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StocksMedium•13 April 2026•

1 min read

Guidewire Software Sees Strong Growth Driven by Cloud Adoption and Record RPO

Key Facts

1Fully ramped ARR reached $1.42B in Q2, signaling a robust growth runway.

2Remaining Performance Obligations (RPO) surged 63% year-over-year to $3.5B.

Guidewire Software (GWRE) is demonstrating a durable growth trajectory as the insurance industry increasingly shifts toward cloud-based platforms. The company reported that its fully ramped Annual Recurring Revenue (ARR) reached $1.42 billion in the second quarter, signaling a robust runway for future expansion. A significant highlight was the 63% year-over-year surge in Remaining Performance Obligations (RPO), which now stands at $3.5 billion. This growth is supported by an increase in average new deal durations, which now exceed six years, reflecting deep long-term customer commitments. Analysts suggest that the broadening demand beyond single large clients provides high revenue visibility and financial stability for the stock. Overall, the company's performance underscores its strengthening position within the Insurtech and SaaS sectors.