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Beat on earnings but sharp after-hours drop signals a disconnect between results and near-term price, possibly due to mix shifts (license decline) or questions about margins/guidance; historical patterns show stock could rebound if Q4 guidance proves solid and cloud/AI initiatives translate into durable profitability.
What happened, with direct paths to the underlying reporting
Guidewire reported Q3 adjusted EPS of $0.82 and revenue of $372.54 million, topping expectations. Subscription and support revenue rose 35% and services grew 32%, while license revenue declined 2%. CEO Mike Rosenbaum attributed the results to cloud modernization and AI adoption, signaling a potential record Q4 despite an after-hours stock decline.
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