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

Dow Jones

03/07

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)

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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%. 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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%. 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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":{"LU0963586101.USD":"ALLIANZ GLOBAL SMALL CAP EQUITY \"AT\" ACC","GWRE":"Guidewire Software","BK4023":"应用软件"},"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":true,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}