Box, an intelligent cloud-based platform,  provides a cutting-edge cloud-based platform to ...

Guidewire Software NYSE: GWRE stock price has increased 150% in the last eighteen months because of the utility it provides insurers. The company operates as a B2B cloud-based SaaS that provides a suite of platforms for property and casualty insurers. The suite can be used piecemeal or as an end-to-end solution for group and self-managed plans. Guidewire Software TodayGWREGuidewire Software$139.38 +0.39 (+0.28%) 52-Week Range$74.03▼$139.91Price Target$133.08Add to WatchlistThe benefits of using Guidewire in ...

Guidewire Software's (GWRE) shares have been performing well on the trading front with a gain of 24.3% year to date compared with 14.9% growth of the S&P 500 composite. The sub-industry has declined 2.3% over the same time frame.   Guidewire is a provider of software solutions for P&C insurers. Its cloud platform boasts a trusted infrastructure with modular and interconnected cloud services to aid insurers in upgrading their core operations. The platform has scalability as well as the ability to embed analy ...

Poca Wander Stock Investment Outlook Guidewire Software (NYSE:GWRE) recently reported its FQ3 2024 financial results, beating both revenue and earnings consensus estimates. I previously wrote about GWRE in February with a Buy outlook due to an improving insurer outlook and scalable revenue mix. Since then, most of the company's performance improvement has come from negative operating margin reduction and its stock has been heavily re-rated by the market over the past 12 months. I'm not certain whether manag ...