You might also like
UiPath, Inc. (PATH) is a global software company specializing in robotic process automation (RPA) and business automation solutions. The company provides a comprehensive platform that integrates artificial intelligence (AI), machine learning (ML), and large language models to help businesses streamline and automate their processes. UiPath generates revenue through software licenses, subscription services, and professional consulting offerings, serving a diverse range of industries worldwide.
- Subscription Services - Offers recurring subscriptions for the UiPath Business Automation Platform, including SaaS offerings, maintenance, and support services.
- Licenses - Sells software licenses that enable customers to deploy and use UiPath's automation solutions.
- Professional Services and Other - Provides consulting, training, and other professional services to support customers in implementing and optimizing automation solutions.
| Name | Position | External Roles | Short Bio | |
|---|---|---|---|---|
Daniel Dines ExecutiveBoard | Founder, Chairman, and CEO | None | Co-founded UiPath in 2015. Served as CEO until May 2022, then Co-CEO until Jan 2024. Reappointed as CEO in May 2024. Previously worked at Microsoft. | View Report → |
Ashim Gupta Executive | Chief Financial Officer (CFO) and Chief Operating Officer (COO) | None | Joined UiPath in February 2018 as Chief Customer Success Officer, became CFO in November 2019, and added COO responsibilities in September 2024. Previously held senior roles at GE. | |
Brad Brubaker Executive | Chief Legal Officer (CLO) and Secretary | None | Joined UiPath in April 2019. Oversees legal strategies and corporate governance. Played a key role in UiPath's transition to a public company in 2021. | |
Robert Enslin Executive | Chief Executive Officer (CEO) | None | Joined UiPath in May 2022 as Co-CEO, became sole CEO on February 1, 2024. Previously President of Cloud Sales at Google and held leadership roles at SAP. | |
Daniel D. Springer Board | Director | Director at DocuSign | Joined UiPath's board in March 2021. Former CEO of DocuSign and Responsys. Brings expertise in software, technology, and cloud computing. | |
June Yang Board | Director | Board Member at SRS Distribution; Board Member at Cradles to Crayons | Joined UiPath's board in February 2024. Former VP at Google Cloud, with expertise in AI, cloud computing, and emerging technologies. | |
Karenann Terrell Board | Director | Board Member at Fractal; Senior Advisor to Insight Partners; Member of Google Cloud Advisory Board | Joined UiPath's board in April 2023. Former Chief Digital and Technology Officer at GSK and CIO at Walmart. Recognized for leadership in IT and digital transformation. | |
Laela Sturdy Board | Director | Managing Partner at CapitalG; Board Member at Duolingo | Joined UiPath's board in March 2021. Managing Partner at CapitalG, Alphabet's growth-stage venture fund. Focuses on investments in technology companies. | |
Michael Gordon Board | Director | CFO and COO at MongoDB | Joined UiPath's board in September 2020. Chair of the Audit Committee. Extensive experience in financial management and cloud computing. | |
Philippe Botteri Board | Director | Partner at Accel | Joined UiPath's board in February 2020. Partner at Accel since 2011, focusing on investments in technology companies. Previously served on the board of Fiverr. | |
Richard P. Wong Board | Director | General Partner at Accel; Board Member at Atlassian | Joined UiPath's board in March 2018. Chair of the Compensation Committee. Extensive experience in venture capital and technology investments. |
-
Despite your emphasis on improved execution and efficiency, net new ARR has been declining in recent quarters. What specific steps are you taking to stabilize and re-accelerate net new ARR growth, and how confident are you that these measures will yield tangible results in fiscal 2026?
-
You highlighted Agentic Automation as a major growth opportunity, but given that the market for Agentic labor automation is currently nascent, how do you plan to monetize this technology in the near term, and what timeline should investors expect for it to contribute meaningfully to your revenue growth?
-
The demand environment is described as stable with no signs of improvement. How does this affect your outlook for the next fiscal year, and what strategies are you implementing to drive growth in a stagnant market?
-
Your largest revenue stream, maintenance and support, is growing faster than ARR. Can you explain the factors leading to this discrepancy, and should we interpret this as a sign of slowing new business acquisition?
-
With the majority of your installations being hybrid rather than pure SaaS, how do you address potential scalability and profitability challenges associated with hybrid deployments, and do you have plans to shift towards a more SaaS-centric model?
Notable M&A activity and strategic investments in the past 3 years.
| Company | Year | Details |
|---|---|---|
Re:infer LTD | 2022 | UiPath completed the acquisition on July 29, 2022 for $44.6 million, paid via cash, Class A common stock, and loan notes, with additional stock issued over three years subject to clawback provisions. The deal strategically enhances UiPath's AI-powered automation capabilities by integrating Re:infer's NLP and machine learning expertise to transform unstructured data—strengthening its "communications mining" functionality. |
Recent press releases and 8-K filings for PATH.
- UiPath reported Q1 2026 GAAP revenue of $356.6M, non-GAAP operating income of $69.6M, and a GAAP operating loss of $(16.4M), highlighting its operational performance this quarter.
- The company grew its recurring revenue with an ARR of $1.693B while expanding its large customer base to 2,365 (≥ $100k ARR) and 316 (≥ $1M ARR).
- Guidance for 2Q and FY 2026 was provided, with revenue targets of $345–350M for 2Q and $1.549–1.554B for FY, alongside ARR and non-GAAP operating income expectations.
- Q4 2025 revenue reached $424 million with FY2025 total revenue at $1.43 billion and ARR at $1.666 billion (up 14% YoY).
- The company provided Q1 2026 guidance with revenue expected between $330 million and $335 million and FY2026 revenue projected at $1.525–$1.530 billion, along with updated ARR and non-GAAP operating income targets.
- Cloud ARR grew over 50% YoY to over $975 million, while the firm continues to innovate with its Agentic and AI product strategies amid ongoing macroeconomic uncertainties.
- Financial performance: UiPath reported Q4 2025 revenue of $424M, GAAP operating income of $34M, and non-GAAP operating income of $134M, reflecting positive margin dynamics and financial discipline.
- ARR growth: The company achieved an Annualized Renewal Run-rate (ARR) of $1.666B with a 14% year-over-year growth, underscoring strong subscription momentum.
- Product innovation: Key product updates included the public preview of agentic orchestration, launch of agentic testing powered by Test Cloud slated for 1Q 2026, and a robust preview of Agent Builder, highlighting UiPath’s focus on enhancing automation solutions.
- Guidance update: Q1 2026 guidance projects revenue between $330M–$335M and ARR between $1.686B–$1.691B, while FY 2026 guidance signals continued improvement in non-GAAP operating income, providing clarity on forward-looking expectations.
- Q4 2025 highlights: Revenue reached $424 million (up 5% YoY) with ARR at $1.666 billion (up 14% YoY) and GAAP operating income of $34 million.
- Full year fiscal 2025 results: Total revenue was $1.430 billion, with a GAAP operating loss of $163 million and non-GAAP operating income of $241 million.
- Guidance for Q1 fiscal 2026: UiPath expects revenue of $330-335 million, ARR between $1.686-1.691 billion as of April 30, 2025, and non-GAAP operating income of about $45 million.
- Strategic update: The company announced the acquisition of Peak AI Limited to enhance its agentic automation offerings.