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Investing in Guidewire Software (GWRE)? Don't Miss Assessing Its International Revenue Trends
ZACKS· 2025-09-12 22:16
Have you evaluated the performance of Guidewire Software's (GWRE) international operations for the quarter ending July 2025? Given the extensive global presence of this provider of software to the insurance industry, analyzing the patterns in international revenues is crucial for understanding its financial strength and potential for growth.The global economy today is deeply interlinked, making a company's engagement with international markets a critical factor in determining its financial success and grow ...
Why Guidewire Software (GWRE) International Revenue Trends Deserve Your Attention
ZACKS· 2025-06-09 22:16
国际业务表现分析 - 公司2025年4月季度总营收达2.9351亿美元 同比增长22% [4] - 国际业务收入占比:EMEA(14.43%/4235万美元)、加拿大(10.64%/3123万美元)、其他美洲地区(0.97%/285万美元)、APAC(8.65%/2538万美元) [5][6][7][8] - EMEA收入超预期2.33% APAC收入超预期13.47% 加拿大收入低于预期9.02% [5][6][8] 区域收入历史对比 - EMEA收入环比下降6.5%(4530万→4235万) 同比上升22.6% [5] - 加拿大收入环比下降9.7%(3457万→3123万) 同比上升28.6% [6] - APAC收入环比增长13%(2245万→2538万) 同比大幅增长62% [8] 未来收入预测 - 当前季度总收入预计3.3747亿美元(同比+15.8%) 其中国际占比:EMEA(15.2%/5133万)、加拿大(12%/4064万)、APAC(8.6%/2912万) [9] - 全年收入预测11.8亿美元(同比+20.4%) 国际贡献:EMEA(14.7%/1.7321亿)、加拿大(12.4%/1.4634亿)、APAC(8.4%/9927万) [10] 市场表现 - 公司股价近四周上涨19.8% 远超标普500指数7.2%涨幅 [15] - 三个月累计涨幅37.6% 显著高于计算机科技行业8.6%和标普500指数4.9%的涨幅 [15] - 所属Zacks行业分类为"持有"评级 近期走势强于大盘 [15]