Guidewire 拟以17亿美元现金+最高4亿美元对赌收购伦敦保险AI核保定价公司 hyperexponential

Guidewire Software ( GWRE ) on Tuesday said it will acquire London-based insurance technology firm hyperexponential for a base purchase price of $1.7 billion in cash. The deal also includes up to an additional $400 million in contingent consideration based on achievement of specified recurring revenue targets, the company said. Hyperexponential is an agentic platform provider of AI-native underwriting and pricing software for commercial lines and P&C insurers. Guidewire, which provides software for property-and-casualty insurers, said the deal is expected to boost ARR and revenue growth while remaining consistent with its long-term margin targets. “The transaction is expected to contribute at least 650 basis points to Guidewire's fiscal year 2027 ARR growth on an inorganic basis and then, starting in fiscal year 2028, at least 150 basis points to Guidewire's durable organic ARR growth, further strengthening the company's long-term growth profile,” the company said. The acquisition is expected to close in the second quarter of Guidewire's fiscal year 2027, the company said, adding that the deal is expected to have no impact on Guidewire's first quarter of fiscal year 2027 guidance.