131015 Guidewire Analyst Day Master FINAL PDF
Preview 131015 Guidewire Analyst Day Master FINAL
Guidewire Software Analyst Day Tuesday, October 15th © Guidewire Software, Inc. All rights reserved. Do not distribute without permission. 1 Safe Harbor This presentation is for informational purposes only and is not an offer to sell securities or a solicitation of an offer to buy any securities, and may not be relied upon in connection with the purchase or sale of any security. This presentation is proprietary and is intended solely for the information of the persons to whom it is presented. It may not be retained, reproduced or distributed, in whole or in part, by any means (including electronic) without the prior written consent of Guidewire Software. This presentation contains forward-looking statements. All statements other than statements of historical fact contained in this presentation are forward-looking statements. In some cases, you can identify forward-looking statements by terminology such as “may,” “will,” “should,” “expects,” “plans,” “anticipates,” “believes,” “estimates,” “predicts,” “potential” or “continue” or the negative of these terms or other comparable terminology. These statements are only current predictions and are subject to known and unknown risks, uncertainties and other factors that may cause our or our industry’s actual results, levels of activity, performance or achievements to be materially different from those anticipated by the forward-looking statements. These forward-looking statements are subject to a number of risks, including those described under the heading “Risk Factors” in our periodic reports we have filed with the Securities and Exchange Commission (the “SEC”). Although we believe that the expectations reflected in the forward-looking statements are reasonable, we cannot guarantee future results, levels of activity, performance or achievements. Except as required by law, we are under no duty to update or revise any of the forward-looking statements, whether as a result of new information, future events or otherwise, after the date of this presentation. In addition to U.S. GAAP financials, this presentation includes certain non-GAAP financial measures. These non-GAAP financial measures are in addition to, and not a substitute for or superior to, measures of financial performance prepared in accordance with U.S. GAAP. This presentation contains statistical data that we obtained from industry publications and reports generated by third parties. Although we believe that the publications and reports are reliable, we have not independently verified this statistical data. © Guidewire Software, Inc. All rights reserved. Do not distribute without permission. 2 Agenda Time Topic Speaker 1:00 − 1:45pm Company Update Marcus Ryu, CEO, Guidewire 1:45 − 2:30pm Product Update John Seybold, Principal Technology Strategist, Guidewire 2:30 − 2:45pm Break 2:45 − 3:30pm Customer Case Jim Stitzlein, CIO, Sentry Insurance Study 3:30 − 4:15pm Partner John Mullen, Vice President-North American Perspective Insurance, Capgemini 4:15− 4:45pm Financial Update Karen Blasing, CFO, Guidewire 4:45 − 5:00pm Team Q&A All presenters 5:00 − 6:00pm Cocktail reception © Guidewire Software, Inc. All rights reserved. Do not distribute without permission. Company Update Marcus Ryu, CEO • 4 Topics for Discussion Thesis and Mission Statement Business Highlights Product Direction © Guidewire Software, Inc. All rights reserved. Do not distribute without permission. 5 Our Business Thesis • Property-casualty insurance is a ~$2 trillion global industry in the early stages of a once-in-a-generation technology transition • 30+-year old legacy core systems have become a profound structural constraint on insurer profitability and competitiveness • Large technology incumbents have functionally inadequate offerings and custom development is prohibitively costly/risky • “Right” solution is a standard product platform generalized to the entire P&C industry: all insurance lines, all countries, all sizes • Market winner in core offering will enjoy very long-term customer relationships — and options to provide many other applications and data services to a secure customer base © Guidewire Software, Inc. All rights reserved. Do not distribute without permission. 6 Our Mission To build software products that transform the global P/C insurance industry… …and to ensure that every customer succeeds in the journey © Guidewire Software, Inc. All rights reserved. Do not distribute without permission. 7 Thesis and Mission Statement Business Highlights Product Direction © Guidewire Software, Inc. All rights reserved. Do not distribute without permission. 8 (cid:1)(cid:1)(cid:1)(cid:1) FY13 FY14 Highlights • Growth in recurring license revenue driven by adoption of PolicyCenter and full InsuranceSuite • Expansion of Sales and Services, with go-to-market focus on Tier 1 and international prospects • Investments in new product initiatives to further deepen value proposition and expand opportunity • Aiming at market leadership on all dimensions: win rate, product depth/breadth, and delivery track record © Guidewire Software, Inc. All rights reserved. Do not distribute without permission. 9 FY13 Revenue Growth License and Maint. Services Total Fiscal Year ended July 31, 2013 • FY13 growth driven by $ million Suite adoption and key Tier 1 wins 30% 301 • Significant Services expansion to support 232 Suite implementations — but SIs rapidly scaling to 27% meet demand 161 32% 140 127 • Sustaining growth 105 requires widening sales differentiation and strong cross-sell execution FY12 FY13 FY12 FY13 FY12 FY13 © Guidewire Software, Inc. All rights reserved. Do not distribute without permission.
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