The record starts accreting with the next priced report.
2-quarter memory
Intraday
No intraday reading yet this session.
Revenue flow
Q3 FY2026 as filed · change vs Q2 FY2026
GWRE kept 4.42% of Q3 FY2026 revenue as profit. Revenue +3.74% on Q2 FY2026, +26.93% on Q3 FY2025.
Revenue
$373M▲ +3.74% q/q
Gross profit
$237M▲ +2.21% q/q
63.52% margin
Cost of revenue
$136M▲ +6.52% q/q
Operating income
$31M▼ −20.30% q/q
8.22% margin
Operating expenses
$206M▲ +6.70% q/q
R&D $88M
Marketing $68M
SG&A $50M
Pre-tax income
$20M▼ −73.50% q/q
Net income
$16M▼ −72.60% q/q
4.42% margin
Tax
$3M▼ −77.23% q/q
Other expense
$11M
Revenue$373M
Gross profit$237M63.52%
Operating income$31M8.22%
Pre-tax income$20M
Net income$16M4.42%
Cost of revenue
$136M · 36.48%
Operating expenses
$206M · 55.30%
Tax
$3M · 0.88%
Other expense leaves
$11M · 2.92%
Standardized lines from GWRE’s own filing for the quarter ended Apr 30 '26. Ribbon thickness is the dollar amount.
Positioning
5 expiries · as of the Sep 16 close
Contracts already committed, not just traded today. Puts against calls, sized by expiry.
2,187
▲ 5%
Sep 18
2d
▼ 1%
4,122
1,292
▲ 2%
Oct 16
30d
▲ 1%
2,035
31
▲ 72%
Nov 20
65d
▲ 36%
49
2,144
▲ 0%
Dec 18
93d
▲ 0%
3,388
880
▲ 12%
Jan 15
121d
▲ 5%
2,135
putscalls
Event sensitivity
release-day history · not a forecast
NFPjobs report3.3×up 4 of 9±5.9% vs ±1.8% · 9
PPIproducer prices1.6×up 4 of 9±2.8% vs ±1.8% · 9
CPIconsumer prices1.3×up 3 of 9±2.3% vs ±1.8% · 9
CPROFcorporate profits1.2×up 4 of 11±2.2% vs ±1.8% · 11
GDPgross domestic product0.9×up 7 of 18±1.7% vs ±1.8% · 18
PCEpersonal income & outlays0.9×up 7 of 18±1.7% vs ±1.8% · 18
FOMCrate decision0.9×up 15 of 24±1.6% vs ±1.8% · 24
How GWRE has moved on past release days against its ordinary ±1.8% day, and how often it closed up. Measured from our own stored closes. History, not a forecast; kinds with fewer than six past releases are omitted rather than shown thin.