Sep 3, 2026 earnings call — AI products and PricingCenter momentum
ARR finished the year at $1.242 billion, up 19% year-over-year and above the high end of guidance.
Revenue $0.4B (est $0.4B) · EPS $0.99 (est $0.93) · Next-quarter revenue outlook $1.5B
Key quotes
"Embedding AI-driven assistance directly into the core workflows of ClaimCenter and PolicyCenter is precisely what our customer base needs right now."
"Nationwide also selected PricingCenter for personal lines pricing and rating."
"Total cloud ARR, which includes ARR for all of our cloud products and customers that have contracted to move to the cloud, grew 35% year-over-year and comprised 84% of total ARR."
"This year, we achieved an annual gross ARR attrition rate of less than 1.5% for all ARR and less than 1% for core systems customers who represent the vast majority of our ARR base."