Earnings Performance - UiPath reported quarterly earnings of $0.11 per share, beating the Zacks Consensus Estimate of $0.07 per share, representing a 57.14% earnings surprise [1] - The company's earnings were $0.12 per share a year ago, adjusted for non-recurring items [1] - In the previous quarter, UiPath posted earnings of $0.04 per share, surpassing the expected $0.03 per share, with a 33.33% surprise [1] - Over the last four quarters, the company has consistently surpassed consensus EPS estimates [2] Revenue Performance - UiPath posted revenues of $354.65 million for the quarter ended October 2024, exceeding the Zacks Consensus Estimate by 2.03% [2] - This compares to year-ago revenues of $325.92 million [2] - The company has topped consensus revenue estimates in each of the last four quarters [2] Stock Performance and Market Comparison - UiPath shares have declined approximately 38.3% since the beginning of the year, while the S&P 500 has gained 27.6% [4] - The stock's immediate price movement will depend on management's commentary during the earnings call [3] Future Outlook and Earnings Estimates - The current consensus EPS estimate for the coming quarter is $0.17 on $423.36 million in revenues [8] - For the current fiscal year, the consensus EPS estimate is $0.40 on $1.42 billion in revenues [8] - The estimate revisions trend for UiPath is mixed, resulting in a Zacks Rank 3 (Hold) [7] Industry Context - UiPath belongs to the Zacks Technology Services industry, which is currently in the top 28% of over 250 Zacks industries [9] - The top 50% of Zacks-ranked industries outperform the bottom 50% by more than 2 to 1 [9] Peer Comparison - Skillsoft Corp (SKIL), another company in the same industry, is expected to report a quarterly loss of $3.01 per share for the quarter ended October 2024, representing a year-over-year improvement of 12.8% [10] - Skillsoft Corp's revenues are expected to be $129.76 million, down 6.6% from the year-ago quarter [11]

Revenue and Growth - Revenue for Q3 fiscal 2025 was $355 million, representing a 9% increase year-over-year[3] - Annualized Renewal Run-rate (ARR) reached $1.607 billion, up 17% year-over-year[3] - Net new ARR for the quarter was $56 million[3] - For Q4 fiscal 2025, revenue is expected to be between $422 million and $427 million[5] - ARR is projected to be between $1.669 billion and $1.674 billion as of January 31, 2025[5] - Total revenue for the three months ended October 31, 2023, was $354.7 million, a 8.1% increase from $325.9 million in the same period last year[24] - Subscription services revenue increased by 23.5% year-over-year to $206.9 million, compared to $167.5 million in the prior year[24] Profitability and Margins - GAAP gross margin was 82%, while non-GAAP gross margin was 85%[3] - Non-GAAP operating income for Q3 was $50 million, with a GAAP operating loss of $(43) million[3] - Gross profit for the nine months ended October 31, 2023, was $823.6 million, up from $760.2 million, reflecting a gross margin improvement[24] - GAAP gross profit for the three months ended October 31, 2023, was $290.890 million, with a gross margin of 82%, down from 85% in the previous year[30] - Non-GAAP gross profit for the same period was $300.364 million, with a non-GAAP gross margin of 85%, compared to 87% in the previous year[30] Losses and Expenses - Operating loss for the three months ended October 31, 2023, was $(43.4) million, an improvement from $(55.8) million in the same quarter last year[24] - Net loss for the three months ended October 31, 2023, was $(10.7) million, compared to $(31.5) million in the same period last year[24] - Net loss for the nine months ended October 31, 2023, was $125.488 million, compared to a loss of $123.799 million in the previous period[28] - GAAP net loss for the three months ended October 31, 2024, was $(10,655), an improvement from $(31,537) in the same period in 2023[34] - GAAP operating loss for the three months ended October 31, 2024, was $(43,364), compared to $(55,819) in the same period in 2023[32] Cash and Assets - Cash, cash equivalents, and marketable securities totaled $1.6 billion as of October 31, 2024[3] - Cash and cash equivalents decreased to $773.6 million as of October 31, 2024, down from $1,061.7 million as of January 31, 2024[26] - Total current assets decreased to $2.18 billion from $2.58 billion in the previous quarter[26] - Total cash, cash equivalents, and restricted cash at the end of the period was $774.068 million, down from $1.003 billion at the end of the previous period[28] Deferred Revenue and Liabilities - Deferred revenue increased to $494.4 million as of October 31, 2024, compared to $486.8 million in the previous quarter[26] - Total liabilities as of October 31, 2024, were $931.4 million, slightly down from $938.6 million as of January 31, 2024[26] Shareholder Information - The company reported a weighted-average share count of 551,036 for the three months ended October 31, 2023[24] - GAAP weighted average common shares outstanding, diluted, for the three months ended October 31, 2024, were 553,942, compared to 577,499 in the same period in 2023[34] Operating Activities - Net cash provided by operating activities increased to $174.483 million from $153.480 million year-over-year[28] - The company experienced a net cash used in investing activities of $28.807 million, a significant improvement from $430.930 million in the previous period[28] Stock and Compensation - The company reported stock-based compensation expense of $270.520 million for the nine months ended October 31, 2023, slightly down from $283.025 million[28] - The company repurchased $381.403 million of Class A common stock during the period, compared to $52.649 million in the previous period[28] Guidance and Future Projections - Non-GAAP operating income guidance for Q4 is approximately $100 million[5] - Non-GAAP net income for the nine months ended October 31, 2024, was $156,788, compared to $181,866 for the same period in 2023, indicating a decrease of 13.8%[34] - Non-GAAP adjusted free cash flow for the nine months ended October 31, 2024, was $182,868, compared to $162,965 for the same period in 2023, representing an increase of 12.2%[35] - Non-GAAP operating income for the three months ended October 31, 2024, was $49,721, an increase from $43,679 in the same period in 2023[32] - Non-GAAP net income per share, diluted, for the three months ended October 31, 2024, was $0.11, unchanged from the same period in 2023[34]

Core Viewpoint - UiPath Inc. is set to report its third-quarter fiscal 2025 results, with expectations of a significant earnings decline despite projected revenue growth in subscription services [1][15]. Financial Estimates - The Zacks Consensus Estimate for earnings in the upcoming quarter is 7 cents, reflecting a 41.7% decline from the same quarter last year [2][15]. - Revenue estimates stand at $347.6 million, indicating a 6.7% year-over-year growth [2][15]. - Subscription services revenues are expected to reach $200.1 million, representing a 19.5% year-over-year growth [8]. Earnings Performance - UiPath has a strong earnings surprise history, with an average surprise of 42.4% over the trailing four quarters [3][4]. - The company has an Earnings ESP of 0.00% and a Zacks Rank of 3, indicating a lesser chance of an earnings beat this time [6][7]. Customer Metrics - As of the second quarter of fiscal 2025, UiPath reported 10,810 customers, a slight decrease from 10,890 in the previous year [12][13]. - However, customers generating $100,000 or more in annual recurring revenues (ARR) increased from 1,930 to 2,163, and those with $1 million or more in ARR grew by 15.3% year-over-year [13][14]. Retention Rates - The company achieved a dollar-based gross retention rate of 97% and a net retention rate of 115% in the second quarter of fiscal 2025, attributed to the effectiveness of its automation platform [14]. Stock Performance - UiPath's stock has gained 15% over the past month, outperforming its industry growth of 20% and the Zacks S&P 500 composite's 4.5% rise [9].

Analysts on Wall Street project that UiPath (PATH) will announce quarterly earnings of $0.07 per share in its forthcoming report, representing a decline of 41.7% year over year. Revenues are projected to reach $347.61 million, increasing 6.7% from the same quarter last year.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.Prior to a company's e ...

Group 1 - The company faced significant turmoil with the sudden resignation of CEO Rob Enslin amid poor revenue and operating margin guidance for fiscal year 2025 [1] - The company is involved in the technology sector, particularly focusing on automation and software solutions [1] Group 2 - The article reflects on the author's background in investing and technology, indicating a personal interest in tech stocks [1]

Group 1 - The article discusses the potential of UiPath Inc. (NYSE: PATH) to establish a significant competitive advantage, referred to as a "deep moat" [1] - The focus is on identifying high-quality companies with a market capitalization of less than $10 billion that can reinvest capital effectively for substantial returns [1] - The ideal companies should demonstrate a long-term capability of capital compounding with a high compound annual growth rate, potentially delivering tenfold returns or more [1] Group 2 - The investment strategy is primarily conservative, with occasional pursuits of opportunities that present a favorable risk-reward ratio [1] - The approach emphasizes maintaining a long-term perspective to achieve higher returns compared to market indices in a rapidly changing investment environment [1] - The article highlights the importance of careful consideration and proportional allocation of investments to maintain overall portfolio stability [1]

Company Performance - UiPath's stock closed at $13.53, reflecting a +1.27% change from the previous day's closing price, outperforming the S&P 500's daily gain of 0.02% [1] - Over the past month, UiPath's shares increased by 3.81%, underperforming the Business Services sector's gain of 8.97% but outperforming the S&P 500's gain of 2.99% [1] Upcoming Earnings - UiPath is set to disclose its earnings on December 5, 2024, with an anticipated EPS of $0.07, representing a 41.67% decline compared to the same quarter last year [2] - The consensus estimate for revenue is $347.65 million, indicating a 6.67% increase from the year-ago quarter [2] Fiscal Year Projections - For the entire fiscal year, earnings are projected at $0.41 per share, a decrease of 24.07% from the prior year, while revenue is expected to reach $1.42 billion, an increase of 8.74% [3] - Recent analyst estimate revisions suggest a changing business trend, with positive revisions indicating confidence in the company's performance [3] Valuation Metrics - UiPath has a Forward P/E ratio of 32.85, which is higher than the industry average of 25.63, suggesting that the company is trading at a premium [6] - The PEG ratio for UiPath is 1.46, compared to the industry average of 1.55, indicating a relatively favorable growth expectation [6] Industry Context - The Technology Services industry, part of the Business Services sector, holds a Zacks Industry Rank of 70, placing it in the top 28% of over 250 industries [7] - The Zacks Industry Rank is based on the average Zacks Rank of individual stocks, with top-rated industries outperforming lower-rated ones by a factor of 2 to 1 [7]

Company Performance - UiPath's stock closed at $13.38, with a daily increase of +1.75%, outperforming the S&P 500's gain of 0.74% [1] - Over the last month, UiPath's shares increased by 5.71%, lagging behind the Business Services sector's gain of 9.12% and surpassing the S&P 500's gain of 3.16% [1] Earnings Projections - The upcoming earnings disclosure is anticipated, with projected earnings per share (EPS) of $0.07, indicating a 41.67% decrease from the same quarter last year [2] - Revenue is projected at $347.65 million, reflecting a 6.67% increase from the equivalent quarter last year [2] - Full-year Zacks Consensus Estimates predict earnings of $0.41 per share and revenue of $1.42 billion, representing year-over-year changes of -24.07% and +8.74%, respectively [3] Analyst Sentiment - Recent shifts in analyst projections for UiPath should be monitored, as positive revisions indicate optimism regarding the company's business and profitability [4] - The Zacks Rank system, which includes estimate changes, currently ranks UiPath at 3 (Hold) [6] Valuation Metrics - UiPath has a Forward P/E ratio of 32.34, which is higher than the industry average of 27.26, indicating it is trading at a premium [7] - The company has a PEG ratio of 1.44, compared to the Technology Services industry's average PEG ratio of 1.62 [8] Industry Context - The Technology Services industry, part of the Business Services sector, holds a Zacks Industry Rank of 70, placing it in the top 28% of over 250 industries [9]

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Group 1 - The global IT spending is forecasted to increase by 9.3% in 2025 compared to 2024, which is a significant rise [1] - This projected increase of 9.3% surpasses the previously estimated 8% increase for 2024, indicating a stronger growth trend in the IT sector [1]