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Porter

Research Analyst at Needham & Company

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Porter's questions to UiPath (PATH) leadership

Question · Q3 2026

Porter asked about key drivers or levers learned from AI functionality pilots converting to sales or production, and how these insights are being used in current deal cycles. He also inquired about the factors contributing to the implied year-over-year growth in net new ARR for Q4 guidance, specifically if it's due to improved execution or slipped deals.

Answer

CEO Daniel Dines noted emerging patterns in healthcare (revenue cycle management, claims) and financial services (financial crimes) for AI use cases, but stated it's too early to identify one highly replicable use case. CFO Ashim Gupta clarified that Q4 net new ARR growth is driven by improved execution, broad-based customer activity, and overall business momentum, not slipped deals, and acknowledged the macroeconomic environment's role.

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