Earnings summaries and quarterly performance for UiPath.
Executive leadership at UiPath.
Board of directors at UiPath.
Research analysts who have asked questions during UiPath earnings calls.
BB
Bryan Bergin
TD Cowen
7 questions for PATH
Also covers: ACN, ADP, ASUR +17 more
CV
Chirag Ved
Evercore ISI
5 questions for PATH
Also covers: AVPT, TDC
Sanjit Singh
Morgan Stanley
5 questions for PATH
Also covers: APPN, BASE, CFLT +13 more
JR
Jake Roberge
William Blair & Company, L.L.C
4 questions for PATH
Also covers: ADBE, APPN, ARCT +13 more
AW
Austin Williams
Wells Fargo
3 questions for PATH
Dominique Manansala
Truist Securities
3 questions for PATH
Also covers: BL, PCTY, WK
MM
Mark Murphy
JPMorgan Chase & Co.
3 questions for PATH
Also covers: ADBE, AKAM, CFLT +23 more
Michael Richards
RBC Capital Markets
3 questions for PATH
Also covers: ADSK, EVCM, FFIV +9 more
Raimo Lenschow
Barclays
3 questions for PATH
Also covers: APPN, BASE, BIGC +35 more
Arsenije Matovic
Wolfe Research, LLC
2 questions for PATH
Also covers: ALTR, APP, ASAN +5 more
Jacob Roberge
William Blair
2 questions for PATH
Also covers: APPN, BL, DDOG +14 more
KC
Kingsley Crane
Canaccord
2 questions for PATH
Also covers: BB, GTLB
MT
Michael Turrin
Wells Fargo
2 questions for PATH
Also covers: ADBE, ADSK, CFLT +29 more
MR
Mike Richards
RBC
2 questions for PATH
Also covers: PD
Scott Berg
Needham & Company, LLC
2 questions for PATH
Also covers: AMPL, BILL, BRZE +23 more
Sheldon McMeans
Barclays
2 questions for PATH
Also covers: DAY, PCTY, TDC
TT
Terrell Tillman
Truist Securities
2 questions for PATH
Also covers: , FIVN, INST +17 more
AZ
Alex Zukin
Wolfe Research LLC
1 question for PATH
Also covers: ADBE, ASAN, CFLT +25 more
AV
Arti Vula
JPMorgan Chase & Co.
1 question for PATH
Also covers: BIGC, DOCU, DV +2 more
BS
Bradley Sills
Bank of America
1 question for PATH
Also covers: ADBE, BILL, CRM +14 more
Brian Schwartz
Oppenheimer & Co.
1 question for PATH
Also covers: AGYS, BRZE, CWAN +10 more
DA
Devin Au
KeyBanc Capital Markets Inc.
1 question for PATH
Also covers: APPN, CHGG, INST +4 more
Ian Black
Needham & Company
1 question for PATH
Also covers: BILL, DOCU, LAW +4 more
Keith Bachman
BMO Capital Markets
1 question for PATH
Also covers: ACN, ADBE, CHKP +16 more
NA
Nick Altmann
Scotiabank
1 question for PATH
Also covers: AMPL, BRZE, GTLB +3 more
P
Porter
Needham & Company
1 question for PATH
R
Ryan
B. Riley
1 question for PATH
Also covers: BEEM, MIRM, PPG
SP
Sitikantha Panigrahi
Mizuho
1 question for PATH
Also covers: ADSK, BSY, CDNS +13 more
SP
Siti Panigrahi
Mizuho Securities
1 question for PATH
Also covers: ADSK, BSY, CDNS +15 more
SK
S. Kirk Materne
Evercore ISI
1 question for PATH
Also covers: ADBE, AVPT, BLKB +16 more
SS
Stephen Sclater
Wolfe Research
1 question for PATH
WK
William Kingsley Crane
Canaccord Genuity
1 question for PATH
Also covers: AI, ALAR, BB +9 more
Recent press releases and 8-K filings for PATH.
UiPath Highlights ARR Growth, AI Integration, and Financial Strength
PATH
Revenue Acceleration/Inflection
Share Buyback
New Projects/Investments
- UiPath reported Annual Recurring Revenue (ARR) of $1.5 billion-$1.8 billion plus, with a balanced 50% international and 50% domestic revenue split. The company maintains a strong financial position with $1.5 billion in cash, no debt, and has repurchased over $800 million of stock in the last two years, achieving operating margins and free cash flow of 20% plus.
- The company's product strategy has evolved from core Robotic Process Automation (RPA) to incorporate AI and agentic automation, including advanced intelligent document processing and process intelligence, which are seen as new growth drivers.
- UiPath achieved its first quarter of net new ARR growth year-over-year in two years, indicating substantive improvements from go-to-market changes and customer demand.
- The shift to the cloud introduced a 200 basis point headwind on gross margin last year, with cloud adoption expected to increase alongside new agentic functionalities.
7 days ago
UiPath discusses strong financial performance and AI strategy
PATH
Revenue Acceleration/Inflection
Share Buyback
New Projects/Investments
- UiPath reported $1.5 billion-$1.8 billion+ of ARR, holds $1.5 billion in cash with no debt, and has executed over $800 million in stock buybacks over the past two years.
- The company achieved its first quarter of net new ARR growth year-over-year in two years, with positive Q4 guidance and an expectation of over 20% operating margins. This improvement is attributed to 80-90% execution.
- UiPath is expanding its platform beyond core RPA into AI, advanced intelligent document processing, and process intelligence, with its "agentic vision" serving as a new growth driver.
- Strategic partnerships with NVIDIA, Google, Microsoft, Snowflake, and OpenAI are central to its open ecosystem approach, offering customers choice and integration with the latest models.
- The company achieved GAAP profitability in Q3, its first ever, and is on track for overall GAAP profitability, while planning continued investment in engineering and customer growth sales.
7 days ago
UiPath Reports Strong Q3 Results and Strategic Progress
PATH
Revenue Acceleration/Inflection
New Projects/Investments
Share Buyback
- UiPath reported Q3 revenue of $411 million, up 16%, achieving its first third quarter of GAAP profitability and is on track for full-year GAAP profitability.
- The company demonstrated strong customer expansion, with over 2,500 customers spending more than $100,000 and over 330 customers spending more than $1 million, both growing double-digits year-over-year.
- UiPath is making significant progress in AI-powered agentic automation, with over 750 companies building agents on its platform, leading to successful pilots and orders, including a healthcare customer clearing 140,000 provider claims backlog.
- Following organizational restructuring, UiPath has seen stabilized Net New ARR and a 113% net dollar expansion rate for customers spending between $100,000 and $1 million.
- The company maintains a strong financial position with $1.5 billion on its balance sheet and has executed an $800 million stock buyback at an average price in the low $12s, while also pursuing tuck-in M&A.
Dec 10, 2025, 7:00 PM
UiPath Discusses Q3 Results, AI Strategy, and Capital Allocation at Barclays Conference
PATH
Earnings
New Projects/Investments
Share Buyback
- UiPath reported strong Q3 results with $411 million in revenue, up 16%, and achieved its first third quarter of GAAP profitability, placing it on track for full-year GAAP profitability.
- The company is experiencing double-digit year-over-year growth in large customers, with over 2,500 customers spending more than $100,000 and over 330 customers spending more than $1 million. The net dollar expansion rate for customers between $100,000 and $1 million is 113%.
- UiPath views AI and agentic automation as a significant growth opportunity, revitalizing demand for deterministic automation and creating new revenue streams, with monetization through AI Units and Agentic Units.
- Following organizational restructuring, the company has seen improved operational rigor, leading to Net New ARR stabilizing and becoming net positive.
- UiPath maintains a strong financial position with $1.5 billion on its balance sheet and has executed an $800 million stock buyback at an average price in the low $12s, while also pursuing tuck-in M&A like the acquisition of Peak.
Dec 10, 2025, 7:00 PM
UiPath Announces Q3 2026 Financial Results and Q4 2026 Guidance
PATH
Earnings
Guidance Update
Revenue Acceleration/Inflection
- UiPath reported Q3 2026 revenue of $411 million, marking a 16% year-over-year growth, and an Annualized Renewal Run-rate (ARR) of $1.782 billion, up 11% year-over-year.
- For Q3 2026, the company achieved Non-GAAP Operating Income of $88 million and a Non-GAAP Operating Margin of 21%.
- The dollar-based net retention rate stood at 107% as of October 31, 2025, with the number of customers generating over $100k ARR increasing to 2,506 in Q3 2026 from 2,235 in Q3 2025.
- UiPath provided Q4 2026 guidance including revenue between $462 million and $467 million, ARR between $1.844 billion and $1.849 billion, and Non-GAAP Operating Income of approximately $140 million.
Dec 3, 2025, 10:00 PM
UiPath Reports Strong Q3 2026 Results, Achieves First GAAP Profitable Quarter
PATH
Earnings
Product Launch
Revenue Acceleration/Inflection
- UiPath reported strong financial results for Q3 2026, with ARR of $1.782 billion, up 11%, and revenue of $411 million, an increase of 16%. Net new ARR was $59 million.
- The company achieved its first GAAP profitable third quarter with GAAP operating income of $13 million and is on track to be GAAP profitable for the full year 2026 for the first time. Non-GAAP operating income was $88 million, representing a 21% margin.
- UiPath ended the quarter with approximately 10,860 customers, including 2,506 customers with $100,000 or more in ARR and 333 customers with $1 million or more in ARR. The dollar-based net retention rate was 107%, and dollar-based gross retention was 98%.
- The company continues to focus on its automation strategy, combining deterministic automation with agentic AI, and announced new integrations and collaborations with partners such as OpenAI, Microsoft, NVIDIA, Google, and Snowflake.
Dec 3, 2025, 10:00 PM
UiPath Reports Strong Q3 2026 Results and Positive Outlook
PATH
Earnings
Guidance Update
Product Launch
- UiPath reported strong Q3 2026 financial results, with ARR reaching $1.782 billion, an 11% increase, and revenue growing 16% to $411 million. The company achieved its first GAAP profitable third quarter, reporting $13 million in GAAP operating income and $88 million in non-GAAP operating income.
- For Q4 2026, UiPath expects revenue between $462 million and $467 million and ARR between $1.844 billion and $1.849 billion. The company is on track to be GAAP profitable for the full fiscal year 2026 for the first time and projects non-GAAP adjusted free cash flow of approximately $370 million for the year.
- The company reported $59 million in net new ARR for Q3 2026, with 333 customers generating $1 million or more in ARR and a dollar-based net retention rate of 107%.
- UiPath is seeing significant traction in agentic AI adoption, with over 950 companies developing agents and more than 365,000 processes orchestrated with Maestro. Strategic partnerships and product advancements, including integrations with OpenAI, Microsoft, NVIDIA, Google, and Snowflake, are expanding the platform's capabilities.
Dec 3, 2025, 10:00 PM
UiPath Reports Strong Q3 2026 Results and Raises Q4 Guidance
PATH
Earnings
Guidance Update
Revenue Acceleration/Inflection
- UiPath reported strong Q3 2026 financial results, with revenue growing 16% year-over-year to $411 million and ARR totaling $1.72 billion, an 11% increase.
- The company achieved its first GAAP profitable third quarter with GAAP operating income of $13 million, and is on track for its first GAAP profitable full year in fiscal 2026. Non-GAAP operating income was $88 million, representing a 21% margin.
- For Q4 2026, UiPath expects revenue in the range of $462 million to $467 million and ARR between $1.844 billion and $1.849 billion. The company also anticipates non-GAAP adjusted free cash flow of approximately $370 million for fiscal year 2026.
- The company emphasized its automation strategy, combining deterministic automation with agentic AI, and highlighted improved execution, strengthened customer relationships, and accelerating innovation, including strategic partnerships.
Dec 3, 2025, 10:00 PM
UiPath Collaborates with NVIDIA on Agentic Automation
PATH
Product Launch
New Projects/Investments
- UiPath announced a collaboration with NVIDIA to integrate AI capabilities into automated workflows for sensitive, high-trust scenarios like fraud detection and healthcare.
- This partnership combines UiPath’s agentic automation expertise with NVIDIA Nemotron models and NVIDIA NIM to enable the rapid deployment of enterprise-ready AI models as microservices.
- A key aspect is the introduction of an Integration Service Connector that connects UiPath and NVIDIA NIM and NVIDIA Nemotron, facilitating seamless integration of generative AI features.
- The collaboration aims to allow customers to deploy and orchestrate their own hosted AI models with enterprise-grade governance, providing control and transparency for critical business processes.
Sep 30, 2025, 12:30 PM
UiPath Launches Voice-Enabled Conversational Agent with Google's Gemini Models
PATH
Product Launch
New Projects/Investments
- UiPath has launched the UiPath Conversational Agent with voice interaction, powered by Google's Gemini models.
- This new offering enables customers to build agentic automation into business processes, allowing automation to be triggered and managed through natural language speech.
- The conversational agent leverages Google Cloud's Vertex AI platform and features high automatic speech recognition (ASR) accuracy, multilingual support, and low latencies for real-time processing.
Sep 30, 2025, 12:30 PM
Quarterly earnings call transcripts for UiPath.
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