Guidewire Software delivered a solid QQ4 2025 performance, underscoring the resilience of its software platform and ongoing transition to cloud-based offerings. Revenue reached $356.6 million, up 22.32% year over year and 21.49% quarter over quarter, with gross profit of $231.8 million and a gross margin of 65.01%. Operating income was $29.6 million (8.30% margin) and EBITDA was $50.5 million (EBITDA margin 14.16%), while net income stood at $51.95 million and diluted EPS was $0.60–$0.62. The quarterly results reflected favorable operating leverage as Guidewire benefits from a higher mix of software and cloud-based services, alongside disciplined expense management. The reported tax benefit of $10.97 million contributed to the net income figure, illustrating non-cash or one-time accounting effects that should be monitored going forward. While the quarter demonstrates meaningful progress in scaling Guidewire’s cloud-enabled platforms, management did not publish formal forward guidance in the provided data; investors should assess the durability of gross margin in a higher cloud mix environment and the trajectory of operating expenses as revenue scales.