CEOInterviews.AI
Start App
Try: AI strategy tariffs earnings guidance layoffs interest rates growth

Michael Rosenbaum

Chief Executive Officer & Director, Guidewire Software

Search every verified Michael Rosenbaum interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Michael Rosenbaum, chief executive officer of Guidewire Software, discussed the company's fiscal fourth quarter 2026 results during an earnings call on September 4, 2026. He reported that annual recurring revenue (ARR) reached $1.242 billion, up 19% year-over-year, and that fully ramped ARR grew 22%, marking the fourth consecutive year that fully ramped growth exceeded ARR growth. Rosenbaum also noted that subscription and support revenue rose 33% and that the company exceeded expectations across revenue, operating income, and cash flow. Rosenbaum highlighted what he described as "phenomenal deal momentum" and stated that AI is beginning to drive the business, being infused into products and platforms and positively impacting implementation momentum. He expressed enthusiasm for new products, including pricing center and pro navigator, and said the cloud model is playing out as expected, with expanding margins and cash flow enabling share repurchases. He also cited an annual gross ARR attrition rate of less than 1.5% for all ARR and less than 1% for core systems customers, calling these rates "world class" and a signal of business durability and customer satisfaction.

Recent appearances

The summary and quote tags on this profile are produced with AI assistance from verified, first-person interview transcripts, then checked by our team to confirm the speaker's identity and the accuracy of every quote. See how we verify →