Stephen Sclater's questions to UiPath Inc (PATH) leadership • Q4 2025
Question
Stephen, on for Alex Zukin, asked about the strategic rationale for the Peak AI acquisition and its expected financial contribution, and also inquired if the go-to-market changes are now complete.
Answer
CEO Daniel Dines explained that the Peak AI acquisition adds a talented team and verticalized agents for price and inventory, supporting a key part of their strategy. COO & CFO Ashim Gupta stated its financial contribution is immaterial. Dines confirmed the go-to-market changes are 'largely complete' and that internal energy is improving.