AI Seen Driving Demand for Guidewire's Core System Modernization -- Market Talk

Dow Jones03-07

1143 ET - J.P. Morgan sees Guidewire Software well-positioned for sustained growth, driven by accelerating cloud migrations and strong structural durability. The AI pivot is driving a spike in demand for Guidewire's core system modernization as businesses find their older mainframe systems cannot support AI-driven workflows. J.P. Morgan analysts are encouraged by accelerating annual subscription based sales. Guidewire customers are committing to larger deals with longer durations, with weighted average contract terms exceeding six years compared to the standard five. In the past five years, the analysts say Guidewire hasn't lost a single customer with over $1 million annual recurring revenue to a competitor. Guidewire shares rise 3.8%. (amira.mckee@wsj.com)

(END) Dow Jones Newswires

March 06, 2026 11:43 ET (16:43 GMT)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2617063101?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-03-07 00:43","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2617063101","market":"us","top_or_hot":-1,"title":"AI Seen Driving Demand for Guidewire's Core System Modernization -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1143 ET - J.P. Morgan sees <a href=\"https://laohu8.com/S/GWRE\">Guidewire Software</a> well-positioned for sustained growth, driven by accelerating cloud migrations and strong structural durability. The AI pivot is driving a spike in demand for Guidewire's core system modernization as businesses find their older mainframe systems cannot support AI-driven workflows. J.P. Morgan analysts are encouraged by accelerating annual subscription based sales. Guidewire customers are committing to larger deals with longer durations, with weighted average contract terms exceeding six years compared to the standard five. In the past five years, the analysts say Guidewire hasn't lost a single customer with over $1 million annual recurring revenue to a competitor. Guidewire shares rise 3.8%. (amira.mckee@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 06, 2026 11:43 ET (16:43 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AI Seen Driving Demand for Guidewire's Core System Modernization -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAI Seen Driving Demand for Guidewire's Core System Modernization -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-03-07 00:43</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1143 ET - J.P. Morgan sees <a href=\"https://laohu8.com/S/GWRE\">Guidewire Software</a> well-positioned for sustained growth, driven by accelerating cloud migrations and strong structural durability. The AI pivot is driving a spike in demand for Guidewire's core system modernization as businesses find their older mainframe systems cannot support AI-driven workflows. J.P. Morgan analysts are encouraged by accelerating annual subscription based sales. Guidewire customers are committing to larger deals with longer durations, with weighted average contract terms exceeding six years compared to the standard five. In the past five years, the analysts say Guidewire hasn't lost a single customer with over $1 million annual recurring revenue to a competitor. Guidewire shares rise 3.8%. (amira.mckee@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 06, 2026 11:43 ET (16:43 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4023","symbol_name":"应用软件","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2617063101","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2617063101","pubTimestamp":1772815380,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1143 ET - J.P. Morgan sees Guidewire Software well-positioned for sustained growth, driven by accelerating cloud migrations and strong structural durability. The AI pivot is driving a spike in demand for Guidewire's core system modernization as businesses find their older mainframe systems cannot support AI-driven workflows. J.P. Morgan analysts are encouraged by accelerating annual subscription based sales. Guidewire customers are committing to larger deals with longer durations, with weighted average contract terms exceeding six years compared to the standard five. In the past five years, the analysts say Guidewire hasn't lost a single customer with over $1 million annual recurring revenue to a competitor. Guidewire shares rise 3.8%. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4023":"应用软件","GWRE":"Guidewire Software","LU0963586101.USD":"ALLIANZ GLOBAL SMALL CAP EQUITY \"AT\" ACC"},"translate_title":"人工智能推动了凯德维核心系统现代化的需求——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"GWRE":1.5},"content_text":"1143 ET - J.P. Morgan sees Guidewire Software well-positioned for sustained growth, driven by accelerating cloud migrations and strong structural durability. The AI pivot is driving a spike in demand for Guidewire's core system modernization as businesses find their older mainframe systems cannot support AI-driven workflows. J.P. Morgan analysts are encouraged by accelerating annual subscription based sales. Guidewire customers are committing to larger deals with longer durations, with weighted average contract terms exceeding six years compared to the standard five. In the past five years, the analysts say Guidewire hasn't lost a single customer with over $1 million annual recurring revenue to a competitor. Guidewire shares rise 3.8%. (amira.mckee@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  March 06, 2026 11:43 ET (16:43 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2617063101","isCrawlerRequest":true}