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Austin Williams

Vice President and Equity Research Analyst at Wells Fargo & Company/mn

Phoenix, AZ, US

Austin Williams is a Vice President and Equity Research Analyst at Wells Fargo, specializing in consumer sector coverage with a primary focus on restaurant and retail companies. He covers notable companies including McDonald's, Starbucks, Domino's Pizza, and Yum! Brands, and has built a positive track record on platforms such as TipRanks, with a published success rate of over 60% and average returns above sector benchmarks. Williams began his analyst career in the mid-2010s, previously working at firms like Jefferies before joining Wells Fargo in 2018. He holds Series 7 and Series 63 licenses and is registered with FINRA, reflecting his professional credentials and industry compliance.

Austin Williams's questions to UiPath (PATH) leadership

Question · Q3 2026

Austin Williams inquired about the performance of UiPath's U.S. federal business in Q3 compared to initial expectations and sought more details on the OpenAI collaboration and its potential impact for UiPath.

Answer

Daniel Dines, Founder and Chief Executive Officer, described the federal business as dynamic but expressed encouragement regarding Q3 progress, noting a return to a 'new normal.' He highlighted UiPath's use of GPT-5 across its platform, particularly in Screenplay, to combine UI automation reliability with LLM adaptability for autonomous UI tasks.

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Question · Q3 2026

Austin Williams asked about the Q3 performance of the U.S. federal business relative to initial expectations and sought more details on the potential impact of the OpenAI collaboration for UiPath.

Answer

CEO Daniel Dines described the federal business as dynamic with pockets of strength, noting encouraging Q3 progress and a return to a 'new normal' with solid, long-term strategic projects. Regarding OpenAI, he explained that UiPath uses GPT-5 across its platform, particularly in Screenplay, to combine UI automation reliability with LLM adaptability for autonomous UI tasks.

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Question · Q2 2026

Austin Williams inquired about the performance of UiPath's U.S. federal business and how the company is navigating uncertainty in that sector. He also asked for clarification on the significant sequential step-up in subscription revenue this quarter, specifically if there were any one-time impacts.

Answer

Ashim Gupta, Chief Operating and Financial Officer, stated that while specific segment breakdowns are not provided, the public sector had a "really good quarter" with strong momentum in agentic selling, showing signs of stabilization with budget finalization. He mentioned recent wins with Veterans Affairs and the Coast Guard, and positive feedback from large customers like the United States Navy and the IRS. Regarding the subscription revenue step-up, Ashim Gupta attributed it to a "leap-year impact" from the previous quarter that caught up, noting that the current quarter's revenue is back to stable.

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