UiPath Inc
NYSE:PATH

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UiPath Inc
NYSE:PATH
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Price: 15.88 USD -3.11% Market Closed
Market Cap: 8.4B USD

UiPath Inc
Investor Relations

UiPath Inc., a leading name in the realm of automation, emerged as a pioneering force in the world of Robotic Process Automation (RPA). Founded in Romania in 2005, the company has carved out a remarkable journey, evolving from a little-known software firm to a multinational juggernaut. At its core, UiPath’s mission is to streamline and automate repetitive digital tasks, allowing businesses to enhance efficiency and productivity. This is achieved through its comprehensive RPA platform, which enables users to design, deploy, and manage software robots—these bots mimic human actions, working across various applications and systems to perform mundane yet crucial business tasks. Its platform combines easy-to-use development tools with advanced AI capabilities, making it accessible not just for tech-savvy individuals but also for broader enterprise users.

The company's revenue model is primarily subscription-based. UiPath offers its software suite to businesses of all sizes, with enterprises paying for the ability to scale automation processes across their operations. This approach ensures a recurring revenue stream, fortified by strong customer retention rates, as companies continuously seek to leverage automation to stay competitive. UiPath also offers training and support services, reinforcing its relationships with clients and driving further adoption of its tools. By helping businesses reduce operational costs and drive efficiencies, UiPath isn't just a tool provider but a strategic partner in digital transformation, anchoring its growth to the increasing global appetite for automation solutions.

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Last Earnings Call
Fiscal Period
Q3 2026
Call Date
Dec 3, 2025
AI Summary
Q3 2026

Revenue Beat: UiPath reported Q3 revenue of $411 million, up 16% year-over-year, exceeding the high end of guidance.

ARR Growth: Annual recurring revenue (ARR) reached $1.782 billion, up 11% year-over-year, with $59 million in net new ARR.

Profitability Milestone: The company achieved its first GAAP-profitable third quarter, with GAAP operating income of $13 million.

Guidance Raised: Management raised Q4 guidance for both revenue ($462–467 million) and ARR ($1.844–1.849 billion) despite FX headwinds.

Agentic AI Traction: Over 950 companies are now developing agents on the UiPath platform, more than doubling from the previous quarter.

Operational Efficiency: Operating margin improved significantly, with non-GAAP operating income at $88 million (21% margin), up 700 basis points YoY.

Macroeconomic Caution: Management remains prudent in its outlook due to ongoing macro uncertainty and limited near-term direct revenue from AI solutions.

Federal Sector Strength: Strong performance in the federal sector with no notable impact from the government shutdown.

Key Financials
Revenue
$411 million
Annual Recurring Revenue
$1.782 billion
Net New Annual Recurring Revenue
$59 million
Gross Margin
85%
Software Gross Margin
91%
Operating Expenses
$261 million
GAAP Operating Income
$13 million
Non-GAAP Operating Income
$88 million
Non-GAAP Net Income
$85 million
Non-GAAP Adjusted Free Cash Flow
$28 million
Dollar-Based Gross Retention Rate
98%
Dollar-Based Net Retention Rate
107%
Remaining Performance Obligations
$1.265 billion
Current Remaining Performance Obligations
$840 million
Customers
approximately 10,860
Customers with $100,000 or more in ARR
2,506
Customers with $1 million or more in ARR
333
Cash, Cash Equivalents and Marketable Securities
$1.5 billion
Debt
No debt
Fourth Quarter Basic Share Count
approximately 536 million shares
Other Earnings Calls

Management

Hitesh Ramani
Chief Accounting Officer
No Bio Available
Mr. Raghu Malpani
Chief Technology Officer
No Bio Available
Ms. Allise Furlani
Senior Director of Investor Relations
No Bio Available
Mr. Robert B. Patrick
Chief Marketing Officer
No Bio Available
Mr. Vijay Khanna
Chief Corporate Development Officer
No Bio Available
Agi Garaba
Chief People Officer
No Bio Available
Ms. Andreea Baciu
Chief Culture Officer
No Bio Available
Mr. Brandon Deer
Chief Strategy Officer
No Bio Available
Mr. Mark Gibbs
Senior VP & MD of EMEA
No Bio Available
Mr. Ryan Mac Ban
Senior Vice President of Sales of Americas
No Bio Available

Contacts

Address
NEW YORK
New York City
452 Fifth Avenue, 22Nd Floor
Contacts
+18444320455.0
www.uipath.com