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    UiPath Inc (PATH)

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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.

    1. Subscription Services - Offers recurring subscriptions for the UiPath Business Automation Platform, including SaaS offerings, maintenance, and support services.
    2. Licenses - Sells software licenses that enable customers to deploy and use UiPath's automation solutions.
    3. Professional Services and Other - Provides consulting, training, and other professional services to support customers in implementing and optimizing automation solutions.
    NamePositionExternal RolesShort 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.

    1. 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?

    2. 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?

    3. 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?

    4. 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?

    5. 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?

    Program DetailsProgram 1Program 2
    Approval DateSeptember 1, 2023 August 30, 2024
    End Date/DurationMarch 1, 2025 No expiration date
    Total Additional Amount$500.0 million $500.0 million
    Remaining Authorization$16.7 million $500.0 million
    DetailsScheduled to expire on March 1, 2025 No specified expiration date

    Notable M&A activity and strategic investments in the past 3 years.

    CompanyYearDetails

    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 discusses Q1 results, launches Agentic platform, and PIC acquisition
    $PATH
    Product Launch
    M&A
    Guidance Update
    • Strong fiscal Q1: revenue and profitability beat consensus, generated > $100 million in free cash flow, and net new ARR exceeded guidance.
    • Immaterial FX impact and prudent guidance: with over 55 % of ARR in USD and no mark-to-market on currency until renewal, FX effects are minimal; macro and federal budget uncertainty are baked into a conservative full-year outlook.
    • Agentic platform launch: reached GA on April 30, enabling customers to build, deploy, and orchestrate AI agents at scale alongside deterministic automation.
    • Demand and early adoption: hundreds of proof-of-concepts underway, with key wins including the federal “Agentic Airmen” deployment, a health care deal, and Sonic Automotive partnership.
    • Acquisition of PIC: adds verticalized inventory and pricing optimization solutions for faster time-to-value while preserving UiPath’s broad horizontal automation platform.
    Jun 11, 2025, 6:05 PM
    UiPath Outlines 2025 Strategy at BMO Virtual Software Conference
    $PATH
    Guidance Update
    Product Launch
    New Projects/Investments
    • UiPath executives described a cautious yet optimistic outlook for fiscal 2025, emphasizing a well-covered pipeline and robust customer connectivity during a virtual software conference.
    • The discussion highlighted the evolution of its automation platform, including agentic automation capabilities and the integration of products like AgenTic and Maestro to drive enterprise-grade productivity.
    • Leadership detailed how organizational restructuring has improved customer engagement and operational stability despite macroeconomic uncertainty, particularly within its federal and partner engagements.
    • Strategic emphasis was placed on leveraging both traditional RPA and new agentic workflows to unlock significant long-term ARR potential, anticipating more meaningful contributions in CY 2026.
    Jun 10, 2025, 2:00 PM
    UiPath Inc Q1 2026 Earnings Results Announced
    $PATH
    Earnings
    Guidance Update
    • 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.
    May 29, 2025, 9:00 PM
    UiPath Reports Q4 2025 Financial Results and Provides FY2026 Guidance
    $PATH
    Earnings
    Guidance Update
    Product Launch
    • 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.
    Mar 12, 2025, 9:01 PM
    UiPath Q4 2025 Earnings Call Summary
    $PATH
    Earnings
    Product Launch
    Guidance Update
    • 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.
    Mar 12, 2025, 9:00 PM
    UiPath Reports Q4 2025 Financial Results
    $PATH
    Earnings
    Guidance Update
    M&A
    • 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.
    Mar 12, 2025, 12:00 AM