Guidewire Software Inc Q2 2025 Earnings Call Transcript

The following is excerpted from the question-and-answer section of the transcript.

Question: Dylan Becker - William Blair & Co - Analyst : Thanks. Mike, maybe starting for you. You called out -- and it's very clear, the resiliency and gravity around the data cloud opportunity today. There's a lot of uncertainty in the world, but carriers clearly need agility here. Wondering on the decisioning angle from carriers how much adaptability and interoperability comes into play in those conversations? And now that you have that tipping point of 50%, maybe how you're thinking about leading into some of those conversations with legacy on-prem customers around what that end of life journey looks like based on prior comments around 100% getting to the cloud over time?

Question: Dylan Becker - William Blair & Co - Analyst : That's great. No, very helpful and very clear, the momentum that you guys are seeing. Maybe, Jeff, for you. As a function of that, it's given you a lot of incremental levers to play with across the model, I would think of. And nice to see the upside flowing through you called out the uptick in hiring in the second half. But how do you think about that balance of margin outperformance with the opportunity to reinvest and double down given this opportunity tends to be or seems to be slightly accelerating here as well.