Report
Rodney Nelson
EUR 147.86 For Business Accounts Only

Evolving Strategy, IT Landscape Setting Up Opportunistic 2017 for Guidewire; Shares Fairly Valued

Guidewire’s fourth-quarter results were modestly ahead of our expectations, as the firm outperformed our term license expectations while delivering solid profitability. Management’s 2017 guidance was somewhat convoluted, as the company expects a modest re-ramping of investment to meet demand for the firm’s products. While these developments will create a drag on next year’s profitability, we think this serves as a strong signal for long-term license revenue growth, particularly as tier one insur...
Underlying
GUIDEWIRE SOFTWARE INC

Guidewire Software provides a technology platform, composed of software, services, and a partner ecosystem, for the property and casualty insurance industry. Guidewire InsurancePlatform? consists of cloud and on-premise applications to support core operations, data management and analytics, and digital engagement and is connected to various data sources and third party applications. The company's operational platforms include: Guidewire InsuranceSuite, which comprises of PolicyCenter, BillingCenter, and ClaimCenter applications; and Guidewire InsuranceNow, which provides policy, billing and claims management functionality to insurers that prefer to subscribe to a cloud-based, all-in-one solution.

Provider
Morningstar
Morningstar

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors.

Morningstar provides data on approximately 530,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 18 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries and had approximately $185 billion in assets under advisement and management as of June 30, 2016.

We have operations in 27 countries.

Analysts
Rodney Nelson

Other Reports on these Companies
Other Reports from Morningstar

ResearchPool Subscriptions

Get the most out of your insights

Get in touch