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Just caught Guidewire's Q2 2026 earnings call hitting the timeline. Always interesting to see how enterprise software plays are navigating this market cycle. The Q2 numbers and guidance usually tell you a lot about where corporate spending is actually headed, not what anyone's predicting. Curious what their Q2 performance signals about the broader software sector - whether we're seeing real momentum or just seasonal patterns. Anyone else tracking their Q2 results closely? The way companies execute in Q2 often sets the tone for the rest of the year.