Question · Q2 2026
Dominique Manansala asked about the patterns of the variable macroenvironment across geographies and verticals in Q2, identifying any areas of relative strength or tailwind. She also inquired how UiPath's assumptions about the macro environment are informing its prudent outlook for the rest of the year.
Answer
Ashim Gupta, Chief Operating and Financial Officer, identified the financial sector in the U.S. and Healthcare as pockets of strength in terms of customer demand. He also noted encouraging momentum in the public sector, with energy from that segment being consistent across geos. In Europe, some manufacturing customers also showed strength. He described the "variable" macro environment as truly variable, shifting month-to-month due to factors like tariffs, interest rates, and geopolitical items, which informs the company's prudent outlook.