PATH
UiPath Inc.16.09
-0.07-0.43%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '26
Reaffirms AI synergy, federal rebound
Q&A largely reaffirmed prepared remarks on AI agentic momentum layering atop core RPA, but clarified WorkFusion adds immaterial ARR as a tuck-in tech boost. Federal traction has rebounded from last year's caution, with long-term projects eyed, while macro stays variable per guidance prudence. Management doubled down on verticals like healthcare and finance; Maestro proved agent-agnostic. Analysts pressed on net new ARR stabilization and 30% margins—agentification across functions unlocks that in three years. Federal is rebounding. Investors watch AI pull-through durability.
Key Stats
Market Cap
8.60BP/E (TTM)
38.31Basic EPS (TTM)
0.42Dividend Yield
0%Recent Filings
10-K
FY2026 results
UiPath posted FY2026 revenue of $1.61B, up 13% y/y, with ARR climbing 11% to $1.85B as subscription services surged 19% y/y to drive the topline. Q4 momentum shone through licenses steady at 3% y/y growth while professional services jumped 23%, fueled by agentic AI demand, yet dollar-based net retention dipped to 107% from 110%. Operating income flipped positive at $57M versus a $163M loss last year, thanks to sales & marketing cuts and a $186M U.S. valuation allowance release slashing taxes. Cash pile held at $1.69B after $329M buybacks; Peak acquisition bolsters verticals. Macro headwinds linger.
8-K
Malpani expands to CPO role
UiPath appointed Raghavendra Malpani as Chief Product and Technology Officer, effective March 25, 2026, expanding his CTO role since May 2024 to lead product and engineering teams. He brings 15+ years from Microsoft and Meta, with a $510,000 base salary and 75% target bonus. Leadership unites vision and execution. No family ties or conflicts disclosed.
8-K
Q4 revenue up 14%, new buyback
UiPath posted Q4 FY2026 revenue of $481 million, up 14% year-over-year, with ARR at $1.853 billion, up 11%, and GAAP operating income of $80 million. Board authorized $500 million Class A stock repurchase after completing prior $1 billion program. Strong cash position supports capital return while guiding FY2027 revenue to $1.754-$1.759 billion.
10-Q
Q1 FY2026 results
UiPath posted Q1 FY2026 revenue of $411.1M, up 16% y/y, with subscription services jumping 20% y/y to $247.6M on steady 83% gross margins. Operating income flipped to $13.1M from a $43.4M loss, while diluted EPS hit $0.37 on 539M shares—reconciles cleanly. Cash from operations reached $188.9M YTD, yet $329.1M in buybacks trimmed liquidity to $1.5B. Peak AI closed Mar 2025 for $40.1M (cash/deferred/contingent), adding $28.0M goodwill and $16.2M intangibles (3-5 years). Solid momentum, but competition heats up.
8-K
Q3 revenue up 16%; GAAP profitable
UiPath posted Q3 fiscal 2026 revenue of $411 million, up 16% year-over-year, with ARR at $1.782 billion, up 11%. It notched its first GAAP profitable quarter at $13 million operating income, while non-GAAP hit $88 million. New platform capabilities and partnerships with Microsoft, OpenAI, NVIDIA, and Snowflake fuel agentic automation momentum. Q4 guides revenue to $462-467 million. Cash remains robust at $1.52 billion.
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