Guidewire Q4 Beats Estimates, Revenue And ARR Surge
Guidewire Q4 Beats Estimates, Revenue And ARR Surge
Adjusted income from operations increased to $49.0 million from $44.7 million a year ago quarter. Adjusted EPS of $0.62 exceeded the consensus of $0.54.Guidewire Software, Inc. (NYSE:GWRE) shares are trading higher after the company reported fourth-quarter results on Thursday.
Guidewire Software, Inc.（紐交所：GWRE）股價上漲，因該公司週四發佈了第四季度業績報告。
Total revenue rose 8% Y/Y to $291.5 million, beating the consensus of $283.9 million. Subscription and support revenue increased by 29% Y/Y to $151.8 million, while license revenue decreased by 12% Y/Y to $88.9 million. Also, Services revenue fell by 2% to $50.8 million in the quarter.
總營業收入同比增長8%，達到2,915萬美元，超過了預期的2,839萬美元。訂閱和支持營收同比增長29%，達到1,518萬美元，而許可收入同比下降12%，達到889萬美元。同時，服務收入在本季度下降了2%，爲508萬美元。
As of July-end, annual recurring revenue (ARR) was $872 million, up from $763 million on July 31, 2023.
截至7月末，年度循環收入（ARR）爲8,720萬美元，高於2023年7月31日的7,630萬美元。
Adjusted income from operations increased to $49.0 million from $44.7 million a year ago quarter. Adjusted EPS of $0.62 exceeded the consensus of $0.54.
經調整的營業利潤從去年同期的4,470萬美元增至4,900萬美元。每股收益（EPS）爲0.62美元，超過了預期的0.54美元。
As of July-end, Guidewire held $1.129 billion in cash, cash equivalents, and investments. In FY24, Guidewire generated $195.7 million in cash from operations and did not repurchase any shares of common stock.
截至7月末，Guidewire持有11.29億美元的現金、等值現金和投資。FY24年，Guidewire運營現金流量爲1,957萬美元，並未回購任何普通股。
Mike Rosenbaum, chief executive officer, said, "We enter the new fiscal year positioned well to continue accelerating modernization programs in the P&C industry and delivering increasing value to P&C insurers' drive for greater agility and innovation."
首席執行官Mike Rosenbaum表示：「我們進入新的財年，爲繼續加速P&C行業的現代化項目併爲P&C保險公司提供更大的靈活性和創新價值。」
Outlook: Guidewire projects first-quarter total revenue of $251 million – $257 million ($236.1 million estimate) and expects FY 2025 revenue of $1.135 billion – $1.149 billion (vs. street view of $1.093 billion).
展望：Guidewire預計第一季度總營業收入爲2,510萬美元至2,570萬美元（預計爲2,361萬美元），並預計2025財年營業收入爲1.135億至1.149億美元（市場預期爲1.093億美元）。
The company expects an ARR of $869 million – $874 million in the first quarter and $995 million to $1.005 billion in FY25.
該公司預計第一季度的ARR爲8,690萬至8,740萬美元，2025財年爲9,950萬至10.05億美元。
Investors can gain exposure to the stock via Global X PropTech ETF (NASDAQ:PTEC) and Global X FinTech ETF (NASDAQ:FINX).
投資者可以通過全球X PropTech etf（納斯達克：PTEC）和全球X FinTech etf（納斯達克：FINX）獲得該股票的暴露。
Price Action: GWRE shares are up 8.38% at $155.99 premarket at the last check Friday.
價格走勢：GWRE股票在上週五最後檢查時的盤前交易價格上漲了8.38%，至155.99美元。
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Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
免責聲明：本內容部分使用人工智能工具生成，並經Benzinga編輯審核發佈。
譯文內容由第三人軟體翻譯。
