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We continue to run a high-conviction portfolio with an emphasis on the secular trends cited and listed. In 2025 alone, SPCX executed over 170 launches, including 165 Falcon 9 missions, with individual

The plunge was caused by tepid guidance linked to a strategic shift from legacy licensing models to cloud-based subscription models, which provide lower revenue but better margins. The downside is tep

Guidewire Software (NYSE:GWRE) reported upbeat results for the fourth quarter on Thursday.

Guidewire Software, Inc. operates in a high-moat, complex, and regulated insurance software niche with significant switching costs and low churn. Q4 results showed 15% YoY revenue growth, 19% ARR grow

Guidewire Software, Inc. (GWRE) Q4 2026 Earnings Call Transcript

Guidewire Software NYSE: GWRE closed fiscal 2026 with annual recurring revenue, or ARR, above its guidance range, supported by cloud migrations, low customer attrition and demand for newer artificial

SAN MATEO, Calif., Aug. 20, 2026 /PRNewswire/ -- Guidewire (NYSE: GWRE) announced that it will release its financial results for the fiscal quarter and year-end periods ended July 31, 2026 after marke