Guidewire Analyst Day

93 Pages·2015·6.57 MB·English

by  Becky Pezely

Guidewire Analyst Day
October 7, 2015
Safe Harbor
Thispresentationisforinformationalpurposesonlyandisnotanoffertosellsecuritiesorasolicitationofanoffertobuyanysecurities,andmay
notberelieduponinconnectionwiththepurchaseorsaleofanysecurity.
This presentation is proprietary and is intended solely for the information of the persons to whom it is presented. It may not be retained,
reproducedordistributed,inwholeorinpart,byanymeans(includingelectronic)withoutthepriorwrittenconsentofGuidewireSoftware.
This presentation has beenmodified from the versionshown at the Analyst Day to remove a logo onslides24, 41, 45, 60 belongingto a Tier1
customerwhichwasinadvertentlyincludedwithoutauthorization.
Thispresentationcontainsforward-lookingstatements.Allstatementsotherthanstatementsofhistoricalfactcontainedinthispresentationare
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
factorsthatmaycauseourorourindustry’sactualresults,levelsofactivity,performanceorachievementstobemateriallydifferentfromthose
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
believethat the expectations reflected inthe forward-lookingstatements are reasonable, we cannot guarantee futureresults, levelsofactivity,
performance or achievements. Except as required by law, we are under no duty to update or revise any of the forward-looking statements,
whetherasaresultofnewinformation,futureeventsorotherwise,afterthedateofthispresentation.
In addition to U.S. GAAP financials, this presentation includes certain non-GAAP financial measures. These non-GAAP financial measures are in
additionto,andnotasubstitutefororsuperiorto,measuresoffinancialperformancepreparedinaccordancewithU.S.GAAP. SeetheAppendix
forareconciliationofthesenon-GAAPfinancialmeasurestothemostdirectlycomparableGAAPfinancialmeasure.
This presentation contains statistical data that we obtained from industry publications and reports generated by third parties. Although we
believethatthepublicationsandreportsarereliable,wehavenotindependentlyverifiedthisstatisticaldata.
The following is intended to outline our general product direction. It is intended for informational purposes only, and does not, and shall not,
constitute binding agreements or contractual obligations of any sort. It is not a commitment to deliver any software or functionality. The
development,release,andtimingofanyfeaturesorfunctionalitydescribedremainsatthesolediscretionofGuidewire.
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Agenda
Time Topic Speaker
12:30 − 1:15pm Company Update Marcus Ryu, CEO, Guidewire
1:15 − 2:00pm Guidewire Customer Panel Moderator
- Seth Flory, VP Transformation, -Brian Desmond, CMO, Guidewire
Nationwide
- Kishore Ponnavolu, EVP,
President, Metlife Auto &
Home
- Richard Warner, CIO, Liverpool
Victoria (LV=)
2:00 − 2:30pm Sales Update Scott Roza, CCO and SVP Sales, Guidewire
2:30 − 3:00pm Break
3:00 − 3:30pm Guidewire Partner Perspective David Connolly, Principal, Ernst & Young
3:30 − 4:00pm Product Update Ali Kheirolomoom, CPO, Guidewire
4:00− 4:15pm Financial Update Richard Hart, CFO, Guidewire
4:15 − 5:30pm Cocktail reception
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Company Update
Marcus Ryu, CEO
Mission and Strategy
P&C: A Global and Diverse $2T Industry
By Geography By Line of Business
• Japan • United States • Auto
• Australia & NZ • Canada • Home
• China • Latin America • Umbrella
• Rest of Asia • Watercraft
APAC
• RV
20%
• Travel
Americas Commercial Personal
• Property • Pet
• UK
44% • Fleet • Mortgage
• Germany 49% 51%
• Crime • Earthquake
EMEA
• France
• Prof liability • Personal injury
• Benelux
36% • Workers comp • Unemployment
• Scandinavia
• Ocean marine • Accident &
• Italy
• Inland marine health
• Spain
• Bus interruption
• Russia
• Business owners
• Eastern Europe
• General liability
• D&O
Source: Swiss Re, AM Best, NAIC (2013) • Surety
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What Insurers Do: the P/C Lifecycle
Identify risks and design Sell to and evaluate
and price products target customers
Pay claims as promised Manage policyholder
relationships
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Digital Expectation Changes in Driving Behavior Data Proliferation
A Time of Rapid Industry Change
Emerging Categories of Risk New Entrants New Technologies
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What Insurers Want
Data driven decision-making
Usage- and IoT-based
insurance
Micro-segmentation
Straight through
Pricing optimization
processing
Accelerated product
White-labeling
introduction
Proactive catastrophe
management
Fraud prevention
Claim supply chain
Digital, omni-channel engagement
integration
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Our Mission
To deliver the software that P&C insurers need
to adapt and succeed in a time of rapid industry
change — and to ensure that every customer
succeeds in the journey
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