GUIDEWIRE $GWRE Q4’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $411.1M (Est. $402M) 🟢; +15% YoY 🔹 Adj. EPS: $0.99 (Est. $0.94) 🟢; +22% YoY 🔹 Non-GAAP Oper Income: $111.3M (Est. $91.6M) 🟢; +51% YoY 🔹 FCF: $276.7M (Est. $266M) 🟢 FY27 Guide: 🔹 Ending ARR: $1.45B-$1.46B (Est. $1.45B) 🟡 🔹 Total Revenue: $1.71B-$1.73B (Est. $1.7B) 🟢 🔹 Non-GAAP Oper Income: $403M-$423M (Est. $408M) 🟢 🔹 Subscription & Support Revenue: $1.24B-$1.25B 🔹 GAAP Operating Income: $197M-$217M 🔹 Operating Cash Flow: $445M-$465M Q1 Guide: 🔹 Total Revenue: $372M-$378M (Est. $387M) 🔴 🔹 Non-GAAP Oper Income: $64M-$70M (Est. $80M) 🟢 🔹 Ending ARR: $1.25B-$1.26B 🔹 Subscription & Support Revenue: $279M-$283M 🔹 GAAP Operating Income: $19M-$25M Segment Net Revenue: 🔹 Subscription & Support: $266.7M; +32% YoY 🔹 License: $77.1M; -18% YoY 🔹 Services: $67.3M; +10% YoY Other Q4 Metrics: 🔹 ARR: $1.24B 🔹 Cash From Operations: $283.9M Comments: 🔸 “AI is driving our momentum, as more of our insurance customers choose to align their AI transformation with Guidewire.” 🔸 “the lowest ARR gross attrition rate since we started measuring ARR”