Michael Atalla
UiPathAbout Michael Atalla
Michael Atalla was appointed Chief Marketing Officer of UiPath on August 25, 2025, to lead global marketing across brand, performance, demand generation, and communications, with a remit to elevate UiPath’s leadership in agentic AI and orchestration . He brings 20+ years of marketing leadership, including four years as SVP and Head of Worldwide Marketing at F5 and nearly 15 years in Microsoft marketing leadership roles shaping the transition from on‑premise Office to Office 365 . UiPath’s latest results around his appointment: Q2 FY26 revenue of $362M (+14% y/y), ARR of $1.723B (+11% y/y), and dollar‑based net retention rate of 108% .
Past Roles
| Organization | Role | Years | Strategic impact |
|---|---|---|---|
| F5 | SVP & Head of Worldwide Marketing | Last 4 years (through 2025) | Led global marketing execution and impact |
| Microsoft | Marketing leadership roles | ~15 years | Instrumental in evolving Microsoft Office to cloud Office 365 |
| The MJJM Group | Founder/Leader | Prior to F5 (years not disclosed) | Supported early‑stage founders on funding and growth |
External Roles
| Organization | Role | Years | Strategic impact |
|---|---|---|---|
| City Year Seattle | Supporter/Community involvement | Not disclosed | Focused on improving education equity and access |
| Yellow Wood Academy | Supporter/Community involvement | Not disclosed | Support across racial and neurodiversity boundaries |
Fixed Compensation
- Not disclosed in UiPath’s filings or press materials reviewed to date for Atalla’s appointment (no Item 5.02 compensatory terms found). Monitor for a Form 8‑K, Item 5.02 detailing base salary, target bonus, and initial equity grants .
Performance Compensation
- UiPath’s executive annual bonus framework for FY25 (context for executive pay structure; Atalla not a FY25 NEO): metrics and funding mechanics below.
| Metric | Weighting | Target (Company Operating Plan) | Actual FY25 Performance | Payout mechanics | Resulting funding |
|---|---|---|---|---|---|
| Incremental ARR (iARR) | 60% | 100% of plan | $211M; 65% of target | Linear from threshold (50%) to max (150%); gates require ≥70%/85%/100% iARR to fund >80%/>90%/>100% | 56% funding |
| Non‑GAAP Operating Income | 40% | 100% of plan | $241M; 75% of target | Linear from threshold (70%) to max (130%) | 58% funding |
| Weighted funding | — | — | — | — | 57% overall |
Equity Ownership & Alignment
- Stock ownership guidelines: CEO must hold 5x salary; other executive officers must hold 2x salary; directors 5x annual retainer. Five‑year compliance window; until compliant, after‑tax portions of vested equity must be held .
- Hedging/pledging prohibited: UiPath’s insider trading policy bans hedging, derivative transactions on Class A common stock, short sales, margin purchases, and pledging shares as collateral .
- Clawback policy: Incentive Compensation Recoupment Policy is publicly posted and attached as Exhibit 97 to the Annual Report on Form 10‑K (FY ended Jan 31, 2025) .
Employment Terms
- Role start date: Announced August 25, 2025; appointment reiterated in Q2 FY26 press release .
- Offer letter, severance, and change‑of‑control specifics for Atalla: Not disclosed in filings reviewed; UiPath commonly uses offer letters for executives and applies double‑trigger equity acceleration for certain executives per disclosed NEO agreements, but no Atalla‑specific terms are yet filed .
Company Performance Context (Q2 FY26)
| Metric | Q2 FY26 (ended Jul 31, 2025) |
|---|---|
| Revenue ($USD Millions) | $361.7 |
| ARR ($USD Billions) | $1.723 |
| Dollar‑based net retention (%) | 108% |
| GAAP gross margin (%) | 82% |
| Non‑GAAP operating income ($USD Millions) | $62 |
| Net cash from operations ($USD Millions) | $42 |
| Non‑GAAP adjusted free cash flow ($USD Millions) | $45 |
UiPath identifies ARR and dollar‑based net retention rate as key performance metrics for managing the business; definitions and caveats are disclosed in the company’s Q2 FY26 materials .
Track Record, Value Creation, and Execution Risk
- Major achievements: At Microsoft, Atalla helped lead the evolution of Office into Office 365, a foundational shift to subscription cloud productivity; at F5, he led worldwide marketing for four years, indicating deep enterprise go‑to‑market experience .
- Execution focus areas at UiPath: Scaling agentic automation category leadership and marketing orchestration around ARR growth and operational efficiency—consistent with UiPath’s highlighted metrics and guidance framework .
Investment Implications
- Compensation alignment: Specific Atalla compensation terms are pending in SEC filings; however, UiPath’s governance framework provides strong alignment signals—ownership guidelines (2x salary for execs), clawback policy, and bans on hedging/pledging . Investors should watch for an 8‑K Item 5.02 detailing base salary, target bonus, and equity grant sizes/vesting (key to assessing selling pressure windows).
- Retention and vesting pressure: Without disclosed grant data or vesting schedules, insider selling risk cannot be assessed; monitor Form 4 filings for initial RSU settlements and tax‑withholding transactions to gauge near‑term supply.
- Performance levers: Marketing leadership with deep enterprise/Cloud GTM experience lines up with UiPath’s priorities amid ARR growth and improving non‑GAAP operating income; successful demand generation and partner co‑marketing could drive iARR and operating leverage, which are embedded in executive bonus constructs .
- Trading signals: Upcoming SEC disclosures on Atalla’s compensatory arrangements and any Form 4 activity will be pivotal; in parallel, UiPath’s ARR and operating income trends (disclosed quarterly) remain core drivers of pay‑for‑performance payouts and investor sentiment .