Latest news with #Ariba
Yahoo
03-06-2025
- Business
- Yahoo
Guidewire's (NYSE:GWRE) Q1 Sales Top Estimates, Stock Soars
Insurance industry-focused software maker Guidewire (NYSE:GWRE) announced better-than-expected revenue in Q1 CY2025, with sales up 22% year on year to $293.5 million. Guidance for next quarter's revenue was better than expected at $336 million at the midpoint, 1.1% above analysts' estimates. Its non-GAAP profit of $0.88 per share was 88.1% above analysts' consensus estimates. Is now the time to buy Guidewire? Find out in our full research report. Revenue: $293.5 million vs analyst estimates of $286.6 million (22% year-on-year growth, 2.4% beat) Adjusted EPS: $0.88 vs analyst estimates of $0.47 (88.1% beat) Adjusted Operating Income: $46.06 million vs analyst estimates of $39.63 million (15.7% margin, 16.2% beat) Revenue Guidance for Q2 CY2025 is $336 million at the midpoint, above analyst estimates of $332.2 million Operating Margin: 1.5%, up from -6.9% in the same quarter last year Free Cash Flow Margin: 9.5%, down from 28.4% in the previous quarter Annual Recurring Revenue: $960 million at quarter end, up 15.9% year on year Billings: $286.2 million at quarter end, up 26.4% year on year Market Capitalization: $18.05 billion Founded by two individuals involved in the development of leading procurement software Ariba, Guidewire (NYSE:GWRE) offers insurance companies a software-as-a-service platform to help sell their products and manage their workflows. Reviewing a company's long-term sales performance reveals insights into its quality. Any business can put up a good quarter or two, but many enduring ones grow for years. Over the last three years, Guidewire grew its sales at a 12.6% annual rate. Although this growth is acceptable on an absolute basis, it fell short of our standards for the software sector, which enjoys a number of secular tailwinds. This quarter, Guidewire reported robust year-on-year revenue growth of 22%, and its $293.5 million of revenue topped Wall Street estimates by 2.4%. Company management is currently guiding for a 15.3% year-on-year increase in sales next quarter. Looking further ahead, sell-side analysts expect revenue to grow 13.5% over the next 12 months, similar to its three-year rate. This projection is admirable and indicates the market is forecasting success for its products and services. Software is eating the world and there is virtually no industry left that has been untouched by it. That drives increasing demand for tools helping software developers do their jobs, whether it be monitoring critical cloud infrastructure, integrating audio and video functionality, or ensuring smooth content streaming. Click here to access a free report on our 3 favorite stocks to play this generational megatrend. While reported revenue for a software company can include low-margin items like implementation fees, annual recurring revenue (ARR) is a sum of the next 12 months of contracted revenue purely from software subscriptions, or the high-margin, predictable revenue streams that make SaaS businesses so valuable. Guidewire's ARR punched in at $960 million in Q1, and over the last four quarters, its growth was solid as it averaged 14.7% year-on-year increases. This alternate topline metric grew slower than total sales, which likely means that the recurring portions of the business are growing slower than less predictable, choppier ones such as implementation fees. If this continues, the quality of its revenue base could decline. The customer acquisition cost (CAC) payback period represents the months required to recover the cost of acquiring a new customer. Essentially, it's the break-even point for sales and marketing investments. A shorter CAC payback period is ideal, as it implies better returns on investment and business scalability. Guidewire is extremely efficient at acquiring new customers, and its CAC payback period checked in at 17.7 months this quarter. The company's rapid recovery of its customer acquisition costs indicates it has a highly differentiated product offering and a strong brand reputation. These dynamics give Guidewire more resources to pursue new product initiatives while maintaining the flexibility to increase its sales and marketing investments. We were impressed by how significantly Guidewire blew past analysts' billings expectations this quarter. We were also happy its annual recurring revenue, EPS, adjusted operating income, and quarterly revenue guidance outperformed Wall Street's estimates. Overall, we think this was a solid quarter with some key areas of upside. The stock traded up 8.6% to $236.90 immediately after reporting. Sure, Guidewire had a solid quarter, but if we look at the bigger picture, is this stock a buy? We think that the latest quarter is just one piece of the longer-term business quality puzzle. Quality, when combined with valuation, can help determine if the stock is a buy. We cover that in our actionable full research report which you can read here, it's free. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
03-06-2025
- Business
- Yahoo
Guidewire's (NYSE:GWRE) Q1 Sales Top Estimates, Stock Soars
Insurance industry-focused software maker Guidewire (NYSE:GWRE) announced better-than-expected revenue in Q1 CY2025, with sales up 22% year on year to $293.5 million. Guidance for next quarter's revenue was better than expected at $336 million at the midpoint, 1.1% above analysts' estimates. Its non-GAAP profit of $0.88 per share was 88.1% above analysts' consensus estimates. Is now the time to buy Guidewire? Find out in our full research report. Revenue: $293.5 million vs analyst estimates of $286.6 million (22% year-on-year growth, 2.4% beat) Adjusted EPS: $0.88 vs analyst estimates of $0.47 (88.1% beat) Adjusted Operating Income: $46.06 million vs analyst estimates of $39.63 million (15.7% margin, 16.2% beat) Revenue Guidance for Q2 CY2025 is $336 million at the midpoint, above analyst estimates of $332.2 million Operating Margin: 1.5%, up from -6.9% in the same quarter last year Free Cash Flow Margin: 9.5%, down from 28.4% in the previous quarter Annual Recurring Revenue: $960 million at quarter end, up 15.9% year on year Billings: $286.2 million at quarter end, up 26.4% year on year Market Capitalization: $18.05 billion Founded by two individuals involved in the development of leading procurement software Ariba, Guidewire (NYSE:GWRE) offers insurance companies a software-as-a-service platform to help sell their products and manage their workflows. Reviewing a company's long-term sales performance reveals insights into its quality. Any business can put up a good quarter or two, but many enduring ones grow for years. Over the last three years, Guidewire grew its sales at a 12.6% annual rate. Although this growth is acceptable on an absolute basis, it fell short of our standards for the software sector, which enjoys a number of secular tailwinds. This quarter, Guidewire reported robust year-on-year revenue growth of 22%, and its $293.5 million of revenue topped Wall Street estimates by 2.4%. Company management is currently guiding for a 15.3% year-on-year increase in sales next quarter. Looking further ahead, sell-side analysts expect revenue to grow 13.5% over the next 12 months, similar to its three-year rate. This projection is admirable and indicates the market is forecasting success for its products and services. Software is eating the world and there is virtually no industry left that has been untouched by it. That drives increasing demand for tools helping software developers do their jobs, whether it be monitoring critical cloud infrastructure, integrating audio and video functionality, or ensuring smooth content streaming. Click here to access a free report on our 3 favorite stocks to play this generational megatrend. While reported revenue for a software company can include low-margin items like implementation fees, annual recurring revenue (ARR) is a sum of the next 12 months of contracted revenue purely from software subscriptions, or the high-margin, predictable revenue streams that make SaaS businesses so valuable. Guidewire's ARR punched in at $960 million in Q1, and over the last four quarters, its growth was solid as it averaged 14.7% year-on-year increases. This alternate topline metric grew slower than total sales, which likely means that the recurring portions of the business are growing slower than less predictable, choppier ones such as implementation fees. If this continues, the quality of its revenue base could decline. The customer acquisition cost (CAC) payback period represents the months required to recover the cost of acquiring a new customer. Essentially, it's the break-even point for sales and marketing investments. A shorter CAC payback period is ideal, as it implies better returns on investment and business scalability. Guidewire is extremely efficient at acquiring new customers, and its CAC payback period checked in at 17.7 months this quarter. The company's rapid recovery of its customer acquisition costs indicates it has a highly differentiated product offering and a strong brand reputation. These dynamics give Guidewire more resources to pursue new product initiatives while maintaining the flexibility to increase its sales and marketing investments. We were impressed by how significantly Guidewire blew past analysts' billings expectations this quarter. We were also happy its annual recurring revenue, EPS, adjusted operating income, and quarterly revenue guidance outperformed Wall Street's estimates. Overall, we think this was a solid quarter with some key areas of upside. The stock traded up 8.6% to $236.90 immediately after reporting. Sure, Guidewire had a solid quarter, but if we look at the bigger picture, is this stock a buy? We think that the latest quarter is just one piece of the longer-term business quality puzzle. Quality, when combined with valuation, can help determine if the stock is a buy. We cover that in our actionable full research report which you can read here, it's free. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Morocco World
04-05-2025
- Science
- Morocco World
Younes Nafid Receives Excellence Award from Saudi Arabia's Naif Arab University for Security Sciences
Rabat – Moroccan scholar and researcher Younes Nafid received this week the Excellence Award in Online Learning from Naif Arab University for Security Sciences in Saudi Arabia. He received the award on Thursday, recognizing his academic excellence and efforts in scientific research, teaching, and learning. Nafid is a professor in the Department of Criminal Law at the College of Criminal Justice and Forensic Sciences in Riyadh. He also serves as an advisor for scientific research and innovation at the same university. The Moroccan scholar authored various books and studies, and also supervised research projects and doctoral theses. A PhD in Criminal Law and Forensic Sciences from Mohammed First University in Oujda, Nafid previously worked in Moroccan universities as a professor, including Cadi Ayyad University and Chouaib Doukkali University. At the award ceremony, the Saudi university celebrated the Moroccan professor and his fellows, honoring the 'outstanding efforts in the fields of scientific research, teaching, and online learning, in line with the university's strategic vision to enhance the academic environment and support the Arab security system.' In addition to Nafid, several Moroccan professors and teachers were honored on an international scale for their efforts, contributing to enhancing research, teaching, and learning. In January, Messaoud Ariba, a Moroccan teacher, received an award at the Global Teacher Awards in New Delhi. Ariba was the sole representative of both North Africa and the Arab world at large, earning recognition from thousands of applicants during the ceremony. 'For me, this is not just about personal achievement but about honoring the incredible work of all those shaping education in the country,' Ariba said. In February, Moroccan professor Anasse Bari received the Dr. Martin Luther King Award for 2025 at New York University. The award recognizes leadership work and commitment to justice and fairness. In a statement to Morocco World News, Bari said he dedicates the award to his fellow Moroccans. 'Every day in my classroom, I encourage my students to use the skills they have learned at New York University to serve the world,' Bari said, noting that his students are finding 'new ways' to use AI and data science to improve the world. Tags: AI in educationMoroccan Education
Yahoo
03-04-2025
- Business
- Yahoo
Vertical Software Stocks Q4 In Review: Alarm.com (NASDAQ:ALRM) Vs Peers
As the Q4 earnings season comes to a close, it's time to take stock of this quarter's best and worst performers in the vertical software industry, including (NASDAQ:ALRM) and its peers. Software is eating the world, and while a large number of solutions such as project management or video conferencing software can be useful to a wide array of industries, some have very specific needs. As a result, vertical software, which addresses industry-specific workflows, is growing and fueled by the pressures to improve productivity, whether it be for a life sciences, education, or banking company. The 4 vertical software stocks we track reported a slower Q4. As a group, revenues beat analysts' consensus estimates by 0.9% while next quarter's revenue guidance was in line. Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 17% since the latest earnings results. Founded in 2000 as a business unit within MicroStrategy, (NASDAQ:ALRM) is a software-as-a-service platform that enables users to control their security systems and smart home appliances from a single app. reported revenues of $242.2 million, up 7.1% year on year. This print exceeded analysts' expectations by 1.4%. Despite the top-line beat, it was still a mixed quarter for the company with a decent beat of analysts' billings estimates but full-year guidance of slowing revenue growth. 'I want to thank our team and our service provider partners for their help in delivering another quarter and year of solid financial performance,' said Steve Trundle, CEO of delivered the slowest revenue growth of the whole group. The stock is down 10.3% since reporting and currently trades at $54.35. Is now the time to buy Access our full analysis of the earnings results here, it's free. Founded by two individuals involved in the development of leading procurement software Ariba, Guidewire (NYSE:GWRE) offers insurance companies a software-as-a-service platform to help sell their products and manage their workflows. Guidewire reported revenues of $289.5 million, up 20.2% year on year, outperforming analysts' expectations by 1.4%. The business had a strong quarter with a solid beat of analysts' billings estimates and an impressive beat of analysts' EBITDA estimates. Guidewire delivered the biggest analyst estimates beat, fastest revenue growth, and highest full-year guidance raise among its peers. Although it had a fine quarter compared its peers, the market seems unhappy with the results as the stock is down 1.4% since reporting. It currently trades at $184.19. Is now the time to buy Guidewire? Access our full analysis of the earnings results here, it's free. Founded by brothers Keith and Barry Bentley, Bentley Systems (NASDAQ:BSY) offers a software-as-a-service platform that addresses the lifecycle of infrastructure projects such as road networks, tunnel systems, and wastewater facilities. Bentley reported revenues of $349.8 million, up 12.6% year on year, in line with analysts' expectations. It was a disappointing quarter as it posted full-year revenue guidance slightly missing analysts' expectations. Bentley delivered the weakest performance against analyst estimates in the group. As expected, the stock is down 14.5% since the results and currently trades at $39.05. Read our full analysis of Bentley's results here. Boasting major consumer staples and pharmaceutical companies as clients, Manhattan Associates (NASDAQ:MANH) offers a software-as-service platform that helps customers manage their supply chains. Manhattan Associates reported revenues of $255.8 million, up 7.4% year on year. This number topped analysts' expectations by 0.9%. Aside from that, it was a weaker quarter as it logged full-year guidance of slowing revenue growth. Manhattan Associates had the weakest full-year guidance update among its peers. The stock is down 41.7% since reporting and currently trades at $172. Read our full, actionable report on Manhattan Associates here, it's free. Want to invest in winners with rock-solid fundamentals? Check out our Top 5 Quality Compounder Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate. Join Paid Stock Investor Research Help us make StockStory more helpful to investors like yourself. Join our paid user research session and receive a $50 Amazon gift card for your opinions. Sign up here.
