131015 Guidewire Analyst Day Master FINAL

132 Pages·2013·8.41 MB·English

Guidewire Software
Analyst Day
Tuesday, October 15th
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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.
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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
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Company Update
Marcus Ryu, CEO
•
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Topics for Discussion
Thesis and Mission Statement
Business Highlights
Product Direction
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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
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Our Mission
To build software products that transform
the global P/C insurance industry…
…and to ensure that every customer
succeeds in the journey
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Thesis and Mission Statement
Business Highlights
Product Direction
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(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
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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
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