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.