Insurance industry-focused software maker Guidewire (NYSE:GWRE) will be reporting earnings tomorrow after market hours. Here’s what you need to know.

Guidewire beat analysts’ revenue expectations by 3.4% last quarter, reporting revenues of $262.9 million, up 26.8% year on year. It was a strong quarter for the company, with a solid beat of analysts’ EBITDA estimates and an impressive beat of analysts’ billings estimates.

Is Guidewire a buy or sell going into earnings? Read our full analysis here, it’s free.

This quarter, analysts are expecting Guidewire’s revenue to grow 18.5% year on year to $285.4 million, improving from the 3.6% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.51 per share.

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Guidewire has missed Wall Street’s revenue estimates four times over the last two years.

Looking at Guidewire’s peers in the vertical software segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Alarm.com delivered year-on-year revenue growth of 7.1%, beating analysts’ expectations by 1.4%, and Manhattan Associates reported revenues up 7.4%, topping estimates by 0.9%. Alarm.com traded down 1.7% following the results while Manhattan Associates was also down 24.5%.

Read our full analysis of Alarm.com’s results here and Manhattan Associates’s results here.

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