Key Takeaways PATH reported Q1 fiscal 2026 revenues of $357M, up 6% year over year, and ARR of $1.69B, up 12%. Strategic alliances with Microsoft, Amazon, and Salesforce boost PATH's market reach and integration. PATH holds $1.6B in cash with no debt, and strong liquidity supports growth and innovation initiatives.UiPath Inc. (PATH) stock has declined 10% in the past six months while gaining 12% in the past three months, indicating that the tide is turning. Image Source: Zacks Investment ResearchThis anal ...

UiPath Inc. (NYSE:PATH) BMO 2025 Virtual Software Conference June 10, 2025 10:00 AM ET Company Participants Ashim Gupta - CFO & COO Conference Call Participants Keith Frances Bachman - BMO Capital Markets Equity Research Keith Frances Bachman Okay. Good morning. Good afternoon, everybody. It's Keith Bachman here from BMO. We're part of our ongoing virtual software conference. We're thrilled to have a shine from UiPath and so with that normal process here, we're going to be about 35, 40 minutes. I'm going to ...

UiPath (PATH) 2025 Conference June 10, 2025 10:00 AM ET Speaker0 Okay. Good morning. Good afternoon, everybody. It's Keith Bachman here from BMO. We're part of our ongoing virtual software conference. We're thrilled to have Ashin from UiPath. And so with that normal process here, we're going be about thirty five, forty minutes. I'm going ask questions. I think there's a way that you can also pose questions or candidly just email me directly and we'll do our best to get to them. So with that said, let's go a ...

Key Takeaways UiPath leads in RPA with strengths in task mining, workflow orchestration, and process optimization. PATH gains momentum from alliances with Microsoft, Amazon, and Salesforce across enterprise ecosystems. UiPath boasts 110-115% net retention and rising earnings estimates amid a growing automation market.UiPath, Inc. (PATH) continues to be a dominant force in the rapidly growing Robotic Process Automation (RPA) market, which QKS Group projects will reach a valuation of $7.9 billion by 2030, w ...

UiPath (PATH) could be a solid choice for investors given the company's remarkably improving earnings outlook. While the stock has been a strong performer lately, this trend might continue since analysts are still raising their earnings estimates for the company.Analysts' growing optimism on the earnings prospects of this enterprise automation software developer is driving estimates higher, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trends ...

UiPath (PATH) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #2 (Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.Since a changi ...

For those looking to find strong Computer and Technology stocks, it is prudent to search for companies in the group that are outperforming their peers. UiPath (PATH) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? By taking a look at the stock's year-to-date performance in comparison to its Computer and Technology peers, we might be able to answer that question.UiPath is a member of our Computer and Technology group, w ...

Revenue and Growth - Revenue for the three months ended April 30, 2025, was $356.6 million, representing a 6% year-over-year increase[142]. - Annualized renewal run-rate (ARR) as of April 30, 2025, was $1,692.7 million, up 12% year-over-year, with 24% of this growth attributed to new customers[142][146]. - Total revenue for the three months ended April 30, 2025, was $356.6 million, an increase of $21.5 million or 6% compared to $335.1 million in the same period of 2024[167]. - Subscription services revenue increased by $32.2 million or 17%, reaching $217.3 million, while licenses revenue decreased by $11.8 million or 8% to $128.3 million[167]. - The company attributed 43% of total revenue growth to new customers and 57% to existing customers[167]. - The increase in subscription services revenue was driven by both prior period sales and new sales in the current period[167]. Financial Performance - Gross margin for the three months ended April 30, 2025, was 82%, slightly down from 83% in the same period of 2024[142]. - Operating loss improved to $(16.4) million for the three months ended April 30, 2025, compared to $(49.5) million in the same period of 2024[166]. - Net loss for the period was $(22.6) million, an improvement from $(28.7) million in the prior year[166]. - Interest income decreased by $1.2 million, or 9%, to $12.6 million for the three months ended April 30, 2025, compared to $13.8 million in the same period of 2024[173]. - Provision for income taxes decreased by $1.0 million, or 25%, to $2.8 million for the three months ended April 30, 2025, compared to $3.8 million in the same period of 2024[175]. Cash Flow and Liquidity - Cash flow from operations for the three months ended April 30, 2025, was $119.0 million, compared to $100.0 million for the same period in 2024[142]. - Cash and cash equivalents, restricted cash, and marketable securities totaled $1,591.9 million as of April 30, 2025, down from $1,724.1 million as of January 31, 2025[142]. - Net cash provided by operating activities was $119.0 million for the three months ended April 30, 2025, compared to $100.0 million in the same period of 2024[180]. - Net cash used in investing activities was $79.9 million for the three months ended April 30, 2025, driven by $153.4 million in purchases of marketable securities[184]. - Net cash used in financing activities was $235.2 million for the three months ended April 30, 2025, primarily due to $227.5 million in repurchases of Class A common stock[186]. - As of April 30, 2025, the company had cash, cash equivalents, and marketable securities totaling $1,591.5 million, with an accumulated deficit of $2,010.4 million[176]. Customer Metrics - The number of customers with ARR of $1 million or more increased to 316 as of April 30, 2025, from 288 in 2024[148]. - The dollar-based net retention rate was 108% as of April 30, 2025, down from 118% in 2024[148]. Expenses and Cost Management - Total cost of revenue rose by $8.5 million or 15% to $63.9 million, driven by a $8.2 million increase in professional services costs[168]. - Sales and marketing expenses decreased by $20.5 million or 11% to $159.7 million, representing 45% of total revenue[170]. - Professional services and other costs increased by 51% to $24.1 million, primarily due to higher third-party subcontractor costs[168]. - Research and development expenses are expected to increase in absolute dollars as the company invests in new technology and product enhancements[160]. - Research and development expenses increased by $9.2 million, or 11%, to $94.8 million for the three months ended April 30, 2025, compared to $85.6 million in the same period of 2024[171]. - General and administrative expenses decreased by $8.8 million, or 14%, to $54.7 million for the three months ended April 30, 2025, compared to $63.5 million in the same period of 2024[172]. Strategic Initiatives - The Fiscal Year 2025 Workforce Restructuring is substantially completed, aimed at streamlining operations and focusing on AI and innovation[144]. - The company continues to monitor macroeconomic impacts, including foreign currency fluctuations and interest rate volatility, which may affect demand and profitability[139][141]. Foreign Currency Impact - Approximately 55% of the company's revenues and 39% of its expenses were denominated in non-U.S. dollar currencies, with net foreign currency transaction losses of $13.1 million recognized[196]. - Other expense, net increased by $26.6 million for the three months ended April 30, 2025, primarily due to a $15.9 million increase in losses from foreign currency transactions[174].

Core Insights - UiPath Inc. reported better-than-expected first-quarter financial results, with earnings of 11 cents per share and sales of $356.62 million, surpassing analyst estimates [1][2] - The company launched its agentic automation platform, which has received positive early feedback from customers and partners, indicating growing interest in enterprise automation [2] - UiPath raised its fiscal 2026 revenue guidance to a range of $1.549 billion to $1.554 billion, exceeding previous estimates [3] Financial Performance - Quarterly earnings were reported at 11 cents per share, beating the consensus estimate of 10 cents [1] - Quarterly sales reached $356.62 million, surpassing the analyst consensus estimate of $332.87 million [1] - The company expects second-quarter revenue to be between $345 million and $350 million, above estimates of $333.12 million [3] Guidance and Analyst Reactions - Fiscal 2026 revenue guidance was raised from $1.52 billion to $1.53 billion to a new range of $1.549 billion to $1.554 billion, compared to estimates of $1.53 billion [3] - Following the earnings announcement, various analysts adjusted their price targets for UiPath, with increases noted across multiple firms [6]

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