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Guidewire Software Inc GWRE

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Guidewire’s Investor Day Shows the Cloud Transition Is Progressing Smoothly; FVE Still $126

Dan Romanoff, CPA Equity Analyst

Analyst Note

| Dan Romanoff, CPA |

Our $126 per share fair value estimate for wide-moat Guidewire is unchanged after its virtual analyst day that contained no surprises but probably lifted investor confidence that the worst is over. While it has been rocky for investors over the last two years, we agree with management that the transition is now moving along relatively smoothly. Management’s prepared remarks centered around progress on the company’s transition to the cloud, which it characterized as slightly ahead of schedule compared to the vision laid out at last year’s analyst day. Guidewire also provided modest adjustments to its medium-term operating model. While there were some interesting details, we did not come away with any big change in our thinking that Guidewire is the leader in core software systems for the property and casualty insurance market and that the transition to the cloud is better for the company, its customers, and investors alike.

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Company Profile

Business Description

Guidewire Software provides software solutions for property and casualty insurers. Flagship product InsuranceSuite is an on-premises system of record and comprises ClaimCenter, a claims management system; PolicyCenter, a policy management system including policy definitions, quotas, issuance, maintenance, and renewal; and BillingCenter, for billing management, payment plans, and agent commissions. The company also offers InsuranceNow, a cloud-based offering, as well as a variety of other add-on applications.

2850 S. Delaware Street, Suite 400
San Mateo, CA, 94403
T +1 650 357-9100
Sector Technology
Industry Software - Application
Most Recent Earnings Jul 31, 2021
Fiscal Year End Jul 30, 2022
Stock Type Distressed
Employees 2,942