Core Insights - UiPath reported revenue of $411.11 million for the quarter ended October 2025, marking a year-over-year increase of 15.9% and exceeding the Zacks Consensus Estimate by 4.71% [1] - The company achieved an EPS of $0.16, up from $0.11 a year ago, surpassing the consensus EPS estimate of $0.14 by 14.29% [1] Financial Performance Metrics - Annual Recurring Revenue (ARR) reached $1.78 billion, slightly above the four-analyst average estimate of $1.77 billion [4] - Net New ARR was reported at $59 million, exceeding the average estimate of $50.57 million from three analysts [4] - The dollar-based net retention rate was 107%, compared to the estimated 108.4% [4] - Revenue from licenses was $150.04 million, surpassing the estimated $140.47 million and reflecting a 9.4% increase year-over-year [4] - Revenue from professional services and other was $13.5 million, exceeding the estimate of $10.89 million and showing a 27.9% increase year-over-year [4] - Subscription services revenue was $247.57 million, above the estimated $241.54 million, representing a 19.7% increase year-over-year [4] Stock Performance - UiPath shares returned +0.2% over the past month, while the Zacks S&P 500 composite experienced a -0.1% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Core Insights - UiPath reported quarterly earnings of $0.16 per share, exceeding the Zacks Consensus Estimate of $0.14 per share, and showing an increase from $0.11 per share a year ago, resulting in an earnings surprise of +14.29% [1] - The company achieved revenues of $411.11 million for the quarter ended October 2025, surpassing the Zacks Consensus Estimate by 4.71% and increasing from $354.65 million year-over-year [2] Financial Performance - Over the last four quarters, UiPath has consistently surpassed consensus EPS estimates, achieving this four times [2] - The company has also topped consensus revenue estimates three times in the same period [2] - The current consensus EPS estimate for the upcoming quarter is $0.25, with projected revenues of $462.66 million, and for the current fiscal year, the estimate is $0.65 on revenues of $1.57 billion [7] Market Position - UiPath shares have increased by approximately 12.5% since the beginning of the year, while the S&P 500 has gained 16.1% [3] - The Zacks Industry Rank places the Internet - Software sector in the top 26% of over 250 Zacks industries, indicating a favorable market position [8] Future Outlook - The sustainability of UiPath's stock price movement will largely depend on management's commentary during the earnings call and future earnings expectations [3][4] - The estimate revisions trend for UiPath was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, suggesting it is expected to perform in line with the market [6]

Financial Data and Key Metrics Changes - The company reported a third quarter ARR of $1.782 billion, an increase of 11% year-over-year, driven by $59 million in net new ARR [6][24] - Revenue for the quarter was $411 million, reflecting a 16% increase year-over-year [6][23] - The company achieved its first GAAP profitable third quarter with GAAP operating income of $13 million, compared to a GAAP operating loss of $43 million in the prior year [7][26] - Non-GAAP operating income reached $88 million, representing a 21% margin, up more than 700 basis points year-over-year [7][27] - Dollar-based net retention rate was 107%, indicating strong customer engagement and retention [25][72] Business Line Data and Key Metrics Changes - The company highlighted significant customer engagement with over 950 companies developing agents and more than 365,000 processes orchestrated with Maestro [8][24] - The introduction of agentic capabilities in various products, such as intelligent extraction and processing, has enhanced customer automation efforts [10][11] - The company reported strong performance in the federal sector, with no major impact from the government shutdown, indicating resilience in critical operations [35][46] Market Data and Key Metrics Changes - The company ended the quarter with approximately 10,860 customers, with an increase in customers generating $100,000 or more in ARR to 2,506 [24] - Remaining performance obligations increased to $1.265 billion, up 12% year-over-year, indicating a healthy future revenue stream [25] - The company is expanding its cloud footprint in key markets, including Switzerland and the UAE, to meet regional data residency and governance requirements [15][16] Company Strategy and Development Direction - The company is focused on enhancing its automation strategy by integrating deterministic automation with agentic AI to deliver trusted enterprise-grade automation [5][6] - The company is actively pursuing vertical solutions in industries such as healthcare and financial services, aiming to accelerate outcomes and ROI for customers [16][84] - Collaborations with technology leaders like Microsoft, OpenAI, and NVIDIA are aimed at enhancing the capabilities of the platform and driving customer value [17][52] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's execution and innovation pace, positioning it well for future growth [20][21] - The company anticipates continued improvement in net new ARR growth, supported by enhanced execution and customer engagement [38][66] - Management acknowledged that while early traction with agentic capabilities is promising, significant contributions to top-line growth are not expected in fiscal 2026 [28][28] Other Important Information - The company was recognized as a leader in the Gartner Magic Quadrant for intelligent document processing and AI augmenting software testing tools, highlighting its competitive positioning [11][12][13] - The company is committed to maintaining operational efficiency while investing in key areas such as engineering and sales capacity to support growth [59][60] Q&A Session Summary Question: Can you provide insights on the traction of agentic solutions? - Management noted strong momentum across agentic offerings, with consistent buying patterns emerging from proof of concepts to production [32][34] Question: Was there any impact from the government shutdown on federal business? - Management confirmed no direct impact from the shutdown, as many projects are funded through bills and are considered critical operations [35][46] Question: What are the drivers for the expected growth in net new ARR? - Management attributed the growth to improved execution, customer activity, and a stable macroeconomic environment [38][66] Question: Can you elaborate on the OpenAI collaboration? - Management highlighted the use of GPT-5 across the platform, particularly in the Screenplay product, which combines UI automation with LLM capabilities [47][48] Question: How is the partnership with Deloitte impacting the pipeline? - Management indicated that the quality of the pipeline has improved significantly due to deeper engagement with partners like Deloitte [56] Question: What are the expectations for the federal sector moving forward? - Management expressed optimism about the federal sector's performance, noting a return to a new normal with solid deals [46][68] Question: How is the company addressing spend predictability for agentic consumption? - Management is evaluating customer adoption patterns and aims to develop flexible pricing models that reflect AI consumption [90][91]

UiPath (NYSE:PATH) Q3 2026 Earnings Call December 03, 2025 05:00 PM ET Company ParticipantsAllise Furlani - VP of Investor RelationsDaniel Dines - CEOArsenije Matovic - VP of Equity ResearchAshim Gupta - Chief Operating and Financial OfficerAustin Williams - VP of Software Equity ResearchKingsley Crane - Software Managing Director of Equity ResearchDominique Manansala - Equity Research AssociateMike Richards - Equity Research Senior AssociateBryan Bergin - Managing Director of Equity ResearchConference Call ...

Financial Data and Key Metrics Changes - The company reported third quarter ARR of $1.782 billion, an increase of 11%, driven by $59 million in net new ARR [4][22] - Revenue for the quarter was $411 million, reflecting a 16% year-over-year increase [5][21] - The company achieved its first GAAP profitable third quarter with GAAP operating income of $13 million, compared to a GAAP operating loss of $43 million in the prior year [24] - Non-GAAP operating income reached $88 million, representing a 21% margin, up more than 700 basis points year-over-year [24] Business Line Data and Key Metrics Changes - The company highlighted strong customer engagement with over 950 companies developing agents and more than 365,000 processes orchestrated with Maestro [6][22] - The introduction of agentic capabilities in the intelligent extraction and processing (IXP) product is expected to enhance automation in document-heavy processes [9][10] Market Data and Key Metrics Changes - The company ended the quarter with approximately 10,860 customers, with significant growth in customers generating $100,000 or more in ARR, increasing to 2,506 [22] - Dollar-based gross retention remained at 98%, while the dollar-based net retention rate was 107%, indicating strong customer loyalty [23] Company Strategy and Development Direction - The company is focused on enhancing its automation strategy by integrating deterministic automation with agentic AI, aiming to provide trusted enterprise-grade automation [4][5] - The company is expanding its cloud footprint in key markets and developing vertical solutions to address industry-specific challenges [14][15] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to drive future growth and operational efficiency, despite a variable macroeconomic environment [24][25] - The company is raising guidance for the fourth fiscal quarter, expecting revenue in the range of $462 million to $467 million [25][26] Other Important Information - The company was recognized as a leader in the Gartner Magic Quadrant for intelligent document processing and AI augmenting software testing tools, highlighting its capabilities in these areas [10][11] - The company is actively collaborating with technology partners like OpenAI and Microsoft to enhance its automation offerings [16][17] Q&A Session Summary Question: Regarding agentic solution traction - Management noted that over 950 clients are developing agents, indicating strong momentum across the agentic offering [27][28] Question: Impact of the federal shutdown - Management confirmed no direct impact from the federal shutdown, as many projects are funded through bills and considered critical operations [29] Question: Drivers of net new ARR growth - Management attributed the expected growth to improved execution, customer activity, and a stable macroeconomic environment [30][44] Question: OpenAI collaboration details - Management highlighted the use of GPT-5 across the platform, particularly in the Screenplay product, which combines UI automation with LLM adaptability [34] Question: Incremental pipeline from partnerships - Management emphasized the quality of partnerships, particularly with Deloitte, which has led to deeper engagement in larger-scale transformation processes [38] Question: Agentic consumption pricing predictability - Management acknowledged the industry's dynamic nature and is working on flexible pricing models to help customers forecast usage patterns more reliably [56]

This automation company just reported financial results. Was the company's recent performance that good?After climbing 3.9% during regular trading hours, UiPath (PATH +4.20%) stock is ripping higher in after-hours trading. Investors are bidding shares of the robotics processing automation company higher as a result of its reporting strong third-quarter 2026 financial results this afternoon after the bell rang.As of 5:22 p.m. ET, shares of UiPath are up 9.3% from their closing price of $14.86 at 4:00 p.m. A ...

Financial Performance - UiPath's revenue for the three months ended October 31, 2025, reached $411 million, representing an 16% year-over-year growth rate[11, 14] - The Annualized Renewal Run-rate (ARR) as of October 31, 2025, was $1782 billion, reflecting an 11% year-over-year growth rate[12, 14] - Non-GAAP operating income for the same period was $88 million, resulting in a Non-GAAP operating margin of 21%[13, 14] - UiPath has 2506 customers with >= $100k ARR and 333 customers with >= $1 million ARR as of 3Q 2026[60] - UiPath's dollar-based net retention rate was 107%[57] Financial Metrics (GAAP) - GAAP revenue was $4111 million in 3Q 2026, compared to $3547 million in 3Q 2025[62] - GAAP gross margin was 83% in 3Q 2026, compared to 82% in 3Q 2025[62] - GAAP operating income was $131 million in 3Q 2026, compared to a loss of $(434) million in 3Q 2025[62] Financial Metrics (Non-GAAP) - Non-GAAP gross margin was 85% in both 3Q 2026 and 3Q 2025[64] - Non-GAAP operating income increased to $878 million in 3Q 2026 from $497 million in 3Q 2025[64] - Non-GAAP adjusted free cash flow was $279 million in 3Q 2026, compared to $331 million in 3Q 2025[64] Guidance - UiPath projects revenue between $462 million and $467 million for 4Q 2026[65] - The company anticipates ARR to be between $1844 billion and $1849 billion for 4Q 2026[65] - Non-GAAP operating income is expected to be approximately $140 million for 4Q 2026[65]

Core Insights - UiPath Inc. reported strong third quarter earnings, surpassing both revenue and earnings expectations, leading to a significant stock price increase [1][2]. Financial Performance - Adjusted earnings for the quarter were 16 cents per share, exceeding the Street estimate of 15 cents [2]. - Quarterly revenue reached $411.11 million, beating the consensus estimate of $392.97 million and showing a year-over-year increase from $354.65 million [2]. - Annual Recurring Revenue (ARR) stood at $1.782 billion, reflecting an 11% year-over-year growth [4][5]. - The company achieved a net new ARR of $59 million and a dollar-based net retention rate of 107% [5]. Profitability Metrics - Non-GAAP gross margin was reported at 85% [5]. - Non-GAAP operating income for the quarter was $88 million [5]. - Non-GAAP adjusted free cash flow amounted to $28 million [5]. Future Outlook - For the fourth quarter, UiPath anticipates revenue in the range of $462 million to $467 million, slightly above the analyst estimate of $462.91 million [4].

UiPath (PATH) shares surged more than 10% in extended trading on Wednesday after the software company reported third-quarter results and guidance that topped Wall Street's forecast. For the period ending Oct. 31, UiPath said it earned an adjusted $0.16 per share as revenue rose ...

Palantir and UiPath are two strong ways to play the emerging field of AI orchestration.Chip stocks and hyperscalers have grabbed most of the headlines when it comes to the artificial intelligence (AI) megatrend, as companies and governments around the world race to build out their data center infrastructure to support AI. However, those companies are not the only ways for investors to play the trend. In fact, the software orchestration space could become a better long-term way to play AI, given its recurrin ...