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.
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| 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. | View Report → |
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. |
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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?
Research analysts who have asked questions during UiPath earnings calls.
Bryan Bergin
TD Cowen
4 questions for PATH
Sanjit Singh
Morgan Stanley
4 questions for PATH
Chirag Ved
Evercore ISI
3 questions for PATH
Mark Murphy
JPMorgan Chase & Co.
3 questions for PATH
Jacob Roberge
William Blair
2 questions for PATH
Michael Steven Richards
RBC Capital Markets
2 questions for PATH
Michael Turrin
Wells Fargo
2 questions for PATH
Raimo Lenschow
Barclays
2 questions for PATH
Scott Berg
Needham & Company, LLC
2 questions for PATH
Sheldon McMeans
Barclays
2 questions for PATH
Alex Zukin
Wolfe Research LLC
1 question for PATH
Arti Vula
JPMorgan Chase & Co.
1 question for PATH
Brian Schwartz
Oppenheimer & Co.
1 question for PATH
Dominique Manansala
Truist Securities
1 question for PATH
Jake Roberge
William Blair & Company, L.L.C
1 question for PATH
Kirk Materne
Evercore ISI
1 question for PATH
Nick Altmann
Scotiabank
1 question for PATH
Sitikantha Panigrahi
Mizuho
1 question for PATH
Siti Panigrahi
Mizuho Securities
1 question for PATH
Stephen Sclater
Wolfe Research
1 question for PATH
Terrell Tillman
Truist Securities
1 question for PATH
Terry Tillman
Truist Securities
1 question for PATH
William Kingsley Crane
Canaccord Genuity
1 question for PATH
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 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.
- 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.
- UiPath announced a collaboration with OpenAI to integrate OpenAI frontier models with enterprise customer workflows, aiming to accelerate time to value and ROI from agentic AI efforts.
- The partnership involves building a ChatGPT connector and empowering ChatGPT Enterprise users to access UiPath's automation capabilities, including unattended automations and Maestro workflows, directly within ChatGPT.
- This initiative also includes creating a new benchmark for evaluating AI models in agentic automation and leveraging UiPath Maestro to orchestrate UiPath, OpenAI, and other third-party AI agents in business processes.
- 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.
- 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.
- 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.