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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 | Start Date |
|---|---|---|---|---|
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. | 2015 (Founder), May 2024 (CEO) |
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. | Feb 2018 (CCSO), Nov 2019 (CFO), Sep 2024 (COO) |
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. | April 2019 |
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. | May 2022 (Co-CEO), Feb 2024 (CEO) |
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. | Mar 2021 |
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. | Feb 2024 |
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. | Apr 2023 |
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. | Mar 2021 |
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. | Sep 2020 |
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. | Feb 2020 |
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. | Mar 2018 |
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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?
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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?
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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?
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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?
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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. |